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PDEX vs. LOOMIS.ST
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

PDEX vs. LOOMIS.ST - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Pro-Dex, Inc. (PDEX) and Loomis AB ser. B (LOOMIS.ST). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

PDEX is traded in USD, while LOOMIS.ST is traded in SEK. To make them comparable, the LOOMIS.ST values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, PDEX achieves a 74.12% return, which is significantly higher than LOOMIS.ST's 18.74% return. Over the past 10 years, PDEX has outperformed LOOMIS.ST with an annualized return of 31.48%, while LOOMIS.ST has yielded a comparatively lower 9.67% annualized return.


PDEX

1D
2.81%
1M
19.64%
YTD
74.12%
6M
64.62%
1Y
62.42%
3Y*
52.21%
5Y*
14.77%
10Y*
31.48%

LOOMIS.ST

1D
1.14%
1M
5.66%
YTD
18.74%
6M
24.58%
1Y
27.27%
3Y*
24.80%
5Y*
12.74%
10Y*
9.67%
*Multi-year figures are annualized to reflect compound growth (CAGR)

PDEX vs. LOOMIS.ST - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
PDEX
Pro-Dex, Inc.
74.12%-17.69%166.84%10.19%-31.50%-25.06%76.47%45.28%77.65%44.68%
LOOMIS.ST
Loomis AB ser. B
18.74%44.36%20.85%0.54%6.63%-1.39%-31.90%34.11%-22.09%44.71%

Correlation

The correlation between PDEX and LOOMIS.ST is 0.08, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.08

Correlation (3Y)
Calculated over the trailing 3-year period

0.07

Correlation (5Y)
Calculated over the trailing 5-year period

0.10

Correlation (10Y)
Calculated over the trailing 10-year period

0.07

Correlation (All Time)
Calculated using the full available price history since Dec 10, 2008

0.05

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Return for Risk

PDEX vs. LOOMIS.ST — Risk / Return Rank

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

PDEX
PDEX Risk / Return Rank: 6767
Overall Rank
PDEX Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
PDEX Sortino Ratio Rank: 6666
Sortino Ratio Rank
PDEX Omega Ratio Rank: 6868
Omega Ratio Rank
PDEX Calmar Ratio Rank: 6464
Calmar Ratio Rank
PDEX Martin Ratio Rank: 6565
Martin Ratio Rank

LOOMIS.ST
LOOMIS.ST Risk / Return Rank: 6868
Overall Rank
LOOMIS.ST Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
LOOMIS.ST Sortino Ratio Rank: 6666
Sortino Ratio Rank
LOOMIS.ST Omega Ratio Rank: 6767
Omega Ratio Rank
LOOMIS.ST Calmar Ratio Rank: 6868
Calmar Ratio Rank
LOOMIS.ST Martin Ratio Rank: 6767
Martin Ratio Rank
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.

PDEX vs. LOOMIS.ST - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Pro-Dex, Inc. (PDEX) and Loomis AB ser. B (LOOMIS.ST). 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.


PDEXLOOMIS.STDifference
Sharpe ratioReturn per unit of total volatility

-0.06

Sortino ratioReturn per unit of downside risk

-0.07

Omega ratioGain probability vs. loss probability

1.21

1.20

+0.01

Calmar ratioReturn relative to maximum drawdown

1.13

1.46

-0.32

Martin ratioReturn relative to average drawdown

2.62

3.28

-0.66

PDEX vs. LOOMIS.ST - Sharpe Ratio Comparison

The current PDEX Sharpe Ratio is 0.97, which is comparable to the LOOMIS.ST Sharpe Ratio of 1.03. The chart below compares the historical Sharpe Ratios of PDEX and LOOMIS.ST, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


PDEXLOOMIS.STDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.97

1.03

-0.06

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.25

0.40

-0.15

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.54

0.28

+0.26

Sharpe Ratio (All Time)

Calculated using the full available price history

0.10

0.45

-0.35

Drawdowns

PDEX vs. LOOMIS.ST - Drawdown Comparison

The maximum PDEX drawdown since its inception was -95.50%, which is greater than LOOMIS.ST's maximum drawdown of -65.38%. Use the drawdown chart below to compare losses from any high point for PDEX and LOOMIS.ST.


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Drawdown Indicators


PDEXLOOMIS.STDifference

Max Drawdown

Largest peak-to-trough decline

-95.50%

-65.38%

-30.12%

Max Drawdown (1Y)

Largest decline over 1 year

-55.32%

-18.97%

-36.35%

Max Drawdown (3Y)

Largest decline over 3 years

-65.36%

-23.32%

-42.04%

Max Drawdown (5Y)

Largest decline over 5 years

-65.36%

-31.85%

-33.51%

Max Drawdown (10Y)

Largest decline over 10 years

-69.11%

-65.38%

-3.73%

Current Drawdown

Current decline from peak

-2.90%

-5.85%

+2.95%

Average Drawdown

Average peak-to-trough decline

-63.74%

-15.85%

-47.89%

Ulcer Index

Depth and duration of drawdowns from previous peaks

23.94%

8.38%

+15.56%

Volatility

PDEX vs. LOOMIS.ST - Volatility Comparison

Pro-Dex, Inc. (PDEX) has a higher volatility of 12.39% compared to Loomis AB ser. B (LOOMIS.ST) at 11.04%. This indicates that PDEX's price experiences larger fluctuations and is considered to be riskier than LOOMIS.ST based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


PDEXLOOMIS.STDifference

Volatility (1M)

Calculated over the trailing 1-month period

12.39%

11.04%

+1.35%

Volatility (6M)

Calculated over the trailing 6-month period

34.39%

21.01%

+13.38%

Volatility (1Y)

Calculated over the trailing 1-year period

64.75%

26.95%

+37.80%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

58.67%

31.90%

+26.77%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

58.36%

34.96%

+23.40%

Dividends

PDEX vs. LOOMIS.ST - Dividend Comparison

PDEX has not paid dividends to shareholders, while LOOMIS.ST's dividend yield for the trailing twelve months is around 4.44%.


PositionTTM20252024202320222021202020192018201720162015
LOOMIS.ST
Loomis AB ser. B
4.44%3.59%3.72%4.48%2.97%2.49%2.43%2.58%3.15%2.32%2.58%2.27%
PDEX
Pro-Dex, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Financials

PDEX vs. LOOMIS.ST - Financials Comparison

This section allows you to compare key financial metrics between Pro-Dex, Inc. and Loomis AB ser. B. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Please note, different currencies. PDEX values in USD, LOOMIS.ST values in SEK

Frequently Asked Questions


PDEX and LOOMIS.ST have a correlation of 0.08, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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