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SRT3.DE vs. XDWD.DE
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

SRT3.DE vs. XDWD.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Sartorius Aktiengesellschaft (SRT3.DE) and Xtrackers MSCI World UCITS ETF 1C (XDWD.DE). The values are adjusted to include any dividend payments, if applicable.

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SRT3.DE vs. XDWD.DE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SRT3.DE
Sartorius Aktiengesellschaft
-13.78%15.25%-35.28%-9.48%-37.74%73.51%80.90%75.92%37.51%13.47%
XDWD.DE
Xtrackers MSCI World UCITS ETF 1C
-1.22%7.85%25.98%20.18%-13.67%32.74%5.48%31.27%-4.94%7.84%

Returns By Period

In the year-to-date period, SRT3.DE achieves a -13.78% return, which is significantly lower than XDWD.DE's -1.22% return. Over the past 10 years, SRT3.DE has underperformed XDWD.DE with an annualized return of -0.32%, while XDWD.DE has yielded a comparatively higher 11.89% annualized return.


SRT3.DE

1D
0.24%
1M
-5.06%
YTD
-13.78%
6M
-3.65%
1Y
-0.96%
3Y*
-17.24%
5Y*
-12.82%
10Y*
-0.32%

XDWD.DE

1D
0.07%
1M
-1.93%
YTD
-1.22%
6M
1.84%
1Y
12.40%
3Y*
15.02%
5Y*
10.84%
10Y*
11.89%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

SRT3.DE vs. XDWD.DE — 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: 4040
Overall Rank
SRT3.DE Sharpe Ratio Rank: 3838
Sharpe Ratio Rank
SRT3.DE Sortino Ratio Rank: 3535
Sortino Ratio Rank
SRT3.DE Omega Ratio Rank: 3434
Omega Ratio Rank
SRT3.DE Calmar Ratio Rank: 4646
Calmar Ratio Rank
SRT3.DE Martin Ratio Rank: 4646
Martin Ratio Rank

XDWD.DE
XDWD.DE Risk / Return Rank: 5555
Overall Rank
XDWD.DE Sharpe Ratio Rank: 3737
Sharpe Ratio Rank
XDWD.DE Sortino Ratio Rank: 3535
Sortino Ratio Rank
XDWD.DE Omega Ratio Rank: 3939
Omega Ratio Rank
XDWD.DE Calmar Ratio Rank: 8383
Calmar Ratio Rank
XDWD.DE Martin Ratio Rank: 8282
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.

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

This table presents a comparison of risk-adjusted performance metrics for Sartorius Aktiengesellschaft (SRT3.DE) and Xtrackers MSCI World UCITS ETF 1C (XDWD.DE). 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.DEXDWD.DEDifference

Sharpe ratio

Return per unit of total volatility

-0.02

0.77

-0.80

Sortino ratio

Return per unit of downside risk

0.27

1.12

-0.85

Omega ratio

Gain probability vs. loss probability

1.03

1.17

-0.14

Calmar ratio

Return relative to maximum drawdown

0.28

2.78

-2.49

Martin ratio

Return relative to average drawdown

0.60

10.58

-9.98

SRT3.DE vs. XDWD.DE - Sharpe Ratio Comparison

The current SRT3.DE Sharpe Ratio is -0.02, which is lower than the XDWD.DE Sharpe Ratio of 0.77. The chart below compares the historical Sharpe Ratios of SRT3.DE and XDWD.DE, 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


SRT3.DEXDWD.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.02

0.77

-0.80

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.29

0.76

-1.04

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.01

0.78

-0.78

Sharpe Ratio (All Time)

Calculated using the full available price history

0.03

0.72

-0.69

Correlation

The correlation between SRT3.DE and XDWD.DE is 0.40, 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

SRT3.DE vs. XDWD.DE - Dividend Comparison

SRT3.DE's dividend yield for the trailing twelve months is around 0.35%, while XDWD.DE has not paid dividends to shareholders.


TTM20252024202320222021202020192018201720162015
SRT3.DE
Sartorius Aktiengesellschaft
0.35%0.30%0.34%0.43%0.34%0.12%0.31%0.32%0.47%0.58%0.54%0.11%
XDWD.DE
Xtrackers MSCI World UCITS ETF 1C
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

SRT3.DE vs. XDWD.DE - Drawdown Comparison

The maximum SRT3.DE drawdown since its inception was -98.30%, which is greater than XDWD.DE's maximum drawdown of -33.55%. Use the drawdown chart below to compare losses from any high point for SRT3.DE and XDWD.DE.


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Drawdown Indicators


SRT3.DEXDWD.DEDifference

Max Drawdown

Largest peak-to-trough decline

-98.30%

-33.55%

-64.75%

Max Drawdown (1Y)

Largest decline over 1 year

-24.66%

-8.78%

-15.88%

Max Drawdown (5Y)

Largest decline over 5 years

-70.68%

-21.64%

-49.04%

Max Drawdown (10Y)

Largest decline over 10 years

-77.52%

-33.55%

-43.97%

Current Drawdown

Current decline from peak

-64.46%

-3.98%

-60.48%

Average Drawdown

Average peak-to-trough decline

-64.22%

-4.61%

-59.61%

Ulcer Index

Depth and duration of drawdowns from previous peaks

11.58%

1.71%

+9.87%

Volatility

SRT3.DE vs. XDWD.DE - Volatility Comparison

Sartorius Aktiengesellschaft (SRT3.DE) has a higher volatility of 12.95% compared to Xtrackers MSCI World UCITS ETF 1C (XDWD.DE) at 4.24%. This indicates that SRT3.DE's price experiences larger fluctuations and is considered to be riskier than XDWD.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SRT3.DEXDWD.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

12.95%

4.24%

+8.71%

Volatility (6M)

Calculated over the trailing 6-month period

26.51%

8.37%

+18.14%

Volatility (1Y)

Calculated over the trailing 1-year period

40.04%

16.01%

+24.03%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

44.26%

14.13%

+30.13%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

46.56%

15.20%

+31.36%