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AG1.DE vs. HRTG
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

AG1.DE vs. HRTG - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in AUTO1 Group SE (AG1.DE) and Heritage Insurance Holdings, Inc. (HRTG). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

AG1.DE is traded in EUR, while HRTG is traded in USD. To make them comparable, the HRTG values have been converted to EUR using the latest available exchange rates.

Returns By Period

In the year-to-date period, AG1.DE achieves a -14.58% return, which is significantly higher than HRTG's -22.09% return.


AG1.DE

1D
4.01%
1M
12.88%
YTD
-14.58%
6M
-13.44%
1Y
-5.43%
3Y*
41.22%
5Y*
-9.63%
10Y*

HRTG

1D
0.66%
1M
3.24%
YTD
-22.09%
6M
-21.66%
1Y
-5.82%
3Y*
67.07%
5Y*
23.13%
10Y*
7.15%
*Multi-year figures are annualized to reflect compound growth (CAGR)

AG1.DE vs. HRTG - Yearly Performance Comparison


2026 (YTD)20252024202320222021
AG1.DE
AUTO1 Group SE
-14.58%75.00%140.37%-16.79%-59.88%-64.65%
HRTG
Heritage Insurance Holdings, Inc.
-22.09%113.12%97.83%251.36%-66.63%-30.91%

Correlation

The correlation between AG1.DE and HRTG is -0.06, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.06

Correlation (3Y)
Calculated over the trailing 3-year period

0.03

Correlation (5Y)
Calculated over the trailing 5-year period

0.05

Correlation (All Time)
Calculated using the full available price history since Feb 4, 2021

0.05

The correlation between AG1.DE and HRTG shifts across timeframes, from -0.06 (1 year) to 0.05 (5 years), reflecting how their relationship changes across market environments.

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Return for Risk

AG1.DE vs. HRTG — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AG1.DE
AG1.DE Risk / Return Rank: 3939
Overall Rank
AG1.DE Sharpe Ratio Rank: 3838
Sharpe Ratio Rank
AG1.DE Sortino Ratio Rank: 3838
Sortino Ratio Rank
AG1.DE Omega Ratio Rank: 3838
Omega Ratio Rank
AG1.DE Calmar Ratio Rank: 3939
Calmar Ratio Rank
AG1.DE Martin Ratio Rank: 3939
Martin Ratio Rank

HRTG
HRTG Risk / Return Rank: 3838
Overall Rank
HRTG Sharpe Ratio Rank: 3838
Sharpe Ratio Rank
HRTG Sortino Ratio Rank: 3838
Sortino Ratio Rank
HRTG Omega Ratio Rank: 3838
Omega Ratio Rank
HRTG Calmar Ratio Rank: 3737
Calmar Ratio Rank
HRTG Martin Ratio Rank: 3636
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AG1.DE vs. HRTG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for AUTO1 Group SE (AG1.DE) and Heritage Insurance Holdings, Inc. (HRTG). 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.


AG1.DEHRTGDifference
Sharpe ratioReturn per unit of total volatility

+0.01

Sortino ratioReturn per unit of downside risk

0.00

Omega ratioGain probability vs. loss probability

1.03

1.03

0.00

Calmar ratioReturn relative to maximum drawdown

-0.10

-0.18

+0.08

Martin ratioReturn relative to average drawdown

-0.21

-0.39

+0.18

AG1.DE vs. HRTG - Sharpe Ratio Comparison

The current AG1.DE Sharpe Ratio is -0.10, which is comparable to the HRTG Sharpe Ratio of -0.10. The chart below compares the historical Sharpe Ratios of AG1.DE and HRTG, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

AG1.DE vs. HRTG - Drawdown Comparison

The maximum AG1.DE drawdown since its inception was -93.91%, roughly equal to the maximum HRTG drawdown of -93.91%. Use the drawdown chart below to compare losses from any high point for AG1.DE and HRTG.


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Drawdown Indicators


AG1.DEHRTGDifference

Max Drawdown

Largest peak-to-trough decline

-93.91%

-93.91%

0.00%

Max Drawdown (1Y)

Largest decline over 1 year

-53.17%

-32.82%

-20.35%

Max Drawdown (3Y)

Largest decline over 3 years

-65.82%

-43.63%

-22.19%

Max Drawdown (5Y)

Largest decline over 5 years

-92.00%

-81.91%

-10.09%

Max Drawdown (10Y)

Largest decline over 10 years

-90.64%

Current Drawdown

Current decline from peak

-57.60%

-27.58%

-30.02%

Average Drawdown

Average peak-to-trough decline

-68.55%

-47.97%

-20.58%

Ulcer Index

Depth and duration of drawdowns from previous peaks

25.51%

14.93%

+10.58%

Volatility

AG1.DE vs. HRTG - Volatility Comparison

AUTO1 Group SE (AG1.DE) has a higher volatility of 12.29% compared to Heritage Insurance Holdings, Inc. (HRTG) at 10.44%. This indicates that AG1.DE's price experiences larger fluctuations and is considered to be riskier than HRTG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


AG1.DEHRTGDifference

Volatility (1M)

Calculated over the trailing 1-month period

12.29%

10.44%

+1.85%

Volatility (6M)

Calculated over the trailing 6-month period

48.93%

38.47%

+10.46%

Volatility (1Y)

Calculated over the trailing 1-year period

56.31%

57.40%

-1.09%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

59.40%

70.98%

-11.58%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

58.51%

58.04%

+0.47%

Dividends

AG1.DE vs. HRTG - Dividend Comparison

Neither AG1.DE nor HRTG has paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
AG1.DE
AUTO1 Group SE
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
HRTG
Heritage Insurance Holdings, Inc.
0.00%0.00%0.00%0.00%6.67%4.08%2.37%1.81%1.63%1.33%1.47%0.23%

Financials

AG1.DE vs. HRTG - Financials Comparison

This section allows you to compare key financial metrics between AUTO1 Group SE and Heritage Insurance Holdings, 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Please note, different currencies. AG1.DE values in EUR, HRTG values in USD

Frequently Asked Questions


AG1.DE and HRTG have a correlation of -0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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