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AMUN.PA vs. BLK
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

AMUN.PA vs. BLK - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Amundi (AMUN.PA) and BlackRock, Inc. (BLK). The values are adjusted to include any dividend payments, if applicable.

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AMUN.PA vs. BLK - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
AMUN.PA
Amundi
7.44%16.64%10.64%24.50%-20.99%12.99%-4.43%59.15%-32.30%51.56%
BLK
BlackRock, Inc.
-8.67%-6.09%37.83%14.33%-15.46%39.07%35.07%34.84%-17.90%21.22%
Different Trading Currencies

AMUN.PA is traded in EUR, while BLK is traded in USD. To make them comparable, the BLK values have been converted to EUR using the latest available exchange rates.

Returns By Period

In the year-to-date period, AMUN.PA achieves a 7.44% return, which is significantly higher than BLK's -8.67% return. Over the past 10 years, AMUN.PA has underperformed BLK with an annualized return of 11.66%, while BLK has yielded a comparatively higher 13.43% annualized return.


AMUN.PA

1D
3.41%
1M
-5.01%
YTD
7.44%
6M
11.14%
1Y
10.28%
3Y*
16.37%
5Y*
7.77%
10Y*
11.66%

BLK

1D
-0.55%
1M
-8.93%
YTD
-8.67%
6M
-14.01%
1Y
-3.43%
3Y*
12.91%
5Y*
7.45%
10Y*
13.43%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

AMUN.PA vs. BLK — Risk / Return Rank

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

AMUN.PA
AMUN.PA Risk / Return Rank: 6060
Overall Rank
AMUN.PA Sharpe Ratio Rank: 5555
Sharpe Ratio Rank
AMUN.PA Sortino Ratio Rank: 4646
Sortino Ratio Rank
AMUN.PA Omega Ratio Rank: 4848
Omega Ratio Rank
AMUN.PA Calmar Ratio Rank: 7777
Calmar Ratio Rank
AMUN.PA Martin Ratio Rank: 7474
Martin Ratio Rank

BLK
BLK Risk / Return Rank: 4242
Overall Rank
BLK Sharpe Ratio Rank: 4545
Sharpe Ratio Rank
BLK Sortino Ratio Rank: 3737
Sortino Ratio Rank
BLK Omega Ratio Rank: 3838
Omega Ratio Rank
BLK Calmar Ratio Rank: 4444
Calmar Ratio Rank
BLK Martin Ratio Rank: 4545
Martin Ratio Rank
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.

AMUN.PA vs. BLK - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Amundi (AMUN.PA) and BlackRock, Inc. (BLK). 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.


AMUN.PABLKDifference

Sharpe ratio

Return per unit of total volatility

0.41

-0.11

+0.52

Sortino ratio

Return per unit of downside risk

0.66

0.05

+0.61

Omega ratio

Gain probability vs. loss probability

1.10

1.01

+0.09

Calmar ratio

Return relative to maximum drawdown

2.04

-0.16

+2.20

Martin ratio

Return relative to average drawdown

4.48

-0.38

+4.85

AMUN.PA vs. BLK - Sharpe Ratio Comparison

The current AMUN.PA Sharpe Ratio is 0.41, which is higher than the BLK Sharpe Ratio of -0.11. The chart below compares the historical Sharpe Ratios of AMUN.PA and BLK, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


AMUN.PABLKDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.41

-0.11

+0.52

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.30

0.29

0.00

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.42

0.49

-0.07

Sharpe Ratio (All Time)

Calculated using the full available price history

0.36

0.41

-0.06

Correlation

The correlation between AMUN.PA and BLK is 0.34, 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

AMUN.PA vs. BLK - Dividend Comparison

AMUN.PA's dividend yield for the trailing twelve months is around 5.60%, more than BLK's 2.23% yield.


TTM20252024202320222021202020192018201720162015
AMUN.PA
Amundi
5.60%6.02%6.39%6.66%7.74%4.00%0.00%4.15%5.42%3.11%4.12%0.00%
BLK
BlackRock, Inc.
2.23%1.95%1.99%2.46%2.75%1.80%2.01%2.63%3.08%1.95%2.41%2.56%

Drawdowns

AMUN.PA vs. BLK - Drawdown Comparison

The maximum AMUN.PA drawdown since its inception was -45.78%, smaller than the maximum BLK drawdown of -54.15%. Use the drawdown chart below to compare losses from any high point for AMUN.PA and BLK.


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Drawdown Indicators


AMUN.PABLKDifference

Max Drawdown

Largest peak-to-trough decline

-45.78%

-60.36%

+14.58%

Max Drawdown (1Y)

Largest decline over 1 year

-14.12%

-22.45%

+8.33%

Max Drawdown (5Y)

Largest decline over 5 years

-45.78%

-43.90%

-1.88%

Max Drawdown (10Y)

Largest decline over 10 years

-45.78%

-43.90%

-1.88%

Current Drawdown

Current decline from peak

-6.82%

-19.56%

+12.74%

Average Drawdown

Average peak-to-trough decline

-13.02%

-11.92%

-1.10%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.37%

8.70%

-2.33%

Volatility

AMUN.PA vs. BLK - Volatility Comparison

The current volatility for Amundi (AMUN.PA) is 6.86%, while BlackRock, Inc. (BLK) has a volatility of 10.08%. This indicates that AMUN.PA experiences smaller price fluctuations and is considered to be less risky than BLK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


AMUN.PABLKDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.86%

10.08%

-3.22%

Volatility (6M)

Calculated over the trailing 6-month period

15.79%

20.04%

-4.25%

Volatility (1Y)

Calculated over the trailing 1-year period

25.04%

30.62%

-5.58%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

25.81%

25.55%

+0.26%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

27.41%

27.59%

-0.18%

Financials

AMUN.PA vs. BLK - Financials Comparison

This section allows you to compare key financial metrics between Amundi and BlackRock, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Please note, different currencies. AMUN.PA values in EUR, BLK values in USD