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AU vs. V
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between AU and V is 0.11, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


-0.50.00.51.00.1

Performance

AU vs. V - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AngloGold Ashanti Limited (AU) and Visa Inc. (V). The values are adjusted to include any dividend payments, if applicable.

-20.00%-10.00%0.00%10.00%20.00%AugustSeptemberOctoberNovemberDecember2025
-5.40%
16.44%
AU
V

Key characteristics

Sharpe Ratio

AU:

1.33

V:

1.21

Sortino Ratio

AU:

1.94

V:

1.68

Omega Ratio

AU:

1.23

V:

1.23

Calmar Ratio

AU:

0.84

V:

1.66

Martin Ratio

AU:

4.78

V:

4.18

Ulcer Index

AU:

12.14%

V:

4.94%

Daily Std Dev

AU:

43.71%

V:

17.10%

Max Drawdown

AU:

-90.13%

V:

-51.90%

Current Drawdown

AU:

-47.59%

V:

-1.44%

Fundamentals

Market Cap

AU:

$10.36B

V:

$594.34B

EPS

AU:

$1.33

V:

$9.70

PE Ratio

AU:

18.52

V:

31.64

PEG Ratio

AU:

0.00

V:

2.04

Total Revenue (TTM)

AU:

$5.32B

V:

$27.29B

Gross Profit (TTM)

AU:

$1.62B

V:

$21.66B

EBITDA (TTM)

AU:

$1.72B

V:

$19.33B

Returns By Period

In the year-to-date period, AU achieves a 17.76% return, which is significantly higher than V's 0.08% return. Over the past 10 years, AU has underperformed V with an annualized return of 10.64%, while V has yielded a comparatively higher 18.24% annualized return.


AU

YTD

17.76%

1M

10.71%

6M

-5.40%

1Y

67.41%

5Y*

7.72%

10Y*

10.64%

V

YTD

0.08%

1M

0.12%

6M

16.44%

1Y

20.16%

5Y*

9.91%

10Y*

18.24%

*Annualized

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Risk-Adjusted Performance

AU vs. V — Risk-Adjusted Performance Rank

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

AU
The Risk-Adjusted Performance Rank of AU is 8181
Overall Rank
The Sharpe Ratio Rank of AU is 8686
Sharpe Ratio Rank
The Sortino Ratio Rank of AU is 8282
Sortino Ratio Rank
The Omega Ratio Rank of AU is 7878
Omega Ratio Rank
The Calmar Ratio Rank of AU is 7878
Calmar Ratio Rank
The Martin Ratio Rank of AU is 8282
Martin Ratio Rank

V
The Risk-Adjusted Performance Rank of V is 8181
Overall Rank
The Sharpe Ratio Rank of V is 8484
Sharpe Ratio Rank
The Sortino Ratio Rank of V is 7676
Sortino Ratio Rank
The Omega Ratio Rank of V is 7777
Omega Ratio Rank
The Calmar Ratio Rank of V is 8888
Calmar Ratio Rank
The Martin Ratio Rank of V is 7979
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

AU vs. V - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for AngloGold Ashanti Limited (AU) and Visa Inc. (V). 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.


Sharpe ratio
The chart of Sharpe ratio for AU, currently valued at 1.33, compared to the broader market-2.000.002.001.331.21
The chart of Sortino ratio for AU, currently valued at 1.94, compared to the broader market-4.00-2.000.002.004.001.941.68
The chart of Omega ratio for AU, currently valued at 1.23, compared to the broader market0.501.001.502.001.231.23
The chart of Calmar ratio for AU, currently valued at 0.90, compared to the broader market0.002.004.006.000.901.66
The chart of Martin ratio for AU, currently valued at 4.78, compared to the broader market-30.00-20.00-10.000.0010.0020.004.784.18
AU
V

The current AU Sharpe Ratio is 1.33, which is comparable to the V Sharpe Ratio of 1.21. The chart below compares the historical Sharpe Ratios of AU and V, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.501.001.502.00AugustSeptemberOctoberNovemberDecember2025
1.33
1.21
AU
V

Dividends

AU vs. V - Dividend Comparison

AU's dividend yield for the trailing twelve months is around 1.51%, more than V's 0.68% yield.


TTM20242023202220212020201920182017201620152014
AU
AngloGold Ashanti Limited
1.51%1.78%1.14%2.26%2.57%0.49%0.30%0.48%0.97%0.00%0.00%0.03%
V
Visa Inc.
0.68%0.68%0.72%0.76%0.62%0.56%0.56%0.67%0.61%0.75%0.64%0.64%

Drawdowns

AU vs. V - Drawdown Comparison

The maximum AU drawdown since its inception was -90.13%, which is greater than V's maximum drawdown of -51.90%. Use the drawdown chart below to compare losses from any high point for AU and V. For additional features, visit the drawdowns tool.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-39.40%
-1.44%
AU
V

Volatility

AU vs. V - Volatility Comparison

AngloGold Ashanti Limited (AU) has a higher volatility of 12.13% compared to Visa Inc. (V) at 4.98%. This indicates that AU's price experiences larger fluctuations and is considered to be riskier than V based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%12.00%14.00%16.00%AugustSeptemberOctoberNovemberDecember2025
12.13%
4.98%
AU
V

Financials

AU vs. V - Financials Comparison

This section allows you to compare key financial metrics between AngloGold Ashanti Limited and Visa 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


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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