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PFE vs. EXUS.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

PFE vs. EXUS.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Pfizer Inc. (PFE) and Xtrackers MSCI World ex USA UCITS ETF 1C USD (EXUS.DE). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

PFE is traded in USD, while EXUS.DE is traded in EUR. To make them comparable, the EXUS.DE values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, PFE achieves a 6.34% return, which is significantly lower than EXUS.DE's 8.36% return.


PFE

1D
-1.61%
1M
-0.23%
YTD
6.34%
6M
2.75%
1Y
17.39%
3Y*
-7.47%
5Y*
-3.62%
10Y*
1.79%

EXUS.DE

1D
0.30%
1M
1.07%
YTD
8.36%
6M
11.34%
1Y
22.63%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

PFE vs. EXUS.DE - Yearly Performance Comparison


2026 (YTD)20252024
PFE
Pfizer Inc.
6.34%0.65%-1.41%
EXUS.DE
Xtrackers MSCI World ex USA UCITS ETF 1C USD
8.36%32.99%0.55%

Correlation

The correlation between PFE and EXUS.DE is 0.35, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.35

Correlation (All Time)
Calculated using the full available price history since Mar 15, 2024

0.26

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Return for Risk

PFE vs. EXUS.DE — Risk / Return Rank

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

PFE
PFE Risk / Return Rank: 6565
Overall Rank
PFE Sharpe Ratio Rank: 6666
Sharpe Ratio Rank
PFE Sortino Ratio Rank: 6161
Sortino Ratio Rank
PFE Omega Ratio Rank: 5858
Omega Ratio Rank
PFE Calmar Ratio Rank: 7070
Calmar Ratio Rank
PFE Martin Ratio Rank: 6868
Martin Ratio Rank

EXUS.DE
EXUS.DE Risk / Return Rank: 4949
Overall Rank
EXUS.DE Sharpe Ratio Rank: 4747
Sharpe Ratio Rank
EXUS.DE Sortino Ratio Rank: 4949
Sortino Ratio Rank
EXUS.DE Omega Ratio Rank: 5050
Omega Ratio Rank
EXUS.DE Calmar Ratio Rank: 4747
Calmar Ratio Rank
EXUS.DE Martin Ratio Rank: 5454
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.

PFE vs. EXUS.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Pfizer Inc. (PFE) and Xtrackers MSCI World ex USA UCITS ETF 1C USD (EXUS.DE). 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.


PFEEXUS.DEDifference
Sharpe ratioReturn per unit of total volatility

-0.82

Sortino ratioReturn per unit of downside risk

-1.02

Omega ratioGain probability vs. loss probability

1.15

1.28

-0.13

Calmar ratioReturn relative to maximum drawdown

1.52

2.05

-0.53

Martin ratioReturn relative to average drawdown

3.11

7.60

-4.49

PFE vs. EXUS.DE - Sharpe Ratio Comparison

The current PFE Sharpe Ratio is 0.73, which is lower than the EXUS.DE Sharpe Ratio of 1.55. The chart below compares the historical Sharpe Ratios of PFE and EXUS.DE, 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


PFEEXUS.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.73

1.55

-0.82

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.14

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.08

Sharpe Ratio (All Time)

Calculated using the full available price history

0.33

1.20

-0.87

Drawdowns

PFE vs. EXUS.DE - Drawdown Comparison

The maximum PFE drawdown since its inception was -69.24%, which is greater than EXUS.DE's maximum drawdown of -13.99%. Use the drawdown chart below to compare losses from any high point for PFE and EXUS.DE.


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Drawdown Indicators


PFEEXUS.DEDifference

Max Drawdown

Largest peak-to-trough decline

-69.24%

-13.99%

-55.25%

Max Drawdown (1Y)

Largest decline over 1 year

-11.47%

-10.74%

-0.73%

Max Drawdown (3Y)

Largest decline over 3 years

-40.75%

Max Drawdown (5Y)

Largest decline over 5 years

-58.96%

Max Drawdown (10Y)

Largest decline over 10 years

-58.96%

Current Drawdown

Current decline from peak

-46.90%

-1.03%

-45.87%

Average Drawdown

Average peak-to-trough decline

-22.89%

-2.33%

-20.56%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.61%

2.91%

+2.70%

Volatility

PFE vs. EXUS.DE - Volatility Comparison

Pfizer Inc. (PFE) has a higher volatility of 4.78% compared to Xtrackers MSCI World ex USA UCITS ETF 1C USD (EXUS.DE) at 3.86%. This indicates that PFE's price experiences larger fluctuations and is considered to be riskier than EXUS.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


PFEEXUS.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.78%

3.86%

+0.92%

Volatility (6M)

Calculated over the trailing 6-month period

14.74%

11.66%

+3.08%

Volatility (1Y)

Calculated over the trailing 1-year period

23.98%

14.23%

+9.75%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

25.52%

15.09%

+10.43%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.89%

15.09%

+8.80%

Dividends

PFE vs. EXUS.DE - Dividend Comparison

PFE's dividend yield for the trailing twelve months is around 6.71%, while EXUS.DE has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
EXUS.DE
Xtrackers MSCI World ex USA UCITS ETF 1C USD
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
PFE
Pfizer Inc.
6.71%6.91%6.33%5.70%3.12%2.64%3.92%3.68%3.12%3.53%3.69%3.47%

Frequently Asked Questions


PFE and EXUS.DE have a correlation of 0.35, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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