BGN.MI vs. FBK.MI
Compare and contrast key facts about Banca Generali S.p.A. (BGN.MI) and FinecoBank Banca Fineco SpA (FBK.MI).
Performance
BGN.MI vs. FBK.MI - Performance Comparison
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BGN.MI vs. FBK.MI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BGN.MI Banca Generali S.p.A. | -6.70% | 34.18% | 41.37% | 11.06% | -12.77% | 52.19% | 0.97% | 68.31% | -31.17% | 27.21% |
FBK.MI FinecoBank Banca Fineco SpA | -11.78% | 37.50% | 29.28% | -8.92% | 3.77% | 18.89% | 28.93% | 24.90% | 5.89% | 67.51% |
Returns By Period
In the year-to-date period, BGN.MI achieves a -6.70% return, which is significantly higher than FBK.MI's -11.78% return. Over the past 10 years, BGN.MI has underperformed FBK.MI with an annualized return of 13.60%, while FBK.MI has yielded a comparatively higher 14.43% annualized return.
BGN.MI
- 1D
- 3.63%
- 1M
- -1.12%
- YTD
- -6.70%
- 6M
- 12.40%
- 1Y
- 6.54%
- 3Y*
- 27.95%
- 5Y*
- 18.77%
- 10Y*
- 13.60%
FBK.MI
- 1D
- 3.43%
- 1M
- -2.27%
- YTD
- -11.78%
- 6M
- 6.91%
- 1Y
- 10.18%
- 3Y*
- 16.17%
- 5Y*
- 11.09%
- 10Y*
- 14.43%
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Return for Risk
BGN.MI vs. FBK.MI — Risk / Return Rank
BGN.MI
FBK.MI
BGN.MI vs. FBK.MI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Banca Generali S.p.A. (BGN.MI) and FinecoBank Banca Fineco SpA (FBK.MI). 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.
| BGN.MI | FBK.MI | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.25 | 0.36 | -0.12 |
Sortino ratioReturn per unit of downside risk | 0.51 | 0.65 | -0.14 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.09 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.41 | 0.50 | -0.10 |
Martin ratioReturn relative to average drawdown | 0.71 | 1.40 | -0.69 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BGN.MI | FBK.MI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.25 | 0.36 | -0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.73 | 0.36 | +0.36 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.45 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.58 | -0.13 |
Correlation
The correlation between BGN.MI and FBK.MI is 0.58, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
BGN.MI vs. FBK.MI - Dividend Comparison
BGN.MI's dividend yield for the trailing twelve months is around 5.31%, more than FBK.MI's 3.78% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BGN.MI Banca Generali S.p.A. | 5.31% | 4.81% | 4.90% | 5.35% | 5.46% | 6.97% | 5.69% | 4.32% | 6.89% | 3.86% | 5.30% | 3.36% |
FBK.MI FinecoBank Banca Fineco SpA | 3.78% | 3.33% | 4.11% | 3.61% | 2.51% | 3.43% | 2.08% | 2.83% | 3.25% | 3.28% | 4.78% | 2.62% |
Drawdowns
BGN.MI vs. FBK.MI - Drawdown Comparison
The maximum BGN.MI drawdown since its inception was -82.74%, which is greater than FBK.MI's maximum drawdown of -42.83%. Use the drawdown chart below to compare losses from any high point for BGN.MI and FBK.MI.
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Drawdown Indicators
| BGN.MI | FBK.MI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -82.74% | -42.83% | -39.91% |
Max Drawdown (1Y)Largest decline over 1 year | -16.07% | -20.16% | +4.09% |
Max Drawdown (5Y)Largest decline over 5 years | -37.31% | -36.39% | -0.92% |
Max Drawdown (10Y)Largest decline over 10 years | -48.91% | -42.83% | -6.08% |
Current DrawdownCurrent decline from peak | -9.85% | -14.25% | +4.40% |
Average DrawdownAverage peak-to-trough decline | -18.27% | -11.11% | -7.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.18% | 7.25% | +1.93% |
Volatility
BGN.MI vs. FBK.MI - Volatility Comparison
The current volatility for Banca Generali S.p.A. (BGN.MI) is 7.33%, while FinecoBank Banca Fineco SpA (FBK.MI) has a volatility of 7.73%. This indicates that BGN.MI experiences smaller price fluctuations and is considered to be less risky than FBK.MI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BGN.MI | FBK.MI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.33% | 7.73% | -0.40% |
Volatility (6M)Calculated over the trailing 6-month period | 16.07% | 18.15% | -2.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.23% | 27.97% | -1.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.65% | 30.16% | -4.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.96% | 31.63% | -2.67% |
Financials
BGN.MI vs. FBK.MI - Financials Comparison
This section allows you to compare key financial metrics between Banca Generali S.p.A. and FinecoBank Banca Fineco SpA. 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