NVS vs. SPG

In the year-to-date period, NVS achieves a 5.66% return, which is significantly lower than SPG's 31.34% return. Over the past 10 years, NVS has outperformed SPG with an annualized return of 6.67%, while SPG has yielded a comparatively lower 5.00% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for Novartis AG (NVS) and Simon Property Group, Inc. (SPG). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current NVS Sharpe Ratio is 0.81, which is lower than the SPG Sharpe Ratio of 2.66. The chart below compares the historical Sharpe Ratios of NVS and SPG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

NVS's dividend yield for the trailing twelve months is around 3.68%, less than SPG's 4.38% yield.

The maximum NVS drawdown since its inception was -41.72%, smaller than the maximum SPG drawdown of -77.00%. Use the drawdown chart below to compare losses from any high point for NVS and SPG. For additional features, visit the drawdowns tool.

Novartis AG (NVS) and Simon Property Group, Inc. (SPG) have volatilities of 5.85% and 5.68%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

This section allows you to compare key financial metrics between Novartis AG and Simon Property Group, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.