NABZY vs. CAIXY
NABZY (National Australia Bank Ltd ADR) and CAIXY (Caixabank SA ADR) are both stocks. Both are in the Financial Services sector — NABZY in Banks - Diversified, CAIXY in Banks - Regional. Over the past 10 years, NABZY returned 10.33%/yr vs 28.40%/yr for CAIXY. At a 0.26 correlation, their price movements are largely independent.
Performance
NABZY vs. CAIXY - Performance Comparison
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Returns By Period
In the year-to-date period, NABZY achieves a -3.73% return, which is significantly lower than CAIXY's 20.93% return. Over the past 10 years, NABZY has underperformed CAIXY with an annualized return of 10.33%, while CAIXY has yielded a comparatively higher 28.40% annualized return.
NABZY
- 1D
- 0.15%
- 1M
- -1.63%
- YTD
- -3.73%
- 6M
- -4.87%
- 1Y
- 9.17%
- 3Y*
- 21.27%
- 5Y*
- 11.06%
- 10Y*
- 10.33%
CAIXY
- 1D
- -0.84%
- 1M
- 9.22%
- YTD
- 20.93%
- 6M
- 20.63%
- 1Y
- 78.21%
- 3Y*
- 66.88%
- 5Y*
- 45.53%
- 10Y*
- 28.40%
NABZY vs. CAIXY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NABZY National Australia Bank Ltd ADR | -3.73% | 28.38% | 14.94% | 8.79% | 1.20% | 29.44% | 4.63% | 7.33% | -20.32% | 10.66% |
CAIXY Caixabank SA ADR | 20.93% | 149.59% | 46.64% | 16.68% | 45.44% | 10.31% | -14.12% | -10.97% | -23.98% | 52.94% |
Correlation
The correlation between NABZY and CAIXY is 0.33, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.33 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.26 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.31 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.29 |
Correlation (All Time) Calculated using the full available price history since Dec 4, 2012 | 0.26 |
Fundamentals
NABZY:
$81.45B
CAIXY:
$99.21B
NABZY:
A$2.04
CAIXY:
€0.28
NABZY:
9.39
CAIXY:
14.70
NABZY:
3.50
CAIXY:
1.17
NABZY:
1.56
CAIXY:
4.51
NABZY:
1.96
CAIXY:
2.36
NABZY:
A$76.82B
CAIXY:
€19.49B
NABZY:
A$40.43B
CAIXY:
€12.00B
NABZY:
A$9.35B
CAIXY:
€8.98B
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Return for Risk
NABZY vs. CAIXY — Risk / Return Rank
NABZY
CAIXY
NABZY vs. CAIXY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for National Australia Bank Ltd ADR (NABZY) and Caixabank SA ADR (CAIXY). 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.
| NABZY | CAIXY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.48 | ||
| Sortino ratioReturn per unit of downside risk | -2.86 | ||
| Omega ratioGain probability vs. loss probability | 1.08 | 1.44 | -0.36 |
| Calmar ratioReturn relative to maximum drawdown | 0.34 | 4.61 | -4.28 |
| Martin ratioReturn relative to average drawdown | 0.85 | 15.29 | -14.44 |
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Drawdowns
NABZY vs. CAIXY - Drawdown Comparison
The maximum NABZY drawdown since its inception was -95.64%, which is greater than CAIXY's maximum drawdown of -74.24%. Use the drawdown chart below to compare losses from any high point for NABZY and CAIXY.
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Drawdown Indicators
| NABZY | CAIXY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -95.64% | -74.24% | -21.40% |
Max Drawdown (1Y)Largest decline over 1 year | -27.44% | -17.04% | -10.40% |
Max Drawdown (3Y)Largest decline over 3 years | -30.10% | -31.74% | +1.64% |
Max Drawdown (5Y)Largest decline over 5 years | -30.10% | -31.74% | +1.64% |
Max Drawdown (10Y)Largest decline over 10 years | -62.94% | -70.45% | +7.51% |
Current DrawdownCurrent decline from peak | -80.27% | -1.04% | -79.23% |
Average DrawdownAverage peak-to-trough decline | -82.96% | -32.46% | -50.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.80% | 5.13% | +5.67% |
Volatility
NABZY vs. CAIXY - Volatility Comparison
The current volatility for National Australia Bank Ltd ADR (NABZY) is 6.38%, while Caixabank SA ADR (CAIXY) has a volatility of 7.24%. This indicates that NABZY experiences smaller price fluctuations and is considered to be less risky than CAIXY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NABZY | CAIXY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.38% | 7.24% | -0.86% |
Volatility (6M)Calculated over the trailing 6-month period | 20.44% | 22.80% | -2.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.24% | 27.77% | -1.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.35% | 43.29% | -16.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.17% | 46.38% | -18.21% |
Dividends
NABZY vs. CAIXY - Dividend Comparison
NABZY's dividend yield for the trailing twelve months is around 4.39%, more than CAIXY's 4.08% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CAIXY Caixabank SA ADR | 4.08% | 6.82% | 10.76% | 6.11% | 4.26% | 1.22% | 2.17% | 2.69% | 3.70% | 3.16% | 2.70% | 2.71% |
NABZY National Australia Bank Ltd ADR | 4.39% | 3.92% | 4.82% | 5.15% | 5.05% | 6.59% | 2.28% | 6.62% | 8.31% | 6.41% | 13.52% | 10.20% |
Financials
NABZY vs. CAIXY - Financials Comparison
This section allows you to compare key financial metrics between National Australia Bank Ltd ADR and Caixabank SA ADR. 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
NABZY vs. CAIXY - Profitability Comparison
NABZY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, National Australia Bank Ltd ADR reported a gross profit of 10.38B and revenue of 28.03B. Therefore, the gross margin over that period was 37.1%.
CAIXY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Caixabank SA ADR reported a gross profit of 4.19B and revenue of 4.19B. Therefore, the gross margin over that period was 100.0%.
NABZY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, National Australia Bank Ltd ADR reported an operating income of 3.78B and revenue of 28.03B, resulting in an operating margin of 13.5%.
CAIXY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Caixabank SA ADR reported an operating income of 2.23B and revenue of 4.19B, resulting in an operating margin of 53.2%.
NABZY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, National Australia Bank Ltd ADR reported a net income of 2.70B and revenue of 28.03B, resulting in a net margin of 9.6%.
CAIXY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Caixabank SA ADR reported a net income of 1.57B and revenue of 4.19B, resulting in a net margin of 37.5%.
Frequently Asked Questions
NABZY and CAIXY have a correlation of 0.33, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CAIXY has higher volatility (7.24%) compared to NABZY (6.38%). In terms of maximum drawdown, NABZY dropped -95.64% vs CAIXY's -74.24%.
CAIXY currently has the higher Sharpe Ratio (2.83 vs 0.35), 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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