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RNLSY vs. DEMSX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

RNLSY vs. DEMSX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Renault SA (RNLSY) and DFA Emerging Markets Small Cap Portfolio (DEMSX). The values are adjusted to include any dividend payments, if applicable.

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RNLSY vs. DEMSX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
RNLSY
Renault SA
-15.43%-10.26%22.83%23.45%-3.50%-21.42%-1.07%-18.36%-36.07%22.30%
DEMSX
DFA Emerging Markets Small Cap Portfolio
-0.04%19.01%4.92%16.32%-15.30%19.54%13.82%14.89%-17.55%33.32%

Returns By Period

In the year-to-date period, RNLSY achieves a -15.43% return, which is significantly lower than DEMSX's -0.04% return. Over the past 10 years, RNLSY has underperformed DEMSX with an annualized return of -6.07%, while DEMSX has yielded a comparatively higher 8.18% annualized return.


RNLSY

1D
2.69%
1M
-1.56%
YTD
-15.43%
6M
-15.53%
1Y
-27.65%
3Y*
-2.11%
5Y*
-3.21%
10Y*
-6.07%

DEMSX

1D
1.07%
1M
-7.71%
YTD
-0.04%
6M
-1.04%
1Y
19.82%
3Y*
11.56%
5Y*
6.32%
10Y*
8.18%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

RNLSY vs. DEMSX — Risk / Return Rank

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

RNLSY
RNLSY Risk / Return Rank: 1515
Overall Rank
RNLSY Sharpe Ratio Rank: 1111
Sharpe Ratio Rank
RNLSY Sortino Ratio Rank: 1313
Sortino Ratio Rank
RNLSY Omega Ratio Rank: 1313
Omega Ratio Rank
RNLSY Calmar Ratio Rank: 1818
Calmar Ratio Rank
RNLSY Martin Ratio Rank: 2121
Martin Ratio Rank

DEMSX
DEMSX Risk / Return Rank: 7373
Overall Rank
DEMSX Sharpe Ratio Rank: 8181
Sharpe Ratio Rank
DEMSX Sortino Ratio Rank: 7878
Sortino Ratio Rank
DEMSX Omega Ratio Rank: 7575
Omega Ratio Rank
DEMSX Calmar Ratio Rank: 7070
Calmar Ratio Rank
DEMSX Martin Ratio Rank: 6464
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.

RNLSY vs. DEMSX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Renault SA (RNLSY) and DFA Emerging Markets Small Cap Portfolio (DEMSX). 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.


RNLSYDEMSXDifference

Sharpe ratio

Return per unit of total volatility

-0.70

1.55

-2.25

Sortino ratio

Return per unit of downside risk

-0.84

2.02

-2.86

Omega ratio

Gain probability vs. loss probability

0.89

1.29

-0.40

Calmar ratio

Return relative to maximum drawdown

-0.65

1.70

-2.35

Martin ratio

Return relative to average drawdown

-1.05

6.28

-7.34

RNLSY vs. DEMSX - Sharpe Ratio Comparison

The current RNLSY Sharpe Ratio is -0.70, which is lower than the DEMSX Sharpe Ratio of 1.55. The chart below compares the historical Sharpe Ratios of RNLSY and DEMSX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


RNLSYDEMSXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.70

1.55

-2.25

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.08

0.49

-0.57

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.14

0.56

-0.70

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.08

0.59

-0.67

Correlation

The correlation between RNLSY and DEMSX is 0.40, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

RNLSY vs. DEMSX - Dividend Comparison

RNLSY's dividend yield for the trailing twelve months is around 6.99%, more than DEMSX's 3.82% yield.


TTM20252024202320222021202020192018201720162015
RNLSY
Renault SA
6.99%5.91%4.11%0.68%0.00%0.00%2.74%8.50%6.70%7.27%6.10%2.18%
DEMSX
DFA Emerging Markets Small Cap Portfolio
3.82%3.79%3.27%2.94%4.47%10.20%2.25%3.11%5.02%3.41%3.74%3.24%

Drawdowns

RNLSY vs. DEMSX - Drawdown Comparison

The maximum RNLSY drawdown since its inception was -86.01%, which is greater than DEMSX's maximum drawdown of -66.70%. Use the drawdown chart below to compare losses from any high point for RNLSY and DEMSX.


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Drawdown Indicators


RNLSYDEMSXDifference

Max Drawdown

Largest peak-to-trough decline

-86.01%

-66.70%

-19.31%

Max Drawdown (1Y)

Largest decline over 1 year

-43.02%

-10.30%

-32.72%

Max Drawdown (5Y)

Largest decline over 5 years

-50.22%

-24.40%

-25.82%

Max Drawdown (10Y)

Largest decline over 10 years

-86.01%

-47.28%

-38.73%

Current Drawdown

Current decline from peak

-62.86%

-9.35%

-53.51%

Average Drawdown

Average peak-to-trough decline

-43.38%

-13.67%

-29.71%

Ulcer Index

Depth and duration of drawdowns from previous peaks

26.66%

2.95%

+23.71%

Volatility

RNLSY vs. DEMSX - Volatility Comparison

Renault SA (RNLSY) has a higher volatility of 8.76% compared to DFA Emerging Markets Small Cap Portfolio (DEMSX) at 6.19%. This indicates that RNLSY's price experiences larger fluctuations and is considered to be riskier than DEMSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


RNLSYDEMSXDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.76%

6.19%

+2.57%

Volatility (6M)

Calculated over the trailing 6-month period

23.86%

9.31%

+14.55%

Volatility (1Y)

Calculated over the trailing 1-year period

39.89%

13.57%

+26.32%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

40.12%

13.08%

+27.04%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

42.84%

14.68%

+28.16%