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BAMI.MI vs. AEP.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

BAMI.MI vs. AEP.L - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Banco Bpm SpA (BAMI.MI) and Anglo-Eastern Plantations plc (AEP.L). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

BAMI.MI is traded in EUR, while AEP.L is traded in GBp. To make them comparable, the AEP.L values have been converted to EUR using the latest available exchange rates.

Returns By Period

In the year-to-date period, BAMI.MI achieves a 9.53% return, which is significantly lower than AEP.L's 13.03% return. Over the past 10 years, BAMI.MI has outperformed AEP.L with an annualized return of 21.89%, while AEP.L has yielded a comparatively lower 13.61% annualized return.


BAMI.MI

1D
2.78%
1M
6.37%
YTD
9.53%
6M
16.61%
1Y
43.34%
3Y*
68.81%
5Y*
46.73%
10Y*
21.89%

AEP.L

1D
1.80%
1M
-22.68%
YTD
13.03%
6M
16.51%
1Y
93.00%
3Y*
27.89%
5Y*
22.09%
10Y*
13.61%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BAMI.MI vs. AEP.L - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BAMI.MI
Banco Bpm SpA
9.53%83.87%89.87%51.78%34.49%49.63%-10.84%3.05%-24.81%14.41%
AEP.L
Anglo-Eastern Plantations plc
13.03%112.34%4.16%-10.99%5.88%31.68%-3.88%8.00%-26.75%9.91%

Correlation

The correlation between BAMI.MI and AEP.L is 0.10, 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

0.10

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

0.07

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

0.05

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

0.09

Correlation (All Time)
Calculated using the full available price history since Aug 30, 2007

0.09

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Return for Risk

BAMI.MI vs. AEP.L — Risk / Return Rank

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

BAMI.MI
BAMI.MI Risk / Return Rank: 8282
Overall Rank
BAMI.MI Sharpe Ratio Rank: 8484
Sharpe Ratio Rank
BAMI.MI Sortino Ratio Rank: 8080
Sortino Ratio Rank
BAMI.MI Omega Ratio Rank: 7676
Omega Ratio Rank
BAMI.MI Calmar Ratio Rank: 8383
Calmar Ratio Rank
BAMI.MI Martin Ratio Rank: 8686
Martin Ratio Rank

AEP.L
AEP.L Risk / Return Rank: 8989
Overall Rank
AEP.L Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
AEP.L Sortino Ratio Rank: 8585
Sortino Ratio Rank
AEP.L Omega Ratio Rank: 9191
Omega Ratio Rank
AEP.L Calmar Ratio Rank: 8383
Calmar Ratio Rank
AEP.L Martin Ratio Rank: 9393
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.

BAMI.MI vs. AEP.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Banco Bpm SpA (BAMI.MI) and Anglo-Eastern Plantations plc (AEP.L). 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.


BAMI.MIAEP.LDifference
Sharpe ratioReturn per unit of total volatility

-0.48

Sortino ratioReturn per unit of downside risk

-0.29

Omega ratioGain probability vs. loss probability

1.26

1.40

-0.14

Calmar ratioReturn relative to maximum drawdown

2.89

2.76

+0.13

Martin ratioReturn relative to average drawdown

8.69

14.08

-5.39

BAMI.MI vs. AEP.L - Sharpe Ratio Comparison

The current BAMI.MI Sharpe Ratio is 1.57, which is comparable to the AEP.L Sharpe Ratio of 2.05. The chart below compares the historical Sharpe Ratios of BAMI.MI and AEP.L, 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


BAMI.MIAEP.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.57

2.05

-0.48

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.37

0.66

+0.71

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.53

0.39

+0.14

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.05

0.19

-0.24

Drawdowns

BAMI.MI vs. AEP.L - Drawdown Comparison

The maximum BAMI.MI drawdown since its inception was -97.29%, which is greater than AEP.L's maximum drawdown of -73.11%. Use the drawdown chart below to compare losses from any high point for BAMI.MI and AEP.L.


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Drawdown Indicators


BAMI.MIAEP.LDifference

Max Drawdown

Largest peak-to-trough decline

-97.29%

-73.11%

-24.18%

Max Drawdown (1Y)

Largest decline over 1 year

-14.77%

-33.50%

+18.73%

Max Drawdown (3Y)

Largest decline over 3 years

-21.91%

-33.50%

+11.59%

Max Drawdown (5Y)

Largest decline over 5 years

-36.09%

-33.99%

-2.10%

Max Drawdown (10Y)

Largest decline over 10 years

-70.37%

-63.37%

-7.00%

Current Drawdown

Current decline from peak

-44.99%

-32.30%

-12.69%

Average Drawdown

Average peak-to-trough decline

-79.87%

-26.16%

-53.71%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.91%

6.58%

-1.67%

Volatility

BAMI.MI vs. AEP.L - Volatility Comparison

The current volatility for Banco Bpm SpA (BAMI.MI) is 5.69%, while Anglo-Eastern Plantations plc (AEP.L) has a volatility of 30.85%. This indicates that BAMI.MI experiences smaller price fluctuations and is considered to be less risky than AEP.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BAMI.MIAEP.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.69%

30.85%

-25.16%

Volatility (6M)

Calculated over the trailing 6-month period

19.90%

38.01%

-18.11%

Volatility (1Y)

Calculated over the trailing 1-year period

27.15%

45.11%

-17.96%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

33.88%

33.69%

+0.19%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

41.19%

35.16%

+6.03%

Dividends

BAMI.MI vs. AEP.L - Dividend Comparison

BAMI.MI's dividend yield for the trailing twelve months is around 7.30%, more than AEP.L's 4.28% yield.


PositionTTM2025202420232022202120202019201820172016
AEP.L
Anglo-Eastern Plantations plc
4.28%4.80%1.81%4.78%0.51%0.10%0.07%0.41%0.52%0.39%0.00%
BAMI.MI
Banco Bpm SpA
7.30%8.14%12.29%4.81%5.71%2.27%0.00%0.00%0.00%0.00%4.86%

Financials

BAMI.MI vs. AEP.L - Financials Comparison

This section allows you to compare key financial metrics between Banco Bpm SpA and Anglo-Eastern Plantations plc. 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


Please note, different currencies. BAMI.MI values in EUR, AEP.L values in GBp

Frequently Asked Questions


BAMI.MI and AEP.L have a correlation of 0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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