AI.PA vs. CACX.L
Compare and contrast key facts about L'Air Liquide S.A. (AI.PA) and Lyxor CAC 40 (DR) UCITS ETF - Dist (CACX.L).
CACX.L is a passively managed fund by Amundi that tracks the performance of the Euronext Paris CAC 40 NR EUR. It was launched on Dec 13, 2018.
Performance
AI.PA vs. CACX.L - Performance Comparison
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AI.PA vs. CACX.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AI.PA L'Air Liquide S.A. | 12.32% | 3.97% | -0.27% | 35.46% | -3.28% | 16.46% | 8.83% | 30.94% | 5.75% | 11.92% |
CACX.L Lyxor CAC 40 (DR) UCITS ETF - Dist | -1.39% | 13.36% | 0.22% | 19.30% | -5.68% | 30.08% | -4.69% | 31.73% | -8.85% | 12.49% |
Different Trading Currencies
AI.PA is traded in EUR, while CACX.L is traded in GBp. To make them comparable, the CACX.L values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, AI.PA achieves a 12.32% return, which is significantly higher than CACX.L's -1.39% return. Over the past 10 years, AI.PA has outperformed CACX.L with an annualized return of 13.16%, while CACX.L has yielded a comparatively lower 9.41% annualized return.
AI.PA
- 1D
- 1.17%
- 1M
- 2.46%
- YTD
- 12.32%
- 6M
- 2.32%
- 1Y
- 3.46%
- 3Y*
- 10.64%
- 5Y*
- 11.31%
- 10Y*
- 13.16%
CACX.L
- 1D
- 2.59%
- 1M
- -4.65%
- YTD
- -1.39%
- 6M
- 0.73%
- 1Y
- 4.73%
- 3Y*
- 6.08%
- 5Y*
- 8.52%
- 10Y*
- 9.41%
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Return for Risk
AI.PA vs. CACX.L — Risk / Return Rank
AI.PA
CACX.L
AI.PA vs. CACX.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for L'Air Liquide S.A. (AI.PA) and Lyxor CAC 40 (DR) UCITS ETF - Dist (CACX.L). 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.
| AI.PA | CACX.L | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.18 | 0.29 | -0.11 |
Sortino ratioReturn per unit of downside risk | 0.40 | 0.48 | -0.09 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.07 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.36 | 0.43 | -0.07 |
Martin ratioReturn relative to average drawdown | 0.69 | 1.41 | -0.72 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AI.PA | CACX.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.18 | 0.29 | -0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.59 | 0.51 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.66 | 0.52 | +0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.44 | +0.01 |
Correlation
The correlation between AI.PA and CACX.L is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
AI.PA vs. CACX.L - Dividend Comparison
AI.PA's dividend yield for the trailing twelve months is around 1.83%, less than CACX.L's 2.96% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AI.PA L'Air Liquide S.A. | 1.83% | 2.06% | 1.85% | 1.67% | 1.99% | 1.79% | 2.01% | 1.91% | 2.44% | 2.25% | 2.40% | 2.46% |
CACX.L Lyxor CAC 40 (DR) UCITS ETF - Dist | 2.96% | 2.90% | 3.00% | 2.78% | 2.54% | 1.95% | 1.66% | 3.03% | 3.70% | 2.94% | 3.49% | 3.46% |
Drawdowns
AI.PA vs. CACX.L - Drawdown Comparison
The maximum AI.PA drawdown since its inception was -39.78%, roughly equal to the maximum CACX.L drawdown of -39.14%. Use the drawdown chart below to compare losses from any high point for AI.PA and CACX.L.
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Drawdown Indicators
| AI.PA | CACX.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.78% | -32.83% | -6.95% |
Max Drawdown (1Y)Largest decline over 1 year | -16.26% | -11.81% | -4.45% |
Max Drawdown (5Y)Largest decline over 5 years | -23.17% | -19.36% | -3.81% |
Max Drawdown (10Y)Largest decline over 10 years | -29.28% | -32.83% | +3.55% |
Current DrawdownCurrent decline from peak | -3.17% | -7.66% | +4.49% |
Average DrawdownAverage peak-to-trough decline | -7.16% | -5.30% | -1.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.36% | 3.37% | +4.99% |
Volatility
AI.PA vs. CACX.L - Volatility Comparison
L'Air Liquide S.A. (AI.PA) and Lyxor CAC 40 (DR) UCITS ETF - Dist (CACX.L) have volatilities of 5.60% and 5.53%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AI.PA | CACX.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.60% | 5.53% | +0.07% |
Volatility (6M)Calculated over the trailing 6-month period | 12.62% | 9.72% | +2.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.67% | 16.03% | +2.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.70% | 16.58% | +2.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.49% | 18.01% | +1.48% |