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SDVKY vs. SU.PA
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

SDVKY vs. SU.PA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Sandvik AB ADR (SDVKY) and Schneider Electric S.E. (SU.PA). The values are adjusted to include any dividend payments, if applicable.

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SDVKY vs. SU.PA - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SDVKY
Sandvik AB ADR
22.32%85.81%-15.33%22.68%-30.13%16.98%26.49%38.20%-15.56%48.37%
SU.PA
Schneider Electric S.E.
0.84%12.59%26.19%46.36%-27.10%38.52%45.34%54.98%-17.23%25.79%
Different Trading Currencies

SDVKY is traded in USD, while SU.PA is traded in EUR. To make them comparable, the SU.PA values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, SDVKY achieves a 22.32% return, which is significantly higher than SU.PA's 0.84% return. Over the past 10 years, SDVKY has underperformed SU.PA with an annualized return of 18.28%, while SU.PA has yielded a comparatively higher 19.26% annualized return.


SDVKY

1D
2.76%
1M
-7.94%
YTD
22.32%
6M
41.40%
1Y
92.62%
3Y*
26.46%
5Y*
11.15%
10Y*
18.28%

SU.PA

1D
5.12%
1M
-11.11%
YTD
0.84%
6M
-3.14%
1Y
21.55%
3Y*
20.74%
5Y*
14.61%
10Y*
19.26%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

SDVKY vs. SU.PA — Risk / Return Rank

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

SDVKY
SDVKY Risk / Return Rank: 9494
Overall Rank
SDVKY Sharpe Ratio Rank: 9696
Sharpe Ratio Rank
SDVKY Sortino Ratio Rank: 9595
Sortino Ratio Rank
SDVKY Omega Ratio Rank: 9494
Omega Ratio Rank
SDVKY Calmar Ratio Rank: 9292
Calmar Ratio Rank
SDVKY Martin Ratio Rank: 9696
Martin Ratio Rank

SU.PA
SU.PA Risk / Return Rank: 5959
Overall Rank
SU.PA Sharpe Ratio Rank: 5555
Sharpe Ratio Rank
SU.PA Sortino Ratio Rank: 4848
Sortino Ratio Rank
SU.PA Omega Ratio Rank: 4747
Omega Ratio Rank
SU.PA Calmar Ratio Rank: 7272
Calmar Ratio Rank
SU.PA Martin Ratio Rank: 7272
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.

SDVKY vs. SU.PA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Sandvik AB ADR (SDVKY) and Schneider Electric S.E. (SU.PA). 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.


SDVKYSU.PADifference

Sharpe ratio

Return per unit of total volatility

2.89

0.66

+2.23

Sortino ratio

Return per unit of downside risk

3.62

1.10

+2.51

Omega ratio

Gain probability vs. loss probability

1.49

1.14

+0.35

Calmar ratio

Return relative to maximum drawdown

4.60

1.80

+2.80

Martin ratio

Return relative to average drawdown

18.27

4.99

+13.28

SDVKY vs. SU.PA - Sharpe Ratio Comparison

The current SDVKY Sharpe Ratio is 2.89, which is higher than the SU.PA Sharpe Ratio of 0.66. The chart below compares the historical Sharpe Ratios of SDVKY and SU.PA, 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


SDVKYSU.PADifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.89

0.66

+2.23

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.33

0.47

-0.14

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.55

0.66

-0.10

Sharpe Ratio (All Time)

Calculated using the full available price history

0.15

0.33

-0.19

Correlation

The correlation between SDVKY and SU.PA is 0.57, 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

SDVKY vs. SU.PA - Dividend Comparison

SDVKY's dividend yield for the trailing twelve months is around 1.51%, less than SU.PA's 1.63% yield.


TTM20252024202320222021202020192018201720162015
SDVKY
Sandvik AB ADR
1.51%1.85%2.84%2.26%6.62%2.75%0.00%2.32%3.02%3.50%7.83%4.86%
SU.PA
Schneider Electric S.E.
1.63%1.66%1.45%1.73%2.22%1.51%2.16%2.57%3.68%2.88%3.03%3.65%

Drawdowns

SDVKY vs. SU.PA - Drawdown Comparison

The maximum SDVKY drawdown since its inception was -79.04%, which is greater than SU.PA's maximum drawdown of -64.39%. Use the drawdown chart below to compare losses from any high point for SDVKY and SU.PA.


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Drawdown Indicators


SDVKYSU.PADifference

Max Drawdown

Largest peak-to-trough decline

-79.04%

-74.24%

-4.80%

Max Drawdown (1Y)

Largest decline over 1 year

-20.12%

-17.76%

-2.36%

Max Drawdown (5Y)

Largest decline over 5 years

-51.26%

-35.98%

-15.28%

Max Drawdown (10Y)

Largest decline over 10 years

-51.26%

-35.98%

-15.28%

Current Drawdown

Current decline from peak

-10.57%

-13.28%

+2.71%

Average Drawdown

Average peak-to-trough decline

-26.29%

-19.90%

-6.39%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.06%

6.99%

-1.93%

Volatility

SDVKY vs. SU.PA - Volatility Comparison

Sandvik AB ADR (SDVKY) has a higher volatility of 14.68% compared to Schneider Electric S.E. (SU.PA) at 11.80%. This indicates that SDVKY's price experiences larger fluctuations and is considered to be riskier than SU.PA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SDVKYSU.PADifference

Volatility (1M)

Calculated over the trailing 1-month period

14.68%

11.80%

+2.88%

Volatility (6M)

Calculated over the trailing 6-month period

21.73%

21.39%

+0.34%

Volatility (1Y)

Calculated over the trailing 1-year period

32.19%

32.36%

-0.17%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

33.70%

30.70%

+3.00%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

33.09%

28.80%

+4.29%

Financials

SDVKY vs. SU.PA - Financials Comparison

This section allows you to compare key financial metrics between Sandvik AB ADR and Schneider Electric S.E.. 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. SDVKY values in USD, SU.PA values in EUR