AMAL vs. BKDV
AMAL (Amalgamated Financial Corp.) is a stock, while BKDV (BNY Mellon Dynamic Value ETF) is Large Cap Value Equities fund actively managed by BNY Mellon. Over the past year, AMAL returned 50.24% vs 29.90% for BKDV. A 0.56 correlation means they provide meaningful diversification when combined.
Performance
AMAL vs. BKDV - Performance Comparison
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Returns By Period
In the year-to-date period, AMAL achieves a 39.32% return, which is significantly higher than BKDV's 15.37% return.
AMAL
- 1D
- 0.67%
- 1M
- 7.17%
- YTD
- 39.32%
- 6M
- 35.93%
- 1Y
- 50.24%
- 3Y*
- 43.01%
- 5Y*
- 26.10%
- 10Y*
- —
BKDV
- 1D
- 0.48%
- 1M
- 2.42%
- YTD
- 15.37%
- 6M
- 14.67%
- 1Y
- 29.90%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
AMAL vs. BKDV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
AMAL Amalgamated Financial Corp. | 39.32% | -2.50% | 2.29% |
BKDV BNY Mellon Dynamic Value ETF | 15.37% | 18.58% | -0.91% |
Correlation
The correlation between AMAL and BKDV is 0.56, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.56 |
Correlation (All Time) Calculated using the full available price history since Nov 4, 2024 | 0.56 |
The correlation between AMAL and BKDV has been stable across timeframes, ranging from 0.56 to 0.56 - a consistent structural relationship.
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Return for Risk
AMAL vs. BKDV — Risk / Return Rank
AMAL
BKDV
AMAL vs. BKDV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amalgamated Financial Corp. (AMAL) and BNY Mellon Dynamic Value ETF (BKDV). 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.
| AMAL | BKDV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.81 | ||
| Sortino ratioReturn per unit of downside risk | -1.14 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 1.43 | -0.15 |
| Calmar ratioReturn relative to maximum drawdown | 2.07 | 4.52 | -2.45 |
| Martin ratioReturn relative to average drawdown | 4.86 | 16.43 | -11.57 |
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Drawdowns
AMAL vs. BKDV - Drawdown Comparison
The maximum AMAL drawdown since its inception was -62.93%, which is greater than BKDV's maximum drawdown of -15.49%. Use the drawdown chart below to compare losses from any high point for AMAL and BKDV.
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Drawdown Indicators
| AMAL | BKDV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.93% | -15.49% | -47.44% |
Max Drawdown (1Y)Largest decline over 1 year | -24.41% | -6.65% | -17.76% |
Max Drawdown (3Y)Largest decline over 3 years | -32.85% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -46.88% | — | — |
Current DrawdownCurrent decline from peak | -0.90% | -0.51% | -0.39% |
Average DrawdownAverage peak-to-trough decline | -19.86% | -2.34% | -17.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.37% | 1.82% | +8.55% |
Volatility
AMAL vs. BKDV - Volatility Comparison
Amalgamated Financial Corp. (AMAL) has a higher volatility of 8.02% compared to BNY Mellon Dynamic Value ETF (BKDV) at 4.25%. This indicates that AMAL's price experiences larger fluctuations and is considered to be riskier than BKDV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AMAL | BKDV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.02% | 4.25% | +3.77% |
Volatility (6M)Calculated over the trailing 6-month period | 21.18% | 9.50% | +11.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.89% | 12.31% | +18.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 33.79% | 15.72% | +18.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 39.94% | 15.72% | +24.22% |
Dividends
AMAL vs. BKDV - Dividend Comparison
AMAL's dividend yield for the trailing twelve months is around 1.40%, more than BKDV's 0.53% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
AMAL Amalgamated Financial Corp. | 1.40% | 1.75% | 1.37% | 1.48% | 1.56% | 1.91% | 2.33% | 1.34% | 0.31% |
BKDV BNY Mellon Dynamic Value ETF | 0.53% | 0.62% | 0.27% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
AMAL and BKDV have a correlation of 0.56, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AMAL has higher volatility (8.02%) compared to BKDV (4.25%). In terms of maximum drawdown, AMAL dropped -62.93% vs BKDV's -15.49%.
BKDV currently has the higher Sharpe Ratio (2.44 vs 1.64), 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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