AIR.PA vs. AENA.MC
AIR.PA (Airbus SE) and AENA.MC (Aena SA) are both stocks. Both are in the Industrials sector — AIR.PA in Aerospace & Defense, AENA.MC in Airports & Air Services. Over the past 10 years, AIR.PA returned 14.88%/yr vs 47.97%/yr for AENA.MC. At a 0.40 correlation, their price movements are largely independent.
Performance
AIR.PA vs. AENA.MC - Performance Comparison
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Returns By Period
In the year-to-date period, AIR.PA achieves a -7.97% return, which is significantly lower than AENA.MC's 13.68% return. Over the past 10 years, AIR.PA has underperformed AENA.MC with an annualized return of 14.88%, while AENA.MC has yielded a comparatively higher 47.97% annualized return.
AIR.PA
- 1D
- 2.29%
- 1M
- 3.37%
- YTD
- -7.97%
- 6M
- -5.89%
- 1Y
- 12.16%
- 3Y*
- 13.23%
- 5Y*
- 11.57%
- 10Y*
- 14.88%
AENA.MC
- 1D
- 3.02%
- 1M
- 12.20%
- YTD
- 13.68%
- 6M
- 14.74%
- 1Y
- 15.33%
- 3Y*
- 80.31%
- 5Y*
- 54.47%
- 10Y*
- 47.97%
AIR.PA vs. AENA.MC - Yearly Performance Comparison
Correlation
The correlation between AIR.PA and AENA.MC is 0.27, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.27 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.28 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.39 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.40 |
Correlation (All Time) Calculated using the full available price history since Feb 11, 2015 | 0.40 |
The correlation between AIR.PA and AENA.MC shifts across timeframes, from 0.27 (1 year) to 0.40 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
AIR.PA vs. AENA.MC — Risk / Return Rank
AIR.PA
AENA.MC
AIR.PA vs. AENA.MC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Airbus SE (AIR.PA) and Aena SA (AENA.MC). 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.
| AIR.PA | AENA.MC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.26 | ||
| Sortino ratioReturn per unit of downside risk | -0.27 | ||
| Omega ratioGain probability vs. loss probability | 1.10 | 1.14 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | 0.43 | 0.87 | -0.43 |
| Martin ratioReturn relative to average drawdown | 0.96 | 1.80 | -0.84 |
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Drawdowns
AIR.PA vs. AENA.MC - Drawdown Comparison
The maximum AIR.PA drawdown since its inception was -67.04%, which is greater than AENA.MC's maximum drawdown of -48.40%. Use the drawdown chart below to compare losses from any high point for AIR.PA and AENA.MC.
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Drawdown Indicators
| AIR.PA | AENA.MC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.04% | -48.40% | -18.64% |
Max Drawdown (1Y)Largest decline over 1 year | -27.71% | -17.46% | -10.25% |
Max Drawdown (3Y)Largest decline over 3 years | -27.71% | -17.46% | -10.25% |
Max Drawdown (5Y)Largest decline over 5 years | -27.71% | -33.29% | +5.58% |
Max Drawdown (10Y)Largest decline over 10 years | -64.71% | -48.40% | -16.31% |
Current DrawdownCurrent decline from peak | -17.08% | -6.01% | -11.07% |
Average DrawdownAverage peak-to-trough decline | -17.46% | -11.54% | -5.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 12.58% | 8.45% | +4.13% |
Volatility
AIR.PA vs. AENA.MC - Volatility Comparison
Airbus SE (AIR.PA) has a higher volatility of 10.39% compared to Aena SA (AENA.MC) at 7.92%. This indicates that AIR.PA's price experiences larger fluctuations and is considered to be riskier than AENA.MC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AIR.PA | AENA.MC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.39% | 7.92% | +2.47% |
Volatility (6M)Calculated over the trailing 6-month period | 23.46% | 17.17% | +6.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.42% | 22.12% | +6.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.63% | 53.10% | -24.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 34.68% | 52.41% | -17.73% |
Dividends
AIR.PA vs. AENA.MC - Dividend Comparison
AIR.PA's dividend yield for the trailing twelve months is around 1.78%, less than AENA.MC's 4.20% yield.
Financials
AIR.PA vs. AENA.MC - Financials Comparison
This section allows you to compare key financial metrics between Airbus SE and Aena SA. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
AIR.PA and AENA.MC have a correlation of 0.27, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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