PortfoliosLab logoPortfoliosLab logo
AY vs. UVV
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

AY vs. UVV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Atlantica Sustainable Infrastructure plc (AY) and Universal Corporation (UVV). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period


AY

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*

UVV

1D
0.46%
1M
0.24%
YTD
6.32%
6M
5.82%
1Y
-11.53%
3Y*
7.22%
5Y*
4.86%
10Y*
5.39%
*Multi-year figures are annualized to reflect compound growth (CAGR)

AY vs. UVV - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
AY
Atlantica Sustainable Infrastructure plc
0.00%0.00%10.22%-10.32%-23.47%-1.43%52.41%44.34%-1.12%15.14%
UVV
Universal Corporation
6.32%2.27%-13.39%35.79%1.82%19.59%-8.96%11.08%7.79%-14.79%

Correlation

The correlation between AY and UVV is 0.18, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.16

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

0.21

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

0.18

Correlation (All Time)
Calculated using the full available price history since Jun 16, 2014

0.18

Fundamentals

Total Revenue (TTM)

AY:

$1.16B

UVV:

$2.21B

Gross Profit (TTM)

AY:

$895.36M

UVV:

$412.39M

EBITDA (TTM)

AY:

$883.90M

UVV:

$212.91M

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

AY vs. UVV — Risk / Return Rank

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

AY

UVV
UVV Risk / Return Rank: 2020
Overall Rank
UVV Sharpe Ratio Rank: 1919
Sharpe Ratio Rank
UVV Sortino Ratio Rank: 1919
Sortino Ratio Rank
UVV Omega Ratio Rank: 1818
Omega Ratio Rank
UVV Calmar Ratio Rank: 2020
Calmar Ratio Rank
UVV Martin Ratio Rank: 2525
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.

AY vs. UVV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Atlantica Sustainable Infrastructure plc (AY) and Universal Corporation (UVV). 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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

AY vs. UVV - Sharpe Ratio Comparison


Loading charts...

Sharpe Ratios by Period


AYUVVDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.48

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.20

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.19

Sharpe Ratio (All Time)

Calculated using the full available price history

0.28

Drawdowns

AY vs. UVV - Drawdown Comparison


Loading charts...

Drawdown Indicators


AYUVVDifference

Max Drawdown

Largest peak-to-trough decline

-69.75%

Max Drawdown (1Y)

Largest decline over 1 year

-16.79%

Max Drawdown (3Y)

Largest decline over 3 years

-29.70%

Max Drawdown (5Y)

Largest decline over 5 years

-29.70%

Max Drawdown (10Y)

Largest decline over 10 years

-45.68%

Current Drawdown

Current decline from peak

-11.65%

Average Drawdown

Average peak-to-trough decline

-18.60%

Ulcer Index

Depth and duration of drawdowns from previous peaks

14.40%

Volatility

AY vs. UVV - Volatility Comparison


Loading charts...

Volatility by Period


AYUVVDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.50%

Volatility (6M)

Calculated over the trailing 6-month period

18.15%

Volatility (1Y)

Calculated over the trailing 1-year period

24.09%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

24.54%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

28.92%

Dividends

AY vs. UVV - Dividend Comparison

AY has not paid dividends to shareholders, while UVV's dividend yield for the trailing twelve months is around 6.03%.


PositionTTM20252024202320222021202020192018201720162015
AY
Atlantica Sustainable Infrastructure plc
0.00%0.00%7.08%8.28%6.83%4.80%4.37%5.95%6.79%4.95%2.34%7.41%
UVV
Universal Corporation
6.03%6.18%5.87%4.72%5.95%5.64%6.30%5.29%4.80%4.11%3.33%3.71%

Financials

AY vs. UVV - Financials Comparison

This section allows you to compare key financial metrics between Atlantica Sustainable Infrastructure plc and Universal Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.00200.00M400.00M600.00M800.00M1.00B20222023202420252026
347.55M
0
(AY) Total Revenue
(UVV) Total Revenue
Values in USD except per share items

Frequently Asked Questions


AY and UVV have a correlation of 0.18, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Portfolio Optimizer

Find the right allocation for AY and UVV

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer