AAL.L vs. PBTP
Compare and contrast key facts about Anglo American plc (AAL.L) and Invesco PureBeta 0-5 Yr US TIPS ETF (PBTP).
PBTP is a passively managed fund by Invesco that tracks the performance of the ICE BofA U.S. Treasuries Inflation-Linked (0-5 Y). It was launched on Sep 22, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AAL.L or PBTP.
Correlation
The correlation between AAL.L and PBTP is 0.15, 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
AAL.L vs. PBTP - Performance Comparison
Key characteristics
AAL.L:
-0.60
PBTP:
3.47
AAL.L:
-0.78
PBTP:
5.52
AAL.L:
0.90
PBTP:
1.74
AAL.L:
-0.45
PBTP:
7.11
AAL.L:
-1.48
PBTP:
22.95
AAL.L:
15.95%
PBTP:
0.31%
AAL.L:
35.48%
PBTP:
2.07%
AAL.L:
-92.64%
PBTP:
-5.42%
AAL.L:
-44.63%
PBTP:
-0.44%
Returns By Period
In the year-to-date period, AAL.L achieves a -12.85% return, which is significantly lower than PBTP's 3.48% return.
AAL.L
-12.85%
10.14%
-16.90%
-21.23%
11.32%
10.23%
PBTP
3.48%
0.25%
3.66%
7.16%
3.88%
N/A
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Risk-Adjusted Performance
AAL.L vs. PBTP — Risk-Adjusted Performance Rank
AAL.L
PBTP
AAL.L vs. PBTP - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Anglo American plc (AAL.L) and Invesco PureBeta 0-5 Yr US TIPS ETF (PBTP). 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
AAL.L vs. PBTP - Dividend Comparison
AAL.L's dividend yield for the trailing twelve months is around 2.38%, less than PBTP's 3.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAL.L Anglo American plc | 2.38% | 2.74% | 5.23% | 6.12% | 5.82% | 2.45% | 4.18% | 4.40% | 2.39% | 0.00% | 19.18% | 4.26% |
PBTP Invesco PureBeta 0-5 Yr US TIPS ETF | 3.21% | 2.59% | 2.36% | 5.33% | 3.12% | 1.26% | 2.12% | 2.33% | 0.73% | 0.00% | 0.00% | 0.00% |
Drawdowns
AAL.L vs. PBTP - Drawdown Comparison
The maximum AAL.L drawdown since its inception was -92.64%, which is greater than PBTP's maximum drawdown of -5.42%. Use the drawdown chart below to compare losses from any high point for AAL.L and PBTP. For additional features, visit the drawdowns tool.
Volatility
AAL.L vs. PBTP - Volatility Comparison
Anglo American plc (AAL.L) has a higher volatility of 13.62% compared to Invesco PureBeta 0-5 Yr US TIPS ETF (PBTP) at 0.82%. This indicates that AAL.L's price experiences larger fluctuations and is considered to be riskier than PBTP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.