AII.AX vs. AEP.L

Last updated Jun 4, 2026

AII.AX (Almonty Industries Inc.) and AEP.L (Anglo-Eastern Plantations plc) are both stocks. AII.AX operates in Other Industrial Metals & Mining (Basic Materials), while AEP.L operates in Farm Products (Consumer Defensive). Over the past 3 years, AII.AX returned 205.66%/yr vs 30.55%/yr for AEP.L. At a 0.02 correlation, their price movements are largely independent.

Performance

AII.AX vs. AEP.L - Performance Comparison

The chart below illustrates the hypothetical performance of a A$10,000 investment in Almonty Industries Inc. (AII.AX) and Anglo-Eastern Plantations plc (AEP.L). The values are adjusted to include any dividend payments, if applicable.

Different Trading Currencies

AII.AX is traded in AUD, while AEP.L is traded in GBp. To make them comparable, the AEP.L values have been converted to AUD using the latest available exchange rates.

Returns By Period

In the year-to-date period, AII.AX achieves a 118.09% return, which is significantly higher than AEP.L's 11.79% return.

AII.AX

• 1D: 7.77%
• 1M: 0.00%
• YTD: 118.09%
• 6M: 175.43%
• 1Y: 488.72%
• 3Y*: 205.66%
• 5Y*: —
• 10Y*: —

AEP.L

• 1D: -0.77%
• 1M: -7.85%
• YTD: 11.79%
• 6M: 10.64%
• 1Y: 98.50%
• 3Y*: 30.55%
• 5Y*: 24.26%
• 10Y*: 14.66%

*Multi-year figures are annualized to reflect compound growth (CAGR)

AII.AX vs. AEP.L - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
AII.AX Almonty Industries Inc.	118.09%	813.89%	60.00%	-27.71%	-12.63%	-5.00%
AEP.L Anglo-Eastern Plantations plc	11.79%	123.44%	7.54%	-8.17%	6.29%	19.20%

Correlation

The correlation between AII.AX and AEP.L 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	0.04
Correlation (All Time) Calculated using the full available price history since Aug 3, 2021	0.02

Return for Risk

AII.AX vs. AEP.L — Risk / Return Rank

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

AII.AX

AII.AX Risk / Return Rank: 97
AII.AX Sharpe Ratio Rank: 99
AII.AX Sortino Ratio Rank: 96
AII.AX Omega Ratio Rank: 94
AII.AX Calmar Ratio Rank: 98
AII.AX Martin Ratio Rank: 97

AEP.L

AEP.L Risk / Return Rank: 91
AEP.L Sharpe Ratio Rank: 93
AEP.L Sortino Ratio Rank: 88
AEP.L Omega Ratio Rank: 93
AEP.L Calmar Ratio Rank: 88
AEP.L Martin Ratio Rank: 96

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.

AII.AX vs. AEP.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Almonty Industries Inc. (AII.AX) and Anglo-Eastern Plantations plc (AEP.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.

	AII.AX	AEP.L	Difference
Sharpe ratio: Return per unit of total volatility	5.79	2.20	+3.59
Sortino ratio: Return per unit of downside risk	4.31	2.61	+1.70
Omega ratio: Gain probability vs. loss probability	1.54	1.44	+0.10
Calmar ratio: Return relative to maximum drawdown	11.36	3.39	+7.97
Martin ratio: Return relative to average drawdown	26.66	17.05	+9.60
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

AII.AX vs. AEP.L - Sharpe Ratio Comparison

The current AII.AX Sharpe Ratio is 5.79, which is higher than the AEP.L Sharpe Ratio of 2.20. The chart below compares the historical Sharpe Ratios of AII.AX and AEP.L, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	AII.AX	AEP.L	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	5.79	2.20	+3.59
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.73	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.42	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.40	0.21	+1.20

Drawdowns

AII.AX vs. AEP.L - Drawdown Comparison

The maximum AII.AX drawdown since its inception was -54.09%, smaller than the maximum AEP.L drawdown of -67.11%. Use the drawdown chart below to compare losses from any high point for AII.AX and AEP.L.

Drawdown Indicators

	AII.AX	AEP.L	Difference
Max Drawdown Largest peak-to-trough decline	-54.09%	-67.11%	+13.02%
Max Drawdown (1Y) Largest decline over 1 year	-42.31%	-28.91%	-13.40%
Max Drawdown (3Y) Largest decline over 3 years	-42.31%	-28.91%	-13.40%
Max Drawdown (5Y) Largest decline over 5 years	—	-28.91%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-54.50%	—
Current Drawdown Current decline from peak	-11.72%	-26.96%	+15.24%
Average Drawdown Average peak-to-trough decline	-21.79%	-23.58%	+1.79%
Ulcer Index Depth and duration of drawdowns from previous peaks	18.10%	5.76%	+12.34%

Volatility

AII.AX vs. AEP.L - Volatility Comparison

The current volatility for Almonty Industries Inc. (AII.AX) is 22.32%, while Anglo-Eastern Plantations plc (AEP.L) has a volatility of 31.91%. This indicates that AII.AX experiences smaller price fluctuations and is considered to be less risky than AEP.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	AII.AX	AEP.L	Difference
Volatility (1M) Calculated over the trailing 1-month period	22.32%	31.91%	-9.59%
Volatility (6M) Calculated over the trailing 6-month period	59.68%	37.35%	+22.33%
Volatility (1Y) Calculated over the trailing 1-year period	83.32%	44.73%	+38.59%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	59.75%	34.05%	+25.70%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	59.75%	35.23%	+24.52%

Dividends

AII.AX vs. AEP.L - Dividend Comparison

AII.AX has not paid dividends to shareholders, while AEP.L's dividend yield for the trailing twelve months is around 4.01%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AEP.L Anglo-Eastern Plantations plc	4.01%	4.80%	1.81%	4.78%	0.51%	0.10%	0.07%	0.40%	0.53%	0.39%	0.26%	0.56%
AII.AX Almonty Industries Inc.	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Financials

Frequently Asked Questions

Can I hold both AII.AX and AEP.L in my portfolio?

AII.AX and AEP.L 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.