SRT3.DE vs. SOAGY

Last updated Jun 5, 2026

SRT3.DE (Sartorius Aktiengesellschaft) and SOAGY (Sartorius Aktiengesellschaft) are both stocks. Both operate in the Medical Instruments & Supplies industry within the Healthcare sector. Over the past 5 years, SRT3.DE returned -8.12%/yr vs -5.61%/yr for SOAGY. A 0.56 correlation means they provide meaningful diversification when combined.

Performance

SRT3.DE vs. SOAGY - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Sartorius Aktiengesellschaft (SRT3.DE) and Sartorius Aktiengesellschaft (SOAGY). The values are adjusted to include any dividend payments, if applicable.

Different Trading Currencies

SRT3.DE is traded in EUR, while SOAGY is traded in USD. To make them comparable, the SOAGY values have been converted to EUR using the latest available exchange rates.

Returns By Period

In the year-to-date period, SRT3.DE achieves a 1.40% return, which is significantly higher than SOAGY's -3.19% return.

SRT3.DE

• 1D: 2.38%
• 1M: 11.87%
• YTD: 1.40%
• 6M: -1.16%
• 1Y: 21.62%
• 3Y*: -8.92%
• 5Y*: -8.12%
• 10Y*: 0.03%

SOAGY

• 1D: -4.68%
• 1M: 6.38%
• YTD: -3.19%
• 6M: -5.62%
• 1Y: 16.32%
• 3Y*: -11.18%
• 5Y*: -5.61%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

SRT3.DE vs. SOAGY - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020
SRT3.DE Sartorius Aktiengesellschaft	1.40%	15.25%	-35.28%	-9.48%	-37.74%	73.51%	-10.94%
SOAGY Sartorius Aktiengesellschaft	-3.19%	14.63%	-35.36%	-9.62%	-33.11%	73.77%	-17.16%

Correlation

The correlation between SRT3.DE and SOAGY is 0.88, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.88
Correlation (3Y) Calculated over the trailing 3-year period	0.84
Correlation (5Y) Calculated over the trailing 5-year period	0.62
Correlation (All Time) Calculated using the full available price history since Oct 14, 2020	0.56

Over the past year, SRT3.DE and SOAGY have become more correlated (0.88) than their long-term average of 0.56, meaning their price movements have been converging.

Return for Risk

SRT3.DE vs. SOAGY — Risk / Return Rank

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

SRT3.DE

SRT3.DE Risk / Return Rank: 59
SRT3.DE Sharpe Ratio Rank: 61
SRT3.DE Sortino Ratio Rank: 57
SRT3.DE Omega Ratio Rank: 54
SRT3.DE Calmar Ratio Rank: 62
SRT3.DE Martin Ratio Rank: 60

SOAGY

SOAGY Risk / Return Rank: 55
SOAGY Sharpe Ratio Rank: 56
SOAGY Sortino Ratio Rank: 53
SOAGY Omega Ratio Rank: 50
SOAGY Calmar Ratio Rank: 58
SOAGY Martin Ratio Rank: 57

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.

SRT3.DE vs. SOAGY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Sartorius Aktiengesellschaft (SRT3.DE) and Sartorius Aktiengesellschaft (SOAGY). 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.

	SRT3.DE	SOAGY	Difference
Sharpe ratio: Return per unit of total volatility	0.58	0.42	+0.17
Sortino ratio: Return per unit of downside risk	1.12	0.90	+0.22
Omega ratio: Gain probability vs. loss probability	1.13	1.10	+0.03
Calmar ratio: Return relative to maximum drawdown	1.01	0.71	+0.29
Martin ratio: Return relative to average drawdown	1.95	1.41	+0.55
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

SRT3.DE vs. SOAGY - Sharpe Ratio Comparison

The current SRT3.DE Sharpe Ratio is 0.58, which is higher than the SOAGY Sharpe Ratio of 0.42. The chart below compares the historical Sharpe Ratios of SRT3.DE and SOAGY, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	SRT3.DE	SOAGY	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.58	0.42	+0.17
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.18	-0.11	-0.07
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.00	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.05	-0.16	+0.21

Drawdowns

SRT3.DE vs. SOAGY - Drawdown Comparison

The maximum SRT3.DE drawdown since its inception was -98.30%, which is greater than SOAGY's maximum drawdown of -70.04%. Use the drawdown chart below to compare losses from any high point for SRT3.DE and SOAGY.

Drawdown Indicators

	SRT3.DE	SOAGY	Difference
Max Drawdown Largest peak-to-trough decline	-98.30%	-70.04%	-28.26%
Max Drawdown (1Y) Largest decline over 1 year	-22.50%	-22.99%	+0.49%
Max Drawdown (3Y) Largest decline over 3 years	-53.68%	-54.10%	+0.42%
Max Drawdown (5Y) Largest decline over 5 years	-70.68%	-70.04%	-0.64%
Max Drawdown (10Y) Largest decline over 10 years	-77.21%	—	—
Current Drawdown Current decline from peak	-58.20%	-59.24%	+1.04%
Average Drawdown Average peak-to-trough decline	-64.21%	-39.80%	-24.41%
Ulcer Index Depth and duration of drawdowns from previous peaks	11.62%	11.64%	-0.02%

Volatility

SRT3.DE vs. SOAGY - Volatility Comparison

The current volatility for Sartorius Aktiengesellschaft (SRT3.DE) is 10.12%, while Sartorius Aktiengesellschaft (SOAGY) has a volatility of 11.79%. This indicates that SRT3.DE experiences smaller price fluctuations and is considered to be less risky than SOAGY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	SRT3.DE	SOAGY	Difference
Volatility (1M) Calculated over the trailing 1-month period	10.12%	11.79%	-1.67%
Volatility (6M) Calculated over the trailing 6-month period	29.29%	29.85%	-0.56%
Volatility (1Y) Calculated over the trailing 1-year period	38.88%	39.32%	-0.44%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	44.66%	52.15%	-7.49%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	46.76%	49.47%	-2.71%

Dividends

SRT3.DE vs. SOAGY - Dividend Comparison

SRT3.DE's dividend yield for the trailing twelve months is around 0.30%, less than SOAGY's 0.32% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
SOAGY Sartorius Aktiengesellschaft	0.32%	0.26%	0.36%	0.42%	0.35%	0.07%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
SRT3.DE Sartorius Aktiengesellschaft	0.30%	0.30%	0.34%	0.43%	0.34%	0.12%	0.31%	0.32%	0.47%	0.58%	0.54%	0.11%

Financials

Frequently Asked Questions

Can I hold both SRT3.DE and SOAGY in my portfolio?

SRT3.DE and SOAGY have a correlation of 0.88, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.