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SCHN.SW vs. JNJ
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

SCHN.SW vs. JNJ - Performance Comparison

The chart below illustrates the hypothetical performance of a CHF 10,000 investment in Schindler Holding AG (SCHN.SW) and Johnson & Johnson (JNJ). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

SCHN.SW is traded in CHF, while JNJ is traded in USD. To make them comparable, the JNJ values have been converted to CHF using the latest available exchange rates.

Returns By Period

In the year-to-date period, SCHN.SW achieves a -8.37% return, which is significantly lower than JNJ's 18.17% return. Over the past 10 years, SCHN.SW has underperformed JNJ with an annualized return of 5.92%, while JNJ has yielded a comparatively higher 8.38% annualized return.


SCHN.SW

1D
0.60%
1M
-0.00%
YTD
-8.37%
6M
-6.72%
1Y
-11.21%
3Y*
11.95%
5Y*
1.61%
10Y*
5.92%

JNJ

1D
1.27%
1M
7.11%
YTD
18.17%
6M
15.24%
1Y
54.94%
3Y*
12.91%
5Y*
8.32%
10Y*
8.38%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SCHN.SW vs. JNJ - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SCHN.SW
Schindler Holding AG
-8.37%16.25%26.83%22.17%-30.41%4.07%2.57%26.96%-11.80%25.25%
JNJ
Johnson & Johnson
18.17%28.86%2.69%-16.76%7.43%14.72%1.48%14.24%-4.21%19.14%

Correlation

The correlation between SCHN.SW and JNJ is 0.07, 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

0.07

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

-0.01

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

0.02

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

0.10

Correlation (All Time)
Calculated using the full available price history since Sep 6, 2007

0.13

The correlation between SCHN.SW and JNJ shifts across timeframes, from -0.01 (3 years) to 0.13 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

SCHN.SW vs. JNJ — Risk / Return Rank

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

SCHN.SW
SCHN.SW Risk / Return Rank: 1515
Overall Rank
SCHN.SW Sharpe Ratio Rank: 1616
Sharpe Ratio Rank
SCHN.SW Sortino Ratio Rank: 1818
Sortino Ratio Rank
SCHN.SW Omega Ratio Rank: 1515
Omega Ratio Rank
SCHN.SW Calmar Ratio Rank: 1717
Calmar Ratio Rank
SCHN.SW Martin Ratio Rank: 1010
Martin Ratio Rank

JNJ
JNJ Risk / Return Rank: 9696
Overall Rank
JNJ Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
JNJ Sortino Ratio Rank: 9898
Sortino Ratio Rank
JNJ Omega Ratio Rank: 9797
Omega Ratio Rank
JNJ Calmar Ratio Rank: 9393
Calmar Ratio Rank
JNJ Martin Ratio Rank: 9494
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.

SCHN.SW vs. JNJ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Schindler Holding AG (SCHN.SW) and Johnson & Johnson (JNJ). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


SCHN.SWJNJDifference
Sharpe ratioReturn per unit of total volatility

-3.71

Sortino ratioReturn per unit of downside risk

-5.07

Omega ratioGain probability vs. loss probability

0.90

1.52

-0.63

Calmar ratioReturn relative to maximum drawdown

-0.68

4.56

-5.24

Martin ratioReturn relative to average drawdown

-1.37

14.51

-15.88

SCHN.SW vs. JNJ - Sharpe Ratio Comparison

The current SCHN.SW Sharpe Ratio is -0.61, which is lower than the JNJ Sharpe Ratio of 3.11. The chart below compares the historical Sharpe Ratios of SCHN.SW and JNJ, 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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Drawdowns

SCHN.SW vs. JNJ - Drawdown Comparison

The maximum SCHN.SW drawdown since its inception was -49.15%, which is greater than JNJ's maximum drawdown of -41.23%. Use the drawdown chart below to compare losses from any high point for SCHN.SW and JNJ.


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Drawdown Indicators


SCHN.SWJNJDifference

Max Drawdown

Largest peak-to-trough decline

-49.15%

-41.23%

-7.92%

Max Drawdown (1Y)

Largest decline over 1 year

-16.67%

-12.10%

-4.57%

Max Drawdown (3Y)

Largest decline over 3 years

-16.67%

-18.55%

+1.88%

Max Drawdown (5Y)

Largest decline over 5 years

-49.15%

-25.18%

-23.97%

Max Drawdown (10Y)

Largest decline over 10 years

-49.15%

-26.54%

-22.61%

Current Drawdown

Current decline from peak

-14.02%

-1.20%

-12.82%

Average Drawdown

Average peak-to-trough decline

-10.95%

-10.26%

-0.69%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.25%

3.80%

+4.45%

Volatility

SCHN.SW vs. JNJ - Volatility Comparison

The current volatility for Schindler Holding AG (SCHN.SW) is 4.54%, while Johnson & Johnson (JNJ) has a volatility of 5.86%. This indicates that SCHN.SW experiences smaller price fluctuations and is considered to be less risky than JNJ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SCHN.SWJNJDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.54%

5.86%

-1.32%

Volatility (6M)

Calculated over the trailing 6-month period

15.60%

13.29%

+2.31%

Volatility (1Y)

Calculated over the trailing 1-year period

18.69%

17.78%

+0.91%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.95%

18.01%

+3.94%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.21%

19.73%

+1.48%

Dividends

SCHN.SW vs. JNJ - Dividend Comparison

SCHN.SW's dividend yield for the trailing twelve months is around 2.71%, more than JNJ's 2.18% yield.


PositionTTM20252024202320222021202020192018201720162015
JNJ
Johnson & Johnson
2.18%2.48%3.40%3.00%2.52%2.45%2.53%2.57%2.74%2.38%2.73%2.87%
SCHN.SW
Schindler Holding AG
2.71%2.13%2.02%2.01%2.40%1.64%1.68%1.69%2.10%0.91%1.52%0.59%

Financials

SCHN.SW vs. JNJ - Financials Comparison

This section allows you to compare key financial metrics between Schindler Holding AG and Johnson & Johnson. 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. SCHN.SW values in CHF, JNJ values in USD

Frequently Asked Questions


SCHN.SW and JNJ have a correlation of 0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Portfolio Optimizer

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