ASXFY vs. ASX
ASXFY (ASX Limited ADR) and ASX (ASE Technology Holding Co., Ltd.) are both stocks. ASXFY operates in Financial Data & Stock Exchanges (Financial Services), while ASX operates in Semiconductors (Technology). Over the past 10 years, ASXFY returned 4.27%/yr vs 26.93%/yr for ASX. At a 0.19 correlation, their price movements are largely independent.
Performance
ASXFY vs. ASX - Performance Comparison
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Returns By Period
In the year-to-date period, ASXFY achieves a 0.20% return, which is significantly lower than ASX's 143.85% return. Over the past 10 years, ASXFY has underperformed ASX with an annualized return of 4.27%, while ASX has yielded a comparatively higher 26.93% annualized return.
ASXFY
- 1D
- -0.50%
- 1M
- -24.12%
- YTD
- 0.20%
- 6M
- -9.29%
- 1Y
- -25.78%
- 3Y*
- -6.07%
- 5Y*
- -7.83%
- 10Y*
- 4.27%
ASX
- 1D
- 2.86%
- 1M
- 24.28%
- YTD
- 143.85%
- 6M
- 157.11%
- 1Y
- 331.43%
- 3Y*
- 77.25%
- 5Y*
- 44.30%
- 10Y*
- 26.93%
ASXFY vs. ASX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ASXFY ASX Limited ADR | 0.20% | -12.34% | -2.90% | -3.74% | -29.53% | 28.26% | -0.16% | 38.13% | 2.04% | 22.62% |
ASX ASE Technology Holding Co., Ltd. | 143.85% | 65.68% | 10.14% | 60.87% | -12.75% | 38.25% | 8.13% | 53.97% | -37.08% | 31.93% |
Correlation
The correlation between ASXFY and ASX is 0.25, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.25 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.34 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.30 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.22 |
Correlation (All Time) Calculated using the full available price history since Jul 20, 2010 | 0.19 |
The correlation between ASXFY and ASX shifts across timeframes, from 0.19 (all time) to 0.34 (3 years), reflecting how their relationship changes across market environments.
Fundamentals
ASXFY:
$6.52B
ASX:
$88.04B
ASXFY:
$5.18
ASX:
$21.22
ASXFY:
6.48
ASX:
1.85
ASXFY:
3.22
ASX:
0.13
ASXFY:
1.67
ASX:
0.25
ASXFY:
$2.03B
ASX:
$666.14B
ASXFY:
$1.36B
ASX:
$122.03B
ASXFY:
$2.27B
ASX:
$130.31B
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Return for Risk
ASXFY vs. ASX — Risk / Return Rank
ASXFY
ASX
ASXFY vs. ASX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ASX Limited ADR (ASXFY) and ASE Technology Holding Co., Ltd. (ASX). 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.
| ASXFY | ASX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.82 | 7.65 | -8.47 |
Sortino ratioReturn per unit of downside risk | -0.99 | 6.37 | -7.37 |
Omega ratioGain probability vs. loss probability | 0.85 | 1.86 | -1.01 |
Calmar ratioReturn relative to maximum drawdown | -0.83 | 19.86 | -20.68 |
Martin ratioReturn relative to average drawdown | -1.36 | 55.08 | -56.44 |
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
| ASXFY | ASX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.82 | 7.65 | -8.47 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.27 | 1.12 | -1.40 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.17 | 0.71 | -0.54 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.26 | 0.39 | -0.13 |
Drawdowns
ASXFY vs. ASX - Drawdown Comparison
The maximum ASXFY drawdown since its inception was -46.78%, smaller than the maximum ASX drawdown of -78.05%. Use the drawdown chart below to compare losses from any high point for ASXFY and ASX.
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Drawdown Indicators
| ASXFY | ASX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.78% | -78.05% | +31.27% |
Max Drawdown (1Y)Largest decline over 1 year | -28.99% | -16.81% | -12.18% |
Max Drawdown (3Y)Largest decline over 3 years | -28.99% | -40.64% | +11.65% |
Max Drawdown (5Y)Largest decline over 5 years | -46.78% | -45.99% | -0.79% |
Max Drawdown (10Y)Largest decline over 10 years | -46.78% | -54.17% | +7.39% |
Current DrawdownCurrent decline from peak | -43.72% | -3.30% | -40.42% |
Average DrawdownAverage peak-to-trough decline | -14.84% | -22.59% | +7.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 17.55% | 6.06% | +11.49% |
Volatility
ASXFY vs. ASX - Volatility Comparison
ASX Limited ADR (ASXFY) and ASE Technology Holding Co., Ltd. (ASX) have volatilities of 18.76% and 19.10%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ASXFY | ASX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 18.76% | 19.10% | -0.34% |
Volatility (6M)Calculated over the trailing 6-month period | 27.26% | 33.29% | -6.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 31.51% | 43.67% | -12.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.86% | 39.69% | -10.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.69% | 38.30% | -12.61% |
Dividends
ASXFY vs. ASX - Dividend Comparison
ASXFY's dividend yield for the trailing twelve months is around 4.34%, more than ASX's 0.91% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ASX ASE Technology Holding Co., Ltd. | 0.91% | 2.23% | 3.19% | 6.07% | 7.64% | 3.86% | 2.34% | 2.88% | 14.19% | 2.51% | 3.63% | 4.00% |
ASXFY ASX Limited ADR | 4.34% | 4.19% | 3.40% | 3.55% | 3.59% | 2.48% | 2.98% | 4.32% | 3.66% | 5.29% | 7.92% | 4.15% |
Financials
ASXFY vs. ASX - Financials Comparison
This section allows you to compare key financial metrics between ASX Limited ADR and ASE Technology Holding Co., Ltd.. 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
ASXFY vs. ASX - Profitability Comparison
ASXFY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, ASX Limited ADR reported a gross profit of 518.12M and revenue of 638.66M. Therefore, the gross margin over that period was 81.1%.
ASX - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, ASE Technology Holding Co., Ltd. reported a gross profit of 35.21B and revenue of 175.46B. Therefore, the gross margin over that period was 20.1%.
ASXFY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, ASX Limited ADR reported an operating income of 376.07M and revenue of 638.66M, resulting in an operating margin of 58.9%.
ASX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, ASE Technology Holding Co., Ltd. reported an operating income of 17.71B and revenue of 175.46B, resulting in an operating margin of 10.1%.
ASXFY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, ASX Limited ADR reported a net income of 258.76M and revenue of 638.66M, resulting in a net margin of 40.5%.
ASX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, ASE Technology Holding Co., Ltd. reported a net income of 14.29B and revenue of 175.46B, resulting in a net margin of 8.2%.
Frequently Asked Questions
ASXFY and ASX have a correlation of 0.25, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ASX has higher volatility (19.10%) compared to ASXFY (18.76%). In terms of maximum drawdown, ASXFY dropped -46.78% vs ASX's -78.05%.
ASX currently has the higher Sharpe Ratio (7.65 vs -0.82), 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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