CS.PA vs. UCG.MI
CS.PA (AXA SA) and UCG.MI (UniCredit S.p.A.) are both stocks. Both are in the Financial Services sector — CS.PA in Insurance - Diversified, UCG.MI in Banks - Regional. Over the past 10 years, CS.PA returned 13.92%/yr vs 33.60%/yr for UCG.MI. A 0.64 correlation means they provide meaningful diversification when combined.
Performance
CS.PA vs. UCG.MI - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with CS.PA having a 5.73% return and UCG.MI slightly higher at 5.89%. Over the past 10 years, CS.PA has underperformed UCG.MI with an annualized return of 13.92%, while UCG.MI has yielded a comparatively higher 33.60% annualized return.
CS.PA
- 1D
- 0.96%
- 1M
- 3.50%
- YTD
- 5.73%
- 6M
- 7.25%
- 1Y
- 4.06%
- 3Y*
- 22.45%
- 5Y*
- 19.62%
- 10Y*
- 13.92%
UCG.MI
- 1D
- 4.10%
- 1M
- 1.31%
- YTD
- 5.89%
- 6M
- 11.29%
- 1Y
- 36.86%
- 3Y*
- 66.44%
- 5Y*
- 54.62%
- 10Y*
- 33.60%
CS.PA vs. UCG.MI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CS.PA AXA SA | 5.73% | 25.73% | 23.53% | 20.24% | 6.17% | 42.63% | -19.23% | 41.10% | -19.51% | 7.98% |
UCG.MI UniCredit S.p.A. | 5.89% | 94.09% | 69.10% | 95.01% | 3.82% | 79.52% | -41.24% | 34.49% | -35.37% | 126.88% |
Correlation
The correlation between CS.PA and UCG.MI is 0.49, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.49 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.50 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.53 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.56 |
Correlation (All Time) Calculated using the full available price history since Nov 29, 2006 | 0.64 |
The correlation between CS.PA and UCG.MI shifts across timeframes, from 0.49 (1 year) to 0.64 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
CS.PA vs. UCG.MI — Risk / Return Rank
CS.PA
UCG.MI
CS.PA vs. UCG.MI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AXA SA (CS.PA) and UniCredit S.p.A. (UCG.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.
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.
| CS.PA | UCG.MI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.95 | ||
| Sortino ratioReturn per unit of downside risk | -1.42 | ||
| Omega ratioGain probability vs. loss probability | 1.05 | 1.20 | -0.16 |
| Calmar ratioReturn relative to maximum drawdown | 0.25 | 1.44 | -1.20 |
| Martin ratioReturn relative to average drawdown | 0.42 | 4.03 | -3.60 |
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Drawdowns
CS.PA vs. UCG.MI - Drawdown Comparison
The maximum CS.PA drawdown since its inception was -76.72%, smaller than the maximum UCG.MI drawdown of -93.56%. Use the drawdown chart below to compare losses from any high point for CS.PA and UCG.MI.
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Drawdown Indicators
| CS.PA | UCG.MI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.72% | -93.56% | +16.84% |
Max Drawdown (1Y)Largest decline over 1 year | -13.69% | -24.17% | +10.48% |
Max Drawdown (3Y)Largest decline over 3 years | -13.69% | -24.17% | +10.48% |
Max Drawdown (5Y)Largest decline over 5 years | -24.39% | -46.40% | +22.01% |
Max Drawdown (10Y)Largest decline over 10 years | -51.02% | -65.16% | +14.14% |
Current DrawdownCurrent decline from peak | -0.21% | -4.50% | +4.29% |
Average DrawdownAverage peak-to-trough decline | -17.10% | -65.98% | +48.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.99% | 8.66% | -0.67% |
Volatility
CS.PA vs. UCG.MI - Volatility Comparison
The current volatility for AXA SA (CS.PA) is 4.55%, while UniCredit S.p.A. (UCG.MI) has a volatility of 8.15%. This indicates that CS.PA experiences smaller price fluctuations and is considered to be less risky than UCG.MI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CS.PA | UCG.MI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.55% | 8.15% | -3.60% |
Volatility (6M)Calculated over the trailing 6-month period | 13.91% | 24.82% | -10.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.00% | 31.19% | -11.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.24% | 35.81% | -14.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.85% | 48.06% | -23.21% |
Dividends
CS.PA vs. UCG.MI - Dividend Comparison
CS.PA's dividend yield for the trailing twelve months is around 5.68%, more than UCG.MI's 4.30% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CS.PA AXA SA | 5.68% | 5.25% | 5.77% | 5.76% | 5.91% | 5.46% | 3.74% | 5.34% | 6.68% | 4.69% | 4.59% | 3.77% |
UCG.MI UniCredit S.p.A. | 4.30% | 4.10% | 7.08% | 4.02% | 4.05% | 0.89% | 0.00% | 2.07% | 3.24% | 0.00% | 0.88% | 0.47% |
Financials
CS.PA vs. UCG.MI - Financials Comparison
This section allows you to compare key financial metrics between AXA SA and UniCredit S.p.A.. 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
Frequently Asked Questions
CS.PA and UCG.MI have a correlation of 0.49, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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