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VNA.DE vs. JPM
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

VNA.DE vs. JPM - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Vonovia SE (VNA.DE) and JPMorgan Chase & Co. (JPM). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

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

Returns By Period

In the year-to-date period, VNA.DE achieves a -12.62% return, which is significantly lower than JPM's -4.60% return. Over the past 10 years, VNA.DE has underperformed JPM with an annualized return of 0.19%, while JPM has yielded a comparatively higher 19.52% annualized return.


VNA.DE

1D
-2.79%
1M
-3.97%
YTD
-12.62%
6M
-15.65%
1Y
-26.42%
3Y*
8.99%
5Y*
-12.59%
10Y*
0.19%

JPM

1D
0.18%
1M
-1.51%
YTD
-4.60%
6M
-2.15%
1Y
12.89%
3Y*
28.38%
5Y*
16.54%
10Y*
19.52%
*Multi-year figures are annualized to reflect compound growth (CAGR)

VNA.DE vs. JPM - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
VNA.DE
Vonovia SE
-12.62%-12.70%6.11%35.91%-52.54%-11.27%32.19%24.34%-1.65%37.56%
JPM
JPMorgan Chase & Co.
-4.60%20.98%53.81%26.71%-7.23%37.30%-13.32%50.58%-2.24%11.18%

Correlation

The correlation between VNA.DE and JPM is 0.06, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.06

Correlation (3Y)
Calculated over the trailing 3-year period

0.03

Correlation (5Y)
Calculated over the trailing 5-year period

0.10

Correlation (10Y)
Calculated over the trailing 10-year period

0.07

Correlation (All Time)
Calculated using the full available price history since Jul 12, 2013

0.10

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Return for Risk

VNA.DE vs. JPM — Risk / Return Rank

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

VNA.DE
VNA.DE Risk / Return Rank: 66
Overall Rank
VNA.DE Sharpe Ratio Rank: 55
Sharpe Ratio Rank
VNA.DE Sortino Ratio Rank: 88
Sortino Ratio Rank
VNA.DE Omega Ratio Rank: 77
Omega Ratio Rank
VNA.DE Calmar Ratio Rank: 88
Calmar Ratio Rank
VNA.DE Martin Ratio Rank: 44
Martin Ratio Rank

JPM
JPM Risk / Return Rank: 5959
Overall Rank
JPM Sharpe Ratio Rank: 6363
Sharpe Ratio Rank
JPM Sortino Ratio Rank: 5555
Sortino Ratio Rank
JPM Omega Ratio Rank: 5454
Omega Ratio Rank
JPM Calmar Ratio Rank: 6161
Calmar Ratio Rank
JPM Martin Ratio Rank: 6262
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.

VNA.DE vs. JPM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vonovia SE (VNA.DE) and JPMorgan Chase & Co. (JPM). 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.


VNA.DEJPMDifference
Sharpe ratioReturn per unit of total volatility

-1.57

Sortino ratioReturn per unit of downside risk

-2.14

Omega ratioGain probability vs. loss probability

0.83

1.12

-0.29

Calmar ratioReturn relative to maximum drawdown

-0.86

0.91

-1.77

Martin ratioReturn relative to average drawdown

-1.60

1.98

-3.59

VNA.DE vs. JPM - Sharpe Ratio Comparison

The current VNA.DE Sharpe Ratio is -0.98, which is lower than the JPM Sharpe Ratio of 0.59. The chart below compares the historical Sharpe Ratios of VNA.DE and JPM, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


VNA.DEJPMDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.98

0.59

-1.57

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.37

0.68

-1.05

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.01

0.70

-0.70

Sharpe Ratio (All Time)

Calculated using the full available price history

0.21

0.38

-0.18

Drawdowns

VNA.DE vs. JPM - Drawdown Comparison

The maximum VNA.DE drawdown since its inception was -71.24%, which is greater than JPM's maximum drawdown of -64.66%. Use the drawdown chart below to compare losses from any high point for VNA.DE and JPM.


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Drawdown Indicators


VNA.DEJPMDifference

Max Drawdown

Largest peak-to-trough decline

-71.24%

-64.66%

-6.58%

Max Drawdown (1Y)

Largest decline over 1 year

-30.66%

-14.17%

-16.49%

Max Drawdown (3Y)

Largest decline over 3 years

-34.87%

-27.98%

-6.89%

Max Drawdown (5Y)

Largest decline over 5 years

-71.11%

-27.98%

-43.13%

Max Drawdown (10Y)

Largest decline over 10 years

-71.24%

-42.21%

-29.03%

Current Drawdown

Current decline from peak

-55.50%

-9.00%

-46.50%

Average Drawdown

Average peak-to-trough decline

-20.42%

-10.71%

-9.71%

Ulcer Index

Depth and duration of drawdowns from previous peaks

16.47%

6.51%

+9.96%

Volatility

VNA.DE vs. JPM - Volatility Comparison

Vonovia SE (VNA.DE) has a higher volatility of 7.17% compared to JPMorgan Chase & Co. (JPM) at 6.19%. This indicates that VNA.DE's price experiences larger fluctuations and is considered to be riskier than JPM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


VNA.DEJPMDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.17%

6.19%

+0.98%

Volatility (6M)

Calculated over the trailing 6-month period

23.67%

16.81%

+6.86%

Volatility (1Y)

Calculated over the trailing 1-year period

26.93%

21.89%

+5.04%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

33.53%

24.42%

+9.11%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

28.29%

27.83%

+0.46%

Dividends

VNA.DE vs. JPM - Dividend Comparison

VNA.DE's dividend yield for the trailing twelve months is around 6.18%, more than JPM's 1.96% yield.


PositionTTM20252024202320222021202020192018201720162015
JPM
JPMorgan Chase & Co.
1.96%1.72%1.92%2.38%2.98%2.34%2.83%2.37%2.54%1.91%2.13%2.54%
VNA.DE
Vonovia SE
6.18%4.97%3.07%2.98%7.49%2.76%5.02%2.54%2.82%2.29%2.57%1.94%

Financials

VNA.DE vs. JPM - Financials Comparison

This section allows you to compare key financial metrics between Vonovia SE and JPMorgan Chase & Co.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Please note, different currencies. VNA.DE values in EUR, JPM values in USD

Frequently Asked Questions


VNA.DE and JPM have a correlation of 0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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