1299.HK vs. 2318.HK
Compare and contrast key facts about AIA Group Ltd (1299.HK) and Ping An Insurance (2318.HK).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: 1299.HK or 2318.HK.
Key characteristics
| 1299.HK | 2318.HK | |
|---|---|---|
| YTD Return | -20.65% | 1.27% |
| 1Y Return | -35.30% | -32.78% |
| 3Y Return (Ann) | -17.34% | -22.16% |
| 5Y Return (Ann) | -6.03% | -14.03% |
| 10Y Return (Ann) | 5.09% | 5.32% |
| Sharpe Ratio | -1.20 | -0.81 |
| Daily Std Dev | 29.93% | 38.85% |
| Max Drawdown | -55.41% | -79.20% |
| Current Drawdown | -47.66% | -59.55% |
Fundamentals
| 1299.HK | 2318.HK | |
|---|---|---|
| Market Cap | HK$606.70B | HK$749.85B |
| EPS | HK$0.30 | HK$7.36 |
| PE Ratio | 20.85 | 7.13 |
| PEG Ratio | 0.11 | 0.43 |
| Revenue (TTM) | HK$19.76B | HK$902.02B |
| Gross Profit (TTM) | HK$5.74B | HK$332.28B |
| EBITDA (TTM) | HK$5.92B | HK$155.90B |
Correlation
The correlation between 1299.HK and 2318.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. 2318.HK - Performance Comparison
In the year-to-date period, 1299.HK achieves a -20.65% return, which is significantly lower than 2318.HK's 1.27% return. Both investments have delivered pretty close results over the past 10 years, with 1299.HK having a 5.09% annualized return and 2318.HK not far ahead at 5.32%. 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. 2318.HK - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AIA Group Ltd (1299.HK) and Ping An Insurance (2318.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. 2318.HK - Dividend Comparison
1299.HK's dividend yield for the trailing twelve months is around 2.88%, less than 2318.HK's 7.58% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
1299.HK AIA Group Ltd | 2.88% | 2.29% | 1.71% | 1.76% | 1.34% | 1.44% | 1.59% | 1.34% | 1.67% | 1.13% | 1.03% | 0.99% |
2318.HK Ping An Insurance | 7.58% | 7.68% | 5.55% | 4.86% | 2.44% | 2.30% | 2.80% | 1.50% | 1.67% | 1.98% | 1.11% | 0.90% |
Drawdowns
1299.HK vs. 2318.HK - Drawdown Comparison
The maximum 1299.HK drawdown since its inception was -55.41%, smaller than the maximum 2318.HK drawdown of -79.20%. Use the drawdown chart below to compare losses from any high point for 1299.HK and 2318.HK. For additional features, visit the drawdowns tool.
Volatility
1299.HK vs. 2318.HK - Volatility Comparison
AIA Group Ltd (1299.HK) has a higher volatility of 11.73% compared to Ping An Insurance (2318.HK) at 10.78%. This indicates that 1299.HK's price experiences larger fluctuations and is considered to be riskier than 2318.HK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
1299.HK vs. 2318.HK - Financials Comparison
This section allows you to compare key financial metrics between AIA Group Ltd and Ping An Insurance. 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