PortfoliosLab logo
UNA.AS vs. FLSW
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between UNA.AS and FLSW is 0.21, 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.


Performance

UNA.AS vs. FLSW - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Unilever PLC (UNA.AS) and Franklin FTSE Switzerland ETF (FLSW). The values are adjusted to include any dividend payments, if applicable.

30.00%40.00%50.00%60.00%70.00%80.00%December2025FebruaryMarchAprilMay
47.42%
81.46%
UNA.AS
FLSW

Key characteristics

Sharpe Ratio

UNA.AS:

0.91

FLSW:

1.07

Sortino Ratio

UNA.AS:

1.16

FLSW:

1.71

Omega Ratio

UNA.AS:

1.16

FLSW:

1.23

Calmar Ratio

UNA.AS:

0.24

FLSW:

1.43

Martin Ratio

UNA.AS:

2.71

FLSW:

3.36

Ulcer Index

UNA.AS:

5.31%

FLSW:

5.45%

Daily Std Dev

UNA.AS:

18.05%

FLSW:

15.35%

Max Drawdown

UNA.AS:

-92.87%

FLSW:

-28.16%

Current Drawdown

UNA.AS:

-53.07%

FLSW:

-1.75%

Returns By Period

In the year-to-date period, UNA.AS achieves a 2.07% return, which is significantly lower than FLSW's 16.22% return.


UNA.AS

YTD

2.07%

1M

3.39%

6M

2.40%

1Y

16.73%

5Y*

7.92%

10Y*

6.88%

FLSW

YTD

16.22%

1M

13.92%

6M

8.48%

1Y

16.26%

5Y*

10.03%

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

UNA.AS vs. FLSW — Risk-Adjusted Performance Rank

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

UNA.AS
The Risk-Adjusted Performance Rank of UNA.AS is 7373
Overall Rank
The Sharpe Ratio Rank of UNA.AS is 8282
Sharpe Ratio Rank
The Sortino Ratio Rank of UNA.AS is 7070
Sortino Ratio Rank
The Omega Ratio Rank of UNA.AS is 7171
Omega Ratio Rank
The Calmar Ratio Rank of UNA.AS is 6363
Calmar Ratio Rank
The Martin Ratio Rank of UNA.AS is 7878
Martin Ratio Rank

FLSW
The Risk-Adjusted Performance Rank of FLSW is 8484
Overall Rank
The Sharpe Ratio Rank of FLSW is 8383
Sharpe Ratio Rank
The Sortino Ratio Rank of FLSW is 8686
Sortino Ratio Rank
The Omega Ratio Rank of FLSW is 8585
Omega Ratio Rank
The Calmar Ratio Rank of FLSW is 8989
Calmar Ratio Rank
The Martin Ratio Rank of FLSW is 7777
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

UNA.AS vs. FLSW - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Unilever PLC (UNA.AS) and Franklin FTSE Switzerland ETF (FLSW). 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.


The current UNA.AS Sharpe Ratio is 0.91, which is comparable to the FLSW Sharpe Ratio of 1.07. The chart below compares the historical Sharpe Ratios of UNA.AS and FLSW, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.000.501.001.502.00December2025FebruaryMarchAprilMay
1.09
1.05
UNA.AS
FLSW

Dividends

UNA.AS vs. FLSW - Dividend Comparison

UNA.AS's dividend yield for the trailing twelve months is around 3.17%, more than FLSW's 1.75% yield.


TTM20242023202220212020201920182017201620152014
UNA.AS
Unilever PLC
3.17%3.16%3.89%3.64%3.63%3.31%3.16%3.21%2.95%3.23%2.92%3.46%
FLSW
Franklin FTSE Switzerland ETF
1.75%2.04%2.36%2.02%1.86%2.28%1.15%2.85%0.00%0.00%0.00%0.00%

Drawdowns

UNA.AS vs. FLSW - Drawdown Comparison

The maximum UNA.AS drawdown since its inception was -92.87%, which is greater than FLSW's maximum drawdown of -28.16%. Use the drawdown chart below to compare losses from any high point for UNA.AS and FLSW. For additional features, visit the drawdowns tool.


-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-3.70%
-1.75%
UNA.AS
FLSW

Volatility

UNA.AS vs. FLSW - Volatility Comparison

Unilever PLC (UNA.AS) has a higher volatility of 7.62% compared to Franklin FTSE Switzerland ETF (FLSW) at 6.17%. This indicates that UNA.AS's price experiences larger fluctuations and is considered to be riskier than FLSW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%December2025FebruaryMarchAprilMay
7.62%
6.17%
UNA.AS
FLSW