SHA0.DE vs. ERII
Compare and contrast key facts about Schaeffler AG (SHA0.DE) and Energy Recovery, Inc. (ERII).
Performance
SHA0.DE vs. ERII - Performance Comparison
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SHA0.DE vs. ERII - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SHA0.DE Schaeffler AG | -11.42% | 110.20% | -18.28% | -6.14% | -4.56% | 10.10% | -18.75% | 38.38% | -47.37% | 8.57% |
ERII Energy Recovery, Inc. | -23.07% | -19.12% | -16.82% | -10.81% | 1.26% | 69.34% | 27.84% | 48.75% | -19.48% | -25.85% |
Different Trading Currencies
SHA0.DE is traded in EUR, while ERII is traded in USD. To make them comparable, the ERII values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, SHA0.DE achieves a -11.42% return, which is significantly higher than ERII's -23.07% return. Over the past 10 years, SHA0.DE has outperformed ERII with an annualized return of -0.05%, while ERII has yielded a comparatively lower -0.27% annualized return.
SHA0.DE
- 1D
- 4.96%
- 1M
- -26.54%
- YTD
- -11.42%
- 6M
- 29.46%
- 1Y
- 107.56%
- 3Y*
- 9.02%
- 5Y*
- 5.55%
- 10Y*
- -0.05%
ERII
- 1D
- 1.38%
- 1M
- 0.66%
- YTD
- -23.07%
- 6M
- -34.56%
- 1Y
- -39.84%
- 3Y*
- -25.37%
- 5Y*
- -11.47%
- 10Y*
- -0.27%
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Return for Risk
SHA0.DE vs. ERII — Risk / Return Rank
SHA0.DE
ERII
SHA0.DE vs. ERII - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schaeffler AG (SHA0.DE) and Energy Recovery, Inc. (ERII). 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.
| SHA0.DE | ERII | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.28 | -0.73 | +3.00 |
Sortino ratioReturn per unit of downside risk | 2.56 | -0.69 | +3.25 |
Omega ratioGain probability vs. loss probability | 1.39 | 0.86 | +0.53 |
Calmar ratioReturn relative to maximum drawdown | 2.52 | -0.84 | +3.36 |
Martin ratioReturn relative to average drawdown | 8.84 | -1.77 | +10.61 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SHA0.DE | ERII | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.28 | -0.73 | +3.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.14 | -0.24 | +0.39 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.00 | -0.01 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.02 | 0.03 | -0.01 |
Correlation
The correlation between SHA0.DE and ERII is 0.22, 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.
Dividends
SHA0.DE vs. ERII - Dividend Comparison
SHA0.DE's dividend yield for the trailing twelve months is around 3.38%, while ERII has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
SHA0.DE Schaeffler AG | 3.38% | 2.99% | 10.60% | 8.04% | 7.86% | 3.43% | 12.32% | 5.71% | 7.37% | 3.31% | 3.56% |
ERII Energy Recovery, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
SHA0.DE vs. ERII - Drawdown Comparison
The maximum SHA0.DE drawdown since its inception was -68.87%, smaller than the maximum ERII drawdown of -80.75%. Use the drawdown chart below to compare losses from any high point for SHA0.DE and ERII.
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Drawdown Indicators
| SHA0.DE | ERII | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.87% | -83.98% | +15.11% |
Max Drawdown (1Y)Largest decline over 1 year | -43.69% | -47.76% | +4.07% |
Max Drawdown (5Y)Largest decline over 5 years | -50.95% | -69.10% | +18.15% |
Max Drawdown (10Y)Largest decline over 10 years | -68.87% | -69.10% | +0.23% |
Current DrawdownCurrent decline from peak | -37.72% | -66.61% | +28.89% |
Average DrawdownAverage peak-to-trough decline | -38.01% | -47.43% | +9.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 12.46% | 20.50% | -8.04% |
Volatility
SHA0.DE vs. ERII - Volatility Comparison
Schaeffler AG (SHA0.DE) has a higher volatility of 16.38% compared to Energy Recovery, Inc. (ERII) at 12.24%. This indicates that SHA0.DE's price experiences larger fluctuations and is considered to be riskier than ERII based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SHA0.DE | ERII | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 16.38% | 12.24% | +4.14% |
Volatility (6M)Calculated over the trailing 6-month period | 39.83% | 51.76% | -11.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 46.93% | 55.11% | -8.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 38.36% | 47.57% | -9.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 38.58% | 49.69% | -11.11% |
Financials
SHA0.DE vs. ERII - Financials Comparison
This section allows you to compare key financial metrics between Schaeffler AG and Energy Recovery, Inc.. 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