PAX vs. AB
Compare and contrast key facts about Patria Investments Limited (PAX) and AllianceBernstein Holding L.P. (AB).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PAX or AB.
Correlation
The correlation between PAX and AB is 0.37, 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.
Performance
PAX vs. AB - Performance Comparison
Key characteristics
PAX:
-0.36
AB:
0.68
PAX:
-0.32
AB:
1.04
PAX:
0.96
AB:
1.14
PAX:
-0.24
AB:
0.53
PAX:
-0.55
AB:
5.09
PAX:
17.74%
AB:
3.40%
PAX:
27.67%
AB:
25.51%
PAX:
-41.46%
AB:
-87.65%
PAX:
-35.22%
AB:
-18.22%
Fundamentals
PAX:
$1.83B
AB:
$4.09B
PAX:
$0.43
AB:
$3.48
PAX:
27.44
AB:
10.36
PAX:
$216.68M
AB:
$345.36M
PAX:
$147.55M
AB:
$345.36M
PAX:
$81.59M
AB:
$727.55M
Returns By Period
In the year-to-date period, PAX achieves a 1.46% return, which is significantly higher than AB's -2.83% return.
PAX
1.46%
3.51%
4.70%
-11.54%
N/A
N/A
AB
-2.83%
-0.41%
11.24%
18.61%
9.99%
13.03%
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Risk-Adjusted Performance
PAX vs. AB — Risk-Adjusted Performance Rank
PAX
AB
PAX vs. AB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Patria Investments Limited (PAX) and AllianceBernstein Holding L.P. (AB). 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.
Dividends
PAX vs. AB - Dividend Comparison
PAX's dividend yield for the trailing twelve months is around 7.41%, less than AB's 8.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PAX Patria Investments Limited | 7.41% | 7.52% | 6.34% | 5.04% | 4.38% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AB AllianceBernstein Holding L.P. | 8.27% | 8.03% | 8.44% | 10.30% | 7.33% | 8.26% | 7.67% | 10.54% | 8.50% | 7.46% | 8.09% | 7.32% |
Drawdowns
PAX vs. AB - Drawdown Comparison
The maximum PAX drawdown since its inception was -41.46%, smaller than the maximum AB drawdown of -87.65%. Use the drawdown chart below to compare losses from any high point for PAX and AB. For additional features, visit the drawdowns tool.
Volatility
PAX vs. AB - Volatility Comparison
The current volatility for Patria Investments Limited (PAX) is 8.90%, while AllianceBernstein Holding L.P. (AB) has a volatility of 14.39%. This indicates that PAX experiences smaller price fluctuations and is considered to be less risky than AB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
PAX vs. AB - Financials Comparison
This section allows you to compare key financial metrics between Patria Investments Limited and AllianceBernstein Holding L.P.. 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