ARZGY vs. SAXPY
ARZGY (Assicurazioni Generali SpA ADR) and SAXPY (Sampo OYJ) are both stocks. Both operate in the Insurance - Diversified industry within the Financial Services sector. Over the past 10 years, ARZGY returned 18.38%/yr vs 9.17%/yr for SAXPY. At a 0.25 correlation, their price movements are largely independent.
Performance
ARZGY vs. SAXPY - Performance Comparison
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Returns By Period
In the year-to-date period, ARZGY achieves a 12.90% return, which is significantly higher than SAXPY's -11.38% return. Over the past 10 years, ARZGY has outperformed SAXPY with an annualized return of 18.38%, while SAXPY has yielded a comparatively lower 9.17% annualized return.
ARZGY
- 1D
- -0.40%
- 1M
- 8.69%
- YTD
- 12.90%
- 6M
- 19.16%
- 1Y
- 32.23%
- 3Y*
- 38.83%
- 5Y*
- 23.56%
- 10Y*
- 18.38%
SAXPY
- 1D
- -1.10%
- 1M
- 1.78%
- YTD
- -11.38%
- 6M
- -7.76%
- 1Y
- 0.91%
- 3Y*
- 11.02%
- 5Y*
- 9.57%
- 10Y*
- 9.17%
ARZGY vs. SAXPY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ARZGY Assicurazioni Generali SpA ADR | 12.90% | 54.48% | 40.64% | 24.14% | -10.87% | 28.86% | -14.12% | 28.32% | -4.59% | 36.49% |
SAXPY Sampo OYJ | -11.38% | 55.00% | -2.90% | -2.91% | 14.62% | 21.41% | 7.48% | 7.21% | -14.71% | 36.25% |
Correlation
The correlation between ARZGY and SAXPY is 0.47, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.47 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.43 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.45 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.35 |
Correlation (All Time) Calculated using the full available price history since May 13, 2009 | 0.25 |
Over the past year, ARZGY and SAXPY have become more correlated (0.47) than their long-term average of 0.25, meaning their price movements have been converging.
Fundamentals
ARZGY:
$70.17B
SAXPY:
$54.71B
ARZGY:
$2.57
SAXPY:
$0.72
ARZGY:
8.81
SAXPY:
28.76
ARZGY:
0.20
SAXPY:
0.69
ARZGY:
0.59
SAXPY:
4.19
ARZGY:
2.19
SAXPY:
7.04
ARZGY:
$117.75B
SAXPY:
$11.42B
ARZGY:
$117.75B
SAXPY:
$8.19B
ARZGY:
$14.58B
SAXPY:
$2.30B
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Return for Risk
ARZGY vs. SAXPY — Risk / Return Rank
ARZGY
SAXPY
ARZGY vs. SAXPY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Assicurazioni Generali SpA ADR (ARZGY) and Sampo OYJ (SAXPY). 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.
| ARZGY | SAXPY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.59 | ||
| Sortino ratioReturn per unit of downside risk | +2.07 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 1.02 | +0.26 |
| Calmar ratioReturn relative to maximum drawdown | 3.02 | 0.07 | +2.96 |
| Martin ratioReturn relative to average drawdown | 7.54 | 0.14 | +7.40 |
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
| ARZGY | SAXPY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.64 | 0.05 | +1.59 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.00 | 0.47 | +0.53 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.38 | +0.25 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.28 | 0.50 | -0.22 |
Drawdowns
ARZGY vs. SAXPY - Drawdown Comparison
The maximum ARZGY drawdown since its inception was -51.13%, roughly equal to the maximum SAXPY drawdown of -52.24%. Use the drawdown chart below to compare losses from any high point for ARZGY and SAXPY.
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Drawdown Indicators
| ARZGY | SAXPY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.13% | -52.24% | +1.11% |
Max Drawdown (1Y)Largest decline over 1 year | -10.72% | -14.14% | +3.42% |
Max Drawdown (3Y)Largest decline over 3 years | -10.72% | -15.58% | +4.86% |
Max Drawdown (5Y)Largest decline over 5 years | -39.90% | -24.90% | -15.00% |
Max Drawdown (10Y)Largest decline over 10 years | -51.13% | -52.24% | +1.11% |
Current DrawdownCurrent decline from peak | -0.40% | -11.55% | +11.15% |
Average DrawdownAverage peak-to-trough decline | -13.96% | -8.54% | -5.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.29% | 6.65% | -2.36% |
Volatility
ARZGY vs. SAXPY - Volatility Comparison
Assicurazioni Generali SpA ADR (ARZGY) has a higher volatility of 6.56% compared to Sampo OYJ (SAXPY) at 5.28%. This indicates that ARZGY's price experiences larger fluctuations and is considered to be riskier than SAXPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ARZGY | SAXPY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.56% | 5.28% | +1.28% |
Volatility (6M)Calculated over the trailing 6-month period | 14.92% | 13.71% | +1.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.95% | 17.52% | +2.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.60% | 20.26% | +3.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.44% | 24.47% | +4.97% |
Dividends
ARZGY vs. SAXPY - Dividend Comparison
ARZGY's dividend yield for the trailing twelve months is around 4.25%, more than SAXPY's 4.05% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARZGY Assicurazioni Generali SpA ADR | 4.25% | 3.75% | 4.91% | 4.00% | 6.43% | 6.29% | 2.04% | 3.15% | 4.04% | 7.97% | 11.37% | 0.00% |
SAXPY Sampo OYJ | 4.05% | 3.10% | 4.77% | 14.96% | 8.53% | 4.07% | 6.34% | 8.80% | 7.18% | 9.25% | 10.54% | 4.27% |
Financials
ARZGY vs. SAXPY - Financials Comparison
This section allows you to compare key financial metrics between Assicurazioni Generali SpA ADR and Sampo OYJ. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
ARZGY vs. SAXPY - Profitability Comparison
ARZGY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Assicurazioni Generali SpA ADR reported a gross profit of 34.35B and revenue of 34.35B. Therefore, the gross margin over that period was 100.0%.
SAXPY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Sampo OYJ reported a gross profit of 2.50B and revenue of 2.50B. Therefore, the gross margin over that period was 100.0%.
ARZGY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Assicurazioni Generali SpA ADR reported an operating income of 2.88B and revenue of 34.35B, resulting in an operating margin of 8.4%.
SAXPY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Sampo OYJ reported an operating income of 28.46M and revenue of 2.50B, resulting in an operating margin of 1.1%.
ARZGY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Assicurazioni Generali SpA ADR reported a net income of 2.01B and revenue of 34.35B, resulting in a net margin of 5.8%.
SAXPY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Sampo OYJ reported a net income of -46.76M and revenue of 2.50B, resulting in a net margin of -1.9%.
Frequently Asked Questions
ARZGY and SAXPY have a correlation of 0.47, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ARZGY has higher volatility (6.56%) compared to SAXPY (5.28%). In terms of maximum drawdown, ARZGY dropped -51.13% vs SAXPY's -52.24%.
ARZGY currently has the higher Sharpe Ratio (1.64 vs 0.05), 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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