FBK.MI vs. BGN.MI
Compare and contrast key facts about FinecoBank Banca Fineco SpA (FBK.MI) and Banca Generali S.p.A. (BGN.MI).
Performance
FBK.MI vs. BGN.MI - Performance Comparison
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FBK.MI vs. BGN.MI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FBK.MI FinecoBank Banca Fineco SpA | -12.70% | 37.50% | 29.28% | -8.92% | 3.77% | 18.89% | 28.93% | 24.90% | 5.89% | 67.51% |
BGN.MI Banca Generali S.p.A. | -7.32% | 34.18% | 41.37% | 11.06% | -12.77% | 52.19% | 0.97% | 68.31% | -31.17% | 27.21% |
Returns By Period
In the year-to-date period, FBK.MI achieves a -12.70% return, which is significantly lower than BGN.MI's -7.32% return. Over the past 10 years, FBK.MI has outperformed BGN.MI with an annualized return of 14.54%, while BGN.MI has yielded a comparatively lower 13.62% annualized return.
FBK.MI
- 1D
- -1.05%
- 1M
- -0.31%
- YTD
- -12.70%
- 6M
- 6.08%
- 1Y
- 9.89%
- 3Y*
- 16.38%
- 5Y*
- 10.86%
- 10Y*
- 14.54%
BGN.MI
- 1D
- -0.66%
- 1M
- 1.16%
- YTD
- -7.32%
- 6M
- 11.52%
- 1Y
- 6.34%
- 3Y*
- 27.72%
- 5Y*
- 18.62%
- 10Y*
- 13.62%
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Return for Risk
FBK.MI vs. BGN.MI — Risk / Return Rank
FBK.MI
BGN.MI
FBK.MI vs. BGN.MI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for FinecoBank Banca Fineco SpA (FBK.MI) and Banca Generali S.p.A. (BGN.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.
| FBK.MI | BGN.MI | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.35 | 0.24 | +0.11 |
Sortino ratioReturn per unit of downside risk | 0.64 | 0.50 | +0.14 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.07 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.49 | 0.39 | +0.10 |
Martin ratioReturn relative to average drawdown | 1.41 | 0.70 | +0.71 |
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
| FBK.MI | BGN.MI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.35 | 0.24 | +0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.36 | 0.72 | -0.36 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.47 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.45 | +0.12 |
Correlation
The correlation between FBK.MI and BGN.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
FBK.MI vs. BGN.MI - Dividend Comparison
FBK.MI's dividend yield for the trailing twelve months is around 3.82%, less than BGN.MI's 5.34% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBK.MI FinecoBank Banca Fineco SpA | 3.82% | 3.33% | 4.11% | 3.61% | 2.51% | 3.43% | 2.08% | 2.83% | 3.25% | 3.28% | 4.78% | 2.62% |
BGN.MI Banca Generali S.p.A. | 5.34% | 4.81% | 4.90% | 5.35% | 5.46% | 6.97% | 5.69% | 4.32% | 6.89% | 3.86% | 5.30% | 3.36% |
Drawdowns
FBK.MI vs. BGN.MI - Drawdown Comparison
The maximum FBK.MI drawdown since its inception was -42.83%, smaller than the maximum BGN.MI drawdown of -82.74%. Use the drawdown chart below to compare losses from any high point for FBK.MI and BGN.MI.
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Drawdown Indicators
| FBK.MI | BGN.MI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.83% | -82.74% | +39.91% |
Max Drawdown (1Y)Largest decline over 1 year | -20.16% | -16.07% | -4.09% |
Max Drawdown (5Y)Largest decline over 5 years | -36.39% | -37.31% | +0.92% |
Max Drawdown (10Y)Largest decline over 10 years | -42.83% | -48.91% | +6.08% |
Current DrawdownCurrent decline from peak | -15.15% | -10.45% | -4.70% |
Average DrawdownAverage peak-to-trough decline | -11.11% | -18.26% | +7.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.99% | 9.05% | -2.06% |
Volatility
FBK.MI vs. BGN.MI - Volatility Comparison
FinecoBank Banca Fineco SpA (FBK.MI) has a higher volatility of 7.80% compared to Banca Generali S.p.A. (BGN.MI) at 6.84%. This indicates that FBK.MI's price experiences larger fluctuations and is considered to be riskier than BGN.MI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FBK.MI | BGN.MI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.80% | 6.84% | +0.96% |
Volatility (6M)Calculated over the trailing 6-month period | 18.17% | 16.08% | +2.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.95% | 26.23% | +1.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.15% | 25.64% | +4.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.62% | 28.95% | +2.67% |
Financials
FBK.MI vs. BGN.MI - Financials Comparison
This section allows you to compare key financial metrics between FinecoBank Banca Fineco SpA and Banca Generali 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