ALIZY vs. BXSL

Last updated Apr 2, 2026

Compare and contrast key facts about Allianz SE ADR (ALIZY) and Blackstone Secured Lending Fund (BXSL).

Performance

ALIZY vs. BXSL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Allianz SE ADR (ALIZY) and Blackstone Secured Lending Fund (BXSL). The values are adjusted to include any dividend payments, if applicable.

ALIZY vs. BXSL - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
ALIZY Allianz SE ADR	-7.26%	56.96%	20.60%	31.20%	-4.34%	0.77%
BXSL Blackstone Secured Lending Fund	-8.43%	-9.36%	29.02%	37.82%	-26.03%	24.96%

Fundamentals

Market Cap ALIZY : $160.66B BXSL : $5.35B
EPS ALIZY : $2.71 BXSL : $1.85
PE Ratio ALIZY : 15.72 BXSL : 12.58
PB Ratio ALIZY : 2.56 BXSL : 0.86
Total Revenue (TTM) ALIZY : $179.52B BXSL : -$320.20M
Gross Profit (TTM) ALIZY : $179.52B BXSL : $481.76M
EBITDA (TTM) ALIZY : $0.00 BXSL : $451.21M

Returns By Period

In the year-to-date period, ALIZY achieves a -7.26% return, which is significantly higher than BXSL's -8.43% return.

ALIZY

• 1D: 1.47%
• 1M: -1.23%
• YTD: -7.26%
• 6M: 0.00%
• 1Y: 15.49%
• 3Y*: 28.93%
• 5Y*: 16.17%
• 10Y*: —

BXSL

• 1D: -1.52%
• 1M: -0.33%
• YTD: -8.43%
• 6M: -4.57%
• 1Y: -20.01%
• 3Y*: 8.79%
• 5Y*: —
• 10Y*: —

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

Return for Risk

ALIZY vs. BXSL — Risk / Return Rank

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

ALIZY

ALIZY Risk / Return Rank: 62
ALIZY Sharpe Ratio Rank: 65
ALIZY Sortino Ratio Rank: 55
ALIZY Omega Ratio Rank: 56
ALIZY Calmar Ratio Rank: 66
ALIZY Martin Ratio Rank: 66

BXSL

BXSL Risk / Return Rank: 10
BXSL Sharpe Ratio Rank: 7
BXSL Sortino Ratio Rank: 9
BXSL Omega Ratio Rank: 10
BXSL Calmar Ratio Rank: 11
BXSL Martin Ratio Rank: 12

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.

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.

	ALIZY	BXSL	Difference
Sharpe ratio Return per unit of total volatility	0.70	-0.85	+1.55
Sortino ratio Return per unit of downside risk	1.04	-1.12	+2.16
Omega ratio Gain probability vs. loss probability	1.14	0.86	+0.28
Calmar ratio Return relative to maximum drawdown	1.20	-0.81	+2.01
Martin ratio Return relative to average drawdown	3.01	-1.39	+4.40
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

ALIZY vs. BXSL - Sharpe Ratio Comparison

The current ALIZY Sharpe Ratio is 0.70, which is higher than the BXSL Sharpe Ratio of -0.85. The chart below compares the historical Sharpe Ratios of ALIZY and BXSL, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	ALIZY	BXSL	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.70	-0.85	+1.55
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.74	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.53	0.31	+0.22

Correlation

The correlation between ALIZY and BXSL is 0.23, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

ALIZY vs. BXSL - Dividend Comparison

ALIZY's dividend yield for the trailing twelve months is around 4.00%, less than BXSL's 13.20% yield.

	TTM	2025	2024	2023	2022	2021	2020
ALIZY Allianz SE ADR	4.00%	3.71%	4.91%	4.70%	5.43%	4.87%	2.95%
BXSL Blackstone Secured Lending Fund	13.20%	11.70%	9.53%	10.64%	13.02%	1.56%	0.00%

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.

Drawdown Indicators

	ALIZY	BXSL	Difference
Max Drawdown Largest 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 (5Y) Largest decline over 5 years	-38.35%	—	—
Current Drawdown Current decline from peak	-7.64%	-22.27%	+14.63%
Average Drawdown Average peak-to-trough decline	-8.86%	-13.88%	+5.02%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.40%	13.69%	-8.29%

Volatility

ALIZY vs. BXSL - Volatility Comparison

Allianz SE ADR (ALIZY) and Blackstone Secured Lending Fund (BXSL) have volatilities of 7.22% and 7.57%, 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.

Volatility by Period

	ALIZY	BXSL	Difference
Volatility (1M) Calculated over the trailing 1-month period	7.22%	7.57%	-0.35%
Volatility (6M) Calculated over the trailing 6-month period	14.08%	15.59%	-1.51%
Volatility (1Y) Calculated over the trailing 1-year period	22.34%	23.65%	-1.31%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	22.01%	23.77%	-1.76%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	27.82%	23.77%	+4.05%

Financials