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WTKWY vs. WKL.AS
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

WTKWY vs. WKL.AS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Wolters Kluwer NV (WTKWY) and Wolters Kluwer N.V. (WKL.AS). The values are adjusted to include any dividend payments, if applicable.

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WTKWY vs. WKL.AS - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
WTKWY
Wolters Kluwer NV
-27.75%-36.20%17.53%36.95%-9.84%43.14%17.24%25.81%14.47%48.79%
WKL.AS
Wolters Kluwer N.V.
-27.27%-36.41%18.66%38.17%-9.80%42.21%17.78%25.44%15.67%47.25%
Different Trading Currencies

WTKWY is traded in USD, while WKL.AS is traded in EUR. To make them comparable, the WKL.AS values have been converted to USD using the latest available exchange rates.

Returns By Period

The year-to-date returns for both investments are quite close, with WTKWY having a -27.75% return and WKL.AS slightly higher at -27.27%. Both investments have delivered pretty close results over the past 10 years, with WTKWY having a 8.67% annualized return and WKL.AS not far behind at 8.61%.


WTKWY

1D
-0.17%
1M
-5.37%
YTD
-27.75%
6M
-44.46%
1Y
-51.16%
3Y*
-14.90%
5Y*
-1.84%
10Y*
8.67%

WKL.AS

1D
1.08%
1M
-5.29%
YTD
-27.27%
6M
-43.70%
1Y
-50.77%
3Y*
-14.34%
5Y*
-1.40%
10Y*
8.61%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

WTKWY vs. WKL.AS — Risk / Return Rank

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

WTKWY
WTKWY Risk / Return Rank: 44
Overall Rank
WTKWY Sharpe Ratio Rank: 00
Sharpe Ratio Rank
WTKWY Sortino Ratio Rank: 11
Sortino Ratio Rank
WTKWY Omega Ratio Rank: 11
Omega Ratio Rank
WTKWY Calmar Ratio Rank: 1010
Calmar Ratio Rank
WTKWY Martin Ratio Rank: 1010
Martin Ratio Rank

WKL.AS
WKL.AS Risk / Return Rank: 44
Overall Rank
WKL.AS Sharpe Ratio Rank: 00
Sharpe Ratio Rank
WKL.AS Sortino Ratio Rank: 00
Sortino Ratio Rank
WKL.AS Omega Ratio Rank: 11
Omega Ratio Rank
WKL.AS Calmar Ratio Rank: 99
Calmar Ratio Rank
WKL.AS Martin Ratio Rank: 1010
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.

WTKWY vs. WKL.AS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Wolters Kluwer NV (WTKWY) and Wolters Kluwer N.V. (WKL.AS). 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.


WTKWYWKL.ASDifference

Sharpe ratio

Return per unit of total volatility

-1.55

-1.57

+0.02

Sortino ratio

Return per unit of downside risk

-2.50

-2.49

0.00

Omega ratio

Gain probability vs. loss probability

0.69

0.69

+0.01

Calmar ratio

Return relative to maximum drawdown

-0.83

-0.83

0.00

Martin ratio

Return relative to average drawdown

-1.47

-1.44

-0.02

WTKWY vs. WKL.AS - Sharpe Ratio Comparison

The current WTKWY Sharpe Ratio is -1.55, which is comparable to the WKL.AS Sharpe Ratio of -1.57. The chart below compares the historical Sharpe Ratios of WTKWY and WKL.AS, 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


WTKWYWKL.ASDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-1.55

-1.57

+0.02

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.07

-0.06

-0.02

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.38

0.38

-0.01

Sharpe Ratio (All Time)

Calculated using the full available price history

0.26

0.32

-0.07

Correlation

The correlation between WTKWY and WKL.AS is 0.85, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

WTKWY vs. WKL.AS - Dividend Comparison

WTKWY's dividend yield for the trailing twelve months is around 3.54%, less than WKL.AS's 3.73% yield.


TTM20252024202320222021202020192018201720162015
WTKWY
Wolters Kluwer NV
3.54%2.56%1.43%0.55%1.64%1.43%1.54%1.35%1.72%2.82%4.55%2.98%
WKL.AS
Wolters Kluwer N.V.
3.73%2.75%1.37%1.48%1.70%1.38%1.82%1.58%1.92%1.84%2.21%2.87%

Drawdowns

WTKWY vs. WKL.AS - Drawdown Comparison

The maximum WTKWY drawdown since its inception was -62.09%, roughly equal to the maximum WKL.AS drawdown of -62.01%. Use the drawdown chart below to compare losses from any high point for WTKWY and WKL.AS.


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Drawdown Indicators


WTKWYWKL.ASDifference

Max Drawdown

Largest peak-to-trough decline

-62.09%

-80.22%

+18.13%

Max Drawdown (1Y)

Largest decline over 1 year

-61.26%

-62.88%

+1.62%

Max Drawdown (5Y)

Largest decline over 5 years

-62.09%

-66.39%

+4.30%

Max Drawdown (10Y)

Largest decline over 10 years

-62.09%

-66.39%

+4.30%

Current Drawdown

Current decline from peak

-59.81%

-63.35%

+3.54%

Average Drawdown

Average peak-to-trough decline

-16.02%

-26.10%

+10.08%

Ulcer Index

Depth and duration of drawdowns from previous peaks

34.83%

36.64%

-1.81%

Volatility

WTKWY vs. WKL.AS - Volatility Comparison

Wolters Kluwer NV (WTKWY) has a higher volatility of 7.70% compared to Wolters Kluwer N.V. (WKL.AS) at 6.56%. This indicates that WTKWY's price experiences larger fluctuations and is considered to be riskier than WKL.AS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


WTKWYWKL.ASDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.70%

6.56%

+1.14%

Volatility (6M)

Calculated over the trailing 6-month period

26.14%

25.35%

+0.79%

Volatility (1Y)

Calculated over the trailing 1-year period

33.01%

32.08%

+0.93%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

24.71%

23.69%

+1.02%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.14%

22.10%

+1.04%

Financials

WTKWY vs. WKL.AS - Financials Comparison

This section allows you to compare key financial metrics between Wolters Kluwer NV and Wolters Kluwer N.V.. 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. WTKWY values in USD, WKL.AS values in EUR