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 17.70%/yr vs 8.37%/yr for ^IBEX. A 0.59 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 36.40% return, which is significantly higher than ^IBEX's 11.03% return. Over the past 10 years, ANA.MC has outperformed ^IBEX with an annualized return of 17.70%, while ^IBEX has yielded a comparatively lower 8.37% annualized return.
ANA.MC
- 1D
- 1.39%
- 1M
- -9.83%
- 6M
- 38.41%
- YTD
- 36.40%
- 1Y
- 57.99%
- 3Y*
- 24.94%
- 5Y*
- 17.64%
- 10Y*
- 17.70%
- ALL TIME*
- 6.63%
^IBEX
- 1D
- 0.00%
- 1M
- -0.67%
- 6M
- 8.78%
- YTD
- 11.03%
- 1Y
- 37.37%
- 3Y*
- 26.15%
- 5Y*
- 17.54%
- 10Y*
- 8.37%
- ALL TIME*
- 5.98%
ANA.MC vs. ^IBEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ANA.MC Acciona | 36.40% | 76.89% | -14.77% | -20.09% | 4.65% | 48.56% | 27.16% | 31.57% | 13.19% | 0.86% |
^IBEX IBEX 35 Index | 11.03% | 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 21, 2006 | 0.59 |
The correlation between ANA.MC and ^IBEX shifts across timeframes, from 0.46 (1 year) to 0.59 (all time), reflecting how their relationship changes across market environments.
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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.
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.
| ANA.MC | ^IBEX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.66 | ||
| Sortino ratioReturn per unit of downside risk | -0.84 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.42 | -0.11 |
| Calmar ratioReturn relative to maximum drawdown | 3.58 | 3.82 | -0.24 |
| Martin ratioReturn relative to average drawdown | 7.76 | 12.83 | -5.07 |
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Drawdowns
ANA.MC vs. ^IBEX - Drawdown Comparison
The maximum ANA.MC drawdown since its inception was -84.37%, 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 | -84.37% | -62.65% | -21.72% |
Max Drawdown (1Y)Largest decline over 1 year | -15.95% | -9.64% | -6.31% |
Max Drawdown (3Y)Largest decline over 3 years | -30.49% | -12.60% | -17.89% |
Max Drawdown (5Y)Largest decline over 5 years | -50.83% | -20.93% | -29.90% |
Max Drawdown (10Y)Largest decline over 10 years | -50.83% | -45.16% | -5.67% |
Current DrawdownCurrent decline from peak | -10.84% | -3.20% | -7.64% |
Average DrawdownAverage peak-to-trough decline | -45.39% | -29.20% | -16.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.41% | 2.89% | +4.52% |
Volatility
ANA.MC vs. ^IBEX - Volatility Comparison
Acciona (ANA.MC) has a higher volatility of 8.42% compared to IBEX 35 Index (^IBEX) at 4.00%. 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 | 8.42% | 4.00% | +4.42% |
Volatility (6M)Calculated over the trailing 6-month period | 30.00% | 13.86% | +16.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 34.98% | 16.08% | +18.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.34% | 16.30% | +13.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.15% | 17.95% | +11.20% |
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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