1299.HK vs. BX
Compare and contrast key facts about AIA Group Ltd (1299.HK) and The Blackstone Group Inc. (BX).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: 1299.HK or BX.
Key characteristics
| 1299.HK | BX | |
|---|---|---|
| YTD Return | -4.21% | 34.33% |
| 1Y Return | -2.34% | 88.29% |
| 3Y Return (Ann) | -9.02% | 14.89% |
| 5Y Return (Ann) | -1.48% | 33.70% |
| 10Y Return (Ann) | 6.39% | 25.71% |
| Sharpe Ratio | -0.09 | 2.36 |
| Sortino Ratio | 0.11 | 2.95 |
| Omega Ratio | 1.01 | 1.37 |
| Calmar Ratio | -0.06 | 2.11 |
| Martin Ratio | -0.16 | 13.63 |
| Ulcer Index | 19.51% | 5.39% |
| Daily Std Dev | 34.18% | 31.12% |
| Max Drawdown | -55.41% | -87.62% |
| Current Drawdown | -36.82% | 0.00% |
Fundamentals
| 1299.HK | BX | |
|---|---|---|
| Market Cap | HK$681.55B | $221.88B |
| EPS | HK$0.00 | $2.62 |
| PE Ratio | 18.69 | 64.78 |
| PEG Ratio | 0.41 | 1.96 |
| Total Revenue (TTM) | HK$20.99B | $6.73B |
| Gross Profit (TTM) | HK$20.99B | $6.70B |
| EBITDA (TTM) | HK$5.63B | $3.61B |
Correlation
The correlation between 1299.HK and BX is 0.12, 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.
Performance
1299.HK vs. BX - Performance Comparison
In the year-to-date period, 1299.HK achieves a -4.21% return, which is significantly lower than BX's 34.33% return. Over the past 10 years, 1299.HK has underperformed BX with an annualized return of 6.39%, while BX has yielded a comparatively higher 25.71% 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. BX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AIA Group Ltd (1299.HK) and The Blackstone Group Inc. (BX). 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. BX - Dividend Comparison
1299.HK's dividend yield for the trailing twelve months is around 2.58%, more than BX's 1.97% 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% |
BX The Blackstone Group Inc. | 1.97% | 2.54% | 6.66% | 2.76% | 2.95% | 3.43% | 8.12% | 7.25% | 8.44% | 9.92% | 5.74% | 3.75% |
Drawdowns
1299.HK vs. BX - Drawdown Comparison
The maximum 1299.HK drawdown since its inception was -55.41%, smaller than the maximum BX drawdown of -87.62%. Use the drawdown chart below to compare losses from any high point for 1299.HK and BX. For additional features, visit the drawdowns tool.
Volatility
1299.HK vs. BX - Volatility Comparison
AIA Group Ltd (1299.HK) has a higher volatility of 17.31% compared to The Blackstone Group Inc. (BX) at 8.58%. This indicates that 1299.HK's price experiences larger fluctuations and is considered to be riskier than BX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
1299.HK vs. BX - Financials Comparison
This section allows you to compare key financial metrics between AIA Group Ltd and The Blackstone Group Inc.. 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