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AV.L vs. RIO
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

AV.L vs. RIO - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in Aviva plc (AV.L) and Rio Tinto Group (RIO). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

AV.L is traded in GBp, while RIO is traded in USD. To make them comparable, the RIO values have been converted to GBp using the latest available exchange rates.

Returns By Period

In the year-to-date period, AV.L achieves a -6.88% return, which is significantly lower than RIO's 30.63% return. Over the past 10 years, AV.L has underperformed RIO with an annualized return of 5.84%, while RIO has yielded a comparatively higher 22.53% annualized return.


AV.L

1D
1.23%
1M
-1.48%
YTD
-6.88%
6M
-1.16%
1Y
4.06%
3Y*
23.74%
5Y*
7.93%
10Y*
5.84%

RIO

1D
0.00%
1M
-2.35%
YTD
30.63%
6M
41.56%
1Y
82.11%
3Y*
20.93%
5Y*
12.15%
10Y*
22.53%
*Multi-year figures are annualized to reflect compound growth (CAGR)

AV.L vs. RIO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
AV.L
Aviva plc
-6.88%56.69%16.76%5.64%-18.84%30.80%-19.79%18.65%-22.84%8.48%
RIO
Rio Tinto Group
30.90%34.17%-13.88%5.51%32.56%-2.76%32.22%28.11%2.83%32.35%

Correlation

The correlation between AV.L and RIO is 0.20, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.20

Correlation (3Y)
Calculated over the trailing 3-year period

0.20

Correlation (5Y)
Calculated over the trailing 5-year period

0.23

Correlation (10Y)
Calculated over the trailing 10-year period

0.26

Correlation (All Time)
Calculated using the full available price history since Oct 20, 2009

0.31

The correlation between AV.L and RIO shifts across timeframes, from 0.20 (3 years) to 0.31 (all time), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

AV.L:

£22.86B

RIO:

$165.37B

EPS

AV.L:

£0.49

RIO:

$13.11

PE Ratio

AV.L:

12.48

RIO:

7.70

PS Ratio

AV.L:

0.24

RIO:

1.48

PB Ratio

AV.L:

2.36

RIO:

2.66

Total Revenue (TTM)

AV.L:

£80.81B

RIO:

$111.41B

Gross Profit (TTM)

AV.L:

£84.57B

RIO:

$31.10B

EBITDA (TTM)

AV.L:

£2.85B

RIO:

$40.42B

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Return for Risk

AV.L vs. RIO — Risk / Return Rank

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

AV.L
AV.L Risk / Return Rank: 4747
Overall Rank
AV.L Sharpe Ratio Rank: 5050
Sharpe Ratio Rank
AV.L Sortino Ratio Rank: 4141
Sortino Ratio Rank
AV.L Omega Ratio Rank: 4141
Omega Ratio Rank
AV.L Calmar Ratio Rank: 5050
Calmar Ratio Rank
AV.L Martin Ratio Rank: 5151
Martin Ratio Rank

RIO
RIO Risk / Return Rank: 9393
Overall Rank
RIO Sharpe Ratio Rank: 9494
Sharpe Ratio Rank
RIO Sortino Ratio Rank: 9292
Sortino Ratio Rank
RIO Omega Ratio Rank: 9191
Omega Ratio Rank
RIO Calmar Ratio Rank: 9393
Calmar Ratio Rank
RIO Martin Ratio Rank: 9696
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AV.L vs. RIO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Aviva plc (AV.L) and Rio Tinto Group (RIO). 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.LRIODifference
Sharpe ratioReturn per unit of total volatility

-2.91

Sortino ratioReturn per unit of downside risk

-3.36

Omega ratioGain probability vs. loss probability

1.05

1.48

-0.42

Calmar ratioReturn relative to maximum drawdown

0.33

5.97

-5.64

Martin ratioReturn relative to average drawdown

0.76

24.05

-23.30

AV.L vs. RIO - Sharpe Ratio Comparison

The current AV.L Sharpe Ratio is 0.20, which is lower than the RIO Sharpe Ratio of 3.11. The chart below compares the historical Sharpe Ratios of AV.L and RIO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


AV.LRIODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.20

3.11

-2.91

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.31

0.46

-0.16

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.21

0.79

-0.58

Sharpe Ratio (All Time)

Calculated using the full available price history

0.18

0.25

-0.07

Drawdowns

AV.L vs. RIO - Drawdown Comparison

The maximum AV.L drawdown since its inception was -59.13%, smaller than the maximum RIO drawdown of -85.30%. Use the drawdown chart below to compare losses from any high point for AV.L and RIO.


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Drawdown Indicators


AV.LRIODifference

Max Drawdown

Largest peak-to-trough decline

-59.13%

-85.30%

+26.17%

Max Drawdown (1Y)

Largest decline over 1 year

-12.23%

-13.82%

+1.59%

Max Drawdown (3Y)

Largest decline over 3 years

-12.83%

-24.61%

+11.78%

Max Drawdown (5Y)

Largest decline over 5 years

-39.21%

-27.80%

-11.41%

Max Drawdown (10Y)

Largest decline over 10 years

-59.13%

-33.21%

-25.92%

Current Drawdown

Current decline from peak

-8.30%

-8.97%

+0.67%

Average Drawdown

Average peak-to-trough decline

-16.08%

-25.08%

+9.00%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.33%

3.42%

+1.91%

Volatility

AV.L vs. RIO - Volatility Comparison

The current volatility for Aviva plc (AV.L) is 5.46%, while Rio Tinto Group (RIO) has a volatility of 10.53%. This indicates that AV.L experiences smaller price fluctuations and is considered to be less risky than RIO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


AV.LRIODifference

Volatility (1M)

Calculated over the trailing 1-month period

5.46%

10.53%

-5.07%

Volatility (6M)

Calculated over the trailing 6-month period

15.98%

21.75%

-5.77%

Volatility (1Y)

Calculated over the trailing 1-year period

20.18%

26.56%

-6.38%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

25.94%

26.41%

-0.47%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

27.65%

28.76%

-1.11%

Dividends

AV.L vs. RIO - Dividend Comparison

AV.L's dividend yield for the trailing twelve months is around 6.44%, more than RIO's 3.98% yield.


PositionTTM20252024202320222021202020192018201720162015
AV.L
Aviva plc
6.44%5.39%8.25%7.33%29.52%3.96%3.03%5.48%5.74%3.64%2.56%2.12%
RIO
Rio Tinto Group
3.98%4.66%7.40%5.40%10.48%10.23%5.13%7.68%6.32%4.47%3.93%7.58%

Financials

AV.L vs. RIO - Financials Comparison

This section allows you to compare key financial metrics between Aviva plc and Rio Tinto Group. 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


0.0010.00B20.00B30.00B40.00B20212022202320242025
38.52B
30.65B
(AV.L) Total Revenue
(RIO) Total Revenue
Please note, different currencies. AV.L values in GBp, RIO values in USD

AV.L vs. RIO - Profitability Comparison

The chart below illustrates the profitability comparison between Aviva plc and Rio Tinto Group over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

20.0%40.0%60.0%80.0%100.0%20212022202320242025
100.0%
26.6%
Portfolio components
AV.L - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Aviva plc reported a gross profit of 38.52B and revenue of 38.52B. Therefore, the gross margin over that period was 100.0%.

RIO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Rio Tinto Group reported a gross profit of 8.15B and revenue of 30.65B. Therefore, the gross margin over that period was 26.6%.

AV.L - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Aviva plc reported an operating income of 576.00M and revenue of 38.52B, resulting in an operating margin of 1.5%.

RIO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Rio Tinto Group reported an operating income of 8.15B and revenue of 30.65B, resulting in an operating margin of 26.6%.

AV.L - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Aviva plc reported a net income of 226.00M and revenue of 38.52B, resulting in a net margin of 0.6%.

RIO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Rio Tinto Group reported a net income of 5.42B and revenue of 30.65B, resulting in a net margin of 17.7%.


Frequently Asked Questions


AV.L and RIO have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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