AXA SA (1CS.MI)
Company Info
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€77.49B
€3.23
10.92
1.18
€28.26 - €38.90
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in AXA SA, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
AXA SA had a return of 3.98% year-to-date (YTD) and 23.76% in the last 12 months. Over the past 10 years, AXA SA had an annualized return of 12.40%, outperforming the S&P 500 benchmark which had an annualized return of 11.36%.
1CS.MI
3.98%
6.03%
10.04%
23.76%
16.23%
12.40%
^GSPC (Benchmark)
1.96%
1.11%
7.77%
23.90%
12.59%
11.36%
Monthly Returns
The table below presents the monthly returns of 1CS.MI, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | 5.55% | 6.05% | 5.41% | -1.27% | 2.66% | -8.20% | 6.92% | 5.52% | 0.20% | -0.32% | -3.73% | 3.33% | 23.08% |
2023 | 8.33% | 5.37% | -5.61% | 4.55% | -5.48% | 3.32% | 2.81% | -0.36% | 1.58% | -1.52% | 2.63% | 2.85% | 18.99% |
2022 | 6.13% | -14.63% | 12.25% | -4.93% | -2.06% | -7.93% | 4.36% | 4.11% | -4.23% | 11.95% | 7.57% | -2.57% | 6.46% |
2021 | -6.80% | 13.27% | 10.44% | 2.42% | 2.28% | -5.88% | 2.79% | 8.41% | 1.83% | 3.68% | -3.01% | 8.46% | 42.27% |
2020 | -4.88% | -12.68% | -25.59% | 3.60% | 12.34% | 12.03% | -4.29% | 0.67% | -7.31% | -13.59% | 43.76% | -0.42% | -10.99% |
2019 | 7.58% | 10.93% | 0.25% | 6.02% | -1.64% | 4.39% | 0.24% | -9.21% | 12.03% | 1.24% | 4.43% | 1.80% | 42.90% |
2018 | 7.21% | -1.83% | -16.86% | 9.76% | -5.52% | -0.85% | 2.80% | 0.35% | 5.97% | -3.75% | -3.62% | -12.43% | -20.11% |
2017 | -4.51% | -2.49% | 7.90% | 2.54% | 1.88% | 0.08% | 4.29% | -2.44% | 4.42% | 2.16% | -1.19% | -3.77% | 8.41% |
2016 | -11.15% | -10.82% | 2.73% | 6.68% | 7.85% | -21.80% | 3.00% | 3.47% | 0.74% | 8.44% | 7.25% | 8.58% | -0.70% |
2015 | 9.63% | 8.98% | 3.70% | -4.04% | 6.16% | -1.09% | 5.05% | -6.73% | -2.78% | 11.99% | 5.89% | -1.24% | 39.28% |
2014 | -3.38% | -2.78% | 0.05% | -0.53% | 0.38% | -4.38% | -0.81% | 10.12% | 3.51% | -4.82% | 5.39% | -2.81% | -1.11% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 80, 1CS.MI is among the top 20% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for AXA SA (1CS.MI) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
AXA SA provided a 5.57% dividend yield over the last twelve months, with an annual payout of €1.98 per share. The company has been increasing its dividends for 3 consecutive years.
Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend | €1.98 | €1.98 | €1.70 | €1.54 | €1.43 | €2.16 | €1.34 | €1.26 | €1.16 | €1.10 | €0.95 | €0.81 |
Dividend yield | 5.57% | 5.80% | 5.77% | 5.85% | 5.43% | 10.97% | 5.32% | 6.72% | 4.68% | 4.60% | 3.74% | 4.26% |
Monthly Dividends
The table displays the monthly dividend distributions for AXA SA. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2025 | €0.00 | €0.00 | |||||||||||
2024 | €0.00 | €0.00 | €0.00 | €1.98 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €1.98 |
2023 | €0.00 | €0.00 | €0.00 | €0.00 | €1.70 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €1.70 |
2022 | €0.00 | €0.00 | €0.00 | €0.00 | €1.54 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €1.54 |
2021 | €0.00 | €0.00 | €0.00 | €0.00 | €1.43 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €1.43 |
2020 | €0.00 | €0.00 | €0.00 | €0.00 | €1.43 | €0.00 | €0.73 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €2.16 |
2019 | €0.00 | €0.00 | €0.00 | €0.00 | €1.34 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €1.34 |
2018 | €0.00 | €0.00 | €0.00 | €0.00 | €1.26 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €1.26 |
2017 | €0.00 | €0.00 | €0.00 | €0.00 | €1.16 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €1.16 |
2016 | €0.00 | €0.00 | €0.00 | €0.00 | €1.10 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €1.10 |
2015 | €0.00 | €0.00 | €0.00 | €0.00 | €0.95 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.95 |
2014 | €0.81 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.81 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the AXA SA. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the AXA SA was 81.45%, occurring on Mar 9, 2009. Recovery took 1542 trading sessions.
The current AXA SA drawdown is 2.31%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-81.45% | May 7, 2007 | 466 | Mar 9, 2009 | 1542 | Apr 7, 2015 | 2008 |
-51.02% | Feb 18, 2020 | 23 | Mar 19, 2020 | 245 | Mar 8, 2021 | 268 |
-33.61% | Dec 8, 2015 | 139 | Jun 27, 2016 | 134 | Jan 3, 2017 | 273 |
-29% | Jan 23, 2018 | 236 | Dec 27, 2018 | 219 | Nov 7, 2019 | 455 |
-24.58% | Feb 10, 2022 | 102 | Jul 5, 2022 | 97 | Nov 18, 2022 | 199 |
Volatility
Volatility Chart
The current AXA SA volatility is 4.87%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Valuation
The Valuation section provides an assessment of the market value of AXA SA compared to its peers in the Insurance - Diversified industry.
PE Ratio
PEG Ratio
Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for AXA SA.
Income Statement
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Selling, General & Admin Expenses | — |
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Total Operating Expenses | — |
Income | |
Income Before Tax | — |
Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |
Recent discussions
Transactional Portfolio Use
I am trying to understand how to make the best use of transactional portfolios. At first I thought it is useful when tracking the performance of a self-managed fund. You add cash to it, transact in equities, adding each transaction to the portfolio. It then shows you its performance wrt. to a benchmark. The broker does this for you anyway, but the whole reason I started evaluating Portfolioslab is so that I can separate my single broker account into thematic baskets ("thematic funds") and track their performance individually.
The transactional portfolio in Portfolioslab does not seem to work that way. It does not consider the changes in cash position, ie. any profit/loss made on equity transactions. It does not seem to be suited for track the assets of a fund, so to speak. What good is transactional portfolio then?
EG
Feature idea - suggesting new diversified best risk/return options for a portfolio ?
Hi Dimitry,
Do you have any plans to add recommended instruments that will provide better diversification and risk/return for a portfolio like some other sites do ? They claim to do this based on expected future performance, but even based on past performance and past diversification may be a good start ?
RB
Screener
michael