AV.L vs. LGEN.L
Compare and contrast key facts about Aviva plc (AV.L) and Legal & General Group plc (LGEN.L).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AV.L or LGEN.L.
Key characteristics
| AV.L | LGEN.L | |
|---|---|---|
| YTD Return | 12.27% | -6.34% |
| 1Y Return | 18.57% | 3.70% |
| 3Y Return (Ann) | 8.97% | -2.40% |
| 5Y Return (Ann) | 6.72% | 2.80% |
| 10Y Return (Ann) | 3.72% | 5.64% |
| Sharpe Ratio | 1.15 | 0.14 |
| Sortino Ratio | 1.65 | 0.32 |
| Omega Ratio | 1.20 | 1.04 |
| Calmar Ratio | 2.03 | 0.17 |
| Martin Ratio | 5.90 | 0.37 |
| Ulcer Index | 3.03% | 7.16% |
| Daily Std Dev | 15.56% | 18.85% |
| Max Drawdown | -58.94% | -85.42% |
| Current Drawdown | -8.49% | -13.09% |
Fundamentals
| AV.L | LGEN.L | |
|---|---|---|
| Market Cap | £12.07B | £12.52B |
| EPS | £0.46 | £0.05 |
| PE Ratio | 9.88 | 42.94 |
| PEG Ratio | 1.89 | 0.00 |
| Total Revenue (TTM) | £37.71B | £36.93B |
| Gross Profit (TTM) | £41.89B | £51.35B |
| EBITDA (TTM) | -£784.00M | -£552.00M |
Correlation
The correlation between AV.L and LGEN.L is 0.77, 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.
Performance
AV.L vs. LGEN.L - Performance Comparison
In the year-to-date period, AV.L achieves a 12.27% return, which is significantly higher than LGEN.L's -6.34% return. Over the past 10 years, AV.L has underperformed LGEN.L with an annualized return of 3.72%, while LGEN.L has yielded a comparatively higher 5.64% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
AV.L vs. LGEN.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Aviva plc (AV.L) and Legal & General Group plc (LGEN.L). 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.
Dividends
AV.L vs. LGEN.L - Dividend Comparison
AV.L's dividend yield for the trailing twelve months is around 7.52%, less than LGEN.L's 9.57% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AV.L Aviva plc | 7.52% | 7.32% | 29.18% | 3.95% | 8.04% | 5.49% | 5.72% | 3.64% | 4.41% | 5.49% | 3.15% | 5.71% |
LGEN.L Legal & General Group plc | 9.57% | 7.82% | 7.50% | 5.99% | 6.60% | 5.53% | 6.77% | 5.36% | 5.63% | 4.41% | 3.94% | 3.63% |
Drawdowns
AV.L vs. LGEN.L - Drawdown Comparison
The maximum AV.L drawdown since its inception was -58.94%, smaller than the maximum LGEN.L drawdown of -85.42%. Use the drawdown chart below to compare losses from any high point for AV.L and LGEN.L. For additional features, visit the drawdowns tool.
Volatility
AV.L vs. LGEN.L - Volatility Comparison
The current volatility for Aviva plc (AV.L) is 5.67%, while Legal & General Group plc (LGEN.L) has a volatility of 6.10%. This indicates that AV.L experiences smaller price fluctuations and is considered to be less risky than LGEN.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
AV.L vs. LGEN.L - Financials Comparison
This section allows you to compare key financial metrics between Aviva plc and Legal & General Group 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