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JBH.AX vs. RIO
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

JBH.AX vs. RIO - Performance Comparison

The chart below illustrates the hypothetical performance of a A$10,000 investment in JB Hi-Fi Limited (JBH.AX) and Rio Tinto Group (RIO). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

JBH.AX is traded in AUD, while RIO is traded in USD. To make them comparable, the RIO values have been converted to AUD using the latest available exchange rates.

Returns By Period

In the year-to-date period, JBH.AX achieves a -26.57% return, which is significantly lower than RIO's 29.68% return. Over the past 10 years, JBH.AX has underperformed RIO with an annualized return of 17.83%, while RIO has yielded a comparatively higher 22.79% annualized return.


JBH.AX

1D
-3.04%
1M
-12.35%
YTD
-26.57%
6M
-27.98%
1Y
-34.65%
3Y*
22.94%
5Y*
13.21%
10Y*
17.83%

RIO

1D
-2.96%
1M
9.95%
YTD
29.68%
6M
38.22%
1Y
75.01%
3Y*
23.92%
5Y*
13.56%
10Y*
22.79%
*Multi-year figures are annualized to reflect compound growth (CAGR)

JBH.AX vs. RIO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
JBH.AX
JB Hi-Fi Limited
-26.57%7.51%83.49%35.49%-7.18%5.66%34.53%79.82%-6.73%-6.96%
RIO
Rio Tinto Group
29.68%33.98%-6.84%11.14%26.31%1.98%24.26%33.80%7.48%33.84%

Correlation

The correlation between JBH.AX and RIO is -0.02, 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

-0.02

Correlation (3Y)
Calculated over the trailing 3-year period

-0.02

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

0.04

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

0.04

Correlation (All Time)
Calculated using the full available price history since Jul 2, 2007

0.05

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Return for Risk

JBH.AX vs. RIO — Risk / Return Rank

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

JBH.AX
JBH.AX Risk / Return Rank: 55
Overall Rank
JBH.AX Sharpe Ratio Rank: 22
Sharpe Ratio Rank
JBH.AX Sortino Ratio Rank: 44
Sortino Ratio Rank
JBH.AX Omega Ratio Rank: 55
Omega Ratio Rank
JBH.AX Calmar Ratio Rank: 99
Calmar Ratio Rank
JBH.AX Martin Ratio Rank: 66
Martin Ratio Rank

RIO
RIO Risk / Return Rank: 9494
Overall Rank
RIO Sharpe Ratio Rank: 9595
Sharpe Ratio Rank
RIO Sortino Ratio Rank: 9393
Sortino Ratio Rank
RIO Omega Ratio Rank: 9292
Omega Ratio Rank
RIO Calmar Ratio Rank: 9393
Calmar Ratio Rank
RIO Martin Ratio Rank: 9696
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.

JBH.AX vs. RIO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for JB Hi-Fi Limited (JBH.AX) and Rio Tinto Group (RIO). 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.


JBH.AXRIODifference
Sharpe ratioReturn per unit of total volatility

-4.32

Sortino ratioReturn per unit of downside risk

-5.64

Omega ratioGain probability vs. loss probability

0.79

1.49

-0.70

Calmar ratioReturn relative to maximum drawdown

-0.84

5.40

-6.24

Martin ratioReturn relative to average drawdown

-1.48

23.50

-24.98

JBH.AX vs. RIO - Sharpe Ratio Comparison

The current JBH.AX Sharpe Ratio is -1.19, which is lower than the RIO Sharpe Ratio of 3.13. The chart below compares the historical Sharpe Ratios of JBH.AX and RIO, 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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Sharpe Ratios by Period


JBH.AXRIODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-1.19

3.13

-4.32

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.50

0.56

-0.06

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.61

0.85

-0.24

Sharpe Ratio (All Time)

Calculated using the full available price history

0.66

0.25

+0.40

Drawdowns

JBH.AX vs. RIO - Drawdown Comparison

The maximum JBH.AX drawdown since its inception was -62.19%, smaller than the maximum RIO drawdown of -83.67%. Use the drawdown chart below to compare losses from any high point for JBH.AX and RIO.


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Drawdown Indicators


JBH.AXRIODifference

Max Drawdown

Largest peak-to-trough decline

-62.19%

-83.67%

+21.48%

Max Drawdown (1Y)

Largest decline over 1 year

-41.12%

-13.96%

-27.16%

Max Drawdown (3Y)

Largest decline over 3 years

-41.12%

-16.53%

-24.59%

Max Drawdown (5Y)

Largest decline over 5 years

-41.12%

-29.16%

-11.96%

Max Drawdown (10Y)

Largest decline over 10 years

-46.16%

-29.16%

-17.00%

Current Drawdown

Current decline from peak

-41.12%

-2.96%

-38.16%

Average Drawdown

Average peak-to-trough decline

-14.79%

-28.73%

+13.94%

Ulcer Index

Depth and duration of drawdowns from previous peaks

23.29%

3.20%

+20.09%

Volatility

JBH.AX vs. RIO - Volatility Comparison

JB Hi-Fi Limited (JBH.AX) has a higher volatility of 11.09% compared to Rio Tinto Group (RIO) at 9.72%. This indicates that JBH.AX's price experiences larger fluctuations and is considered to be riskier than RIO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


JBH.AXRIODifference

Volatility (1M)

Calculated over the trailing 1-month period

11.09%

9.72%

+1.37%

Volatility (6M)

Calculated over the trailing 6-month period

22.88%

19.84%

+3.04%

Volatility (1Y)

Calculated over the trailing 1-year period

28.98%

24.12%

+4.86%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

26.48%

24.48%

+2.00%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

29.07%

26.84%

+2.23%

Dividends

JBH.AX vs. RIO - Dividend Comparison

JBH.AX's dividend yield for the trailing twelve months is around 6.02%, more than RIO's 3.73% yield.


PositionTTM20252024202320222021202020192018201720162015
JBH.AX
JB Hi-Fi Limited
6.02%3.90%3.68%5.88%7.53%5.94%3.89%3.77%5.96%4.73%3.52%4.61%
RIO
Rio Tinto Group
3.73%4.66%7.40%5.40%10.48%10.23%5.13%7.68%6.32%4.47%3.93%7.58%

Financials

JBH.AX vs. RIO - Financials Comparison

This section allows you to compare key financial metrics between JB Hi-Fi Limited and Rio Tinto Group. 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. JBH.AX values in AUD, RIO values in USD

Frequently Asked Questions


JBH.AX and RIO have a correlation of -0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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