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NGLOY vs. LVMUY
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

NGLOY vs. LVMUY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Anglo American plc ADR (NGLOY) and LVMH Moët Hennessy - Louis Vuitton, Société Européenne (LVMUY). The values are adjusted to include any dividend payments, if applicable.

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NGLOY vs. LVMUY - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
NGLOY
Anglo American plc ADR
4.88%45.24%21.97%-33.36%2.18%30.09%20.20%36.97%11.43%50.83%
LVMUY
LVMH Moët Hennessy - Louis Vuitton, Société Européenne
-27.56%18.11%-18.01%13.89%-10.84%34.13%36.97%62.30%1.61%59.50%

Fundamentals

EPS

NGLOY:

-$2.86

LVMUY:

$18.76

PS Ratio

NGLOY:

1.25

LVMUY:

0.82

Total Revenue (TTM)

NGLOY:

$40.97B

LVMUY:

$165.19B

Gross Profit (TTM)

NGLOY:

$19.76B

LVMUY:

$110.09B

EBITDA (TTM)

NGLOY:

$9.15B

LVMUY:

$44.58B

Returns By Period

In the year-to-date period, NGLOY achieves a 4.88% return, which is significantly higher than LVMUY's -27.56% return. Over the past 10 years, NGLOY has outperformed LVMUY with an annualized return of 23.79%, while LVMUY has yielded a comparatively lower 14.92% annualized return.


NGLOY

1D
6.61%
1M
-13.20%
YTD
4.88%
6M
14.27%
1Y
59.51%
3Y*
12.76%
5Y*
5.81%
10Y*
23.79%

LVMUY

1D
3.60%
1M
-14.46%
YTD
-27.56%
6M
-9.91%
1Y
-9.73%
3Y*
-14.28%
5Y*
-2.54%
10Y*
14.92%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

NGLOY vs. LVMUY — Risk / Return Rank

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

NGLOY
NGLOY Risk / Return Rank: 8080
Overall Rank
NGLOY Sharpe Ratio Rank: 8484
Sharpe Ratio Rank
NGLOY Sortino Ratio Rank: 7979
Sortino Ratio Rank
NGLOY Omega Ratio Rank: 7676
Omega Ratio Rank
NGLOY Calmar Ratio Rank: 7878
Calmar Ratio Rank
NGLOY Martin Ratio Rank: 8383
Martin Ratio Rank

LVMUY
LVMUY Risk / Return Rank: 2727
Overall Rank
LVMUY Sharpe Ratio Rank: 2929
Sharpe Ratio Rank
LVMUY Sortino Ratio Rank: 2626
Sortino Ratio Rank
LVMUY Omega Ratio Rank: 2727
Omega Ratio Rank
LVMUY Calmar Ratio Rank: 3131
Calmar Ratio Rank
LVMUY Martin Ratio Rank: 2525
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.

NGLOY vs. LVMUY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Anglo American plc ADR (NGLOY) and LVMH Moët Hennessy - Louis Vuitton, Société Européenne (LVMUY). 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.


NGLOYLVMUYDifference

Sharpe ratio

Return per unit of total volatility

1.43

-0.29

+1.72

Sortino ratio

Return per unit of downside risk

2.04

-0.20

+2.24

Omega ratio

Gain probability vs. loss probability

1.25

0.98

+0.28

Calmar ratio

Return relative to maximum drawdown

2.08

-0.37

+2.45

Martin ratio

Return relative to average drawdown

6.86

-0.99

+7.86

NGLOY vs. LVMUY - Sharpe Ratio Comparison

The current NGLOY Sharpe Ratio is 1.43, which is higher than the LVMUY Sharpe Ratio of -0.29. The chart below compares the historical Sharpe Ratios of NGLOY and LVMUY, 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


NGLOYLVMUYDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.43

-0.29

+1.72

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.14

-0.08

+0.22

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.54

0.49

+0.05

Sharpe Ratio (All Time)

Calculated using the full available price history

0.11

0.20

-0.09

Correlation

The correlation between NGLOY and LVMUY is 0.45, 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

NGLOY vs. LVMUY - Dividend Comparison

NGLOY's dividend yield for the trailing twelve months is around 0.53%, less than LVMUY's 2.65% yield.


TTM20252024202320222021202020192018201720162015
NGLOY
Anglo American plc ADR
0.53%0.69%2.81%5.17%7.45%6.24%2.06%3.67%4.35%2.16%0.00%19.68%
LVMUY
LVMH Moët Hennessy - Louis Vuitton, Société Européenne
2.65%1.92%2.14%1.65%1.78%0.99%1.64%1.49%2.21%2.67%4.16%12.95%

Drawdowns

NGLOY vs. LVMUY - Drawdown Comparison

The maximum NGLOY drawdown since its inception was -92.97%, which is greater than LVMUY's maximum drawdown of -80.82%. Use the drawdown chart below to compare losses from any high point for NGLOY and LVMUY.


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Drawdown Indicators


NGLOYLVMUYDifference

Max Drawdown

Largest peak-to-trough decline

-92.97%

-80.82%

-12.15%

Max Drawdown (1Y)

Largest decline over 1 year

-25.75%

-31.47%

+5.72%

Max Drawdown (5Y)

Largest decline over 5 years

-58.28%

-46.56%

-11.72%

Max Drawdown (10Y)

Largest decline over 10 years

-58.28%

-46.56%

-11.72%

Current Drawdown

Current decline from peak

-16.22%

-42.45%

+26.23%

Average Drawdown

Average peak-to-trough decline

-40.52%

-20.39%

-20.13%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.81%

11.68%

-3.87%

Volatility

NGLOY vs. LVMUY - Volatility Comparison

Anglo American plc ADR (NGLOY) has a higher volatility of 15.58% compared to LVMH Moët Hennessy - Louis Vuitton, Société Européenne (LVMUY) at 9.39%. This indicates that NGLOY's price experiences larger fluctuations and is considered to be riskier than LVMUY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


NGLOYLVMUYDifference

Volatility (1M)

Calculated over the trailing 1-month period

15.58%

9.39%

+6.19%

Volatility (6M)

Calculated over the trailing 6-month period

28.49%

22.18%

+6.31%

Volatility (1Y)

Calculated over the trailing 1-year period

41.92%

34.02%

+7.90%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

42.90%

32.18%

+10.72%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

44.52%

30.72%

+13.80%

Financials

NGLOY vs. LVMUY - Financials Comparison

This section allows you to compare key financial metrics between Anglo American plc ADR and LVMH Moët Hennessy - Louis Vuitton, Société Européenne. 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


10.00B20.00B30.00B40.00B20212022202320242025
9.53B
40.69B
(NGLOY) Total Revenue
(LVMUY) Total Revenue
Values in USD except per share items

NGLOY vs. LVMUY - Profitability Comparison

The chart below illustrates the profitability comparison between Anglo American plc ADR and LVMH Moët Hennessy - Louis Vuitton, Société Européenne over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

20.0%40.0%60.0%80.0%100.0%20212022202320242025
40.7%
65.7%
Portfolio components
NGLOY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Anglo American plc ADR reported a gross profit of 3.87B and revenue of 9.53B. Therefore, the gross margin over that period was 40.7%.

LVMUY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, LVMH Moët Hennessy - Louis Vuitton, Société Européenne reported a gross profit of 26.72B and revenue of 40.69B. Therefore, the gross margin over that period was 65.7%.

NGLOY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Anglo American plc ADR reported an operating income of 1.94B and revenue of 9.53B, resulting in an operating margin of 20.4%.

LVMUY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, LVMH Moët Hennessy - Louis Vuitton, Société Européenne reported an operating income of 8.63B and revenue of 40.69B, resulting in an operating margin of 21.2%.

NGLOY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Anglo American plc ADR reported a net income of -1.86B and revenue of 9.53B, resulting in a net margin of -19.5%.

LVMUY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, LVMH Moët Hennessy - Louis Vuitton, Société Européenne reported a net income of 5.14B and revenue of 40.69B, resulting in a net margin of 12.6%.