1ALV.MI vs. AXA.DE
Compare and contrast key facts about Allianz SE (1ALV.MI) and AXA SA (AXA.DE).
Performance
1ALV.MI vs. AXA.DE - Performance Comparison
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1ALV.MI vs. AXA.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
1ALV.MI Allianz SE | -6.25% | 41.28% | 27.38% | 24.91% | 3.79% | 7.10% | -2.95% | 28.88% | -3.66% | 28.60% |
AXA.DE AXA SA | -2.33% | 26.57% | 23.34% | 19.39% | 6.51% | 41.69% | -10.97% | 41.38% | -19.59% | 8.48% |
Returns By Period
In the year-to-date period, 1ALV.MI achieves a -6.25% return, which is significantly lower than AXA.DE's -2.33% return. Over the past 10 years, 1ALV.MI has outperformed AXA.DE with an annualized return of 15.57%, while AXA.DE has yielded a comparatively lower 14.13% annualized return.
1ALV.MI
- 1D
- 2.65%
- 1M
- -0.86%
- YTD
- -6.25%
- 6M
- 0.80%
- 1Y
- 7.31%
- 3Y*
- 26.03%
- 5Y*
- 16.65%
- 10Y*
- 15.57%
AXA.DE
- 1D
- 2.42%
- 1M
- -0.74%
- YTD
- -2.33%
- 6M
- -1.18%
- 1Y
- 5.96%
- 3Y*
- 19.20%
- 5Y*
- 18.73%
- 10Y*
- 14.13%
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Return for Risk
1ALV.MI vs. AXA.DE — Risk / Return Rank
1ALV.MI
AXA.DE
1ALV.MI vs. AXA.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Allianz SE (1ALV.MI) 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.
| 1ALV.MI | AXA.DE | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.33 | 0.27 | +0.06 |
Sortino ratioReturn per unit of downside risk | 0.57 | 0.47 | +0.10 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.07 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.62 | 0.36 | +0.26 |
Martin ratioReturn relative to average drawdown | 1.42 | 0.63 | +0.79 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| 1ALV.MI | AXA.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.33 | 0.27 | +0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.79 | 0.86 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.53 | +0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | -0.04 | +0.36 |
Correlation
The correlation between 1ALV.MI and AXA.DE is 0.72, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
1ALV.MI vs. AXA.DE - Dividend Comparison
1ALV.MI's dividend yield for the trailing twelve months is around 4.19%, less than AXA.DE's 5.35% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
1ALV.MI Allianz SE | 4.19% | 3.93% | 4.77% | 4.76% | 5.35% | 4.69% | 4.80% | 4.11% | 4.51% | 3.96% | 4.68% | 4.18% |
AXA.DE AXA SA | 5.35% | 5.22% | 5.78% | 5.76% | 5.87% | 5.44% | 10.95% | 5.31% | 6.66% | 4.67% | 4.58% | 3.74% |
Drawdowns
1ALV.MI vs. AXA.DE - Drawdown Comparison
The maximum 1ALV.MI drawdown since its inception was -73.11%, smaller than the maximum AXA.DE drawdown of -97.07%. Use the drawdown chart below to compare losses from any high point for 1ALV.MI and AXA.DE.
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Drawdown Indicators
| 1ALV.MI | AXA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.11% | -97.07% | +23.96% |
Max Drawdown (1Y)Largest decline over 1 year | -11.81% | -13.60% | +1.79% |
Max Drawdown (5Y)Largest decline over 5 years | -27.58% | -24.68% | -2.90% |
Max Drawdown (10Y)Largest decline over 10 years | -48.02% | -50.95% | +2.93% |
Current DrawdownCurrent decline from peak | -6.25% | -47.98% | +41.73% |
Average DrawdownAverage peak-to-trough decline | -16.96% | -81.96% | +65.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.15% | 7.86% | -2.71% |
Volatility
1ALV.MI vs. AXA.DE - Volatility Comparison
Allianz SE (1ALV.MI) has a higher volatility of 6.71% compared to AXA SA (AXA.DE) at 5.82%. This indicates that 1ALV.MI'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.
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Volatility by Period
| 1ALV.MI | AXA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.71% | 5.82% | +0.89% |
Volatility (6M)Calculated over the trailing 6-month period | 14.91% | 13.26% | +1.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.42% | 22.27% | +0.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.97% | 21.64% | -0.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.13% | 26.33% | -3.20% |
Financials
1ALV.MI vs. AXA.DE - Financials Comparison
This section allows you to compare key financial metrics between Allianz SE 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