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^FCHI vs. DAX
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between ^FCHI and DAX is 0.75, 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.


-0.50.00.51.00.7

Performance

^FCHI vs. DAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in CAC 40 (^FCHI) and Global X DAX Germany ETF (DAX). The values are adjusted to include any dividend payments, if applicable.

40.00%50.00%60.00%70.00%80.00%JulyAugustSeptemberOctoberNovemberDecember
44.28%
68.11%
^FCHI
DAX

Key characteristics

Sharpe Ratio

^FCHI:

-0.27

DAX:

0.90

Sortino Ratio

^FCHI:

-0.28

DAX:

1.31

Omega Ratio

^FCHI:

0.97

DAX:

1.16

Calmar Ratio

^FCHI:

-0.26

DAX:

1.61

Martin Ratio

^FCHI:

-0.48

DAX:

4.12

Ulcer Index

^FCHI:

7.13%

DAX:

3.22%

Daily Std Dev

^FCHI:

12.78%

DAX:

14.70%

Max Drawdown

^FCHI:

-65.29%

DAX:

-45.58%

Current Drawdown

^FCHI:

-11.72%

DAX:

-4.10%

Returns By Period

In the year-to-date period, ^FCHI achieves a -3.56% return, which is significantly lower than DAX's 11.44% return. Over the past 10 years, ^FCHI has outperformed DAX with an annualized return of 5.28%, while DAX has yielded a comparatively lower 4.84% annualized return.


^FCHI

YTD

-3.56%

1M

1.06%

6M

-4.64%

1Y

-3.92%

5Y*

3.79%

10Y*

5.28%

DAX

YTD

11.44%

1M

3.00%

6M

6.37%

1Y

12.03%

5Y*

6.44%

10Y*

4.84%

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Risk-Adjusted Performance

^FCHI vs. DAX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for CAC 40 (^FCHI) and Global X DAX Germany ETF (DAX). 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.


Sharpe ratio
The chart of Sharpe ratio for ^FCHI, currently valued at -0.53, compared to the broader market0.001.002.00-0.530.86
The chart of Sortino ratio for ^FCHI, currently valued at -0.64, compared to the broader market-1.000.001.002.003.00-0.641.26
The chart of Omega ratio for ^FCHI, currently valued at 0.93, compared to the broader market0.901.001.101.201.301.400.931.16
The chart of Calmar ratio for ^FCHI, currently valued at -0.50, compared to the broader market0.001.002.003.00-0.501.52
The chart of Martin ratio for ^FCHI, currently valued at -1.04, compared to the broader market0.005.0010.0015.0020.00-1.043.94
^FCHI
DAX

The current ^FCHI Sharpe Ratio is -0.27, which is lower than the DAX Sharpe Ratio of 0.90. The chart below compares the historical Sharpe Ratios of ^FCHI and DAX, 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 Ratio-1.000.001.002.003.00JulyAugustSeptemberOctoberNovemberDecember
-0.53
0.86
^FCHI
DAX

Drawdowns

^FCHI vs. DAX - Drawdown Comparison

The maximum ^FCHI drawdown since its inception was -65.29%, which is greater than DAX's maximum drawdown of -45.58%. Use the drawdown chart below to compare losses from any high point for ^FCHI and DAX. For additional features, visit the drawdowns tool.


-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-15.39%
-4.10%
^FCHI
DAX

Volatility

^FCHI vs. DAX - Volatility Comparison

The current volatility for CAC 40 (^FCHI) is 3.48%, while Global X DAX Germany ETF (DAX) has a volatility of 4.38%. This indicates that ^FCHI experiences smaller price fluctuations and is considered to be less risky than DAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


3.00%4.00%5.00%6.00%JulyAugustSeptemberOctoberNovemberDecember
3.48%
4.38%
^FCHI
DAX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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