AXAHY vs. MFG
AXAHY (Axa SA ADR) and MFG (Mizuho Financial Group, Inc.) are both stocks. Both are in the Financial Services sector — AXAHY in Insurance - Diversified, MFG in Banks - Regional. Over the past 10 years, AXAHY returned 15.53%/yr vs 15.22%/yr for MFG. At a 0.41 correlation, their price movements are largely independent.
Performance
AXAHY vs. MFG - Performance Comparison
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Returns By Period
In the year-to-date period, AXAHY achieves a 7.59% return, which is significantly lower than MFG's 32.24% return. Both investments have delivered pretty close results over the past 10 years, with AXAHY having a 15.53% annualized return and MFG not far behind at 15.22%.
AXAHY
- 1D
- -0.15%
- 1M
- 4.91%
- YTD
- 7.59%
- 6M
- 6.56%
- 1Y
- 6.13%
- 3Y*
- 26.20%
- 5Y*
- 20.22%
- 10Y*
- 15.53%
MFG
- 1D
- -4.63%
- 1M
- 3.86%
- YTD
- 32.24%
- 6M
- 29.76%
- 1Y
- 81.09%
- 3Y*
- 52.82%
- 5Y*
- 31.99%
- 10Y*
- 15.22%
AXAHY vs. MFG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AXAHY Axa SA ADR | 7.59% | 42.15% | 15.60% | 24.26% | -0.12% | 32.10% | -11.41% | 39.57% | -23.77% | 23.28% |
MFG Mizuho Financial Group, Inc. | 32.24% | 54.60% | 47.85% | 26.14% | 17.09% | 2.40% | -15.06% | 3.00% | -17.58% | 3.21% |
Correlation
The correlation between AXAHY and MFG is 0.32, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.32 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.29 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.36 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.38 |
Correlation (All Time) Calculated using the full available price history since Nov 8, 2006 | 0.41 |
The correlation between AXAHY and MFG shifts across timeframes, from 0.29 (3 years) to 0.41 (all time), reflecting how their relationship changes across market environments.
Fundamentals
AXAHY:
$98.86B
MFG:
$118.10B
AXAHY:
€8.43
MFG:
¥101.00
AXAHY:
5.06
MFG:
15.49
AXAHY:
0.35
MFG:
0.56
AXAHY:
0.43
MFG:
2.24
AXAHY:
1.83
MFG:
1.68
AXAHY:
€206.92B
MFG:
¥8.66T
AXAHY:
€198.36B
MFG:
¥4.12T
AXAHY:
€21.17B
MFG:
¥1.63T
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Return for Risk
AXAHY vs. MFG — Risk / Return Rank
AXAHY
MFG
AXAHY vs. MFG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Axa SA ADR (AXAHY) and Mizuho Financial Group, Inc. (MFG). 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.
| AXAHY | MFG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.32 | ||
| Sortino ratioReturn per unit of downside risk | -2.70 | ||
| Omega ratioGain probability vs. loss probability | 1.07 | 1.41 | -0.34 |
| Calmar ratioReturn relative to maximum drawdown | 0.41 | 3.29 | -2.88 |
| Martin ratioReturn relative to average drawdown | 0.77 | 8.73 | -7.96 |
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Drawdowns
AXAHY vs. MFG - Drawdown Comparison
The maximum AXAHY drawdown since its inception was -89.17%, which is greater than MFG's maximum drawdown of -80.57%. Use the drawdown chart below to compare losses from any high point for AXAHY and MFG.
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Drawdown Indicators
| AXAHY | MFG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -89.17% | -80.57% | -8.60% |
Max Drawdown (1Y)Largest decline over 1 year | -15.11% | -24.78% | +9.67% |
Max Drawdown (3Y)Largest decline over 3 years | -16.44% | -28.33% | +11.89% |
Max Drawdown (5Y)Largest decline over 5 years | -32.38% | -28.33% | -4.05% |
Max Drawdown (10Y)Largest decline over 10 years | -56.26% | -49.87% | -6.39% |
Current DrawdownCurrent decline from peak | -0.98% | -6.02% | +5.04% |
Average DrawdownAverage peak-to-trough decline | -43.04% | -60.75% | +17.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.95% | 9.32% | -1.37% |
Volatility
AXAHY vs. MFG - Volatility Comparison
The current volatility for Axa SA ADR (AXAHY) is 5.62%, while Mizuho Financial Group, Inc. (MFG) has a volatility of 9.78%. This indicates that AXAHY experiences smaller price fluctuations and is considered to be less risky than MFG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AXAHY | MFG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.62% | 9.78% | -4.16% |
Volatility (6M)Calculated over the trailing 6-month period | 15.69% | 24.62% | -8.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.43% | 31.27% | -9.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.09% | 29.77% | -5.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.50% | 26.53% | +0.97% |
Dividends
AXAHY vs. MFG - Dividend Comparison
AXAHY's dividend yield for the trailing twelve months is around 5.57%, more than MFG's 0.96% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AXAHY Axa SA ADR | 5.57% | 5.10% | 5.91% | 5.50% | 6.00% | 5.70% | 3.45% | 5.36% | 7.26% | 4.26% | 4.96% | 3.90% |
MFG Mizuho Financial Group, Inc. | 0.96% | 2.68% | 3.20% | 3.73% | 4.34% | 2.76% | 2.71% | 0.00% | 0.00% | 1.86% | 3.77% | 3.10% |
Financials
AXAHY vs. MFG - Financials Comparison
This section allows you to compare key financial metrics between Axa SA ADR and Mizuho Financial Group, 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
AXAHY vs. MFG - Profitability Comparison
AXAHY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Axa SA ADR reported a gross profit of 70.40B and revenue of 70.40B. Therefore, the gross margin over that period was 100.0%.
MFG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Mizuho Financial Group, Inc. reported a gross profit of 1.17T and revenue of 2.27T. Therefore, the gross margin over that period was 51.7%.
AXAHY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Axa SA ADR reported an operating income of 0.00 and revenue of 70.40B, resulting in an operating margin of 0.0%.
MFG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Mizuho Financial Group, Inc. reported an operating income of 304.56B and revenue of 2.27T, resulting in an operating margin of 13.4%.
AXAHY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Axa SA ADR reported a net income of 5.86B and revenue of 70.40B, resulting in a net margin of 8.3%.
MFG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Mizuho Financial Group, Inc. reported a net income of 232.94B and revenue of 2.27T, resulting in a net margin of 10.3%.
Frequently Asked Questions
AXAHY and MFG have a correlation of 0.32, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MFG has higher volatility (9.78%) compared to AXAHY (5.62%). In terms of maximum drawdown, AXAHY dropped -89.17% vs MFG's -80.57%.
MFG currently has the higher Sharpe Ratio (2.61 vs 0.29), 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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