ALIZY vs. BXSL
ALIZY (Allianz SE ADR) and BXSL (Blackstone Secured Lending Fund) are both stocks. Both are in the Financial Services sector — ALIZY in Insurance - Diversified, BXSL in Asset Management. Over the past 3 years, ALIZY returned 32.82%/yr vs 5.71%/yr for BXSL. At a 0.23 correlation, their price movements are largely independent.
Performance
ALIZY vs. BXSL - Performance Comparison
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Returns By Period
In the year-to-date period, ALIZY achieves a 5.27% return, which is significantly higher than BXSL's -8.86% return.
ALIZY
- 1D
- 1.25%
- 1M
- 3.95%
- YTD
- 5.27%
- 6M
- 5.59%
- 1Y
- 24.01%
- 3Y*
- 32.82%
- 5Y*
- 18.33%
- 10Y*
- —
BXSL
- 1D
- -1.65%
- 1M
- -0.47%
- YTD
- -8.86%
- 6M
- -8.91%
- 1Y
- -16.53%
- 3Y*
- 5.71%
- 5Y*
- —
- 10Y*
- —
ALIZY vs. BXSL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
ALIZY Allianz SE ADR | 5.27% | 56.96% | 20.60% | 31.20% | -4.34% | 1.64% |
BXSL Blackstone Secured Lending Fund | -8.86% | -9.36% | 29.02% | 37.82% | -26.03% | 32.04% |
Correlation
The correlation between ALIZY and BXSL is 0.21, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.21 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.23 |
Correlation (All Time) Calculated using the full available price history since Oct 28, 2021 | 0.23 |
Fundamentals
ALIZY:
$177.06B
BXSL:
$5.39B
ALIZY:
€3.16
BXSL:
$1.80
ALIZY:
12.80
BXSL:
12.91
ALIZY:
1.09
BXSL:
7.55
ALIZY:
2.34
BXSL:
0.88
ALIZY:
€141.95B
BXSL:
$706.98M
ALIZY:
€116.91B
BXSL:
$831.73M
ALIZY:
€1.56B
BXSL:
$525.53M
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Return for Risk
ALIZY vs. BXSL — Risk / Return Rank
ALIZY
BXSL
ALIZY vs. BXSL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Allianz SE ADR (ALIZY) and Blackstone Secured Lending Fund (BXSL). 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.
| ALIZY | BXSL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.02 | ||
| Sortino ratioReturn per unit of downside risk | +2.84 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 0.88 | +0.34 |
| Calmar ratioReturn relative to maximum drawdown | 1.78 | -0.71 | +2.49 |
| Martin ratioReturn relative to average drawdown | 4.61 | -1.04 | +5.65 |
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Drawdowns
ALIZY vs. BXSL - Drawdown Comparison
The maximum ALIZY drawdown since its inception was -49.10%, which is greater than BXSL's maximum drawdown of -36.80%. Use the drawdown chart below to compare losses from any high point for ALIZY and BXSL.
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Drawdown Indicators
| ALIZY | BXSL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.10% | -36.80% | -12.30% |
Max Drawdown (1Y)Largest decline over 1 year | -13.55% | -23.47% | +9.92% |
Max Drawdown (3Y)Largest decline over 3 years | -13.55% | -24.21% | +10.66% |
Max Drawdown (5Y)Largest decline over 5 years | -37.72% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | -22.64% | +22.64% |
Average DrawdownAverage peak-to-trough decline | -8.63% | -14.18% | +5.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.22% | 15.99% | -10.77% |
Volatility
ALIZY vs. BXSL - Volatility Comparison
Allianz SE ADR (ALIZY) and Blackstone Secured Lending Fund (BXSL) have volatilities of 5.49% and 5.32%, 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
| ALIZY | BXSL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.49% | 5.32% | +0.17% |
Volatility (6M)Calculated over the trailing 6-month period | 15.27% | 16.51% | -1.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.12% | 20.26% | -0.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.20% | 23.82% | -1.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.62% | 23.82% | +3.80% |
Dividends
ALIZY vs. BXSL - Dividend Comparison
ALIZY's dividend yield for the trailing twelve months is around 4.22%, less than BXSL's 13.26% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
ALIZY Allianz SE ADR | 4.22% | 3.71% | 4.91% | 4.70% | 5.43% | 4.87% | 2.95% |
BXSL Blackstone Secured Lending Fund | 13.26% | 11.70% | 9.53% | 10.64% | 13.02% | 1.56% | 0.00% |
Financials
ALIZY vs. BXSL - Financials Comparison
This section allows you to compare key financial metrics between Allianz SE ADR and Blackstone Secured Lending Fund. 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
ALIZY and BXSL have a correlation of 0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ALIZY has higher volatility (5.49%) compared to BXSL (5.32%). In terms of maximum drawdown, ALIZY dropped -49.10% vs BXSL's -36.80%.
ALIZY currently has the higher Sharpe Ratio (1.20 vs -0.82), 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.
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