0QP2.L vs. AXA.DE
0QP2.L (Zurich Insurance Group AG) and AXA.DE (AXA SA) are both stocks. Both are in the Financial Services sector — 0QP2.L in Insurance - Property & Casualty, AXA.DE in Insurance - Diversified. Over the past 10 years, 0QP2.L returned 15.08%/yr vs 14.25%/yr for AXA.DE. At a 0.40 correlation, their price movements are largely independent.
Performance
0QP2.L vs. AXA.DE - Performance Comparison
Loading charts...
Different Trading Currencies
0QP2.L is traded in GBP, while AXA.DE is traded in EUR. To make them comparable, the AXA.DE values have been converted to GBP using the latest available exchange rates.
Returns By Period
In the year-to-date period, 0QP2.L achieves a -3.14% return, which is significantly lower than AXA.DE's 0.65% return. Over the past 10 years, 0QP2.L has outperformed AXA.DE with an annualized return of 15.08%, while AXA.DE has yielded a comparatively lower 14.25% annualized return.
0QP2.L
- 1D
- 0.64%
- 1M
- -0.52%
- YTD
- -3.14%
- 6M
- 1.80%
- 1Y
- -0.06%
- 3Y*
- 14.36%
- 5Y*
- 13.73%
- 10Y*
- 15.08%
AXA.DE
- 1D
- 0.95%
- 1M
- -0.01%
- YTD
- 0.65%
- 6M
- 7.17%
- 1Y
- 0.76%
- 3Y*
- 19.92%
- 5Y*
- 18.53%
- 10Y*
- 14.25%
0QP2.L vs. AXA.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
0QP2.L Zurich Insurance Group AG | -3.14% | 17.29% | 29.62% | 4.10% | 16.41% | 13.24% | -0.02% | 44.80% | 3.48% | 12.52% |
AXA.DE AXA SA | 0.65% | 33.16% | 17.96% | 17.00% | 12.35% | 31.70% | -5.95% | 34.03% | -18.46% | 13.11% |
Correlation
The correlation between 0QP2.L and AXA.DE is 0.38, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.38 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.34 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.37 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.42 |
Correlation (All Time) Calculated using the full available price history since Mar 7, 2014 | 0.40 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
0QP2.L vs. AXA.DE — Risk / Return Rank
0QP2.L
AXA.DE
0QP2.L vs. AXA.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Zurich Insurance Group AG (0QP2.L) and AXA SA (AXA.DE). 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.
| 0QP2.L | AXA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.06 | ||
| Sortino ratioReturn per unit of downside risk | -0.10 | ||
| Omega ratioGain probability vs. loss probability | 1.02 | 1.03 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | -0.00 | 0.09 | -0.10 |
| Martin ratioReturn relative to average drawdown | -0.01 | 0.17 | -0.18 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| 0QP2.L | AXA.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.00 | 0.06 | -0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.78 | 0.83 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | 0.55 | +0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.23 | +0.41 |
Drawdowns
0QP2.L vs. AXA.DE - Drawdown Comparison
The maximum 0QP2.L drawdown since its inception was -40.66%, smaller than the maximum AXA.DE drawdown of -74.64%. Use the drawdown chart below to compare losses from any high point for 0QP2.L and AXA.DE.
Loading charts...
Drawdown Indicators
| 0QP2.L | AXA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.66% | -74.64% | +33.98% |
Max Drawdown (1Y)Largest decline over 1 year | -12.46% | -13.37% | +0.91% |
Max Drawdown (3Y)Largest decline over 3 years | -14.20% | -14.44% | +0.24% |
Max Drawdown (5Y)Largest decline over 5 years | -14.94% | -24.34% | +9.40% |
Max Drawdown (10Y)Largest decline over 10 years | -40.66% | -46.68% | +6.02% |
Current DrawdownCurrent decline from peak | -5.02% | -3.57% | -1.45% |
Average DrawdownAverage peak-to-trough decline | -6.24% | -16.55% | +10.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.06% | 7.31% | -2.25% |
Volatility
0QP2.L vs. AXA.DE - Volatility Comparison
Zurich Insurance Group AG (0QP2.L) has a higher volatility of 6.42% compared to AXA SA (AXA.DE) at 5.17%. This indicates that 0QP2.L's price experiences larger fluctuations and is considered to be riskier than AXA.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| 0QP2.L | AXA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.42% | 5.17% | +1.25% |
Volatility (6M)Calculated over the trailing 6-month period | 14.81% | 14.38% | +0.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.47% | 20.05% | -2.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.60% | 22.08% | -4.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.54% | 25.76% | -6.22% |
Dividends
0QP2.L vs. AXA.DE - Dividend Comparison
0QP2.L's dividend yield for the trailing twelve months is around 5.45%, less than AXA.DE's 5.89% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
0QP2.L Zurich Insurance Group AG | 5.45% | 4.67% | 4.83% | 5.47% | 4.94% | 4.98% | 5.35% | 4.78% | 5.71% | 5.73% | 6.06% | 6.58% |
AXA.DE AXA SA | 5.89% | 5.22% | 5.78% | 5.76% | 5.87% | 5.44% | 10.95% | 5.31% | 6.66% | 4.67% | 4.58% | 3.74% |
Financials
0QP2.L vs. AXA.DE - Financials Comparison
This section allows you to compare key financial metrics between Zurich Insurance Group AG and AXA SA. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
0QP2.L and AXA.DE have a correlation of 0.38, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
Find the right allocation for 0QP2.L and AXA.DE
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer