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ASAN vs. UPWK
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

ASAN vs. UPWK - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Asana, Inc. (ASAN) and Upwork Inc. (UPWK). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, ASAN achieves a -46.10% return, which is significantly higher than UPWK's -57.16% return.


ASAN

1D
-0.94%
1M
27.19%
YTD
-46.10%
6M
-48.50%
1Y
-43.97%
3Y*
-33.31%
5Y*
-30.77%
10Y*

UPWK

1D
0.35%
1M
5.07%
YTD
-57.16%
6M
-61.32%
1Y
-38.61%
3Y*
-3.10%
5Y*
-30.02%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

ASAN vs. UPWK - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
ASAN
Asana, Inc.
-46.10%-32.36%6.63%38.05%-81.53%152.28%9.44%
UPWK
Upwork Inc.
-57.16%21.22%9.95%42.43%-69.44%-1.04%101.52%

Correlation

The correlation between ASAN and UPWK is 0.39, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.39

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

0.46

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

0.53

Correlation (All Time)
Calculated using the full available price history since Sep 30, 2020

0.52

The correlation between ASAN and UPWK shifts across timeframes, from 0.39 (1 year) to 0.53 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

ASAN:

$1.76B

UPWK:

$1.15B

EPS

ASAN:

-$0.69

UPWK:

$0.79

PS Ratio

ASAN:

2.17

UPWK:

1.98

PB Ratio

ASAN:

12.85

UPWK:

2.02

Total Revenue (TTM)

ASAN:

$808.63M

UPWK:

$595.10M

Gross Profit (TTM)

ASAN:

$715.69M

UPWK:

$612.97M

EBITDA (TTM)

ASAN:

-$138.34M

UPWK:

$152.42M

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Return for Risk

ASAN vs. UPWK — Risk / Return Rank

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

ASAN
ASAN Risk / Return Rank: 1212
Overall Rank
ASAN Sharpe Ratio Rank: 1010
Sharpe Ratio Rank
ASAN Sortino Ratio Rank: 1111
Sortino Ratio Rank
ASAN Omega Ratio Rank: 1313
Omega Ratio Rank
ASAN Calmar Ratio Rank: 1515
Calmar Ratio Rank
ASAN Martin Ratio Rank: 1111
Martin Ratio Rank

UPWK
UPWK Risk / Return Rank: 1515
Overall Rank
UPWK Sharpe Ratio Rank: 1313
Sharpe Ratio Rank
UPWK Sortino Ratio Rank: 1515
Sortino Ratio Rank
UPWK Omega Ratio Rank: 1616
Omega Ratio Rank
UPWK Calmar Ratio Rank: 1919
Calmar Ratio Rank
UPWK Martin Ratio Rank: 1111
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.

ASAN vs. UPWK - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Asana, Inc. (ASAN) and Upwork Inc. (UPWK). 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.


ASANUPWKDifference
Sharpe ratioReturn per unit of total volatility

-0.09

Sortino ratioReturn per unit of downside risk

-0.28

Omega ratioGain probability vs. loss probability

0.88

0.90

-0.02

Calmar ratioReturn relative to maximum drawdown

-0.72

-0.65

-0.07

Martin ratioReturn relative to average drawdown

-1.35

-1.33

-0.01

ASAN vs. UPWK - Sharpe Ratio Comparison

The current ASAN Sharpe Ratio is -0.79, which is comparable to the UPWK Sharpe Ratio of -0.70. The chart below compares the historical Sharpe Ratios of ASAN and UPWK, 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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Drawdowns

ASAN vs. UPWK - Drawdown Comparison

The maximum ASAN drawdown since its inception was -96.17%, which is greater than UPWK's maximum drawdown of -87.48%. Use the drawdown chart below to compare losses from any high point for ASAN and UPWK.


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Drawdown Indicators


ASANUPWKDifference

Max Drawdown

Largest peak-to-trough decline

-96.17%

-87.48%

-8.69%

Max Drawdown (1Y)

Largest decline over 1 year

-64.43%

-63.46%

-0.97%

Max Drawdown (3Y)

Largest decline over 3 years

-80.16%

-63.46%

-16.70%

Max Drawdown (5Y)

Largest decline over 5 years

-96.17%

-87.48%

-8.69%

Current Drawdown

Current decline from peak

-94.82%

-86.01%

-8.81%

Average Drawdown

Average peak-to-trough decline

-70.63%

-56.45%

-14.18%

Ulcer Index

Depth and duration of drawdowns from previous peaks

34.63%

31.15%

+3.48%

Volatility

ASAN vs. UPWK - Volatility Comparison

Asana, Inc. (ASAN) has a higher volatility of 27.13% compared to Upwork Inc. (UPWK) at 14.92%. This indicates that ASAN's price experiences larger fluctuations and is considered to be riskier than UPWK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ASANUPWKDifference

Volatility (1M)

Calculated over the trailing 1-month period

27.13%

14.92%

+12.21%

Volatility (6M)

Calculated over the trailing 6-month period

48.20%

46.56%

+1.64%

Volatility (1Y)

Calculated over the trailing 1-year period

59.08%

58.92%

+0.16%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

79.16%

63.38%

+15.78%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

77.00%

64.76%

+12.24%

Dividends

ASAN vs. UPWK - Dividend Comparison

Neither ASAN nor UPWK has paid dividends to shareholders.


Tickers have no history of dividend payments

Financials

ASAN vs. UPWK - Financials Comparison

This section allows you to compare key financial metrics between Asana, Inc. and Upwork 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


0.0050.00M100.00M150.00M200.00M20222023202420252026
205.10M
23.00K
(ASAN) Total Revenue
(UPWK) Total Revenue
Values in USD except per share items

Frequently Asked Questions


ASAN and UPWK have a correlation of 0.39, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

ASAN has higher volatility (27.13%) compared to UPWK (14.92%). In terms of maximum drawdown, ASAN dropped -96.17% vs UPWK's -87.48%.

UPWK currently has the higher Sharpe Ratio (-0.70 vs -0.79), 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.

Portfolio Optimizer

Find the right allocation for ASAN and UPWK

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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