SUGA.L vs. SZU.DE
Compare and contrast key facts about WisdomTree Sugar (SUGA.L) and Südzucker AG (SZU.DE).
SUGA.L is a passively managed fund by WisdomTree that tracks the performance of the Bloomberg Sugar. It was launched on Sep 22, 2006.
Performance
SUGA.L vs. SZU.DE - Performance Comparison
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SUGA.L vs. SZU.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SUGA.L WisdomTree Sugar | 4.13% | -17.47% | -5.25% | 23.23% | 11.54% | 23.41% | 6.59% | -0.53% | -24.60% | -27.09% |
SZU.DE Südzucker AG | 35.84% | 1.61% | -25.94% | -6.57% | 20.09% | 6.24% | -20.91% | 44.35% | -38.29% | -6.75% |
Different Trading Currencies
SUGA.L is traded in USD, while SZU.DE is traded in EUR. To make them comparable, the SZU.DE values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, SUGA.L achieves a 4.13% return, which is significantly lower than SZU.DE's 35.84% return. Over the past 10 years, SUGA.L has underperformed SZU.DE with an annualized return of -0.26%, while SZU.DE has yielded a comparatively higher 1.02% annualized return.
SUGA.L
- 1D
- -2.70%
- 1M
- 7.71%
- YTD
- 4.13%
- 6M
- -2.33%
- 1Y
- -21.77%
- 3Y*
- -5.31%
- 5Y*
- 6.34%
- 10Y*
- -0.26%
SZU.DE
- 1D
- -2.72%
- 1M
- 25.17%
- YTD
- 35.84%
- 6M
- 33.56%
- 1Y
- 19.92%
- 3Y*
- -0.17%
- 5Y*
- 0.69%
- 10Y*
- 1.02%
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Return for Risk
SUGA.L vs. SZU.DE — Risk / Return Rank
SUGA.L
SZU.DE
SUGA.L vs. SZU.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Sugar (SUGA.L) and Südzucker AG (SZU.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.
| SUGA.L | SZU.DE | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.91 | 0.70 | -1.60 |
Sortino ratioReturn per unit of downside risk | -1.25 | 1.31 | -2.56 |
Omega ratioGain probability vs. loss probability | 0.87 | 1.16 | -0.29 |
Calmar ratioReturn relative to maximum drawdown | -0.72 | 0.99 | -1.71 |
Martin ratioReturn relative to average drawdown | -1.08 | 1.62 | -2.69 |
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
| SUGA.L | SZU.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.91 | 0.70 | -1.60 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.25 | 0.03 | +0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.01 | 0.03 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.09 | 0.03 | -0.12 |
Correlation
The correlation between SUGA.L and SZU.DE is 0.12, 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
SUGA.L vs. SZU.DE - Dividend Comparison
SUGA.L has not paid dividends to shareholders, while SZU.DE's dividend yield for the trailing twelve months is around 1.59%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SUGA.L WisdomTree Sugar | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SZU.DE Südzucker AG | 1.59% | 2.18% | 8.67% | 4.93% | 2.45% | 1.51% | 1.71% | 1.22% | 3.98% | 2.49% | 1.32% | 1.36% |
Drawdowns
SUGA.L vs. SZU.DE - Drawdown Comparison
The maximum SUGA.L drawdown since its inception was -83.65%, which is greater than SZU.DE's maximum drawdown of -71.66%. Use the drawdown chart below to compare losses from any high point for SUGA.L and SZU.DE.
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Drawdown Indicators
| SUGA.L | SZU.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -83.65% | -68.52% | -15.13% |
Max Drawdown (1Y)Largest decline over 1 year | -30.61% | -23.40% | -7.21% |
Max Drawdown (5Y)Largest decline over 5 years | -43.28% | -45.67% | +2.39% |
Max Drawdown (10Y)Largest decline over 10 years | -67.83% | -56.17% | -11.66% |
Current DrawdownCurrent decline from peak | -66.31% | -46.33% | -19.98% |
Average DrawdownAverage peak-to-trough decline | -51.19% | -30.91% | -20.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 20.18% | 14.54% | +5.64% |
Volatility
SUGA.L vs. SZU.DE - Volatility Comparison
The current volatility for WisdomTree Sugar (SUGA.L) is 8.63%, while Südzucker AG (SZU.DE) has a volatility of 17.74%. This indicates that SUGA.L experiences smaller price fluctuations and is considered to be less risky than SZU.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SUGA.L | SZU.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.63% | 17.74% | -9.11% |
Volatility (6M)Calculated over the trailing 6-month period | 17.10% | 23.44% | -6.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.97% | 28.51% | -4.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.07% | 26.81% | -1.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.96% | 29.06% | -3.10% |