AU vs. MSTR
AU (AngloGold Ashanti Limited) and MSTR (Strategy Inc) are both stocks. AU operates in Gold (Basic Materials), while MSTR operates in Software - Application (Technology). Over the past 10 years, AU returned 20.46%/yr vs 20.92%/yr for MSTR. At a 0.09 correlation, their price movements are largely independent.
Performance
AU vs. MSTR - Performance Comparison
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Returns By Period
In the year-to-date period, AU achieves a 4.15% return, which is significantly higher than MSTR's -18.41% return. Both investments have delivered pretty close results over the past 10 years, with AU having a 20.46% annualized return and MSTR not far ahead at 20.92%.
AU
- 1D
- 3.75%
- 1M
- -14.42%
- YTD
- 4.15%
- 6M
- 7.11%
- 1Y
- 79.12%
- 3Y*
- 58.20%
- 5Y*
- 35.46%
- 10Y*
- 20.46%
MSTR
- 1D
- 3.18%
- 1M
- -33.70%
- YTD
- -18.41%
- 6M
- -29.74%
- 1Y
- -67.62%
- 3Y*
- 63.46%
- 5Y*
- 19.14%
- 10Y*
- 20.92%
AU vs. MSTR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AU AngloGold Ashanti Limited | 4.15% | 288.18% | 25.43% | -2.68% | -5.09% | -4.87% | 1.90% | 78.89% | 23.96% | -2.23% |
MSTR Strategy Inc | -18.41% | -47.53% | 358.54% | 346.15% | -74.00% | 40.13% | 172.42% | 11.65% | -2.70% | -33.49% |
Correlation
The correlation between AU and MSTR is 0.21, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.21 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.15 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.17 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.09 |
Correlation (All Time) Calculated using the full available price history since Aug 5, 1998 | 0.09 |
The correlation between AU and MSTR shifts across timeframes, from 0.09 (all time) to 0.21 (1 year), reflecting how their relationship changes across market environments.
Fundamentals
AU:
$43.57B
MSTR:
$41.40B
AU:
$6.85
MSTR:
-$40.19
AU:
3.92
MSTR:
77.72
AU:
5.11
MSTR:
1.13
AU:
$11.17B
MSTR:
$490.47M
AU:
$5.82B
MSTR:
$334.08M
AU:
$5.58B
MSTR:
$466.93M
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Return for Risk
AU vs. MSTR — Risk / Return Rank
AU
MSTR
AU vs. MSTR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AngloGold Ashanti Limited (AU) and Strategy Inc (MSTR). 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.
| AU | MSTR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.45 | ||
| Sortino ratioReturn per unit of downside risk | +3.66 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 0.82 | +0.44 |
| Calmar ratioReturn relative to maximum drawdown | 2.35 | -0.88 | +3.23 |
| Martin ratioReturn relative to average drawdown | 6.18 | -1.27 | +7.45 |
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Drawdowns
AU vs. MSTR - Drawdown Comparison
The maximum AU drawdown since its inception was -90.12%, smaller than the maximum MSTR drawdown of -99.86%. Use the drawdown chart below to compare losses from any high point for AU and MSTR.
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Drawdown Indicators
| AU | MSTR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -90.12% | -99.86% | +9.74% |
Max Drawdown (1Y)Largest decline over 1 year | -37.03% | -76.53% | +39.50% |
Max Drawdown (3Y)Largest decline over 3 years | -38.71% | -77.42% | +38.71% |
Max Drawdown (5Y)Largest decline over 5 years | -51.75% | -84.11% | +32.36% |
Max Drawdown (10Y)Largest decline over 10 years | -67.91% | -89.27% | +21.36% |
Current DrawdownCurrent decline from peak | -30.75% | -73.84% | +43.09% |
Average DrawdownAverage peak-to-trough decline | -46.07% | -86.45% | +40.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 14.04% | 53.01% | -38.97% |
Volatility
AU vs. MSTR - Volatility Comparison
AngloGold Ashanti Limited (AU) and Strategy Inc (MSTR) have volatilities of 21.02% and 21.60%, 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
| AU | MSTR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 21.02% | 21.60% | -0.58% |
Volatility (6M)Calculated over the trailing 6-month period | 46.50% | 57.34% | -10.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 58.45% | 71.15% | -12.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 49.13% | 90.79% | -41.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 49.79% | 73.80% | -24.01% |
Dividends
AU vs. MSTR - Dividend Comparison
AU's dividend yield for the trailing twelve months is around 5.33%, while MSTR has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
AU AngloGold Ashanti Limited | 5.33% | 2.96% | 1.78% | 1.14% | 2.26% | 2.58% | 0.49% | 0.30% | 0.48% | 0.93% |
MSTR Strategy Inc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
AU vs. MSTR - Financials Comparison
This section allows you to compare key financial metrics between AngloGold Ashanti Limited and Strategy 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.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
AU and MSTR have a correlation of 0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MSTR has higher volatility (21.60%) compared to AU (21.02%). In terms of maximum drawdown, AU dropped -90.12% vs MSTR's -99.86%.
AU currently has the higher Sharpe Ratio (1.50 vs -0.95), 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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