JBAXY vs. UBSG.SW
Compare and contrast key facts about Julius Baer Group Ltd (JBAXY) and UBS Group AG (UBSG.SW).
Performance
JBAXY vs. UBSG.SW - Performance Comparison
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JBAXY vs. UBSG.SW - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JBAXY Julius Baer Group Ltd | -5.57% | 27.88% | 21.88% | 0.50% | -10.56% | 16.46% | 16.82% | 49.88% | -40.80% | 44.83% |
UBSG.SW UBS Group AG | -17.44% | 54.59% | 0.18% | 68.83% | 4.96% | 28.52% | 17.35% | 7.04% | -29.77% | 21.80% |
Different Trading Currencies
JBAXY is traded in USD, while UBSG.SW is traded in CHF. To make them comparable, the UBSG.SW values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, JBAXY achieves a -5.57% return, which is significantly higher than UBSG.SW's -17.44% return. Over the past 10 years, JBAXY has underperformed UBSG.SW with an annualized return of 9.38%, while UBSG.SW has yielded a comparatively higher 12.18% annualized return.
JBAXY
- 1D
- 2.97%
- 1M
- -12.83%
- YTD
- -5.57%
- 6M
- 6.65%
- 1Y
- 13.00%
- 3Y*
- 7.99%
- 5Y*
- 6.33%
- 10Y*
- 9.38%
UBSG.SW
- 1D
- 4.17%
- 1M
- -7.43%
- YTD
- -17.44%
- 6M
- -5.62%
- 1Y
- 28.93%
- 3Y*
- 23.99%
- 5Y*
- 21.14%
- 10Y*
- 12.18%
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Return for Risk
JBAXY vs. UBSG.SW — Risk / Return Rank
JBAXY
UBSG.SW
JBAXY vs. UBSG.SW - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Julius Baer Group Ltd (JBAXY) and UBS Group AG (UBSG.SW). 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.
| JBAXY | UBSG.SW | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.46 | 1.03 | -0.57 |
Sortino ratioReturn per unit of downside risk | 0.79 | 1.52 | -0.74 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.20 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 0.51 | 0.68 | -0.17 |
Martin ratioReturn relative to average drawdown | 1.50 | 1.83 | -0.33 |
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
| JBAXY | UBSG.SW | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.46 | 1.03 | -0.57 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.21 | 0.70 | -0.49 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.31 | 0.42 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.24 | -0.00 | +0.24 |
Correlation
The correlation between JBAXY and UBSG.SW is 0.57, 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
JBAXY vs. UBSG.SW - Dividend Comparison
JBAXY's dividend yield for the trailing twelve months is around 4.32%, more than UBSG.SW's 1.20% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JBAXY Julius Baer Group Ltd | 4.32% | 4.08% | 4.68% | 5.12% | 2.82% | 1.05% | 2.67% | 2.63% | 3.84% | 3.91% | 2.32% | 2.16% |
UBSG.SW UBS Group AG | 1.20% | 1.00% | 1.15% | 0.95% | 1.35% | 1.04% | 4.16% | 5.73% | 5.31% | 3.34% | 1.57% | 3.84% |
Drawdowns
JBAXY vs. UBSG.SW - Drawdown Comparison
The maximum JBAXY drawdown since its inception was -61.97%, smaller than the maximum UBSG.SW drawdown of -86.60%. Use the drawdown chart below to compare losses from any high point for JBAXY and UBSG.SW.
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Drawdown Indicators
| JBAXY | UBSG.SW | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.97% | -87.95% | +25.98% |
Max Drawdown (1Y)Largest decline over 1 year | -21.11% | -23.81% | +2.70% |
Max Drawdown (5Y)Largest decline over 5 years | -42.00% | -32.31% | -9.69% |
Max Drawdown (10Y)Largest decline over 10 years | -61.97% | -58.22% | -3.75% |
Current DrawdownCurrent decline from peak | -16.53% | -40.15% | +23.62% |
Average DrawdownAverage peak-to-trough decline | -15.53% | -49.82% | +34.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.15% | 9.66% | -2.51% |
Volatility
JBAXY vs. UBSG.SW - Volatility Comparison
Julius Baer Group Ltd (JBAXY) and UBS Group AG (UBSG.SW) have volatilities of 8.82% and 9.22%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JBAXY | UBSG.SW | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.82% | 9.22% | -0.40% |
Volatility (6M)Calculated over the trailing 6-month period | 19.65% | 18.77% | +0.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.57% | 28.76% | -0.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.08% | 30.17% | -0.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.72% | 29.34% | +1.38% |
Financials
JBAXY vs. UBSG.SW - Financials Comparison
This section allows you to compare key financial metrics between Julius Baer Group Ltd and UBS Group AG. 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