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MUFG vs. UCG.MI
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

MUFG vs. UCG.MI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Mitsubishi UFJ Financial Group, Inc. (MUFG) and UniCredit S.p.A. (UCG.MI). The values are adjusted to include any dividend payments, if applicable.

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MUFG vs. UCG.MI - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
MUFG
Mitsubishi UFJ Financial Group, Inc.
7.00%39.96%40.10%33.50%27.37%25.70%-15.99%11.50%-33.01%20.99%
UCG.MI
UniCredit S.p.A.
-15.46%119.14%59.45%101.10%-1.91%65.45%-29.00%31.60%-38.39%29.80%
Different Trading Currencies

MUFG is traded in USD, while UCG.MI is traded in EUR. To make them comparable, the UCG.MI values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, MUFG achieves a 7.00% return, which is significantly higher than UCG.MI's -15.46% return. Over the past 10 years, MUFG has underperformed UCG.MI with an annualized return of 16.76%, while UCG.MI has yielded a comparatively higher 19.78% annualized return.


MUFG

1D
3.98%
1M
-8.96%
YTD
7.00%
6M
6.46%
1Y
26.29%
3Y*
42.16%
5Y*
29.43%
10Y*
16.76%

UCG.MI

1D
2.70%
1M
-17.68%
YTD
-15.46%
6M
-4.72%
1Y
33.28%
3Y*
64.71%
5Y*
53.56%
10Y*
19.78%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

MUFG vs. UCG.MI — Risk / Return Rank

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

MUFG
MUFG Risk / Return Rank: 6868
Overall Rank
MUFG Sharpe Ratio Rank: 7272
Sharpe Ratio Rank
MUFG Sortino Ratio Rank: 6464
Sortino Ratio Rank
MUFG Omega Ratio Rank: 6464
Omega Ratio Rank
MUFG Calmar Ratio Rank: 6868
Calmar Ratio Rank
MUFG Martin Ratio Rank: 7373
Martin Ratio Rank

UCG.MI
UCG.MI Risk / Return Rank: 6565
Overall Rank
UCG.MI Sharpe Ratio Rank: 6868
Sharpe Ratio Rank
UCG.MI Sortino Ratio Rank: 6262
Sortino Ratio Rank
UCG.MI Omega Ratio Rank: 6060
Omega Ratio Rank
UCG.MI Calmar Ratio Rank: 6464
Calmar Ratio Rank
UCG.MI Martin Ratio Rank: 6969
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.

MUFG vs. UCG.MI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Mitsubishi UFJ Financial Group, Inc. (MUFG) and UniCredit S.p.A. (UCG.MI). 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.


MUFGUCG.MIDifference

Sharpe ratio

Return per unit of total volatility

0.86

0.98

-0.12

Sortino ratio

Return per unit of downside risk

1.31

1.48

-0.17

Omega ratio

Gain probability vs. loss probability

1.18

1.19

-0.02

Calmar ratio

Return relative to maximum drawdown

1.23

1.24

-0.02

Martin ratio

Return relative to average drawdown

3.79

4.06

-0.26

MUFG vs. UCG.MI - Sharpe Ratio Comparison

The current MUFG Sharpe Ratio is 0.86, which is comparable to the UCG.MI Sharpe Ratio of 0.98. The chart below compares the historical Sharpe Ratios of MUFG and UCG.MI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


MUFGUCG.MIDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.86

0.98

-0.12

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.03

1.41

-0.38

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.60

0.47

+0.13

Sharpe Ratio (All Time)

Calculated using the full available price history

0.16

-0.07

+0.23

Correlation

The correlation between MUFG and UCG.MI is 0.32, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

MUFG vs. UCG.MI - Dividend Comparison

MUFG's dividend yield for the trailing twelve months is around 1.33%, less than UCG.MI's 4.77% yield.


TTM20252024202320222021202020192018201720162015
MUFG
Mitsubishi UFJ Financial Group, Inc.
1.33%3.12%2.50%2.90%3.36%2.18%2.62%0.00%0.00%2.20%2.70%2.34%
UCG.MI
UniCredit S.p.A.
4.77%4.10%7.08%4.02%4.05%0.89%8.24%2.07%3.23%0.00%4.39%2.34%

Drawdowns

MUFG vs. UCG.MI - Drawdown Comparison

The maximum MUFG drawdown since its inception was -76.75%, smaller than the maximum UCG.MI drawdown of -96.83%. Use the drawdown chart below to compare losses from any high point for MUFG and UCG.MI.


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Drawdown Indicators


MUFGUCG.MIDifference

Max Drawdown

Largest peak-to-trough decline

-76.75%

-96.01%

+19.26%

Max Drawdown (1Y)

Largest decline over 1 year

-18.87%

-24.17%

+5.30%

Max Drawdown (5Y)

Largest decline over 5 years

-32.81%

-46.39%

+13.58%

Max Drawdown (10Y)

Largest decline over 10 years

-57.62%

-63.31%

+5.69%

Current Drawdown

Current decline from peak

-13.99%

-47.36%

+33.37%

Average Drawdown

Average peak-to-trough decline

-43.84%

-52.57%

+8.73%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.74%

7.71%

-0.97%

Volatility

MUFG vs. UCG.MI - Volatility Comparison

The current volatility for Mitsubishi UFJ Financial Group, Inc. (MUFG) is 8.79%, while UniCredit S.p.A. (UCG.MI) has a volatility of 12.74%. This indicates that MUFG experiences smaller price fluctuations and is considered to be less risky than UCG.MI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


MUFGUCG.MIDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.79%

12.74%

-3.95%

Volatility (6M)

Calculated over the trailing 6-month period

18.63%

22.94%

-4.31%

Volatility (1Y)

Calculated over the trailing 1-year period

30.87%

34.17%

-3.30%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

28.83%

37.65%

-8.82%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

28.25%

41.95%

-13.70%

Financials

MUFG vs. UCG.MI - Financials Comparison

This section allows you to compare key financial metrics between Mitsubishi UFJ Financial Group, Inc. and UniCredit S.p.A.. 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. MUFG values in USD, UCG.MI values in EUR