AV.L vs. AVVIY
Compare and contrast key facts about Aviva plc (AV.L) and Aviva plc (AVVIY).
Performance
AV.L vs. AVVIY - Performance Comparison
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AV.L vs. AVVIY - Yearly Performance Comparison
Different Trading Currencies
AV.L is traded in GBp, while AVVIY is traded in USD. To make them comparable, the AVVIY values have been converted to GBp using the latest available exchange rates.
Fundamentals
AV.L:
£23.17B
AVVIY:
$23.74B
AV.L:
£0.49
AVVIY:
$1.23
AV.L:
12.66
AVVIY:
13.35
AV.L:
0.45
AVVIY:
0.22
AV.L:
0.25
AVVIY:
0.26
AV.L:
2.39
AVVIY:
2.22
AV.L:
£80.81B
AVVIY:
$89.20B
AV.L:
£84.57B
AVVIY:
$90.61B
AV.L:
£2.85B
AVVIY:
$3.64B
Returns By Period
In the year-to-date period, AV.L achieves a -5.60% return, which is significantly higher than AVVIY's -7.14% return. Over the past 10 years, AV.L has outperformed AVVIY with an annualized return of 11.56%, while AVVIY has yielded a comparatively lower 10.10% annualized return.
AV.L
- 1D
- 3.10%
- 1M
- -5.12%
- YTD
- -5.60%
- 6M
- -6.47%
- 1Y
- 23.84%
- 3Y*
- 23.68%
- 5Y*
- 17.93%
- 10Y*
- 11.56%
AVVIY
- 1D
- 1.38%
- 1M
- -6.27%
- YTD
- -7.14%
- 6M
- -8.14%
- 1Y
- 22.16%
- 3Y*
- 23.47%
- 5Y*
- 16.67%
- 10Y*
- 10.10%
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Return for Risk
AV.L vs. AVVIY — Risk / Return Rank
AV.L
AVVIY
AV.L vs. AVVIY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Aviva plc (AV.L) and Aviva plc (AVVIY). 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.
| AV.L | AVVIY | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.04 | 0.92 | +0.12 |
Sortino ratioReturn per unit of downside risk | 1.39 | 1.34 | +0.05 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.19 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.98 | 1.75 | +0.24 |
Martin ratioReturn relative to average drawdown | 5.04 | 4.65 | +0.38 |
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
| AV.L | AVVIY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.04 | 0.92 | +0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.81 | 0.75 | +0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.38 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.00 | 0.32 | -0.32 |
Correlation
The correlation between AV.L and AVVIY is 0.82, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
AV.L vs. AVVIY - Dividend Comparison
AV.L's dividend yield for the trailing twelve months is around 10.19%, more than AVVIY's 10.07% yield.
Drawdowns
AV.L vs. AVVIY - Drawdown Comparison
The maximum AV.L drawdown since its inception was -99.99%, which is greater than AVVIY's maximum drawdown of -58.10%. Use the drawdown chart below to compare losses from any high point for AV.L and AVVIY.
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Drawdown Indicators
| AV.L | AVVIY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -99.99% | -64.18% | -35.81% |
Max Drawdown (1Y)Largest decline over 1 year | -11.93% | -13.90% | +1.97% |
Max Drawdown (5Y)Largest decline over 5 years | -18.28% | -27.88% | +9.60% |
Max Drawdown (10Y)Largest decline over 10 years | -56.61% | -64.18% | +7.57% |
Current DrawdownCurrent decline from peak | -6.71% | -9.66% | +2.95% |
Average DrawdownAverage peak-to-trough decline | -11.10% | -14.53% | +3.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.70% | 5.26% | -0.56% |
Volatility
AV.L vs. AVVIY - Volatility Comparison
Aviva plc (AV.L) has a higher volatility of 9.00% compared to Aviva plc (AVVIY) at 8.21%. This indicates that AV.L's price experiences larger fluctuations and is considered to be riskier than AVVIY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AV.L | AVVIY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.00% | 8.21% | +0.79% |
Volatility (6M)Calculated over the trailing 6-month period | 16.48% | 16.70% | -0.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.80% | 24.10% | -1.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.23% | 22.47% | -0.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.89% | 26.91% | -1.02% |
Financials
AV.L vs. AVVIY - Financials Comparison
This section allows you to compare key financial metrics between Aviva plc and Aviva plc. 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