SOF.BR vs. AI.PA
SOF.BR (Sofina Société Anonyme) and AI.PA (L'Air Liquide S.A.) are both stocks. SOF.BR operates in Asset Management (Financial Services), while AI.PA operates in Chemicals (Basic Materials). Over the past 10 years, SOF.BR returned 8.03%/yr vs 20.91%/yr for AI.PA. At a 0.44 correlation, their price movements are largely independent.
Performance
SOF.BR vs. AI.PA - Performance Comparison
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Returns By Period
In the year-to-date period, SOF.BR achieves a -11.22% return, which is significantly lower than AI.PA's 29.80% return. Over the past 10 years, SOF.BR has underperformed AI.PA with an annualized return of 8.03%, while AI.PA has yielded a comparatively higher 20.91% annualized return.
SOF.BR
- 1D
- 2.26%
- 1M
- 3.34%
- YTD
- -11.22%
- 6M
- -7.94%
- 1Y
- -16.36%
- 3Y*
- 3.50%
- 5Y*
- -8.43%
- 10Y*
- 8.03%
AI.PA
- 1D
- 1.99%
- 1M
- 6.82%
- YTD
- 29.80%
- 6M
- 31.16%
- 1Y
- 12.93%
- 3Y*
- 18.17%
- 5Y*
- 18.75%
- 10Y*
- 20.91%
SOF.BR vs. AI.PA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SOF.BR Sofina Société Anonyme | -11.22% | 14.69% | -1.65% | 11.37% | -51.86% | 57.47% | 45.71% | 17.99% | 28.74% | 6.68% |
AI.PA L'Air Liquide S.A. | 29.80% | 4.16% | 10.10% | 35.98% | 7.03% | 17.23% | 9.66% | 45.60% | 6.96% | 24.89% |
Correlation
The correlation between SOF.BR and AI.PA is 0.29, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.29 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.30 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.38 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.38 |
Correlation (All Time) Calculated using the full available price history since Nov 29, 2006 | 0.44 |
The correlation between SOF.BR and AI.PA shifts across timeframes, from 0.29 (1 year) to 0.44 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
SOF.BR vs. AI.PA — Risk / Return Rank
SOF.BR
AI.PA
SOF.BR vs. AI.PA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sofina Société Anonyme (SOF.BR) and L'Air Liquide S.A. (AI.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.
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.
| SOF.BR | AI.PA | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.22 | ||
| Sortino ratioReturn per unit of downside risk | -1.91 | ||
| Omega ratioGain probability vs. loss probability | 0.90 | 1.14 | -0.25 |
| Calmar ratioReturn relative to maximum drawdown | -0.61 | 0.81 | -1.41 |
| Martin ratioReturn relative to average drawdown | -1.08 | 1.63 | -2.72 |
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Drawdowns
SOF.BR vs. AI.PA - Drawdown Comparison
The maximum SOF.BR drawdown since its inception was -59.53%, which is greater than AI.PA's maximum drawdown of -36.39%. Use the drawdown chart below to compare losses from any high point for SOF.BR and AI.PA.
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Drawdown Indicators
| SOF.BR | AI.PA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.53% | -36.39% | -23.14% |
Max Drawdown (1Y)Largest decline over 1 year | -26.62% | -15.85% | -10.77% |
Max Drawdown (3Y)Largest decline over 3 years | -26.62% | -16.25% | -10.37% |
Max Drawdown (5Y)Largest decline over 5 years | -59.53% | -21.96% | -37.57% |
Max Drawdown (10Y)Largest decline over 10 years | -59.53% | -29.28% | -30.25% |
Current DrawdownCurrent decline from peak | -46.64% | -0.07% | -46.57% |
Average DrawdownAverage peak-to-trough decline | -19.13% | -6.27% | -12.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 15.02% | 7.75% | +7.27% |
Volatility
SOF.BR vs. AI.PA - Volatility Comparison
The current volatility for Sofina Société Anonyme (SOF.BR) is 6.23%, while L'Air Liquide S.A. (AI.PA) has a volatility of 13.87%. This indicates that SOF.BR experiences smaller price fluctuations and is considered to be less risky than AI.PA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SOF.BR | AI.PA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.23% | 13.87% | -7.64% |
Volatility (6M)Calculated over the trailing 6-month period | 16.85% | 21.64% | -4.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.40% | 24.20% | -0.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.53% | 21.36% | +7.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.81% | 21.22% | +3.59% |
Dividends
SOF.BR vs. AI.PA - Dividend Comparison
SOF.BR's dividend yield for the trailing twelve months is around 1.18%, less than AI.PA's 2.00% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AI.PA L'Air Liquide S.A. | 2.00% | 2.27% | 2.04% | 2.03% | 2.41% | 2.39% | 2.68% | 2.54% | 3.58% | 3.29% | 3.86% | 4.09% |
SOF.BR Sofina Société Anonyme | 1.18% | 1.41% | 1.53% | 1.44% | 1.52% | 0.70% | 1.05% | 1.45% | 1.61% | 1.95% | 1.96% | 2.21% |
Financials
SOF.BR vs. AI.PA - Financials Comparison
This section allows you to compare key financial metrics between Sofina Société Anonyme and L'Air Liquide S.A.. 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
Frequently Asked Questions
SOF.BR and AI.PA have a correlation of 0.29, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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