ANA.MC vs. ^IBEX
ANA.MC (Acciona) is a stock, while ^IBEX (IBEX 35 Index) is an index. Over the past 10 years, ANA.MC returned 16.62%/yr vs 7.55%/yr for ^IBEX. A 0.55 correlation means they provide meaningful diversification when combined.
Performance
ANA.MC vs. ^IBEX - Performance Comparison
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Returns By Period
In the year-to-date period, ANA.MC achieves a 31.04% return, which is significantly higher than ^IBEX's 5.59% return. Over the past 10 years, ANA.MC has outperformed ^IBEX with an annualized return of 16.62%, while ^IBEX has yielded a comparatively lower 7.55% annualized return.
ANA.MC
- 1D
- -0.90%
- 1M
- -5.65%
- YTD
- 31.04%
- 6M
- 39.92%
- 1Y
- 67.22%
- 3Y*
- 18.86%
- 5Y*
- 15.65%
- 10Y*
- 16.62%
^IBEX
- 1D
- 0.55%
- 1M
- 0.95%
- YTD
- 5.59%
- 6M
- 9.51%
- 1Y
- 28.67%
- 3Y*
- 25.31%
- 5Y*
- 15.00%
- 10Y*
- 7.55%
ANA.MC vs. ^IBEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ANA.MC Acciona | 31.04% | 75.75% | -15.49% | -20.55% | 4.34% | 47.68% | 26.63% | 30.64% | 12.29% | 0.16% |
^IBEX IBEX 35 Index | 5.59% | 49.27% | 14.78% | 22.76% | -5.56% | 7.93% | -15.45% | 11.82% | -14.97% | 7.40% |
Correlation
The correlation between ANA.MC and ^IBEX is 0.46, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.46 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.50 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.48 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.49 |
Correlation (All Time) Calculated using the full available price history since Dec 3, 1991 | 0.55 |
The correlation between ANA.MC and ^IBEX has been stable across timeframes, ranging from 0.46 to 0.55 - a consistent structural relationship.
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Return for Risk
ANA.MC vs. ^IBEX — Risk / Return Rank
ANA.MC
^IBEX
ANA.MC vs. ^IBEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Acciona (ANA.MC) and IBEX 35 Index (^IBEX). 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.
| ANA.MC | ^IBEX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.23 | ||
| Sortino ratioReturn per unit of downside risk | +0.11 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.33 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 4.08 | 2.99 | +1.09 |
| Martin ratioReturn relative to average drawdown | 9.53 | 9.92 | -0.40 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ANA.MC | ^IBEX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.05 | 1.82 | +0.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.90 | -0.37 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.40 | +0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.26 | +0.12 |
Drawdowns
ANA.MC vs. ^IBEX - Drawdown Comparison
The maximum ANA.MC drawdown since its inception was -84.21%, which is greater than ^IBEX's maximum drawdown of -62.65%. Use the drawdown chart below to compare losses from any high point for ANA.MC and ^IBEX.
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Drawdown Indicators
| ANA.MC | ^IBEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -84.21% | -62.65% | -21.56% |
Max Drawdown (1Y)Largest decline over 1 year | -15.95% | -9.64% | -6.31% |
Max Drawdown (3Y)Largest decline over 3 years | -37.15% | -12.60% | -24.55% |
Max Drawdown (5Y)Largest decline over 5 years | -51.11% | -21.76% | -29.35% |
Max Drawdown (10Y)Largest decline over 10 years | -51.11% | -45.16% | -5.95% |
Current DrawdownCurrent decline from peak | -8.90% | -1.19% | -7.71% |
Average DrawdownAverage peak-to-trough decline | -36.96% | -28.32% | -8.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.87% | 2.90% | +3.97% |
Volatility
ANA.MC vs. ^IBEX - Volatility Comparison
Acciona (ANA.MC) has a higher volatility of 9.62% compared to IBEX 35 Index (^IBEX) at 4.44%. This indicates that ANA.MC's price experiences larger fluctuations and is considered to be riskier than ^IBEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ANA.MC | ^IBEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.62% | 4.44% | +5.18% |
Volatility (6M)Calculated over the trailing 6-month period | 26.93% | 13.16% | +13.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 31.81% | 15.88% | +15.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.97% | 16.30% | +12.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.98% | 18.50% | +10.48% |
Frequently Asked Questions
ANA.MC and ^IBEX have a correlation of 0.46, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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