AVAL vs. ORC.DE

Last updated Jun 3, 2026

AVAL (Grupo Aval Acciones y Valores S.A.) and ORC.DE (Oracle Corporation) are both stocks. AVAL operates in Banks - Regional (Financial Services), while ORC.DE operates in Software - Infrastructure (Technology). Over the past 10 years, AVAL returned 0.92%/yr vs 21.48%/yr for ORC.DE. At a 0.14 correlation, their price movements are largely independent.

Performance

AVAL vs. ORC.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Grupo Aval Acciones y Valores S.A. (AVAL) and Oracle Corporation (ORC.DE). The values are adjusted to include any dividend payments, if applicable.

Different Trading Currencies

AVAL is traded in USD, while ORC.DE is traded in EUR. To make them comparable, the ORC.DE values have been converted to USD using the latest available exchange rates.

Returns By Period

The year-to-date returns for both investments are quite close, with AVAL having a 23.77% return and ORC.DE slightly higher at 24.09%. Over the past 10 years, AVAL has underperformed ORC.DE with an annualized return of 0.92%, while ORC.DE has yielded a comparatively higher 21.48% annualized return.

AVAL

• 1D: -4.08%
• 1M: 12.62%
• YTD: 23.77%
• 6M: 18.55%
• 1Y: 72.54%
• 3Y*: 37.75%
• 5Y*: 1.88%
• 10Y*: 0.92%

ORC.DE

• 1D: -0.82%
• 1M: 48.53%
• YTD: 24.09%
• 6M: 19.37%
• 1Y: 48.09%
• 3Y*: 32.70%
• 5Y*: 25.88%
• 10Y*: 21.48%

*Multi-year figures are annualized to reflect compound growth (CAGR)

AVAL vs. ORC.DE - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
AVAL Grupo Aval Acciones y Valores S.A.	23.77%	107.81%	-11.10%	3.30%	-47.13%	-21.88%	-16.08%	54.95%	-28.29%	12.25%
ORC.DE Oracle Corporation	24.09%	18.29%	58.77%	32.39%	-6.77%	38.11%	23.22%	20.21%	-4.18%	25.36%

Correlation

The correlation between AVAL and ORC.DE is 0.07, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.07
Correlation (3Y) Calculated over the trailing 3-year period	0.03
Correlation (5Y) Calculated over the trailing 5-year period	0.09
Correlation (10Y) Calculated over the trailing 10-year period	0.12
Correlation (All Time) Calculated using the full available price history since Sep 24, 2014	0.14

The correlation between AVAL and ORC.DE shifts across timeframes, from 0.03 (3 years) to 0.14 (all time), reflecting how their relationship changes across market environments.

Return for Risk

AVAL vs. ORC.DE — Risk / Return Rank

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

AVAL

AVAL Risk / Return Rank: 81
AVAL Sharpe Ratio Rank: 83
AVAL Sortino Ratio Rank: 81
AVAL Omega Ratio Rank: 78
AVAL Calmar Ratio Rank: 79
AVAL Martin Ratio Rank: 82

ORC.DE

ORC.DE Risk / Return Rank: 60
ORC.DE Sharpe Ratio Rank: 62
ORC.DE Sortino Ratio Rank: 67
ORC.DE Omega Ratio Rank: 64
ORC.DE Calmar Ratio Rank: 56
ORC.DE Martin Ratio Rank: 53

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.

AVAL vs. ORC.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Grupo Aval Acciones y Valores S.A. (AVAL) and Oracle Corporation (ORC.DE). 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.

	AVAL	ORC.DE	Difference
Sharpe ratio Return per unit of total volatility	1.64	0.69	+0.95
Sortino ratio Return per unit of downside risk	2.44	1.68	+0.75
Omega ratio Gain probability vs. loss probability	1.30	1.20	+0.10
Calmar ratio Return relative to maximum drawdown	2.53	0.77	+1.76
Martin ratio Return relative to average drawdown	7.84	1.25	+6.59
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

AVAL vs. ORC.DE - Sharpe Ratio Comparison

The current AVAL Sharpe Ratio is 1.64, which is higher than the ORC.DE Sharpe Ratio of 0.69. The chart below compares the historical Sharpe Ratios of AVAL and ORC.DE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	AVAL	ORC.DE	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.64	0.69	+0.95
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.05	0.60	-0.55
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.03	0.63	-0.60
Sharpe Ratio (All Time) Calculated using the full available price history	-0.10	0.47	-0.57

Drawdowns

AVAL vs. ORC.DE - Drawdown Comparison

The maximum AVAL drawdown since its inception was -77.41%, which is greater than ORC.DE's maximum drawdown of -58.99%. Use the drawdown chart below to compare losses from any high point for AVAL and ORC.DE.

Drawdown Indicators

	AVAL	ORC.DE	Difference
Max Drawdown Largest peak-to-trough decline	-77.41%	-58.99%	-18.42%
Max Drawdown (1Y) Largest decline over 1 year	-32.30%	-58.99%	+26.69%
Max Drawdown (3Y) Largest decline over 3 years	-32.30%	-58.99%	+26.69%
Max Drawdown (5Y) Largest decline over 5 years	-63.65%	-58.99%	-4.66%
Max Drawdown (10Y) Largest decline over 10 years	-72.42%	-58.99%	-13.43%
Current Drawdown Current decline from peak	-34.14%	-28.67%	-5.47%
Average Drawdown Average peak-to-trough decline	-45.99%	-11.16%	-34.83%
Ulcer Index Depth and duration of drawdowns from previous peaks	10.43%	36.25%	-25.82%

Volatility

AVAL vs. ORC.DE - Volatility Comparison

Grupo Aval Acciones y Valores S.A. (AVAL) has a higher volatility of 19.64% compared to Oracle Corporation (ORC.DE) at 18.00%. This indicates that AVAL's price experiences larger fluctuations and is considered to be riskier than ORC.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	AVAL	ORC.DE	Difference
Volatility (1M) Calculated over the trailing 1-month period	19.64%	18.00%	+1.64%
Volatility (6M) Calculated over the trailing 6-month period	38.37%	41.88%	-3.51%
Volatility (1Y) Calculated over the trailing 1-year period	44.85%	69.32%	-24.47%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	37.38%	42.39%	-5.01%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	35.22%	34.24%	+0.98%

Dividends

AVAL vs. ORC.DE - Dividend Comparison

AVAL's dividend yield for the trailing twelve months is around 2.89%, more than ORC.DE's 0.71% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AVAL Grupo Aval Acciones y Valores S.A.	2.89%	3.14%	6.85%	6.98%	12.61%	5.75%	4.67%	4.15%	4.52%	4.70%	4.84%	6.56%
ORC.DE Oracle Corporation	0.71%	0.88%	0.79%	1.26%	1.39%	1.12%	1.39%	1.47%	1.40%	1.41%	1.26%	1.28%

Financials

Frequently Asked Questions

Can I hold both AVAL and ORC.DE in my portfolio?

AVAL and ORC.DE have a correlation of 0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.