RHHBY vs. NOVN.SW
Compare and contrast key facts about Roche Holding AG (RHHBY) and Novartis AG (NOVN.SW).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RHHBY or NOVN.SW.
Correlation
The correlation between RHHBY and NOVN.SW is 0.25, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
RHHBY vs. NOVN.SW - Performance Comparison
Key characteristics
RHHBY:
1.28
NOVN.SW:
0.49
RHHBY:
1.78
NOVN.SW:
0.73
RHHBY:
1.24
NOVN.SW:
1.11
RHHBY:
0.75
NOVN.SW:
0.58
RHHBY:
3.70
NOVN.SW:
1.43
RHHBY:
8.31%
NOVN.SW:
6.79%
RHHBY:
23.99%
NOVN.SW:
19.90%
RHHBY:
-50.12%
NOVN.SW:
-42.25%
RHHBY:
-17.39%
NOVN.SW:
-7.26%
Fundamentals
RHHBY:
$253.61B
NOVN.SW:
CHF 182.77B
RHHBY:
$1.55
NOVN.SW:
CHF 4.85
RHHBY:
25.50
NOVN.SW:
19.08
RHHBY:
0.64
NOVN.SW:
1.30
RHHBY:
4.06
NOVN.SW:
3.53
RHHBY:
6.57
NOVN.SW:
4.99
Returns By Period
In the year-to-date period, RHHBY achieves a 17.07% return, which is significantly higher than NOVN.SW's 8.06% return. Over the past 10 years, RHHBY has underperformed NOVN.SW with an annualized return of 4.48%, while NOVN.SW has yielded a comparatively higher 5.57% annualized return.
RHHBY
17.07%
-3.58%
0.65%
34.99%
0.82%
4.48%
NOVN.SW
8.06%
-5.85%
-2.85%
7.09%
6.25%
5.57%
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Risk-Adjusted Performance
RHHBY vs. NOVN.SW — Risk-Adjusted Performance Rank
RHHBY
NOVN.SW
RHHBY vs. NOVN.SW - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Roche Holding AG (RHHBY) and Novartis AG (NOVN.SW). 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.
Dividends
RHHBY vs. NOVN.SW - Dividend Comparison
RHHBY's dividend yield for the trailing twelve months is around 3.45%, less than NOVN.SW's 3.78% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RHHBY Roche Holding AG | 3.45% | 3.99% | 3.55% | 3.23% | 2.47% | 2.63% | 2.69% | 3.58% | 3.22% | 3.62% | 3.14% | 3.23% |
NOVN.SW Novartis AG | 3.78% | 3.72% | 3.77% | 3.91% | 3.94% | 3.72% | 3.27% | 3.98% | 3.98% | 4.35% | 3.58% | 3.17% |
Drawdowns
RHHBY vs. NOVN.SW - Drawdown Comparison
The maximum RHHBY drawdown since its inception was -50.12%, which is greater than NOVN.SW's maximum drawdown of -42.25%. Use the drawdown chart below to compare losses from any high point for RHHBY and NOVN.SW. For additional features, visit the drawdowns tool.
Volatility
RHHBY vs. NOVN.SW - Volatility Comparison
The current volatility for Roche Holding AG (RHHBY) is 10.89%, while Novartis AG (NOVN.SW) has a volatility of 14.92%. This indicates that RHHBY experiences smaller price fluctuations and is considered to be less risky than NOVN.SW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
RHHBY vs. NOVN.SW - Financials Comparison
This section allows you to compare key financial metrics between Roche Holding AG and Novartis AG. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities