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AXS vs. IGSB
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

AXS vs. IGSB - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AXIS Capital Holdings Limited (AXS) and iShares Short-Term Corporate Bond ETF (IGSB). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, AXS achieves a -11.32% return, which is significantly lower than IGSB's 0.72% return. Over the past 10 years, AXS has outperformed IGSB with an annualized return of 8.60%, while IGSB has yielded a comparatively lower 2.74% annualized return.


AXS

1D
-0.93%
1M
-4.34%
YTD
-11.32%
6M
-4.25%
1Y
-8.27%
3Y*
23.85%
5Y*
15.48%
10Y*
8.60%

IGSB

1D
-0.06%
1M
0.27%
YTD
0.72%
6M
1.01%
1Y
4.72%
3Y*
5.66%
5Y*
2.43%
10Y*
2.74%
*Multi-year figures are annualized to reflect compound growth (CAGR)

AXS vs. IGSB - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
AXS
AXIS Capital Holdings Limited
-11.32%22.96%63.90%5.57%2.63%11.81%-11.92%18.26%5.75%-20.96%
IGSB
iShares Short-Term Corporate Bond ETF
0.72%6.96%4.97%6.40%-5.63%-0.56%5.37%7.11%1.25%1.27%

Correlation

The correlation between AXS and IGSB is 0.08, 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

0.08

Correlation (3Y)
Calculated over the trailing 3-year period

0.05

Correlation (5Y)
Calculated over the trailing 5-year period

0.05

Correlation (10Y)
Calculated over the trailing 10-year period

0.03

Correlation (All Time)
Calculated using the full available price history since Jan 12, 2007

0.01

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Return for Risk

AXS vs. IGSB — Risk / Return Rank

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

AXS
AXS Risk / Return Rank: 2222
Overall Rank
AXS Sharpe Ratio Rank: 2525
Sharpe Ratio Rank
AXS Sortino Ratio Rank: 2222
Sortino Ratio Rank
AXS Omega Ratio Rank: 2222
Omega Ratio Rank
AXS Calmar Ratio Rank: 2323
Calmar Ratio Rank
AXS Martin Ratio Rank: 1818
Martin Ratio Rank

IGSB
IGSB Risk / Return Rank: 7575
Overall Rank
IGSB Sharpe Ratio Rank: 7474
Sharpe Ratio Rank
IGSB Sortino Ratio Rank: 8484
Sortino Ratio Rank
IGSB Omega Ratio Rank: 8181
Omega Ratio Rank
IGSB Calmar Ratio Rank: 6565
Calmar Ratio Rank
IGSB Martin Ratio Rank: 7070
Martin Ratio Rank
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.

AXS vs. IGSB - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for AXIS Capital Holdings Limited (AXS) and iShares Short-Term Corporate Bond ETF (IGSB). 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.


AXSIGSBDifference
Sharpe ratioReturn per unit of total volatility

-2.83

Sortino ratioReturn per unit of downside risk

-4.21

Omega ratioGain probability vs. loss probability

0.96

1.49

-0.54

Calmar ratioReturn relative to maximum drawdown

-0.50

3.25

-3.75

Martin ratioReturn relative to average drawdown

-1.07

13.22

-14.29

AXS vs. IGSB - Sharpe Ratio Comparison

The current AXS Sharpe Ratio is -0.37, which is lower than the IGSB Sharpe Ratio of 2.46. The chart below compares the historical Sharpe Ratios of AXS and IGSB, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


AXSIGSBDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.37

2.46

-2.83

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.62

0.83

-0.21

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.33

0.79

-0.47

Sharpe Ratio (All Time)

Calculated using the full available price history

0.32

0.70

-0.38

Drawdowns

AXS vs. IGSB - Drawdown Comparison

The maximum AXS drawdown since its inception was -55.93%, which is greater than IGSB's maximum drawdown of -13.38%. Use the drawdown chart below to compare losses from any high point for AXS and IGSB.


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Drawdown Indicators


AXSIGSBDifference

Max Drawdown

Largest peak-to-trough decline

-55.93%

-13.38%

-42.55%

Max Drawdown (1Y)

Largest decline over 1 year

-16.73%

-1.46%

-15.27%

Max Drawdown (3Y)

Largest decline over 3 years

-16.73%

-1.46%

-15.27%

Max Drawdown (5Y)

Largest decline over 5 years

-18.99%

-9.46%

-9.53%

Max Drawdown (10Y)

Largest decline over 10 years

-49.31%

-13.38%

-35.93%

Current Drawdown

Current decline from peak

-12.67%

-0.32%

-12.35%

Average Drawdown

Average peak-to-trough decline

-12.16%

-0.85%

-11.31%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.73%

0.36%

+7.37%

Volatility

AXS vs. IGSB - Volatility Comparison

AXIS Capital Holdings Limited (AXS) has a higher volatility of 5.32% compared to iShares Short-Term Corporate Bond ETF (IGSB) at 0.57%. This indicates that AXS's price experiences larger fluctuations and is considered to be riskier than IGSB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


AXSIGSBDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.32%

0.57%

+4.75%

Volatility (6M)

Calculated over the trailing 6-month period

15.06%

1.41%

+13.65%

Volatility (1Y)

Calculated over the trailing 1-year period

22.31%

1.92%

+20.39%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

24.92%

2.93%

+21.99%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

26.54%

3.46%

+23.08%

Dividends

AXS vs. IGSB - Dividend Comparison

AXS's dividend yield for the trailing twelve months is around 1.86%, less than IGSB's 4.58% yield.


PositionTTM20252024202320222021202020192018201720162015
AXS
AXIS Capital Holdings Limited
1.86%1.64%1.99%3.18%3.19%3.10%3.27%2.71%3.04%3.04%2.19%2.17%
IGSB
iShares Short-Term Corporate Bond ETF
4.58%4.44%4.02%3.26%2.07%1.82%2.36%3.06%2.46%1.65%1.45%1.18%

Frequently Asked Questions


AXS and IGSB have a correlation of 0.08, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

AXS has higher volatility (5.32%) compared to IGSB (0.57%). In terms of maximum drawdown, AXS dropped -55.93% vs IGSB's -13.38%.

IGSB currently has the higher Sharpe Ratio (2.46 vs -0.37), 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.

Portfolio Optimizer

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