AXS vs. MBUU
AXS (AXIS Capital Holdings Limited) and MBUU (Malibu Boats, Inc.) are both stocks. AXS operates in Insurance - Property & Casualty (Financial Services), while MBUU operates in Recreational Vehicles (Consumer Cyclical). Over the past 10 years, AXS returned 10.07%/yr vs 8.00%/yr for MBUU. At a 0.24 correlation, their price movements are largely independent.
Performance
AXS vs. MBUU - Performance Comparison
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Returns By Period
In the year-to-date period, AXS achieves a -3.03% return, which is significantly higher than MBUU's -6.52% return. Over the past 10 years, AXS has outperformed MBUU with an annualized return of 10.07%, while MBUU has yielded a comparatively lower 8.00% annualized return.
AXS
- 1D
- 2.38%
- 1M
- 3.45%
- YTD
- -3.03%
- 6M
- -4.31%
- 1Y
- 2.55%
- 3Y*
- 27.36%
- 5Y*
- 19.44%
- 10Y*
- 10.07%
MBUU
- 1D
- -3.23%
- 1M
- -4.35%
- YTD
- -6.52%
- 6M
- -8.85%
- 1Y
- -16.42%
- 3Y*
- -22.32%
- 5Y*
- -18.77%
- 10Y*
- 8.00%
AXS vs. MBUU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AXS AXIS Capital Holdings Limited | -3.03% | 22.96% | 63.90% | 5.57% | 2.63% | 11.81% | -11.92% | 18.26% | 5.75% | -20.96% |
MBUU Malibu Boats, Inc. | -6.52% | -24.95% | -31.43% | 2.85% | -22.45% | 10.07% | 52.48% | 17.67% | 17.05% | 55.82% |
Correlation
The correlation between AXS and MBUU is 0.14, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.14 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.18 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.26 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.26 |
Correlation (All Time) Calculated using the full available price history since Jan 31, 2014 | 0.24 |
The correlation between AXS and MBUU shifts across timeframes, from 0.14 (1 year) to 0.26 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
AXS:
$7.77B
MBUU:
$505.40M
AXS:
$13.77
MBUU:
-$0.05
AXS:
1.21
MBUU:
0.61
AXS:
1.22
MBUU:
0.98
AXS:
$6.61B
MBUU:
$826.09M
AXS:
$3.55B
MBUU:
$127.07M
AXS:
$2.61B
MBUU:
$7.24M
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Return for Risk
AXS vs. MBUU — Risk / Return Rank
AXS
MBUU
AXS vs. MBUU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AXIS Capital Holdings Limited (AXS) and Malibu Boats, Inc. (MBUU). 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.
| AXS | MBUU | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.43 | ||
| Sortino ratioReturn per unit of downside risk | +0.42 | ||
| Omega ratioGain probability vs. loss probability | 1.04 | 0.99 | +0.05 |
| Calmar ratioReturn relative to maximum drawdown | 0.18 | -0.42 | +0.59 |
| Martin ratioReturn relative to average drawdown | 0.38 | -0.66 | +1.04 |
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Drawdowns
AXS vs. MBUU - Drawdown Comparison
The maximum AXS drawdown since its inception was -55.93%, smaller than the maximum MBUU drawdown of -73.94%. Use the drawdown chart below to compare losses from any high point for AXS and MBUU.
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Drawdown Indicators
| AXS | MBUU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.93% | -73.94% | +18.01% |
Max Drawdown (1Y)Largest decline over 1 year | -14.60% | -39.37% | +24.77% |
Max Drawdown (3Y)Largest decline over 3 years | -16.73% | -60.27% | +43.54% |
Max Drawdown (5Y)Largest decline over 5 years | -18.99% | -71.77% | +52.78% |
Max Drawdown (10Y)Largest decline over 10 years | -49.31% | -73.94% | +24.63% |
Current DrawdownCurrent decline from peak | -4.50% | -71.32% | +66.82% |
Average DrawdownAverage peak-to-trough decline | -12.14% | -31.46% | +19.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.78% | 25.01% | -18.23% |
Volatility
AXS vs. MBUU - Volatility Comparison
The current volatility for AXIS Capital Holdings Limited (AXS) is 7.96%, while Malibu Boats, Inc. (MBUU) has a volatility of 12.10%. This indicates that AXS experiences smaller price fluctuations and is considered to be less risky than MBUU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AXS | MBUU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.96% | 12.10% | -4.14% |
Volatility (6M)Calculated over the trailing 6-month period | 15.71% | 36.05% | -20.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.61% | 52.78% | -30.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.94% | 45.06% | -20.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.60% | 46.99% | -20.39% |
Dividends
AXS vs. MBUU - Dividend Comparison
AXS's dividend yield for the trailing twelve months is around 1.70%, while MBUU has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AXS AXIS Capital Holdings Limited | 1.70% | 1.64% | 1.99% | 3.18% | 3.19% | 3.10% | 3.27% | 2.71% | 3.04% | 3.04% | 2.19% | 2.17% |
MBUU Malibu Boats, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
AXS vs. MBUU - Financials Comparison
This section allows you to compare key financial metrics between AXIS Capital Holdings Limited and Malibu Boats, 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
AXS vs. MBUU - Profitability Comparison
AXS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, AXIS Capital Holdings Limited reported a gross profit of 1.64B and revenue of 1.64B. Therefore, the gross margin over that period was 99.9%.
MBUU - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Malibu Boats, Inc. reported a gross profit of 44.70M and revenue of 235.70M. Therefore, the gross margin over that period was 19.0%.
AXS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, AXIS Capital Holdings Limited reported an operating income of 1.48B and revenue of 1.64B, resulting in an operating margin of 90.2%.
MBUU - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Malibu Boats, Inc. reported an operating income of -1.91M and revenue of 235.70M, resulting in an operating margin of -0.8%.
AXS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, AXIS Capital Holdings Limited reported a net income of 254.77M and revenue of 1.64B, resulting in a net margin of 15.5%.
MBUU - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Malibu Boats, Inc. reported a net income of -2.44M and revenue of 235.70M, resulting in a net margin of -1.0%.
Frequently Asked Questions
AXS and MBUU have a correlation of 0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MBUU has higher volatility (12.10%) compared to AXS (7.96%). In terms of maximum drawdown, AXS dropped -55.93% vs MBUU's -73.94%.
AXS currently has the higher Sharpe Ratio (0.11 vs -0.31), 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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