AVVIY vs. AAPL
AVVIY (Aviva plc) and AAPL (Apple Inc) are both stocks. AVVIY operates in Insurance - Diversified (Financial Services), while AAPL operates in Consumer Electronics (Technology). Over the past 10 years, AVVIY returned 12.41%/yr vs 30.81%/yr for AAPL. At a 0.27 correlation, their price movements are largely independent.
Performance
AVVIY vs. AAPL - Performance Comparison
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Returns By Period
In the year-to-date period, AVVIY achieves a -0.75% return, which is significantly lower than AAPL's 22.81% return. Over the past 10 years, AVVIY has underperformed AAPL with an annualized return of 12.41%, while AAPL has yielded a comparatively higher 30.81% annualized return.
AVVIY
- 1D
- -0.06%
- 1M
- 3.84%
- 6M
- 0.65%
- YTD
- -0.75%
- 1Y
- 9.32%
- 3Y*
- 29.27%
- 5Y*
- 18.14%
- 10Y*
- 12.41%
AAPL
- 1D
- 1.76%
- 1M
- 11.37%
- 6M
- 29.31%
- YTD
- 22.81%
- 1Y
- 59.20%
- 3Y*
- 20.32%
- 5Y*
- 18.49%
- 10Y*
- 30.81%
AVVIY vs. AAPL - Yearly Performance Comparison
Correlation
The correlation between AVVIY and AAPL 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 | 0.17 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.27 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.26 |
Correlation (All Time) Calculated using the full available price history since Jan 4, 2016 | 0.27 |
Fundamentals
AVVIY:
$26.68B
AAPL:
$4.89T
AVVIY:
£1.19
AAPL:
$8.25
AVVIY:
11.15
AAPL:
40.40
AVVIY:
0.18
AAPL:
5.32
AVVIY:
0.21
AAPL:
10.97
AVVIY:
1.79
AAPL:
46.22
AVVIY:
£89.20B
AAPL:
$451.44B
AVVIY:
£90.61B
AAPL:
$216.07B
AVVIY:
£3.64B
AAPL:
$153.63B
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Return for Risk
AVVIY vs. AAPL — Risk / Return Rank
AVVIY
AAPL
AVVIY vs. AAPL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Aviva plc (AVVIY) and Apple Inc (AAPL). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AVVIY | AAPL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.02 | ||
| Sortino ratioReturn per unit of downside risk | -2.59 | ||
| Omega ratioGain probability vs. loss probability | 1.09 | 1.44 | -0.35 |
| Calmar ratioReturn relative to maximum drawdown | 0.67 | 4.31 | -3.64 |
| Martin ratioReturn relative to average drawdown | 1.50 | 10.27 | -8.77 |
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Drawdowns
AVVIY vs. AAPL - Drawdown Comparison
The maximum AVVIY drawdown since its inception was -64.18%, smaller than the maximum AAPL drawdown of -81.80%. Use the drawdown chart below to compare losses from any high point for AVVIY and AAPL.
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Drawdown Indicators
| AVVIY | AAPL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.18% | -81.80% | +17.62% |
Max Drawdown (1Y)Largest decline over 1 year | -13.90% | -13.80% | -0.10% |
Max Drawdown (3Y)Largest decline over 3 years | -13.94% | -33.36% | +19.42% |
Max Drawdown (5Y)Largest decline over 5 years | -27.88% | -33.36% | +5.48% |
Max Drawdown (10Y)Largest decline over 10 years | -64.18% | -38.52% | -25.66% |
Current DrawdownCurrent decline from peak | -2.19% | 0.00% | -2.19% |
Average DrawdownAverage peak-to-trough decline | -14.30% | -29.55% | +15.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.23% | 5.78% | +0.45% |
Volatility
AVVIY vs. AAPL - Volatility Comparison
The current volatility for Aviva plc (AVVIY) is 5.32%, while Apple Inc (AAPL) has a volatility of 10.39%. This indicates that AVVIY experiences smaller price fluctuations and is considered to be less risky than AAPL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AVVIY | AAPL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.32% | 10.39% | -5.07% |
Volatility (6M)Calculated over the trailing 6-month period | 17.03% | 19.23% | -2.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.14% | 24.39% | -2.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.31% | 27.82% | -2.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.58% | 29.07% | -0.49% |
Dividends
AVVIY vs. AAPL - Dividend Comparison
AVVIY's dividend yield for the trailing twelve months is around 5.91%, more than AAPL's 0.32% yield.
Financials
AVVIY vs. AAPL - Financials Comparison
This section allows you to compare key financial metrics between Aviva plc and Apple Inc. 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
Frequently Asked Questions
AVVIY and AAPL 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.
AAPL has higher volatility (10.39%) compared to AVVIY (5.32%). In terms of maximum drawdown, AVVIY dropped -64.18% vs AAPL's -81.80%.
AAPL currently has the higher Sharpe Ratio (2.44 vs 0.42), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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