2B7K.DE vs. 1ALV.MI
2B7K.DE (iShares MSCI World SRI UCITS ETF EUR (Acc)) is Large Cap Blend Equities fund tracking the MSCI World SRI Select Reduced Fossil Fuels, while 1ALV.MI (Allianz SE) is a stock. Over the past 5 years, 2B7K.DE returned 10.57%/yr vs 16.64%/yr for 1ALV.MI. At a 0.47 correlation, their price movements are largely independent.
Performance
2B7K.DE vs. 1ALV.MI - Performance Comparison
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Returns By Period
In the year-to-date period, 2B7K.DE achieves a 12.70% return, which is significantly higher than 1ALV.MI's -1.29% return.
2B7K.DE
- 1D
- 1.10%
- 1M
- 4.88%
- YTD
- 12.70%
- 6M
- 13.73%
- 1Y
- 22.22%
- 3Y*
- 12.88%
- 5Y*
- 10.57%
- 10Y*
- —
1ALV.MI
- 1D
- 0.16%
- 1M
- -1.18%
- YTD
- -1.29%
- 6M
- 1.72%
- 1Y
- 13.34%
- 3Y*
- 26.48%
- 5Y*
- 16.64%
- 10Y*
- 15.35%
2B7K.DE vs. 1ALV.MI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
2B7K.DE iShares MSCI World SRI UCITS ETF EUR (Acc) | 12.70% | 2.87% | 17.54% | 20.84% | -16.92% | 36.73% | 9.54% | 20.04% |
1ALV.MI Allianz SE | -1.29% | 41.28% | 27.38% | 24.91% | 3.79% | 7.10% | -2.95% | 17.29% |
Correlation
The correlation between 2B7K.DE and 1ALV.MI is 0.44, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.44 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.37 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.43 |
Correlation (All Time) Calculated using the full available price history since Feb 27, 2019 | 0.47 |
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Return for Risk
2B7K.DE vs. 1ALV.MI — Risk / Return Rank
2B7K.DE
1ALV.MI
2B7K.DE vs. 1ALV.MI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI World SRI UCITS ETF EUR (Acc) (2B7K.DE) and Allianz SE (1ALV.MI). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| 2B7K.DE | 1ALV.MI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.27 | ||
| Sortino ratioReturn per unit of downside risk | +1.74 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.10 | +0.22 |
| Calmar ratioReturn relative to maximum drawdown | 2.89 | 0.83 | +2.06 |
| Martin ratioReturn relative to average drawdown | 10.79 | 2.07 | +8.72 |
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Drawdowns
2B7K.DE vs. 1ALV.MI - Drawdown Comparison
The maximum 2B7K.DE drawdown since its inception was -31.63%, smaller than the maximum 1ALV.MI drawdown of -72.36%. Use the drawdown chart below to compare losses from any high point for 2B7K.DE and 1ALV.MI.
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Drawdown Indicators
| 2B7K.DE | 1ALV.MI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.63% | -72.36% | +40.73% |
Max Drawdown (1Y)Largest decline over 1 year | -7.66% | -11.81% | +4.15% |
Max Drawdown (3Y)Largest decline over 3 years | -21.33% | -12.25% | -9.08% |
Max Drawdown (5Y)Largest decline over 5 years | -21.33% | -27.58% | +6.25% |
Max Drawdown (10Y)Largest decline over 10 years | — | -48.02% | — |
Current DrawdownCurrent decline from peak | 0.00% | -5.35% | +5.35% |
Average DrawdownAverage peak-to-trough decline | -5.12% | -16.89% | +11.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.05% | 4.73% | -2.68% |
Volatility
2B7K.DE vs. 1ALV.MI - Volatility Comparison
The current volatility for iShares MSCI World SRI UCITS ETF EUR (Acc) (2B7K.DE) is 3.69%, while Allianz SE (1ALV.MI) has a volatility of 5.86%. This indicates that 2B7K.DE experiences smaller price fluctuations and is considered to be less risky than 1ALV.MI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| 2B7K.DE | 1ALV.MI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.69% | 5.86% | -2.17% |
Volatility (6M)Calculated over the trailing 6-month period | 9.47% | 14.53% | -5.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.64% | 20.20% | -7.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.65% | 21.12% | -6.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.19% | 23.23% | -7.04% |
Dividends
2B7K.DE vs. 1ALV.MI - Dividend Comparison
2B7K.DE has not paid dividends to shareholders, while 1ALV.MI's dividend yield for the trailing twelve months is around 4.62%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
1ALV.MI Allianz SE | 4.62% | 3.93% | 4.77% | 4.76% | 5.35% | 4.69% | 4.80% | 4.11% | 4.51% | 3.96% | 4.68% | 4.18% |
2B7K.DE iShares MSCI World SRI UCITS ETF EUR (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
2B7K.DE and 1ALV.MI have a correlation of 0.44, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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