AXA.DE vs. SREN.SW
Compare and contrast key facts about AXA SA (AXA.DE) and Swiss Re AG (SREN.SW).
Performance
AXA.DE vs. SREN.SW - Performance Comparison
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AXA.DE vs. SREN.SW - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AXA.DE AXA SA | -2.33% | 26.57% | 23.34% | 19.39% | 6.51% | 41.69% | -10.97% | 41.38% | -19.59% | 8.48% |
SREN.SW Swiss Re AG | 0.34% | 6.95% | 45.38% | 24.03% | 7.28% | 21.36% | -17.00% | 32.42% | 8.02% | -8.41% |
Different Trading Currencies
AXA.DE is traded in EUR, while SREN.SW is traded in CHF. To make them comparable, the SREN.SW values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, AXA.DE achieves a -2.33% return, which is significantly lower than SREN.SW's 0.34% return. Over the past 10 years, AXA.DE has outperformed SREN.SW with an annualized return of 14.13%, while SREN.SW has yielded a comparatively lower 12.44% annualized return.
AXA.DE
- 1D
- 2.42%
- 1M
- -0.74%
- YTD
- -2.33%
- 6M
- -1.18%
- 1Y
- 5.96%
- 3Y*
- 19.20%
- 5Y*
- 18.73%
- 10Y*
- 14.13%
SREN.SW
- 1D
- 0.08%
- 1M
- -2.56%
- YTD
- 0.34%
- 6M
- -8.64%
- 1Y
- -6.18%
- 3Y*
- 21.38%
- 5Y*
- 18.11%
- 10Y*
- 12.44%
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Return for Risk
AXA.DE vs. SREN.SW — Risk / Return Rank
AXA.DE
SREN.SW
AXA.DE vs. SREN.SW - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AXA SA (AXA.DE) and Swiss Re AG (SREN.SW). 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.
| AXA.DE | SREN.SW | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.27 | -0.24 | +0.51 |
Sortino ratioReturn per unit of downside risk | 0.47 | -0.17 | +0.64 |
Omega ratioGain probability vs. loss probability | 1.07 | 0.98 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.36 | -0.30 | +0.66 |
Martin ratioReturn relative to average drawdown | 0.63 | -0.59 | +1.22 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AXA.DE | SREN.SW | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.27 | -0.24 | +0.51 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.86 | 0.83 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 0.54 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.04 | 0.29 | -0.33 |
Correlation
The correlation between AXA.DE and SREN.SW is 0.57, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
AXA.DE vs. SREN.SW - Dividend Comparison
AXA.DE's dividend yield for the trailing twelve months is around 5.35%, more than SREN.SW's 4.56% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AXA.DE AXA SA | 5.35% | 5.22% | 5.78% | 5.76% | 5.87% | 5.44% | 10.95% | 5.31% | 6.66% | 4.67% | 4.58% | 3.74% |
SREN.SW Swiss Re AG | 4.56% | 4.52% | 4.74% | 6.05% | 6.82% | 6.54% | 7.08% | 5.15% | 5.55% | 5.32% | 4.77% | 4.33% |
Drawdowns
AXA.DE vs. SREN.SW - Drawdown Comparison
The maximum AXA.DE drawdown since its inception was -97.07%, which is greater than SREN.SW's maximum drawdown of -87.65%. Use the drawdown chart below to compare losses from any high point for AXA.DE and SREN.SW.
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Drawdown Indicators
| AXA.DE | SREN.SW | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -97.07% | -92.41% | -4.66% |
Max Drawdown (1Y)Largest decline over 1 year | -13.60% | -21.18% | +7.58% |
Max Drawdown (5Y)Largest decline over 5 years | -24.68% | -26.74% | +2.06% |
Max Drawdown (10Y)Largest decline over 10 years | -50.95% | -53.17% | +2.22% |
Current DrawdownCurrent decline from peak | -47.98% | -14.78% | -33.20% |
Average DrawdownAverage peak-to-trough decline | -81.96% | -30.24% | -51.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.86% | 10.93% | -3.07% |
Volatility
AXA.DE vs. SREN.SW - Volatility Comparison
AXA SA (AXA.DE) and Swiss Re AG (SREN.SW) have volatilities of 5.82% and 6.10%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AXA.DE | SREN.SW | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.82% | 6.10% | -0.28% |
Volatility (6M)Calculated over the trailing 6-month period | 13.26% | 16.45% | -3.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.27% | 25.62% | -3.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.64% | 21.86% | -0.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.33% | 22.95% | +3.38% |
Financials
AXA.DE vs. SREN.SW - Financials Comparison
This section allows you to compare key financial metrics between AXA SA and Swiss Re AG. 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