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ITOCY vs. T
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

ITOCY vs. T - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Itochu Corp ADR (ITOCY) and AT&T Inc. (T). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, ITOCY achieves a -6.52% return, which is significantly higher than T's -7.04% return. Over the past 10 years, ITOCY has outperformed T with an annualized return of 18.71%, while T has yielded a comparatively lower 2.10% annualized return.


ITOCY

1D
0.25%
1M
2.07%
6M
-11.19%
YTD
-6.52%
1Y
16.28%
3Y*
15.26%
5Y*
15.44%
10Y*
18.71%
ALL TIME*
11.63%

T

1D
0.64%
1M
2.62%
6M
-2.84%
YTD
-7.04%
1Y
-13.37%
3Y*
20.93%
5Y*
7.13%
10Y*
2.10%
ALL TIME*
9.35%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ITOCY vs. T - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ITOCY
Itochu Corp ADR
-6.52%30.16%22.57%30.30%1.54%6.60%24.95%38.77%-5.54%46.71%
T
AT&T Inc.
-7.04%13.97%44.08%-2.74%5.76%-8.09%-21.37%45.55%-22.25%-4.01%

Correlation

The correlation between ITOCY and T 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

0.07

Correlation (5Y)
Calculated over the trailing 5-year period

0.15

Correlation (10Y)
Calculated over the trailing 10-year period

0.18

Correlation (All Time)
Calculated using the full available price history since Jan 27, 2006

0.20

The correlation between ITOCY and T shifts across timeframes, from 0.01 (1 year) to 0.20 (all time), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

ITOCY:

$83.69B

T:

$152.52B

EPS

ITOCY:

¥97.40

T:

$3.05

PE Ratio

ITOCY:

19.73

T:

7.19

PEG Ratio

ITOCY:

0.60

T:

0.30

PS Ratio

ITOCY:

1.20

T:

1.25

Total Revenue (TTM)

ITOCY:

¥15.03T

T:

$125.65B

Gross Profit (TTM)

ITOCY:

¥2.51T

T:

$105.41B

EBITDA (TTM)

ITOCY:

¥1.26T

T:

$54.70B

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Return for Risk

ITOCY vs. T — Risk / Return Rank

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

ITOCY
ITOCY Risk / Return Rank: 6262
Overall Rank
ITOCY Sharpe Ratio Rank: 6767
Sharpe Ratio Rank
ITOCY Sortino Ratio Rank: 6161
Sortino Ratio Rank
ITOCY Omega Ratio Rank: 5959
Omega Ratio Rank
ITOCY Calmar Ratio Rank: 6161
Calmar Ratio Rank
ITOCY Martin Ratio Rank: 6262
Martin Ratio Rank

T
T Risk / Return Rank: 2222
Overall Rank
T Sharpe Ratio Rank: 1919
Sharpe Ratio Rank
T Sortino Ratio Rank: 1919
Sortino Ratio Rank
T Omega Ratio Rank: 2020
Omega Ratio Rank
T Calmar Ratio Rank: 2929
Calmar Ratio Rank
T Martin Ratio Rank: 2323
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.

ITOCY vs. T - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Itochu Corp ADR (ITOCY) and AT&T Inc. (T). 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.


ITOCYTDifference
Sharpe ratioReturn per unit of total volatility

+1.18

Sortino ratioReturn per unit of downside risk

+1.72

Omega ratioGain probability vs. loss probability

1.12

0.92

+0.20

Calmar ratioReturn relative to maximum drawdown

0.67

-0.46

+1.13

Martin ratioReturn relative to average drawdown

1.53

-1.03

+2.56

ITOCY vs. T - Sharpe Ratio Comparison

The current ITOCY Sharpe Ratio is 0.62, which is higher than the T Sharpe Ratio of -0.57. The chart below compares the historical Sharpe Ratios of ITOCY and T, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

ITOCY vs. T - Drawdown Comparison

The maximum ITOCY drawdown since its inception was -69.11%, which is greater than T's maximum drawdown of -64.15%. Use the drawdown chart below to compare losses from any high point for ITOCY and T.


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Drawdown Indicators


ITOCYTDifference

Max Drawdown

Largest peak-to-trough decline

-69.11%

-64.15%

-4.96%

Max Drawdown (1Y)

Largest decline over 1 year

-24.49%

-28.89%

+4.40%

Max Drawdown (3Y)

Largest decline over 3 years

-26.47%

-28.89%

+2.42%

Max Drawdown (5Y)

Largest decline over 5 years

-30.18%

-32.01%

+1.83%

Max Drawdown (10Y)

Largest decline over 10 years

-30.18%

-42.35%

+12.17%

Current Drawdown

Current decline from peak

-19.37%

-21.57%

+2.20%

Average Drawdown

Average peak-to-trough decline

-14.30%

-15.74%

+1.44%

Ulcer Index

Depth and duration of drawdowns from previous peaks

10.67%

12.94%

-2.27%

Volatility

ITOCY vs. T - Volatility Comparison

The current volatility for Itochu Corp ADR (ITOCY) is 5.06%, while AT&T Inc. (T) has a volatility of 9.59%. This indicates that ITOCY experiences smaller price fluctuations and is considered to be less risky than T based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ITOCYTDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.06%

9.59%

-4.53%

Volatility (6M)

Calculated over the trailing 6-month period

20.00%

19.91%

+0.09%

Volatility (1Y)

Calculated over the trailing 1-year period

26.63%

23.72%

+2.91%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

26.23%

24.38%

+1.85%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.92%

23.92%

0.00%

Dividends

ITOCY vs. T - Dividend Comparison

ITOCY has not paid dividends to shareholders, while T's dividend yield for the trailing twelve months is around 6.58%.


PositionTTM20252024202320222021202020192018201720162015
ITOCY
Itochu Corp ADR
0.00%1.07%1.35%0.00%0.00%0.00%0.00%1.85%3.93%2.83%3.68%3.30%
T
AT&T Inc.
6.58%4.47%4.87%6.62%6.66%8.46%7.23%5.22%7.01%5.04%4.51%5.46%

Financials

ITOCY vs. T - Financials Comparison

This section allows you to compare key financial metrics between Itochu Corp ADR and AT&T Inc.. 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


0.001.00T2.00T3.00T4.00TJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026
3.91T
33.47B
(ITOCY) Total Revenue
(T) Total Revenue
Please note, different currencies. ITOCY values in JPY, T values in USD

Frequently Asked Questions


ITOCY and T 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.

T has higher volatility (9.59%) compared to ITOCY (5.06%). In terms of maximum drawdown, ITOCY dropped -69.11% vs T's -64.15%.

ITOCY currently has the higher Sharpe Ratio (0.62 vs -0.57), 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.

Portfolio Optimizer

Find the right allocation for ITOCY and T

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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