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Allianz SE (ALV.DE)

Equity · Currency in EUR · Last updated Aug 13, 2022

Company Info

ISINDE0008404005
SectorFinancial Services
IndustryInsurance—Diversified

ALV.DEShare Price Chart


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ALV.DEPerformance

The chart shows the growth of €10,000 invested in Allianz SE in Jan 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly €37,729 for a total return of roughly 277.29%. All prices are adjusted for splits and dividends.


-20.00%-15.00%-10.00%-5.00%0.00%5.00%MarchAprilMayJuneJulyAugust
-14.51%
-2.74%
ALV.DE (Allianz SE)
Benchmark (^GSPC)

ALV.DEReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
1M0.95%12.08%
6M-16.80%-4.95%
YTD-8.15%-10.18%
1Y-5.44%-3.38%
5Y5.06%11.17%
10Y12.71%11.00%

ALV.DEMonthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20229.49%-10.58%6.52%-0.16%-4.99%-6.61%-2.64%2.12%
2021-7.07%7.12%8.63%-0.30%4.07%-2.39%-0.14%-5.25%-2.08%3.24%-4.33%7.90%
2020-1.17%-9.75%-19.47%7.65%2.51%11.63%-3.05%3.01%-9.86%-7.68%30.85%1.54%
20195.58%5.78%1.37%8.33%-3.25%6.61%-0.75%-4.71%6.66%2.41%-0.75%0.48%
20186.27%-5.64%-4.49%7.12%-6.45%0.36%6.85%-2.91%4.55%-3.94%1.12%-6.09%
2017-0.13%4.72%5.76%0.66%2.17%0.88%4.41%-0.14%5.67%4.95%-0.60%-3.36%
2016-9.11%-7.67%4.15%3.71%4.02%-12.88%0.39%4.09%-1.09%7.49%5.49%4.81%
20156.59%2.19%8.19%-5.72%-2.11%-2.14%6.73%-4.59%-1.41%13.62%5.21%-2.45%
2014-5.02%4.77%-5.40%1.75%4.04%-2.17%2.63%3.92%-1.12%-1.29%9.27%-0.79%
20130.52%-0.62%1.19%5.76%11.01%-6.26%4.41%-7.51%7.20%6.63%3.19%1.96%
201213.73%8.29%-1.71%-5.91%-8.22%8.21%2.50%7.62%6.10%3.32%4.48%4.85%
201114.08%2.91%-5.14%7.34%-5.46%0.16%-5.47%-21.23%-1.21%14.61%-5.21%-3.99%
2010-9.17%5.45%9.47%-6.80%-1.13%0.58%8.86%-9.16%2.42%8.61%-6.15%5.24%

ALV.DESharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Allianz SE Sharpe ratio is -0.15. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.


-0.500.000.501.00MarchAprilMayJuneJulyAugust
-0.15
-0.13
ALV.DE (Allianz SE)
Benchmark (^GSPC)

ALV.DEDividend History

Allianz SE granted a 5.96% dividend yield in the last twelve months. The annual payout for that period amounted to €10.80 per share.


PeriodTTM202120202019201820172016201520142013201220112010
Dividend€10.80€9.60€9.60€9.00€8.00€7.60€7.30€6.85€5.30€4.50€4.50€4.50€4.10

Dividend yield

5.96%4.87%5.27%4.82%5.59%5.06%6.19%5.86%5.65%5.28%6.82%10.23%8.09%

ALV.DEDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-20.00%-15.00%-10.00%-5.00%0.00%SeptemberOctoberNovemberDecember2022FebruaryMarchAprilMayJuneJulyAugust
-17.77%
-10.75%
ALV.DE (Allianz SE)
Benchmark (^GSPC)

ALV.DEWorst Drawdowns

The table below shows the maximum drawdowns of the Allianz SE. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the Allianz SE is 48.71%, recorded on Mar 18, 2020. It took 261 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-48.71%Feb 18, 202022Mar 18, 2020261Mar 30, 2021283
-44.42%Feb 21, 2011144Sep 12, 2011310Nov 23, 2012454
-25.41%Nov 26, 2015153Jul 6, 2016128Jan 4, 2017281
-22.83%Feb 10, 2022109Jul 14, 2022
-17.55%Apr 13, 201594Aug 24, 201565Nov 23, 2015159
-17.4%Jun 18, 202167Sep 20, 202178Jan 10, 2022145
-15.55%Apr 8, 201022May 7, 201061Aug 2, 201083
-14.84%Sep 22, 201418Oct 16, 201431Nov 28, 201449
-13.38%May 31, 201316Jun 21, 201383Oct 16, 201399
-13.28%Jan 7, 201022Feb 5, 201028Mar 17, 201050

ALV.DEVolatility Chart

Current Allianz SE volatility is 16.23%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


10.00%20.00%30.00%40.00%50.00%60.00%MarchAprilMayJuneJulyAugust
16.23%
16.68%
ALV.DE (Allianz SE)
Benchmark (^GSPC)