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AMZ.DE vs. IUSQ.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

AMZ.DE vs. IUSQ.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Amazon.com Inc (AMZ.DE) and iShares MSCI ACWI UCITS ETF (Acc) (IUSQ.DE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, AMZ.DE achieves a 11.02% return, which is significantly lower than IUSQ.DE's 12.65% return. Over the past 10 years, AMZ.DE has outperformed IUSQ.DE with an annualized return of 21.18%, while IUSQ.DE has yielded a comparatively lower 12.38% annualized return.


AMZ.DE

1D
1.72%
1M
-7.13%
YTD
11.02%
6M
12.00%
1Y
21.40%
3Y*
23.11%
5Y*
10.64%
10Y*
21.18%

IUSQ.DE

1D
-0.23%
1M
5.01%
YTD
12.65%
6M
13.33%
1Y
26.56%
3Y*
17.93%
5Y*
12.42%
10Y*
12.38%
*Multi-year figures are annualized to reflect compound growth (CAGR)

AMZ.DE vs. IUSQ.DE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
AMZ.DE
Amazon.com Inc
11.02%-7.10%53.16%77.64%-47.85%10.04%62.55%30.14%29.79%36.05%
IUSQ.DE
iShares MSCI ACWI UCITS ETF (Acc)
12.65%9.02%24.53%18.57%-13.58%29.13%4.94%30.14%-5.97%9.14%

Correlation

The correlation between AMZ.DE and IUSQ.DE is 0.52, 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

0.52

Correlation (3Y)
Calculated over the trailing 3-year period

0.58

Correlation (5Y)
Calculated over the trailing 5-year period

0.61

Correlation (10Y)
Calculated over the trailing 10-year period

0.60

Correlation (All Time)
Calculated using the full available price history since Oct 24, 2011

0.58

The correlation between AMZ.DE and IUSQ.DE has been stable across timeframes, ranging from 0.52 to 0.61 - a consistent structural relationship.

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Return for Risk

AMZ.DE vs. IUSQ.DE — Risk / Return Rank

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

AMZ.DE
AMZ.DE Risk / Return Rank: 6060
Overall Rank
AMZ.DE Sharpe Ratio Rank: 6464
Sharpe Ratio Rank
AMZ.DE Sortino Ratio Rank: 5757
Sortino Ratio Rank
AMZ.DE Omega Ratio Rank: 5757
Omega Ratio Rank
AMZ.DE Calmar Ratio Rank: 6060
Calmar Ratio Rank
AMZ.DE Martin Ratio Rank: 6262
Martin Ratio Rank

IUSQ.DE
IUSQ.DE Risk / Return Rank: 7676
Overall Rank
IUSQ.DE Sharpe Ratio Rank: 7272
Sharpe Ratio Rank
IUSQ.DE Sortino Ratio Rank: 7272
Sortino Ratio Rank
IUSQ.DE Omega Ratio Rank: 7474
Omega Ratio Rank
IUSQ.DE Calmar Ratio Rank: 8080
Calmar Ratio Rank
IUSQ.DE Martin Ratio Rank: 8383
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.

AMZ.DE vs. IUSQ.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Amazon.com Inc (AMZ.DE) and iShares MSCI ACWI UCITS ETF (Acc) (IUSQ.DE). 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.


AMZ.DEIUSQ.DEDifference
Sharpe ratioReturn per unit of total volatility

-1.61

Sortino ratioReturn per unit of downside risk

-2.10

Omega ratioGain probability vs. loss probability

1.15

1.43

-0.29

Calmar ratioReturn relative to maximum drawdown

0.87

4.08

-3.21

Martin ratioReturn relative to average drawdown

2.14

16.69

-14.56

AMZ.DE vs. IUSQ.DE - Sharpe Ratio Comparison

The current AMZ.DE Sharpe Ratio is 0.69, which is lower than the IUSQ.DE Sharpe Ratio of 2.31. The chart below compares the historical Sharpe Ratios of AMZ.DE and IUSQ.DE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


AMZ.DEIUSQ.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.69

2.31

-1.61

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.31

0.88

-0.57

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.68

0.82

-0.14

Sharpe Ratio (All Time)

Calculated using the full available price history

0.23

0.76

-0.54

Drawdowns

AMZ.DE vs. IUSQ.DE - Drawdown Comparison

The maximum AMZ.DE drawdown since its inception was -98.91%, which is greater than IUSQ.DE's maximum drawdown of -33.60%. Use the drawdown chart below to compare losses from any high point for AMZ.DE and IUSQ.DE.


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Drawdown Indicators


AMZ.DEIUSQ.DEDifference

Max Drawdown

Largest peak-to-trough decline

-98.91%

-33.60%

-65.31%

Max Drawdown (1Y)

Largest decline over 1 year

-24.50%

-6.48%

-18.02%

Max Drawdown (3Y)

Largest decline over 3 years

-35.42%

-21.25%

-14.17%

Max Drawdown (5Y)

Largest decline over 5 years

-53.26%

-21.25%

-32.01%

Max Drawdown (10Y)

Largest decline over 10 years

-53.26%

-33.60%

-19.66%

Current Drawdown

Current decline from peak

-7.13%

-0.55%

-6.58%

Average Drawdown

Average peak-to-trough decline

-55.40%

-4.19%

-51.21%

Ulcer Index

Depth and duration of drawdowns from previous peaks

9.99%

1.59%

+8.40%

Volatility

AMZ.DE vs. IUSQ.DE - Volatility Comparison

Amazon.com Inc (AMZ.DE) has a higher volatility of 8.60% compared to iShares MSCI ACWI UCITS ETF (Acc) (IUSQ.DE) at 3.03%. This indicates that AMZ.DE's price experiences larger fluctuations and is considered to be riskier than IUSQ.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


AMZ.DEIUSQ.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.60%

3.03%

+5.57%

Volatility (6M)

Calculated over the trailing 6-month period

23.13%

8.26%

+14.87%

Volatility (1Y)

Calculated over the trailing 1-year period

30.76%

11.47%

+19.29%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

33.55%

13.94%

+19.61%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

31.10%

15.02%

+16.08%

Dividends

AMZ.DE vs. IUSQ.DE - Dividend Comparison

Neither AMZ.DE nor IUSQ.DE has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


AMZ.DE and IUSQ.DE have a correlation of 0.52, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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