SAXPY vs. ARZGY
SAXPY (Sampo OYJ) and ARZGY (Assicurazioni Generali SpA ADR) are both stocks. Both operate in the Insurance - Diversified industry within the Financial Services sector. Over the past 10 years, SAXPY returned 10.99%/yr vs 20.72%/yr for ARZGY. Their 0.25 correlation means their historical movements had little consistent relationship.
Performance
SAXPY vs. ARZGY - Performance Comparison
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Returns By Period
In the year-to-date period, SAXPY achieves a -4.93% return, which is significantly lower than ARZGY's 26.31% return. Over the past 10 years, SAXPY has underperformed ARZGY with an annualized return of 10.99%, while ARZGY has yielded a comparatively higher 20.72% annualized return.
SAXPY
- 1D
- -0.23%
- 1M
- 3.03%
- 6M
- 3.27%
- YTD
- -4.93%
- 1Y
- 6.13%
- 3Y*
- 15.81%
- 5Y*
- 10.68%
- 10Y*
- 10.99%
- ALL TIME*
- 13.54%
ARZGY
- 1D
- -1.33%
- 1M
- 3.94%
- 6M
- 28.96%
- YTD
- 26.31%
- 1Y
- 43.21%
- 3Y*
- 40.45%
- 5Y*
- 27.40%
- 10Y*
- 20.72%
- ALL TIME*
- 8.61%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $5.04M | $3.87M | $2.03M | |
SAXPY Sampo OYJ | $1.36M | $1.15M | $1.96M |
SAXPY vs. ARZGY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SAXPY Sampo OYJ | -4.93% | 55.00% | -2.90% | -2.91% | 14.62% | 21.41% | 7.48% | 7.21% | -14.71% | 36.25% |
ARZGY Assicurazioni Generali SpA ADR | 26.31% | 54.48% | 40.64% | 24.14% | -10.87% | 28.86% | -14.12% | 28.32% | -4.59% | 36.49% |
Correlation
The correlation between SAXPY and ARZGY is 0.44, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.44 |
Correlation (3Y) Balances recent behavior with more history. | 0.42 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.45 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.35 |
Correlation (All Time) Calculated using the full available price history since May 12, 2009 | 0.25 |
The correlation between SAXPY and ARZGY shifts across timeframes, from 0.25 (all time) to 0.45 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
SAXPY:
$118.37B
ARZGY:
$75.86B
SAXPY:
€0.75
ARZGY:
€2.54
SAXPY:
25.67
ARZGY:
8.64
SAXPY:
0.62
ARZGY:
0.20
SAXPY:
3.74
ARZGY:
0.58
SAXPY:
6.55
ARZGY:
2.12
SAXPY:
€11.42B
ARZGY:
€117.75B
SAXPY:
€8.19B
ARZGY:
€117.75B
SAXPY:
€2.30B
ARZGY:
€14.58B
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Return for Risk
SAXPY vs. ARZGY — Risk / Return Rank
SAXPY
ARZGY
SAXPY vs. ARZGY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sampo OYJ (SAXPY) and Assicurazioni Generali SpA ADR (ARZGY). 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.
| SAXPY | ARZGY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.70 | ||
| Sortino ratioReturn per unit of downside risk | -2.23 | ||
| Omega ratioGain probability vs. loss probability | 1.09 | 1.35 | -0.27 |
| Calmar ratioReturn relative to maximum drawdown | 0.50 | 3.92 | -3.42 |
| Martin ratioReturn relative to average drawdown | 0.94 | 10.18 | -9.24 |
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Drawdowns
SAXPY vs. ARZGY - Drawdown Comparison
The maximum SAXPY drawdown since its inception was -52.24%, roughly equal to the maximum ARZGY drawdown of -51.13%. Use the drawdown chart below to compare losses from any high point for SAXPY and ARZGY.
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Drawdown Indicators
| SAXPY | ARZGY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.24% | -51.13% | -1.11% |
Max Drawdown (1Y)Largest decline over 1 year | -14.14% | -10.72% | -3.42% |
Max Drawdown (3Y)Largest decline over 3 years | -15.58% | -10.72% | -4.86% |
Max Drawdown (5Y)Largest decline over 5 years | -24.90% | -39.90% | +15.00% |
Max Drawdown (10Y)Largest decline over 10 years | -52.24% | -51.13% | -1.11% |
Current DrawdownCurrent decline from peak | -5.11% | -1.33% | -3.78% |
Average DrawdownAverage peak-to-trough decline | -8.54% | -13.84% | +5.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.49% | 4.12% | +3.37% |
Volatility
SAXPY vs. ARZGY - Volatility Comparison
The current volatility for Sampo OYJ (SAXPY) is 4.31%, while Assicurazioni Generali SpA ADR (ARZGY) has a volatility of 5.75%. This indicates that SAXPY experiences smaller price fluctuations and is considered to be less risky than ARZGY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SAXPY | ARZGY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.31% | 5.75% | -1.44% |
Volatility (6M)Calculated over the trailing 6-month period | 13.17% | 15.32% | -2.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.50% | 20.03% | -2.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.26% | 23.44% | -3.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.09% | 28.50% | -4.41% |
Dividends
SAXPY vs. ARZGY - Dividend Comparison
SAXPY's dividend yield for the trailing twelve months is around 3.77%, which matches ARZGY's 3.80% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARZGY Assicurazioni Generali SpA ADR | 3.80% | 3.75% | 4.91% | 4.00% | 6.43% | 6.29% | 2.04% | 3.15% | 4.04% | 7.97% | 11.37% | 0.00% |
SAXPY Sampo OYJ | 3.77% | 3.10% | 4.77% | 14.96% | 8.53% | 4.07% | 6.34% | 8.80% | 7.18% | 9.25% | 10.54% | 4.27% |
Financials
SAXPY vs. ARZGY - Financials Comparison
This section allows you to compare key financial metrics between Sampo OYJ and Assicurazioni Generali SpA 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
SAXPY vs. ARZGY - Profitability Comparison
SAXPY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Sampo OYJ reported a gross profit of 2.50B and revenue of 2.50B. Therefore, the gross margin over that period was 100.0%.
ARZGY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Assicurazioni Generali SpA ADR reported a gross profit of 34.35B and revenue of 34.35B. Therefore, the gross margin over that period was 100.0%.
SAXPY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Sampo OYJ reported an operating income of 28.46M and revenue of 2.50B, resulting in an operating margin of 1.1%.
ARZGY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Assicurazioni Generali SpA ADR reported an operating income of 2.88B and revenue of 34.35B, resulting in an operating margin of 8.4%.
SAXPY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Sampo OYJ reported a net income of -46.76M and revenue of 2.50B, resulting in a net margin of -1.9%.
ARZGY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Assicurazioni Generali SpA ADR reported a net income of 2.01B and revenue of 34.35B, resulting in a net margin of 5.8%.
Frequently Asked Questions
SAXPY and ARZGY have a correlation of 0.44, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ARZGY has higher volatility (5.75%) compared to SAXPY (4.31%). In terms of maximum drawdown, SAXPY dropped -52.24% vs ARZGY's -51.13%.
ARZGY currently has the higher Sharpe Ratio (2.10 vs 0.40), 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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