CTXAY vs. ALD.AX

Last updated Apr 1, 2026

Compare and contrast key facts about Ampol Ltd ADR (CTXAY) and Ampol Limited (ALD.AX).

Performance

CTXAY vs. ALD.AX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Ampol Ltd ADR (CTXAY) and Ampol Limited (ALD.AX). The values are adjusted to include any dividend payments, if applicable.

CTXAY vs. ALD.AX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020
CTXAY Ampol Ltd ADR	11.20%	23.72%	-24.22%	34.49%	-4.63%	1.49%	0.83%
ALD.AX Ampol Limited	11.53%	24.05%	-24.22%	37.76%	-6.07%	1.35%	11.37%

Different Trading Currencies

CTXAY is traded in USD, while ALD.AX is traded in AUD. To make them comparable, the ALD.AX values have been converted to USD using the latest available exchange rates.

Returns By Period

The year-to-date returns for both investments are quite close, with CTXAY having a 11.20% return and ALD.AX slightly higher at 11.53%.

CTXAY

• 1D: -0.17%
• 1M: 17.50%
• YTD: 11.20%
• 6M: 19.07%
• 1Y: 61.96%
• 3Y*: 8.23%
• 5Y*: 6.12%
• 10Y*: —

ALD.AX

• 1D: 0.10%
• 1M: 18.65%
• YTD: 11.53%
• 6M: 20.15%
• 1Y: 64.67%
• 3Y*: 9.19%
• 5Y*: 9.80%
• 10Y*: 3.03%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

CTXAY vs. ALD.AX — Risk / Return Rank

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

CTXAY

CTXAY Risk / Return Rank: 84
CTXAY Sharpe Ratio Rank: 82
CTXAY Sortino Ratio Rank: 78
CTXAY Omega Ratio Rank: 79
CTXAY Calmar Ratio Rank: 89
CTXAY Martin Ratio Rank: 91

ALD.AX

ALD.AX Risk / Return Rank: 86
ALD.AX Sharpe Ratio Rank: 87
ALD.AX Sortino Ratio Rank: 86
ALD.AX Omega Ratio Rank: 83
ALD.AX Calmar Ratio Rank: 86
ALD.AX Martin Ratio Rank: 87

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.

CTXAY vs. ALD.AX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Ampol Ltd ADR (CTXAY) and Ampol Limited (ALD.AX). 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.

	CTXAY	ALD.AX	Difference
Sharpe ratio Return per unit of total volatility	1.41	2.12	-0.71
Sortino ratio Return per unit of downside risk	2.02	2.88	-0.85
Omega ratio Gain probability vs. loss probability	1.28	1.39	-0.11
Calmar ratio Return relative to maximum drawdown	3.71	4.27	-0.56
Martin ratio Return relative to average drawdown	12.11	15.22	-3.11
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

CTXAY vs. ALD.AX - Sharpe Ratio Comparison

The current CTXAY Sharpe Ratio is 1.41, which is lower than the ALD.AX Sharpe Ratio of 2.12. The chart below compares the historical Sharpe Ratios of CTXAY and ALD.AX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	CTXAY	ALD.AX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.41	2.12	-0.71
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.14	0.36	-0.22
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.11	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.14	0.13	+0.01

Correlation

The correlation between CTXAY and ALD.AX is 0.51, 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

CTXAY vs. ALD.AX - Dividend Comparison

CTXAY's dividend yield for the trailing twelve months is around 2.97%, which matches ALD.AX's 2.97% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
CTXAY Ampol Ltd ADR	2.97%	1.38%	9.11%	6.82%	5.71%	2.58%	0.82%	0.00%	0.00%	0.00%	0.00%	0.00%
ALD.AX Ampol Limited	2.97%	1.41%	8.51%	6.92%	5.69%	2.53%	2.67%	2.74%	4.63%	3.29%	3.94%	2.57%

Drawdowns

CTXAY vs. ALD.AX - Drawdown Comparison

The maximum CTXAY drawdown since its inception was -53.80%, smaller than the maximum ALD.AX drawdown of -81.88%. Use the drawdown chart below to compare losses from any high point for CTXAY and ALD.AX.

Drawdown Indicators

	CTXAY	ALD.AX	Difference
Max Drawdown Largest peak-to-trough decline	-53.80%	-76.76%	+22.96%
Max Drawdown (1Y) Largest decline over 1 year	-15.83%	-15.40%	-0.43%
Max Drawdown (5Y) Largest decline over 5 years	-53.80%	-48.85%	-4.95%
Max Drawdown (10Y) Largest decline over 10 years	—	-48.85%	—
Current Drawdown Current decline from peak	-11.21%	-13.81%	+2.60%
Average Drawdown Average peak-to-trough decline	-15.79%	-20.85%	+5.06%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.85%	5.33%	-0.48%

Volatility

CTXAY vs. ALD.AX - Volatility Comparison

Ampol Ltd ADR (CTXAY) has a higher volatility of 22.79% compared to Ampol Limited (ALD.AX) at 11.38%. This indicates that CTXAY's price experiences larger fluctuations and is considered to be riskier than ALD.AX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	CTXAY	ALD.AX	Difference
Volatility (1M) Calculated over the trailing 1-month period	22.79%	11.38%	+11.41%
Volatility (6M) Calculated over the trailing 6-month period	33.43%	19.74%	+13.69%
Volatility (1Y) Calculated over the trailing 1-year period	44.20%	30.53%	+13.67%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	44.60%	27.06%	+17.54%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	41.80%	28.59%	+13.21%

Financials