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AVA vs. AES
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between AVA and AES is 0.30, 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.


-0.50.00.51.00.3

Performance

AVA vs. AES - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Avista Corporation (AVA) and The AES Corporation (AES). The values are adjusted to include any dividend payments, if applicable.

-30.00%-20.00%-10.00%0.00%10.00%20.00%AugustSeptemberOctoberNovemberDecember2025
1.09%
-31.15%
AVA
AES

Key characteristics

Sharpe Ratio

AVA:

0.75

AES:

-0.78

Sortino Ratio

AVA:

1.15

AES:

-0.93

Omega Ratio

AVA:

1.14

AES:

0.88

Calmar Ratio

AVA:

0.56

AES:

-0.39

Martin Ratio

AVA:

3.50

AES:

-1.38

Ulcer Index

AVA:

4.39%

AES:

21.16%

Daily Std Dev

AVA:

20.53%

AES:

37.76%

Max Drawdown

AVA:

-82.57%

AES:

-98.65%

Current Drawdown

AVA:

-12.25%

AES:

-75.59%

Fundamentals

Market Cap

AVA:

$2.95B

AES:

$8.53B

EPS

AVA:

$2.54

AES:

$1.42

PE Ratio

AVA:

14.65

AES:

8.32

PEG Ratio

AVA:

2.58

AES:

1.09

Total Revenue (TTM)

AVA:

$1.41B

AES:

$9.32B

Gross Profit (TTM)

AVA:

$109.47M

AES:

$1.89B

EBITDA (TTM)

AVA:

$427.52M

AES:

$2.66B

Returns By Period

In the year-to-date period, AVA achieves a 1.58% return, which is significantly higher than AES's -8.16% return. Over the past 10 years, AVA has outperformed AES with an annualized return of 4.07%, while AES has yielded a comparatively lower 2.40% annualized return.


AVA

YTD

1.58%

1M

3.76%

6M

3.73%

1Y

16.31%

5Y*

-1.16%

10Y*

4.07%

AES

YTD

-8.16%

1M

-4.98%

6M

-29.46%

1Y

-27.15%

5Y*

-7.57%

10Y*

2.40%

*Annualized

Compare stocks, funds, or ETFs

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Risk-Adjusted Performance

AVA vs. AES — Risk-Adjusted Performance Rank

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

AVA
The Risk-Adjusted Performance Rank of AVA is 6868
Overall Rank
The Sharpe Ratio Rank of AVA is 7171
Sharpe Ratio Rank
The Sortino Ratio Rank of AVA is 6262
Sortino Ratio Rank
The Omega Ratio Rank of AVA is 6161
Omega Ratio Rank
The Calmar Ratio Rank of AVA is 6969
Calmar Ratio Rank
The Martin Ratio Rank of AVA is 7575
Martin Ratio Rank

AES
The Risk-Adjusted Performance Rank of AES is 1313
Overall Rank
The Sharpe Ratio Rank of AES is 99
Sharpe Ratio Rank
The Sortino Ratio Rank of AES is 1111
Sortino Ratio Rank
The Omega Ratio Rank of AES is 1212
Omega Ratio Rank
The Calmar Ratio Rank of AES is 2222
Calmar Ratio Rank
The Martin Ratio Rank of AES is 88
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.

AVA vs. AES - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Avista Corporation (AVA) and The AES Corporation (AES). 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 AVA, currently valued at 0.75, compared to the broader market-2.000.002.004.000.75-0.78
The chart of Sortino ratio for AVA, currently valued at 1.15, compared to the broader market-4.00-2.000.002.004.001.15-0.93
The chart of Omega ratio for AVA, currently valued at 1.14, compared to the broader market0.501.001.502.001.140.88
The chart of Calmar ratio for AVA, currently valued at 0.56, compared to the broader market0.002.004.006.000.56-0.39
The chart of Martin ratio for AVA, currently valued at 3.50, compared to the broader market-10.000.0010.0020.003.50-1.38
AVA
AES

The current AVA Sharpe Ratio is 0.75, which is higher than the AES Sharpe Ratio of -0.78. The chart below compares the historical Sharpe Ratios of AVA and AES, 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 Ratio-1.00-0.500.000.501.001.50AugustSeptemberOctoberNovemberDecember2025
0.75
-0.78
AVA
AES

Dividends

AVA vs. AES - Dividend Comparison

AVA's dividend yield for the trailing twelve months is around 5.11%, less than AES's 5.84% yield.


TTM20242023202220212020201920182017201620152014
AVA
Avista Corporation
5.11%5.19%5.15%3.97%3.98%4.04%3.22%3.51%2.78%3.43%3.73%3.59%
AES
The AES Corporation
5.84%5.36%3.45%2.20%2.48%2.44%2.75%3.60%4.43%3.79%4.18%1.45%

Drawdowns

AVA vs. AES - Drawdown Comparison

The maximum AVA drawdown since its inception was -82.57%, smaller than the maximum AES drawdown of -98.65%. Use the drawdown chart below to compare losses from any high point for AVA and AES. For additional features, visit the drawdowns tool.


-80.00%-60.00%-40.00%-20.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-12.25%
-75.59%
AVA
AES

Volatility

AVA vs. AES - Volatility Comparison

The current volatility for Avista Corporation (AVA) is 8.21%, while The AES Corporation (AES) has a volatility of 9.45%. This indicates that AVA experiences smaller price fluctuations and is considered to be less risky than AES 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
8.21%
9.45%
AVA
AES

Financials

AVA vs. AES - Financials Comparison

This section allows you to compare key financial metrics between Avista Corporation and The AES Corporation. 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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