0857.HK vs. VALE

Last updated Apr 2, 2026

Compare and contrast key facts about PetroChina Co Ltd Class H (0857.HK) and Vale S.A. (VALE).

Performance

0857.HK vs. VALE - Performance Comparison

The chart below illustrates the hypothetical performance of a HK$10,000 investment in PetroChina Co Ltd Class H (0857.HK) and Vale S.A. (VALE). The values are adjusted to include any dividend payments, if applicable.

0857.HK vs. VALE - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
0857.HK PetroChina Co Ltd Class H	25.89%	46.96%	27.73%	56.92%	13.08%	55.95%	-33.02%	-17.79%	-9.45%	-4.43%
VALE Vale S.A.	24.02%	61.01%	-39.15%	1.56%	32.77%	-0.92%	31.81%	2.18%	12.49%	69.32%

Different Trading Currencies

0857.HK is traded in HKD, while VALE is traded in USD. To make them comparable, the VALE values have been converted to HKD using the latest available exchange rates.

Returns By Period

In the year-to-date period, 0857.HK achieves a 25.89% return, which is significantly higher than VALE's 24.02% return. Over the past 10 years, 0857.HK has underperformed VALE with an annualized return of 13.63%, while VALE has yielded a comparatively higher 22.19% annualized return.

0857.HK

• 1D: -1.86%
• 1M: 6.24%
• YTD: 25.89%
• 6M: 49.01%
• 1Y: 76.08%
• 3Y*: 41.73%
• 5Y*: 41.17%
• 10Y*: 13.63%

VALE

• 1D: 0.84%
• 1M: -5.34%
• YTD: 24.02%
• 6M: 49.84%
• 1Y: 68.44%
• 3Y*: 8.89%
• 5Y*: 8.67%
• 10Y*: 22.19%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

0857.HK vs. VALE — Risk / Return Rank

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

0857.HK

0857.HK Risk / Return Rank: 93
0857.HK Sharpe Ratio Rank: 94
0857.HK Sortino Ratio Rank: 90
0857.HK Omega Ratio Rank: 94
0857.HK Calmar Ratio Rank: 92
0857.HK Martin Ratio Rank: 94

VALE

VALE Risk / Return Rank: 88
VALE Sharpe Ratio Rank: 91
VALE Sortino Ratio Rank: 87
VALE Omega Ratio Rank: 86
VALE Calmar Ratio Rank: 88
VALE Martin Ratio Rank: 91

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.

0857.HK vs. VALE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for PetroChina Co Ltd Class H (0857.HK) and Vale S.A. (VALE). 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.

	0857.HK	VALE	Difference
Sharpe ratio Return per unit of total volatility	2.62	2.09	+0.53
Sortino ratio Return per unit of downside risk	2.84	2.62	+0.21
Omega ratio Gain probability vs. loss probability	1.48	1.35	+0.13
Calmar ratio Return relative to maximum drawdown	4.54	3.57	+0.96
Martin ratio Return relative to average drawdown	15.73	12.00	+3.74
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

0857.HK vs. VALE - Sharpe Ratio Comparison

The current 0857.HK Sharpe Ratio is 2.62, which is comparable to the VALE Sharpe Ratio of 2.09. The chart below compares the historical Sharpe Ratios of 0857.HK and VALE, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	0857.HK	VALE	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.62	2.09	+0.53
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	1.39	0.24	+1.15
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.46	0.53	-0.06
Sharpe Ratio (All Time) Calculated using the full available price history	0.42	0.09	+0.33

Correlation

The correlation between 0857.HK and VALE is 0.17, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

0857.HK vs. VALE - Dividend Comparison

0857.HK's dividend yield for the trailing twelve months is around 4.87%, more than VALE's 3.58% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
0857.HK PetroChina Co Ltd Class H	4.87%	6.13%	8.07%	9.14%	9.71%	7.57%	8.80%	2.78%	1.42%	1.24%	0.94%	3.89%
VALE Vale S.A.	3.58%	7.29%	11.41%	7.75%	8.63%	19.70%	2.72%	2.63%	4.16%	3.77%	1.06%	7.48%

Drawdowns

0857.HK vs. VALE - Drawdown Comparison

The maximum 0857.HK drawdown since its inception was -83.97%, smaller than the maximum VALE drawdown of -92.78%. Use the drawdown chart below to compare losses from any high point for 0857.HK and VALE.

Drawdown Indicators

	0857.HK	VALE	Difference
Max Drawdown Largest peak-to-trough decline	-83.97%	-92.78%	+8.81%
Max Drawdown (1Y) Largest decline over 1 year	-18.37%	-19.85%	+1.48%
Max Drawdown (5Y) Largest decline over 5 years	-36.54%	-49.79%	+13.25%
Max Drawdown (10Y) Largest decline over 10 years	-64.89%	-57.60%	-7.29%
Current Drawdown Current decline from peak	-5.30%	-8.44%	+3.14%
Average Drawdown Average peak-to-trough decline	-39.92%	-36.95%	-2.97%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.48%	5.94%	-0.46%

Volatility

0857.HK vs. VALE - Volatility Comparison

The current volatility for PetroChina Co Ltd Class H (0857.HK) is 8.64%, while Vale S.A. (VALE) has a volatility of 12.07%. This indicates that 0857.HK experiences smaller price fluctuations and is considered to be less risky than VALE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	0857.HK	VALE	Difference
Volatility (1M) Calculated over the trailing 1-month period	8.64%	12.07%	-3.43%
Volatility (6M) Calculated over the trailing 6-month period	19.97%	24.53%	-4.56%
Volatility (1Y) Calculated over the trailing 1-year period	30.00%	32.90%	-2.90%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	30.52%	35.60%	-5.08%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	30.12%	42.17%	-12.05%

Financials