ILKAY vs. AZN
ILKAY (Iluka Resources Ltd ADR) and AZN (AstraZeneca PLC) are both stocks. ILKAY operates in Other Industrial Metals & Mining (Basic Materials), while AZN operates in Drug Manufacturers - General (Healthcare). Over the past 10 years, ILKAY returned 11.57%/yr vs 14.81%/yr for AZN. At a 0.04 correlation, their price movements are largely independent.
Performance
ILKAY vs. AZN - Performance Comparison
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Returns By Period
In the year-to-date period, ILKAY achieves a 52.99% return, which is significantly higher than AZN's -2.12% return. Over the past 10 years, ILKAY has underperformed AZN with an annualized return of 11.57%, while AZN has yielded a comparatively higher 14.81% annualized return.
ILKAY
- 1D
- -3.21%
- 1M
- -0.85%
- YTD
- 52.99%
- 6M
- 28.50%
- 1Y
- 142.51%
- 3Y*
- -7.82%
- 5Y*
- 0.20%
- 10Y*
- 11.57%
AZN
- 1D
- -0.66%
- 1M
- -3.91%
- YTD
- -2.12%
- 6M
- -0.95%
- 1Y
- 26.16%
- 3Y*
- 9.19%
- 5Y*
- 11.73%
- 10Y*
- 14.81%
ILKAY vs. AZN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ILKAY Iluka Resources Ltd ADR | 52.99% | 19.25% | -26.93% | -30.67% | -8.72% | 83.16% | 24.66% | 6.24% | -17.73% | 44.05% |
AZN AstraZeneca PLC | -2.12% | 43.30% | -0.62% | 1.44% | 19.14% | 19.66% | 3.12% | 35.68% | 13.86% | 33.10% |
Correlation
The correlation between ILKAY and AZN is 0.08, 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 | 0.08 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.04 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.06 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.03 |
Correlation (All Time) Calculated using the full available price history since Feb 7, 2011 | 0.04 |
Fundamentals
ILKAY:
$2.43B
AZN:
$275.17B
ILKAY:
-$1.11
AZN:
$6.66
ILKAY:
1.29
AZN:
4.55
ILKAY:
1.18
AZN:
5.81
ILKAY:
$1.89B
AZN:
$60.44B
ILKAY:
$789.87M
AZN:
$49.37B
ILKAY:
$565.16M
AZN:
$20.47B
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Return for Risk
ILKAY vs. AZN — Risk / Return Rank
ILKAY
AZN
ILKAY vs. AZN - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Iluka Resources Ltd ADR (ILKAY) and AstraZeneca PLC (AZN). 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.
| ILKAY | AZN | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.89 | 1.05 | +0.84 |
Sortino ratioReturn per unit of downside risk | 2.43 | 1.75 | +0.68 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.20 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 3.26 | 1.71 | +1.55 |
Martin ratioReturn relative to average drawdown | 6.29 | 4.70 | +1.59 |
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
| ILKAY | AZN | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.89 | 1.05 | +0.84 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.00 | 0.49 | -0.49 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.23 | 0.60 | -0.37 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.07 | 0.49 | -0.42 |
Drawdowns
ILKAY vs. AZN - Drawdown Comparison
The maximum ILKAY drawdown since its inception was -79.51%, which is greater than AZN's maximum drawdown of -48.94%. Use the drawdown chart below to compare losses from any high point for ILKAY and AZN.
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Drawdown Indicators
| ILKAY | AZN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -79.51% | -48.94% | -30.57% |
Max Drawdown (1Y)Largest decline over 1 year | -43.96% | -15.43% | -28.53% |
Max Drawdown (3Y)Largest decline over 3 years | -76.29% | -27.87% | -48.42% |
Max Drawdown (5Y)Largest decline over 5 years | -77.94% | -27.87% | -50.07% |
Max Drawdown (10Y)Largest decline over 10 years | -77.94% | -27.87% | -50.07% |
Current DrawdownCurrent decline from peak | -30.66% | -15.43% | -15.23% |
Average DrawdownAverage peak-to-trough decline | -47.27% | -11.37% | -35.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 22.74% | 5.60% | +17.14% |
Volatility
ILKAY vs. AZN - Volatility Comparison
Iluka Resources Ltd ADR (ILKAY) has a higher volatility of 16.25% compared to AstraZeneca PLC (AZN) at 6.36%. This indicates that ILKAY's price experiences larger fluctuations and is considered to be riskier than AZN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ILKAY | AZN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 16.25% | 6.36% | +9.89% |
Volatility (6M)Calculated over the trailing 6-month period | 46.51% | 17.06% | +29.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 76.31% | 25.18% | +51.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 54.59% | 23.94% | +30.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 51.17% | 24.90% | +26.27% |
Dividends
ILKAY vs. AZN - Dividend Comparison
ILKAY's dividend yield for the trailing twelve months is around 0.60%, less than AZN's 3.02% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AZN AstraZeneca PLC | 3.02% | 1.70% | 2.27% | 2.15% | 2.12% | 2.35% | 2.80% | 2.81% | 3.69% | 3.95% | 5.01% | 4.06% |
ILKAY Iluka Resources Ltd ADR | 0.60% | 1.03% | 1.68% | 3.58% | 7.39% | 1.33% | 73.30% | 2.45% | 4.10% | 0.55% | 9.11% | 2.95% |
Financials
ILKAY vs. AZN - Financials Comparison
This section allows you to compare key financial metrics between Iluka Resources Ltd ADR and AstraZeneca 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.
Total Revenue: Total amount of money received from sales and other business activities
ILKAY vs. AZN - Profitability Comparison
ILKAY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Iluka Resources Ltd ADR reported a gross profit of -124.38M and revenue of 429.57M. Therefore, the gross margin over that period was -29.0%.
AZN - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, AstraZeneca PLC reported a gross profit of 12.61B and revenue of 15.29B. Therefore, the gross margin over that period was 82.5%.
ILKAY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Iluka Resources Ltd ADR reported an operating income of -205.17M and revenue of 429.57M, resulting in an operating margin of -47.8%.
AZN - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, AstraZeneca PLC reported an operating income of 4.25B and revenue of 15.29B, resulting in an operating margin of 27.8%.
ILKAY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Iluka Resources Ltd ADR reported a net income of -373.42M and revenue of 429.57M, resulting in a net margin of -86.9%.
AZN - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, AstraZeneca PLC reported a net income of 3.08B and revenue of 15.29B, resulting in a net margin of 20.2%.
Frequently Asked Questions
ILKAY and AZN have a correlation of 0.08, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ILKAY has higher volatility (16.25%) compared to AZN (6.36%). In terms of maximum drawdown, ILKAY dropped -79.51% vs AZN's -48.94%.
ILKAY currently has the higher Sharpe Ratio (1.89 vs 1.05), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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