AZO vs. XLV

In the year-to-date period, AZO achieves a 14.44% return, which is significantly higher than XLV's -0.79% return. Over the past 10 years, AZO has outperformed XLV with an annualized return of 18.24%, while XLV has yielded a comparatively lower 8.02% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for AutoZone, Inc. (AZO) and Health Care Select Sector SPDR Fund (XLV). 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.

The current AZO Sharpe Ratio is 1.08, which is higher than the XLV Sharpe Ratio of -0.25. The chart below compares the historical Sharpe Ratios of AZO and XLV, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

AZO has not paid dividends to shareholders, while XLV's dividend yield for the trailing twelve months is around 1.72%.

The maximum AZO drawdown since its inception was -46.33%, which is greater than XLV's maximum drawdown of -39.17%. Use the drawdown chart below to compare losses from any high point for AZO and XLV. For additional features, visit the drawdowns tool.

The current volatility for AutoZone, Inc. (AZO) is 5.92%, while Health Care Select Sector SPDR Fund (XLV) has a volatility of 6.69%. This indicates that AZO experiences smaller price fluctuations and is considered to be less risky than XLV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.