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FMG.AX vs. GLEN.L
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

FMG.AX vs. GLEN.L - Performance Comparison

The chart below illustrates the hypothetical performance of a A$10,000 investment in Fortescue Ltd (FMG.AX) and Glencore plc (GLEN.L). The values are adjusted to include any dividend payments, if applicable.

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FMG.AX vs. GLEN.L - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FMG.AX
Fortescue Ltd
-4.94%28.03%-31.08%53.97%20.41%-2.86%150.31%195.69%-9.50%-10.85%
GLEN.L
Glencore plc
32.09%19.03%-17.06%-1.08%49.59%75.19%3.28%-11.67%-19.32%44.11%
Different Trading Currencies

FMG.AX is traded in AUD, while GLEN.L is traded in GBp. To make them comparable, the GLEN.L values have been converted to AUD using the latest available exchange rates.

Returns By Period

In the year-to-date period, FMG.AX achieves a -4.94% return, which is significantly lower than GLEN.L's 32.09% return. Over the past 10 years, FMG.AX has outperformed GLEN.L with an annualized return of 35.77%, while GLEN.L has yielded a comparatively lower 19.88% annualized return.


FMG.AX

1D
-1.17%
1M
-1.02%
YTD
-4.94%
6M
12.01%
1Y
40.50%
3Y*
4.42%
5Y*
10.42%
10Y*
35.77%

GLEN.L

1D
1.60%
1M
7.04%
YTD
32.09%
6M
55.88%
1Y
93.81%
3Y*
13.82%
5Y*
21.93%
10Y*
19.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

FMG.AX vs. GLEN.L — Risk / Return Rank

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

FMG.AX
FMG.AX Risk / Return Rank: 7979
Overall Rank
FMG.AX Sharpe Ratio Rank: 8282
Sharpe Ratio Rank
FMG.AX Sortino Ratio Rank: 7676
Sortino Ratio Rank
FMG.AX Omega Ratio Rank: 7373
Omega Ratio Rank
FMG.AX Calmar Ratio Rank: 8282
Calmar Ratio Rank
FMG.AX Martin Ratio Rank: 8181
Martin Ratio Rank

GLEN.L
GLEN.L Risk / Return Rank: 9696
Overall Rank
GLEN.L Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
GLEN.L Sortino Ratio Rank: 9595
Sortino Ratio Rank
GLEN.L Omega Ratio Rank: 9595
Omega Ratio Rank
GLEN.L Calmar Ratio Rank: 9595
Calmar Ratio Rank
GLEN.L Martin Ratio Rank: 9797
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.

FMG.AX vs. GLEN.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fortescue Ltd (FMG.AX) and Glencore plc (GLEN.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.


FMG.AXGLEN.LDifference

Sharpe ratio

Return per unit of total volatility

1.33

2.76

-1.43

Sortino ratio

Return per unit of downside risk

1.88

3.27

-1.39

Omega ratio

Gain probability vs. loss probability

1.23

1.46

-0.23

Calmar ratio

Return relative to maximum drawdown

2.53

5.46

-2.92

Martin ratio

Return relative to average drawdown

6.21

17.38

-11.17

FMG.AX vs. GLEN.L - Sharpe Ratio Comparison

The current FMG.AX Sharpe Ratio is 1.33, which is lower than the GLEN.L Sharpe Ratio of 2.76. The chart below compares the historical Sharpe Ratios of FMG.AX and GLEN.L, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


FMG.AXGLEN.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.33

2.76

-1.43

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.29

0.69

-0.40

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.91

0.56

+0.35

Sharpe Ratio (All Time)

Calculated using the full available price history

0.16

0.15

+0.02

Correlation

The correlation between FMG.AX and GLEN.L is 0.22, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

FMG.AX vs. GLEN.L - Dividend Comparison

FMG.AX's dividend yield for the trailing twelve months is around 6.01%, more than GLEN.L's 1.72% yield.


TTM20252024202320222021202020192018201720162015
FMG.AX
Fortescue Ltd
6.01%5.00%10.79%6.03%10.09%18.64%7.51%10.66%5.49%9.22%2.55%2.67%
GLEN.L
Glencore plc
1.72%2.39%2.86%8.72%5.57%3.08%6.71%5.31%3.85%1.05%0.00%9.87%

Drawdowns

FMG.AX vs. GLEN.L - Drawdown Comparison

The maximum FMG.AX drawdown since its inception was -98.75%, which is greater than GLEN.L's maximum drawdown of -80.19%. Use the drawdown chart below to compare losses from any high point for FMG.AX and GLEN.L.


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Drawdown Indicators


FMG.AXGLEN.LDifference

Max Drawdown

Largest peak-to-trough decline

-98.75%

-85.66%

-13.09%

Max Drawdown (1Y)

Largest decline over 1 year

-15.00%

-19.04%

+4.04%

Max Drawdown (5Y)

Largest decline over 5 years

-46.43%

-55.24%

+8.81%

Max Drawdown (10Y)

Largest decline over 10 years

-46.43%

-70.67%

+24.24%

Current Drawdown

Current decline from peak

-18.53%

0.00%

-18.53%

Average Drawdown

Average peak-to-trough decline

-60.07%

-32.34%

-27.73%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.12%

5.40%

+0.72%

Volatility

FMG.AX vs. GLEN.L - Volatility Comparison

Fortescue Ltd (FMG.AX) has a higher volatility of 11.31% compared to Glencore plc (GLEN.L) at 7.15%. This indicates that FMG.AX's price experiences larger fluctuations and is considered to be riskier than GLEN.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FMG.AXGLEN.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

11.31%

7.15%

+4.16%

Volatility (6M)

Calculated over the trailing 6-month period

21.02%

22.32%

-1.30%

Volatility (1Y)

Calculated over the trailing 1-year period

30.50%

33.98%

-3.48%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

35.26%

31.58%

+3.68%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

38.96%

35.46%

+3.50%

Financials

FMG.AX vs. GLEN.L - Financials Comparison

This section allows you to compare key financial metrics between Fortescue Ltd and Glencore 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. FMG.AX values in AUD, GLEN.L values in GBp