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AGNC vs. SAN
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

AGNC vs. SAN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AGNC Investment Corp. (AGNC) and Banco Santander, S.A. (SAN). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, AGNC achieves a 2.35% return, which is significantly lower than SAN's 16.51% return. Over the past 10 years, AGNC has underperformed SAN with an annualized return of 6.33%, while SAN has yielded a comparatively higher 16.53% annualized return.


AGNC

1D
0.78%
1M
2.43%
YTD
2.35%
6M
4.08%
1Y
28.97%
3Y*
16.54%
5Y*
4.24%
10Y*
6.33%

SAN

1D
1.28%
1M
9.05%
YTD
16.51%
6M
16.81%
1Y
72.42%
3Y*
62.67%
5Y*
32.61%
10Y*
16.53%
*Multi-year figures are annualized to reflect compound growth (CAGR)

AGNC vs. SAN - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
AGNC
AGNC Investment Corp.
2.35%34.92%8.90%10.14%-21.65%5.20%-1.78%13.31%-2.46%23.73%
SAN
Banco Santander, S.A.
16.51%164.72%14.96%46.20%-6.62%10.41%-21.99%-2.32%-28.49%32.28%

Correlation

The correlation between AGNC and SAN is 0.42, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.42

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

0.38

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

0.42

Correlation (10Y)
Calculated over the trailing 10-year period

0.35

Correlation (All Time)
Calculated using the full available price history since May 15, 2008

0.32

Fundamentals

Market Cap

AGNC:

$11.65B

SAN:

$198.15B

EPS

AGNC:

$1.33

SAN:

€1.06

PE Ratio

AGNC:

7.80

SAN:

11.08

PEG Ratio

AGNC:

0.02

SAN:

0.58

PS Ratio

AGNC:

4.79

SAN:

2.40

PB Ratio

AGNC:

1.14

SAN:

1.63

Total Revenue (TTM)

AGNC:

$2.33B

SAN:

€74.92B

Gross Profit (TTM)

AGNC:

$2.30B

SAN:

€46.97B

EBITDA (TTM)

AGNC:

$3.72B

SAN:

€21.14B

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Return for Risk

AGNC vs. SAN — Risk / Return Rank

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

AGNC
AGNC Risk / Return Rank: 7676
Overall Rank
AGNC Sharpe Ratio Rank: 8282
Sharpe Ratio Rank
AGNC Sortino Ratio Rank: 7878
Sortino Ratio Rank
AGNC Omega Ratio Rank: 7676
Omega Ratio Rank
AGNC Calmar Ratio Rank: 7171
Calmar Ratio Rank
AGNC Martin Ratio Rank: 7575
Martin Ratio Rank

SAN
SAN Risk / Return Rank: 8888
Overall Rank
SAN Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
SAN Sortino Ratio Rank: 8888
Sortino Ratio Rank
SAN Omega Ratio Rank: 8585
Omega Ratio Rank
SAN Calmar Ratio Rank: 8787
Calmar Ratio Rank
SAN Martin Ratio Rank: 9090
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.

AGNC vs. SAN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for AGNC Investment Corp. (AGNC) and Banco Santander, S.A. (SAN). 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.


AGNCSANDifference
Sharpe ratioReturn per unit of total volatility

-0.72

Sortino ratioReturn per unit of downside risk

-0.79

Omega ratioGain probability vs. loss probability

1.26

1.34

-0.09

Calmar ratioReturn relative to maximum drawdown

1.56

3.59

-2.03

Martin ratioReturn relative to average drawdown

4.44

11.07

-6.63

AGNC vs. SAN - Sharpe Ratio Comparison

The current AGNC Sharpe Ratio is 1.49, which is lower than the SAN Sharpe Ratio of 2.21. The chart below compares the historical Sharpe Ratios of AGNC and SAN, 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

AGNC vs. SAN - Drawdown Comparison

The maximum AGNC drawdown since its inception was -54.56%, smaller than the maximum SAN drawdown of -82.94%. Use the drawdown chart below to compare losses from any high point for AGNC and SAN.


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Drawdown Indicators


AGNCSANDifference

Max Drawdown

Largest peak-to-trough decline

-54.56%

-82.94%

+28.38%

Max Drawdown (1Y)

Largest decline over 1 year

-18.71%

-20.29%

+1.58%

Max Drawdown (3Y)

Largest decline over 3 years

-31.04%

-20.29%

-10.75%

Max Drawdown (5Y)

Largest decline over 5 years

-50.65%

-41.13%

-9.52%

Max Drawdown (10Y)

Largest decline over 10 years

-54.56%

-73.84%

+19.28%

Current Drawdown

Current decline from peak

-9.85%

0.00%

-9.85%

Average Drawdown

Average peak-to-trough decline

-13.56%

-30.64%

+17.08%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.54%

6.56%

-0.02%

Volatility

AGNC vs. SAN - Volatility Comparison

The current volatility for AGNC Investment Corp. (AGNC) is 5.55%, while Banco Santander, S.A. (SAN) has a volatility of 10.69%. This indicates that AGNC experiences smaller price fluctuations and is considered to be less risky than SAN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


AGNCSANDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.55%

10.69%

-5.14%

Volatility (6M)

Calculated over the trailing 6-month period

16.28%

27.47%

-11.19%

Volatility (1Y)

Calculated over the trailing 1-year period

19.58%

32.98%

-13.40%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

25.74%

33.88%

-8.14%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

25.41%

35.83%

-10.42%

Dividends

AGNC vs. SAN - Dividend Comparison

AGNC's dividend yield for the trailing twelve months is around 13.87%, more than SAN's 2.07% yield.


PositionTTM20252024202320222021202020192018201720162015
AGNC
AGNC Investment Corp.
13.87%13.43%15.64%14.68%13.91%9.57%10.00%11.31%12.31%10.70%12.69%14.30%
SAN
Banco Santander, S.A.
2.07%2.11%4.63%3.58%3.83%2.71%0.00%6.20%5.83%4.60%3.29%7.06%

Financials

AGNC vs. SAN - Financials Comparison

This section allows you to compare key financial metrics between AGNC Investment Corp. and Banco Santander, S.A.. 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


0.0010.00B20.00B30.00B202220232024202520260
31.44B
(AGNC) Total Revenue
(SAN) Total Revenue
Please note, different currencies. AGNC values in USD, SAN values in EUR

Frequently Asked Questions


AGNC and SAN have a correlation of 0.42, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SAN has higher volatility (10.69%) compared to AGNC (5.55%). In terms of maximum drawdown, AGNC dropped -54.56% vs SAN's -82.94%.

SAN currently has the higher Sharpe Ratio (2.21 vs 1.49), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for AGNC and SAN

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