Correlation
The correlation between SAUHY and URTH is 0.29, 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.
SAUHY vs. URTH
Compare and contrast key facts about Straumann Holding AG ADR (SAUHY) and iShares MSCI World ETF (URTH).
URTH is a passively managed fund by iShares that tracks the performance of the MSCI World Index. It was launched on Jan 10, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SAUHY or URTH.
Performance
SAUHY vs. URTH - Performance Comparison
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Key characteristics
SAUHY:
-0.00
URTH:
0.80
SAUHY:
0.32
URTH:
1.13
SAUHY:
1.04
URTH:
1.17
SAUHY:
0.02
URTH:
0.78
SAUHY:
0.08
URTH:
3.36
SAUHY:
16.74%
URTH:
3.95%
SAUHY:
34.23%
URTH:
18.31%
SAUHY:
-61.33%
URTH:
-34.01%
SAUHY:
-41.89%
URTH:
-0.48%
Returns By Period
In the year-to-date period, SAUHY achieves a 3.27% return, which is significantly lower than URTH's 5.02% return. Over the past 10 years, SAUHY has outperformed URTH with an annualized return of 19.79%, while URTH has yielded a comparatively lower 10.06% annualized return.
SAUHY
3.27%
6.52%
0.04%
-0.04%
1.18%
10.33%
19.79%
URTH
5.02%
5.85%
2.04%
14.62%
13.28%
14.33%
10.06%
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Risk-Adjusted Performance
SAUHY vs. URTH — Risk-Adjusted Performance Rank
SAUHY
URTH
SAUHY vs. URTH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Straumann Holding AG ADR (SAUHY) and iShares MSCI World ETF (URTH). 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.
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Dividends
SAUHY vs. URTH - Dividend Comparison
SAUHY's dividend yield for the trailing twelve months is around 0.83%, less than URTH's 1.40% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SAUHY Straumann Holding AG ADR | 0.83% | 0.75% | 0.53% | 0.32% | 0.14% | 1.45% | 2.66% | 3.93% | 2.99% | 5.60% | 6.28% | 0.00% |
URTH iShares MSCI World ETF | 1.40% | 1.47% | 1.70% | 1.68% | 1.50% | 1.52% | 2.16% | 2.30% | 1.88% | 2.14% | 2.35% | 2.32% |
Drawdowns
SAUHY vs. URTH - Drawdown Comparison
The maximum SAUHY drawdown since its inception was -61.33%, which is greater than URTH's maximum drawdown of -34.01%. Use the drawdown chart below to compare losses from any high point for SAUHY and URTH.
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Volatility
SAUHY vs. URTH - Volatility Comparison
Straumann Holding AG ADR (SAUHY) has a higher volatility of 12.18% compared to iShares MSCI World ETF (URTH) at 3.86%. This indicates that SAUHY's price experiences larger fluctuations and is considered to be riskier than URTH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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