1299.HK vs. 0388.HK
Compare and contrast key facts about AIA Group Ltd (1299.HK) and Hong Kong Exchange and Clearing Ltd (0388.HK).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: 1299.HK or 0388.HK.
Key characteristics
| 1299.HK | 0388.HK | |
|---|---|---|
| YTD Return | -4.21% | 22.42% |
| 1Y Return | -2.34% | 16.09% |
| 3Y Return (Ann) | -9.02% | -10.88% |
| 5Y Return (Ann) | -1.48% | 8.78% |
| 10Y Return (Ann) | 6.39% | 9.20% |
| Sharpe Ratio | -0.09 | 0.33 |
| Sortino Ratio | 0.11 | 0.83 |
| Omega Ratio | 1.01 | 1.10 |
| Calmar Ratio | -0.06 | 0.23 |
| Martin Ratio | -0.16 | 0.84 |
| Ulcer Index | 19.51% | 16.23% |
| Daily Std Dev | 34.18% | 41.07% |
| Max Drawdown | -55.41% | -79.33% |
| Current Drawdown | -36.82% | -38.01% |
Fundamentals
| 1299.HK | 0388.HK | |
|---|---|---|
| Market Cap | HK$681.55B | HK$393.52B |
| EPS | HK$0.00 | HK$9.21 |
| PE Ratio | 18.69 | 33.75 |
| PEG Ratio | 0.41 | 2.33 |
| Total Revenue (TTM) | HK$20.99B | HK$15.48B |
| Gross Profit (TTM) | HK$20.99B | HK$13.52B |
| EBITDA (TTM) | HK$5.63B | HK$11.01B |
Correlation
The correlation between 1299.HK and 0388.HK is 0.54, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
1299.HK vs. 0388.HK - Performance Comparison
In the year-to-date period, 1299.HK achieves a -4.21% return, which is significantly lower than 0388.HK's 22.42% return. Over the past 10 years, 1299.HK has underperformed 0388.HK with an annualized return of 6.39%, while 0388.HK has yielded a comparatively higher 9.20% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
1299.HK vs. 0388.HK - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AIA Group Ltd (1299.HK) and Hong Kong Exchange and Clearing Ltd (0388.HK). 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.
Dividends
1299.HK vs. 0388.HK - Dividend Comparison
1299.HK's dividend yield for the trailing twelve months is around 2.58%, less than 0388.HK's 2.61% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
1299.HK AIA Group Ltd | 2.58% | 2.29% | 1.71% | 1.76% | 1.34% | 0.52% | 1.59% | 1.34% | 1.67% | 1.13% | 1.03% | 0.99% |
0388.HK Hong Kong Exchange and Clearing Ltd | 2.61% | 3.06% | 2.26% | 2.01% | 1.56% | 2.68% | 2.86% | 1.91% | 2.77% | 2.63% | 2.07% | 2.54% |
Drawdowns
1299.HK vs. 0388.HK - Drawdown Comparison
The maximum 1299.HK drawdown since its inception was -55.41%, smaller than the maximum 0388.HK drawdown of -79.33%. Use the drawdown chart below to compare losses from any high point for 1299.HK and 0388.HK. For additional features, visit the drawdowns tool.
Volatility
1299.HK vs. 0388.HK - Volatility Comparison
The current volatility for AIA Group Ltd (1299.HK) is 17.40%, while Hong Kong Exchange and Clearing Ltd (0388.HK) has a volatility of 28.00%. This indicates that 1299.HK experiences smaller price fluctuations and is considered to be less risky than 0388.HK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
1299.HK vs. 0388.HK - Financials Comparison
This section allows you to compare key financial metrics between AIA Group Ltd and Hong Kong Exchange and Clearing Ltd. 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