AM.PA vs. JPM
AM.PA (Dassault Aviation SA) and JPM (JPMorgan Chase & Co.) are both stocks. AM.PA operates in Aerospace & Defense (Industrials), while JPM operates in Banks - Diversified (Financial Services). Over the past 10 years, AM.PA returned 19.12%/yr vs 20.64%/yr for JPM. At a 0.13 correlation, their price movements are largely independent.
Performance
AM.PA vs. JPM - Performance Comparison
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Different Trading Currencies
AM.PA is traded in EUR, while JPM is traded in USD. To make them comparable, the JPM values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, AM.PA achieves a 10.33% return, which is significantly higher than JPM's 2.04% return. Over the past 10 years, AM.PA has underperformed JPM with an annualized return of 19.12%, while JPM has yielded a comparatively higher 20.64% annualized return.
AM.PA
- 1D
- -1.07%
- 1M
- 6.74%
- YTD
- 10.33%
- 6M
- 10.98%
- 1Y
- -0.89%
- 3Y*
- 22.09%
- 5Y*
- 25.58%
- 10Y*
- 19.12%
JPM
- 1D
- 2.39%
- 1M
- 8.17%
- YTD
- 2.04%
- 6M
- 3.17%
- 1Y
- 22.10%
- 3Y*
- 31.14%
- 5Y*
- 18.90%
- 10Y*
- 20.64%
AM.PA vs. JPM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AM.PA Dassault Aviation SA | 10.33% | 40.99% | 11.84% | 15.24% | 69.25% | 21.19% | -23.33% | 16.42% | 2.71% | 34.38% |
JPM JPMorgan Chase & Co. | 2.04% | 20.98% | 53.81% | 26.71% | -7.23% | 37.30% | -13.32% | 50.58% | -2.24% | 11.18% |
Correlation
The correlation between AM.PA and JPM is 0.04, 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 | 0.04 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.02 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.08 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.19 |
Correlation (All Time) Calculated using the full available price history since Sep 5, 2007 | 0.13 |
The correlation between AM.PA and JPM shifts across timeframes, from 0.02 (3 years) to 0.19 (10 years), reflecting how their relationship changes across market environments.
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Return for Risk
AM.PA vs. JPM — Risk / Return Rank
AM.PA
JPM
AM.PA vs. JPM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dassault Aviation SA (AM.PA) and JPMorgan Chase & Co. (JPM). 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.
| AM.PA | JPM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.03 | ||
| Sortino ratioReturn per unit of downside risk | -1.21 | ||
| Omega ratioGain probability vs. loss probability | 1.02 | 1.18 | -0.16 |
| Calmar ratioReturn relative to maximum drawdown | -0.04 | 1.57 | -1.61 |
| Martin ratioReturn relative to average drawdown | -0.09 | 3.38 | -3.46 |
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Drawdowns
AM.PA vs. JPM - Drawdown Comparison
The maximum AM.PA drawdown since its inception was -55.76%, smaller than the maximum JPM drawdown of -64.66%. Use the drawdown chart below to compare losses from any high point for AM.PA and JPM.
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Drawdown Indicators
| AM.PA | JPM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.76% | -64.66% | +8.90% |
Max Drawdown (1Y)Largest decline over 1 year | -20.80% | -14.17% | -6.63% |
Max Drawdown (3Y)Largest decline over 3 years | -22.02% | -27.98% | +5.96% |
Max Drawdown (5Y)Largest decline over 5 years | -29.32% | -27.98% | -1.34% |
Max Drawdown (10Y)Largest decline over 10 years | -55.76% | -42.21% | -13.55% |
Current DrawdownCurrent decline from peak | -14.52% | -2.66% | -11.86% |
Average DrawdownAverage peak-to-trough decline | -12.09% | -10.71% | -1.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.11% | 6.56% | +3.55% |
Volatility
AM.PA vs. JPM - Volatility Comparison
Dassault Aviation SA (AM.PA) has a higher volatility of 7.81% compared to JPMorgan Chase & Co. (JPM) at 6.10%. This indicates that AM.PA's price experiences larger fluctuations and is considered to be riskier than JPM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AM.PA | JPM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.81% | 6.10% | +1.71% |
Volatility (6M)Calculated over the trailing 6-month period | 24.02% | 16.45% | +7.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.73% | 22.15% | +8.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.14% | 24.47% | +4.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.96% | 27.85% | +2.11% |
Dividends
AM.PA vs. JPM - Dividend Comparison
AM.PA's dividend yield for the trailing twelve months is around 1.61%, less than JPM's 1.84% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AM.PA Dassault Aviation SA | 1.61% | 1.72% | 1.71% | 1.67% | 1.57% | 12.95% | 0.00% | 18.12% | 12.64% | 9.32% | 11.40% | 8.72% |
JPM JPMorgan Chase & Co. | 1.84% | 1.72% | 1.92% | 2.38% | 2.98% | 2.34% | 2.83% | 2.37% | 2.54% | 1.91% | 2.13% | 2.54% |
Financials
AM.PA vs. JPM - Financials Comparison
This section allows you to compare key financial metrics between Dassault Aviation SA and JPMorgan Chase & Co.. 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
AM.PA and JPM have a correlation of 0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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