NABZY vs. CAIXY

Last updated Apr 2, 2026

Compare and contrast key facts about National Australia Bank Ltd ADR (NABZY) and Caixabank SA ADR (CAIXY).

Performance

NABZY vs. CAIXY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in National Australia Bank Ltd ADR (NABZY) and Caixabank SA ADR (CAIXY). The values are adjusted to include any dividend payments, if applicable.

NABZY vs. CAIXY - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
NABZY National Australia Bank Ltd ADR	3.48%	28.38%	14.94%	8.79%	1.20%	29.44%	4.63%	7.33%	-20.32%	10.66%
CAIXY Caixabank SA ADR	0.25%	149.59%	46.64%	16.68%	45.44%	10.31%	-14.12%	-10.97%	-23.98%	52.94%

Fundamentals

Market Cap NABZY : $92.46B CAIXY : $85.67B
EPS NABZY : $1.97 CAIXY : $0.28
PE Ratio NABZY : 7.37 CAIXY : 14.61
PS Ratio NABZY : 1.89 CAIXY : 4.37
PB Ratio NABZY : 2.22 CAIXY : 2.22
Total Revenue (TTM) NABZY : $48.94B CAIXY : $19.63B
Gross Profit (TTM) NABZY : -$22.46B CAIXY : $8.07B
EBITDA (TTM) NABZY : $2.78B CAIXY : $6.55B

Returns By Period

In the year-to-date period, NABZY achieves a 3.48% return, which is significantly higher than CAIXY's 0.25% return. Over the past 10 years, NABZY has underperformed CAIXY with an annualized return of 10.81%, while CAIXY has yielded a comparatively higher 21.82% annualized return.

NABZY

• 1D: 0.48%
• 1M: -13.85%
• YTD: 3.48%
• 6M: 1.20%
• 1Y: 40.33%
• 3Y*: 22.32%
• 5Y*: 13.64%
• 10Y*: 10.81%

CAIXY

• 1D: 3.31%
• 1M: 2.27%
• YTD: 0.25%
• 6M: 17.77%
• 1Y: 72.56%
• 3Y*: 62.81%
• 5Y*: 41.27%
• 10Y*: 21.82%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

NABZY vs. CAIXY — Risk / Return Rank

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

NABZY

NABZY Risk / Return Rank: 78
NABZY Sharpe Ratio Rank: 79
NABZY Sortino Ratio Rank: 74
NABZY Omega Ratio Rank: 75
NABZY Calmar Ratio Rank: 77
NABZY Martin Ratio Rank: 85

CAIXY

CAIXY Risk / Return Rank: 91
CAIXY Sharpe Ratio Rank: 92
CAIXY Sortino Ratio Rank: 88
CAIXY Omega Ratio Rank: 88
CAIXY Calmar Ratio Rank: 91
CAIXY Martin Ratio Rank: 93

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.

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.

	NABZY	CAIXY	Difference
Sharpe ratio Return per unit of total volatility	1.27	2.24	-0.97
Sortino ratio Return per unit of downside risk	1.87	2.73	-0.86
Omega ratio Gain probability vs. loss probability	1.26	1.38	-0.12
Calmar ratio Return relative to maximum drawdown	2.13	4.38	-2.25
Martin ratio Return relative to average drawdown	8.37	14.07	-5.70
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

NABZY vs. CAIXY - Sharpe Ratio Comparison

The current NABZY Sharpe Ratio is 1.27, which is lower than the CAIXY Sharpe Ratio of 2.24. The chart below compares the historical Sharpe Ratios of NABZY and CAIXY, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	NABZY	CAIXY	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.27	2.24	-0.97
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.52	0.96	-0.43
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.39	0.46	-0.07
Sharpe Ratio (All Time) Calculated using the full available price history	-0.18	0.26	-0.45

Correlation

The correlation between NABZY and CAIXY is 0.25, 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

NABZY vs. CAIXY - Dividend Comparison

NABZY's dividend yield for the trailing twelve months is around 3.78%, less than CAIXY's 6.80% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
NABZY National Australia Bank Ltd ADR	3.78%	3.92%	4.82%	5.15%	5.05%	6.59%	2.28%	6.62%	8.31%	6.41%	13.52%	10.20%
CAIXY Caixabank SA ADR	6.80%	6.82%	10.76%	6.11%	4.26%	1.22%	2.17%	2.69%	3.70%	3.16%	2.70%	2.71%

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.

Drawdown Indicators

	NABZY	CAIXY	Difference
Max Drawdown Largest peak-to-trough decline	-95.64%	-74.24%	-21.40%
Max Drawdown (1Y) Largest decline over 1 year	-19.50%	-17.04%	-2.46%
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 Drawdown Current decline from peak	-78.79%	-8.97%	-69.82%
Average Drawdown Average peak-to-trough decline	-83.02%	-32.96%	-50.06%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.96%	5.30%	-0.34%

Volatility

NABZY vs. CAIXY - Volatility Comparison

The current volatility for National Australia Bank Ltd ADR (NABZY) is 10.58%, while Caixabank SA ADR (CAIXY) has a volatility of 11.45%. 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.

Volatility by Period

	NABZY	CAIXY	Difference
Volatility (1M) Calculated over the trailing 1-month period	10.58%	11.45%	-0.87%
Volatility (6M) Calculated over the trailing 6-month period	19.74%	20.89%	-1.15%
Volatility (1Y) Calculated over the trailing 1-year period	31.97%	32.59%	-0.62%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	26.11%	43.44%	-17.33%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	28.24%	47.61%	-19.37%

Financials

NABZY vs. CAIXY - Profitability Comparison

The chart below illustrates the profitability comparison between National Australia Bank Ltd ADR and Caixabank SA ADR over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

NABZY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, National Australia Bank Ltd ADR reported a gross profit of 0.00 and revenue of 19.10B. Therefore, the gross margin over that period was 0.0%.

CAIXY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Caixabank SA ADR reported a gross profit of 0.00 and revenue of 5.82B. Therefore, the gross margin over that period was 0.0%.

NABZY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, National Australia Bank Ltd ADR reported an operating income of 931.67M and revenue of 19.10B, resulting in an operating margin of 4.9%.

CAIXY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Caixabank SA ADR reported an operating income of 2.15B and revenue of 5.82B, resulting in an operating margin of 36.9%.

NABZY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, National Australia Bank Ltd ADR reported a net income of 2.17B and revenue of 19.10B, resulting in a net margin of 11.4%.

CAIXY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Caixabank SA ADR reported a net income of 1.48B and revenue of 5.82B, resulting in a net margin of 25.4%.