AENA.MC vs. ^IBEX
AENA.MC (Aena SA) is a stock, while ^IBEX (IBEX 35 Index) is an index. Over the past 10 years, AENA.MC returned 42.71%/yr vs 8.37%/yr for ^IBEX. A 0.54 correlation means they provide meaningful diversification when combined.
Performance
AENA.MC vs. ^IBEX - Performance Comparison
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Returns By Period
In the year-to-date period, AENA.MC achieves a 13.59% return, which is significantly higher than ^IBEX's 11.03% return. Over the past 10 years, AENA.MC has outperformed ^IBEX with an annualized return of 42.71%, while ^IBEX has yielded a comparatively lower 8.37% annualized return.
AENA.MC
- 1D
- -0.92%
- 1M
- -2.92%
- 6M
- 6.49%
- YTD
- 13.59%
- 1Y
- 15.48%
- 3Y*
- 80.80%
- 5Y*
- 56.36%
- 10Y*
- 42.71%
- ALL TIME*
- 48.06%
^IBEX
- 1D
- 0.00%
- 1M
- -0.67%
- 6M
- 8.78%
- YTD
- 11.03%
- 1Y
- 37.37%
- 3Y*
- 26.15%
- 5Y*
- 17.54%
- 10Y*
- 8.37%
- ALL TIME*
- 5.98%
AENA.MC vs. ^IBEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AENA.MC Aena SA | 13.59% | 118.49% | 108.98% | 102.94% | -15.49% | -2.39% | -16.60% | 117.43% | 28.32% | 70.64% |
^IBEX IBEX 35 Index | 11.03% | 49.27% | 14.78% | 22.76% | -5.56% | 7.93% | -15.45% | 11.82% | -14.97% | 7.40% |
Correlation
The correlation between AENA.MC and ^IBEX is 0.46, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.46 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.51 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.56 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.56 |
Correlation (All Time) Calculated using the full available price history since Feb 11, 2015 | 0.54 |
The correlation between AENA.MC and ^IBEX has been stable across timeframes, ranging from 0.46 to 0.56 - a consistent structural relationship.
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Return for Risk
AENA.MC vs. ^IBEX — Risk / Return Rank
AENA.MC
^IBEX
AENA.MC vs. ^IBEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Aena SA (AENA.MC) and IBEX 35 Index (^IBEX). 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.
| AENA.MC | ^IBEX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.61 | ||
| Sortino ratioReturn per unit of downside risk | -2.07 | ||
| Omega ratioGain probability vs. loss probability | 1.14 | 1.42 | -0.28 |
| Calmar ratioReturn relative to maximum drawdown | 0.88 | 3.82 | -2.95 |
| Martin ratioReturn relative to average drawdown | 1.81 | 12.83 | -11.02 |
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Drawdowns
AENA.MC vs. ^IBEX - Drawdown Comparison
The maximum AENA.MC drawdown since its inception was -48.40%, smaller than the maximum ^IBEX drawdown of -62.65%. Use the drawdown chart below to compare losses from any high point for AENA.MC and ^IBEX.
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Drawdown Indicators
| AENA.MC | ^IBEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.40% | -62.65% | +14.25% |
Max Drawdown (1Y)Largest decline over 1 year | -17.46% | -9.64% | -7.82% |
Max Drawdown (3Y)Largest decline over 3 years | -17.46% | -12.60% | -4.86% |
Max Drawdown (5Y)Largest decline over 5 years | -33.29% | -20.93% | -12.36% |
Max Drawdown (10Y)Largest decline over 10 years | -48.40% | -45.16% | -3.24% |
Current DrawdownCurrent decline from peak | -6.08% | -3.20% | -2.88% |
Average DrawdownAverage peak-to-trough decline | -11.47% | -29.20% | +17.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.50% | 2.89% | +5.61% |
Volatility
AENA.MC vs. ^IBEX - Volatility Comparison
Aena SA (AENA.MC) has a higher volatility of 5.35% compared to IBEX 35 Index (^IBEX) at 4.00%. This indicates that AENA.MC's price experiences larger fluctuations and is considered to be riskier than ^IBEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AENA.MC | ^IBEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.35% | 4.00% | +1.35% |
Volatility (6M)Calculated over the trailing 6-month period | 17.11% | 13.86% | +3.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.17% | 16.08% | +6.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 53.04% | 16.30% | +36.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 51.54% | 17.95% | +33.59% |
Frequently Asked Questions
AENA.MC and ^IBEX have a correlation of 0.46, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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