HCI vs. AM.PA
HCI (HCI Group, Inc.) and AM.PA (Dassault Aviation SA) are both stocks. HCI operates in Insurance - Property & Casualty (Financial Services), while AM.PA operates in Aerospace & Defense (Industrials). Over the past 10 years, HCI returned 21.75%/yr vs 19.50%/yr for AM.PA. At a 0.10 correlation, their price movements are largely independent.
Performance
HCI vs. AM.PA - Performance Comparison
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Different Trading Currencies
HCI is traded in USD, while AM.PA is traded in EUR. To make them comparable, the AM.PA values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, HCI achieves a -15.87% return, which is significantly lower than AM.PA's 8.65% return. Over the past 10 years, HCI has outperformed AM.PA with an annualized return of 21.75%, while AM.PA has yielded a comparatively lower 19.50% annualized return.
HCI
- 1D
- -1.03%
- 1M
- 4.62%
- YTD
- -15.87%
- 6M
- -13.97%
- 1Y
- 2.02%
- 3Y*
- 42.68%
- 5Y*
- 14.15%
- 10Y*
- 21.75%
AM.PA
- 1D
- -1.17%
- 1M
- 5.41%
- YTD
- 8.65%
- 6M
- 9.34%
- 1Y
- -1.01%
- 3Y*
- 24.94%
- 5Y*
- 24.44%
- 10Y*
- 19.50%
HCI vs. AM.PA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HCI HCI Group, Inc. | -15.87% | 66.27% | 35.46% | 126.76% | -51.20% | 62.74% | 18.45% | -6.80% | 75.98% | -21.53% |
AM.PA Dassault Aviation SA | 8.65% | 59.93% | 4.93% | 18.88% | 59.08% | 12.93% | -16.55% | 14.16% | -2.09% | 53.39% |
Correlation
The correlation between HCI and AM.PA is -0.01, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.01 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.06 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.09 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.13 |
Correlation (All Time) Calculated using the full available price history since Sep 15, 2008 | 0.10 |
The correlation between HCI and AM.PA shifts across timeframes, from -0.01 (1 year) to 0.13 (10 years), reflecting how their relationship changes across market environments.
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Return for Risk
HCI vs. AM.PA — Risk / Return Rank
HCI
AM.PA
HCI vs. AM.PA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for HCI Group, Inc. (HCI) and Dassault Aviation SA (AM.PA). 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.
| HCI | AM.PA | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.10 | ||
| Sortino ratioReturn per unit of downside risk | +0.15 | ||
| Omega ratioGain probability vs. loss probability | 1.04 | 1.02 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 0.07 | -0.05 | +0.12 |
| Martin ratioReturn relative to average drawdown | 0.13 | -0.10 | +0.22 |
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Drawdowns
HCI vs. AM.PA - Drawdown Comparison
The maximum HCI drawdown since its inception was -78.79%, which is greater than AM.PA's maximum drawdown of -58.61%. Use the drawdown chart below to compare losses from any high point for HCI and AM.PA.
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Drawdown Indicators
| HCI | AM.PA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -78.79% | -58.61% | -20.18% |
Max Drawdown (1Y)Largest decline over 1 year | -27.46% | -21.79% | -5.67% |
Max Drawdown (3Y)Largest decline over 3 years | -28.30% | -22.11% | -6.19% |
Max Drawdown (5Y)Largest decline over 5 years | -78.79% | -35.72% | -43.07% |
Max Drawdown (10Y)Largest decline over 10 years | -78.79% | -58.61% | -20.18% |
Current DrawdownCurrent decline from peak | -21.68% | -16.08% | -5.60% |
Average DrawdownAverage peak-to-trough decline | -20.67% | -13.76% | -6.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 16.31% | 10.52% | +5.79% |
Volatility
HCI vs. AM.PA - Volatility Comparison
The current volatility for HCI Group, Inc. (HCI) is 7.53%, while Dassault Aviation SA (AM.PA) has a volatility of 8.30%. This indicates that HCI experiences smaller price fluctuations and is considered to be less risky than AM.PA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HCI | AM.PA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.53% | 8.30% | -0.77% |
Volatility (6M)Calculated over the trailing 6-month period | 21.38% | 25.12% | -3.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 31.83% | 31.78% | +0.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 43.03% | 30.48% | +12.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 41.57% | 31.03% | +10.54% |
Dividends
HCI vs. AM.PA - Dividend Comparison
HCI's dividend yield for the trailing twelve months is around 1.00%, less than AM.PA's 1.61% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AM.PA Dassault Aviation SA | 1.61% | 1.72% | 1.71% | 1.67% | 1.57% | 12.95% | 0.00% | 18.12% | 12.64% | 9.32% | 11.40% | 8.72% |
HCI HCI Group, Inc. | 1.00% | 0.83% | 1.37% | 1.83% | 4.04% | 1.92% | 3.06% | 3.50% | 2.90% | 4.68% | 3.04% | 3.44% |
Financials
HCI vs. AM.PA - Financials Comparison
This section allows you to compare key financial metrics between HCI Group, Inc. and Dassault Aviation SA. 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
HCI and AM.PA have a correlation of -0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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