SZU.DE vs. SUGA.L
Compare and contrast key facts about Südzucker AG (SZU.DE) and WisdomTree Sugar (SUGA.L).
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
SZU.DE vs. SUGA.L - Performance Comparison
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SZU.DE vs. SUGA.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SZU.DE Südzucker AG | 37.19% | -10.00% | -21.45% | -9.43% | 27.09% | 15.34% | -27.95% | 47.47% | -35.25% | -18.31% |
SUGA.L WisdomTree Sugar | 5.78% | -27.26% | 1.01% | 19.54% | 18.45% | 32.64% | -2.20% | 1.71% | -21.06% | -36.05% |
Different Trading Currencies
SZU.DE is traded in EUR, while SUGA.L is traded in USD. To make them comparable, the SUGA.L values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, SZU.DE achieves a 37.19% return, which is significantly higher than SUGA.L's 5.78% return. Over the past 10 years, SZU.DE has outperformed SUGA.L with an annualized return of 0.72%, while SUGA.L has yielded a comparatively lower -0.06% annualized return.
SZU.DE
- 1D
- -0.32%
- 1M
- 27.58%
- YTD
- 37.19%
- 6M
- 33.62%
- 1Y
- 12.53%
- 3Y*
- -2.23%
- 5Y*
- 0.94%
- 10Y*
- 0.72%
SUGA.L
- 1D
- 0.23%
- 1M
- 9.25%
- YTD
- 5.78%
- 6M
- -2.39%
- 1Y
- -26.69%
- 3Y*
- -7.32%
- 5Y*
- 6.73%
- 10Y*
- -0.06%
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Return for Risk
SZU.DE vs. SUGA.L — Risk / Return Rank
SZU.DE
SUGA.L
SZU.DE vs. SUGA.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Südzucker AG (SZU.DE) and WisdomTree Sugar (SUGA.L). 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.
| SZU.DE | SUGA.L | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.46 | -1.10 | +1.56 |
Sortino ratioReturn per unit of downside risk | 0.99 | -1.57 | +2.57 |
Omega ratioGain probability vs. loss probability | 1.12 | 0.84 | +0.29 |
Calmar ratioReturn relative to maximum drawdown | 0.53 | -0.72 | +1.24 |
Martin ratioReturn relative to average drawdown | 0.85 | -1.05 | +1.90 |
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
| SZU.DE | SUGA.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.46 | -1.10 | +1.56 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.04 | 0.26 | -0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.03 | -0.00 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.10 | -0.01 | +0.12 |
Correlation
The correlation between SZU.DE and SUGA.L is 0.08, 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
SZU.DE vs. SUGA.L - Dividend Comparison
SZU.DE's dividend yield for the trailing twelve months is around 1.59%, while SUGA.L has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Drawdowns
SZU.DE vs. SUGA.L - Drawdown Comparison
The maximum SZU.DE drawdown since its inception was -68.52%, smaller than the maximum SUGA.L drawdown of -79.19%. Use the drawdown chart below to compare losses from any high point for SZU.DE and SUGA.L.
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Drawdown Indicators
| SZU.DE | SUGA.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.52% | -83.65% | +15.13% |
Max Drawdown (1Y)Largest decline over 1 year | -23.40% | -30.09% | +6.69% |
Max Drawdown (5Y)Largest decline over 5 years | -45.67% | -43.28% | -2.39% |
Max Drawdown (10Y)Largest decline over 10 years | -56.17% | -67.83% | +11.66% |
Current DrawdownCurrent decline from peak | -46.50% | -66.38% | +19.88% |
Average DrawdownAverage peak-to-trough decline | -30.91% | -51.20% | +20.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 14.53% | 19.08% | -4.55% |
Volatility
SZU.DE vs. SUGA.L - Volatility Comparison
Südzucker AG (SZU.DE) has a higher volatility of 17.74% compared to WisdomTree Sugar (SUGA.L) at 8.18%. This indicates that SZU.DE's price experiences larger fluctuations and is considered to be riskier than SUGA.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SZU.DE | SUGA.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 17.74% | 8.18% | +9.56% |
Volatility (6M)Calculated over the trailing 6-month period | 22.97% | 16.57% | +6.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.96% | 24.19% | +2.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.97% | 25.50% | -0.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.93% | 26.42% | +1.51% |