NXI.PA vs. SBGSY

Last updated Jun 5, 2026

NXI.PA (Nexity) and SBGSY (Schneider Electric SA) are both stocks. NXI.PA operates in Real Estate - Diversified (Real Estate), while SBGSY operates in Specialty Industrial Machinery (Industrials). Over the past 10 years, NXI.PA returned -12.57%/yr vs 19.19%/yr for SBGSY. At a 0.29 correlation, their price movements are largely independent.

Performance

NXI.PA vs. SBGSY - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Nexity (NXI.PA) and Schneider Electric SA (SBGSY). The values are adjusted to include any dividend payments, if applicable.

Different Trading Currencies

NXI.PA is traded in EUR, while SBGSY is traded in USD. To make them comparable, the SBGSY values have been converted to EUR using the latest available exchange rates.

Returns By Period

In the year-to-date period, NXI.PA achieves a -12.53% return, which is significantly lower than SBGSY's 14.24% return. Over the past 10 years, NXI.PA has underperformed SBGSY with an annualized return of -12.57%, while SBGSY has yielded a comparatively higher 19.19% annualized return.

NXI.PA

• 1D: 2.68%
• 1M: -6.49%
• YTD: -12.53%
• 6M: -11.55%
• 1Y: -17.15%
• 3Y*: -25.22%
• 5Y*: -25.78%
• 10Y*: -12.57%

SBGSY

• 1D: -7.13%
• 1M: -6.04%
• YTD: 14.24%
• 6M: 13.51%
• 1Y: 18.83%
• 3Y*: 18.58%
• 5Y*: 17.00%
• 10Y*: 19.19%

*Multi-year figures are annualized to reflect compound growth (CAGR)

NXI.PA vs. SBGSY - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
NXI.PA Nexity	-12.53%	-30.96%	-22.85%	-28.02%	-31.23%	21.94%	-14.80%	21.03%	-17.36%	16.76%
SBGSY Schneider Electric SA	14.24%	-1.33%	33.50%	42.40%	-22.48%	48.36%	34.39%	59.20%	-14.14%	10.40%

Correlation

The correlation between NXI.PA and SBGSY is 0.24, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.24
Correlation (3Y) Calculated over the trailing 3-year period	0.23
Correlation (5Y) Calculated over the trailing 5-year period	0.27
Correlation (10Y) Calculated over the trailing 10-year period	0.26
Correlation (All Time) Calculated using the full available price history since Nov 12, 2008	0.29

Return for Risk

NXI.PA vs. SBGSY — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

NXI.PA

NXI.PA Risk / Return Rank: 26
NXI.PA Sharpe Ratio Rank: 25
NXI.PA Sortino Ratio Rank: 24
NXI.PA Omega Ratio Rank: 24
NXI.PA Calmar Ratio Rank: 25
NXI.PA Martin Ratio Rank: 28

SBGSY

SBGSY Risk / Return Rank: 59
SBGSY Sharpe Ratio Rank: 61
SBGSY Sortino Ratio Rank: 55
SBGSY Omega Ratio Rank: 54
SBGSY Calmar Ratio Rank: 61
SBGSY Martin Ratio Rank: 64

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

NXI.PA vs. SBGSY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Nexity (NXI.PA) and Schneider Electric SA (SBGSY). 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.

	NXI.PA	SBGSY	Difference
Sharpe ratio: Return per unit of total volatility	-0.37	0.58	-0.95
Sortino ratio: Return per unit of downside risk	-0.30	1.02	-1.31
Omega ratio: Gain probability vs. loss probability	0.97	1.12	-0.16
Calmar ratio: Return relative to maximum drawdown	-0.47	1.03	-1.50
Martin ratio: Return relative to average drawdown	-0.72	2.59	-3.32
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

NXI.PA vs. SBGSY - Sharpe Ratio Comparison

The current NXI.PA Sharpe Ratio is -0.37, which is lower than the SBGSY Sharpe Ratio of 0.58. The chart below compares the historical Sharpe Ratios of NXI.PA and SBGSY, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	NXI.PA	SBGSY	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.37	0.58	-0.95
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.62	0.58	-1.20
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	-0.35	0.67	-1.02
Sharpe Ratio (All Time) Calculated using the full available price history	0.06	0.50	-0.44

Drawdowns

NXI.PA vs. SBGSY - Drawdown Comparison

The maximum NXI.PA drawdown since its inception was -91.65%, which is greater than SBGSY's maximum drawdown of -40.83%. Use the drawdown chart below to compare losses from any high point for NXI.PA and SBGSY.

Drawdown Indicators

	NXI.PA	SBGSY	Difference
Max Drawdown Largest peak-to-trough decline	-91.65%	-40.83%	-50.82%
Max Drawdown (1Y) Largest decline over 1 year	-36.40%	-18.37%	-18.03%
Max Drawdown (3Y) Largest decline over 3 years	-60.20%	-32.14%	-28.06%
Max Drawdown (5Y) Largest decline over 5 years	-79.06%	-35.35%	-43.71%
Max Drawdown (10Y) Largest decline over 10 years	-80.15%	-35.35%	-44.80%
Current Drawdown Current decline from peak	-79.62%	-8.40%	-71.22%
Average Drawdown Average peak-to-trough decline	-33.81%	-10.65%	-23.16%
Ulcer Index Depth and duration of drawdowns from previous peaks	23.56%	7.28%	+16.28%

Volatility

NXI.PA vs. SBGSY - Volatility Comparison

The current volatility for Nexity (NXI.PA) is 9.17%, while Schneider Electric SA (SBGSY) has a volatility of 12.42%. This indicates that NXI.PA experiences smaller price fluctuations and is considered to be less risky than SBGSY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	NXI.PA	SBGSY	Difference
Volatility (1M) Calculated over the trailing 1-month period	9.17%	12.42%	-3.25%
Volatility (6M) Calculated over the trailing 6-month period	31.66%	25.56%	+6.10%
Volatility (1Y) Calculated over the trailing 1-year period	45.72%	32.58%	+13.14%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	40.93%	29.57%	+11.36%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	35.41%	28.93%	+6.48%

Dividends

NXI.PA vs. SBGSY - Dividend Comparison

NXI.PA has not paid dividends to shareholders, while SBGSY's dividend yield for the trailing twelve months is around 1.63%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
NXI.PA Nexity	0.00%	0.00%	0.00%	14.84%	9.59%	4.84%	5.64%	5.58%	5.03%	4.84%	4.95%	4.90%
SBGSY Schneider Electric SA	1.63%	1.05%	1.52%	1.73%	2.18%	1.56%	1.91%	2.59%	3.64%	2.32%	2.93%	1.06%

Financials

Frequently Asked Questions

Can I hold both NXI.PA and SBGSY in my portfolio?

NXI.PA and SBGSY have a correlation of 0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.