SZLMY vs. APLD
SZLMY (Swiss Life Holding AG ADR) and APLD (Applied Digital Corporation) are both stocks. Both are in the Financial Services sector — SZLMY in Insurance - Diversified, APLD in Capital Markets. Over the past 5 years, SZLMY returned 21.23%/yr vs 54.74%/yr for APLD. At a 0.05 correlation, their price movements are largely independent.
Performance
SZLMY vs. APLD - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, SZLMY achieves a -5.68% return, which is significantly lower than APLD's 82.34% return.
SZLMY
- 1D
- -1.32%
- 1M
- -6.52%
- YTD
- -5.68%
- 6M
- 0.74%
- 1Y
- 8.39%
- 3Y*
- 26.65%
- 5Y*
- 21.23%
- 10Y*
- —
APLD
- 1D
- -6.58%
- 1M
- 25.48%
- YTD
- 82.34%
- 6M
- 52.28%
- 1Y
- 336.20%
- 3Y*
- 69.14%
- 5Y*
- 54.74%
- 10Y*
- 90.24%
SZLMY vs. APLD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SZLMY Swiss Life Holding AG ADR | -5.68% | 54.33% | 17.54% | 44.47% | -12.51% | 37.89% | -7.06% | 35.51% | 14.50% | -6.15% |
APLD Applied Digital Corporation | 82.34% | 220.94% | 13.35% | 266.30% | -92.68% | 11,789.90% | 389.44% | -34.55% | 64.99% | -6.10% |
Correlation
The correlation between SZLMY and APLD is 0.18, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.18 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.11 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.09 |
Correlation (All Time) Calculated using the full available price history since Oct 6, 2017 | 0.05 |
The correlation between SZLMY and APLD shifts across timeframes, from 0.05 (all time) to 0.18 (1 year), reflecting how their relationship changes across market environments.
Fundamentals
SZLMY:
$29.25B
APLD:
$12.15B
SZLMY:
$4.34
APLD:
-$0.72
SZLMY:
0.72
APLD:
30.30
SZLMY:
4.14
APLD:
7.71
SZLMY:
$40.81B
APLD:
$390.57M
SZLMY:
$42.70B
APLD:
$124.93M
SZLMY:
$2.13B
APLD:
-$154.66M
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
SZLMY vs. APLD — Risk / Return Rank
SZLMY
APLD
SZLMY vs. APLD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Swiss Life Holding AG ADR (SZLMY) and Applied Digital Corporation (APLD). 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.
| SZLMY | APLD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.71 | ||
| Sortino ratioReturn per unit of downside risk | -2.76 | ||
| Omega ratioGain probability vs. loss probability | 1.08 | 1.38 | -0.31 |
| Calmar ratioReturn relative to maximum drawdown | 0.63 | 6.73 | -6.10 |
| Martin ratioReturn relative to average drawdown | 1.57 | 15.32 | -13.75 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| SZLMY | APLD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.35 | 3.06 | -2.71 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.38 | +0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.40 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.05 | +0.56 |
Drawdowns
SZLMY vs. APLD - Drawdown Comparison
The maximum SZLMY drawdown since its inception was -50.48%, smaller than the maximum APLD drawdown of -99.70%. Use the drawdown chart below to compare losses from any high point for SZLMY and APLD.
Loading charts...
Drawdown Indicators
| SZLMY | APLD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.48% | -99.70% | +49.22% |
Max Drawdown (1Y)Largest decline over 1 year | -13.36% | -50.31% | +36.95% |
Max Drawdown (3Y)Largest decline over 3 years | -13.36% | -76.66% | +63.30% |
Max Drawdown (5Y)Largest decline over 5 years | -35.97% | -97.10% | +61.13% |
Max Drawdown (10Y)Largest decline over 10 years | — | -97.10% | — |
Current DrawdownCurrent decline from peak | -10.01% | -9.95% | -0.06% |
Average DrawdownAverage peak-to-trough decline | -8.37% | -83.28% | +74.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.37% | 22.07% | -16.70% |
Volatility
SZLMY vs. APLD - Volatility Comparison
The current volatility for Swiss Life Holding AG ADR (SZLMY) is 5.99%, while Applied Digital Corporation (APLD) has a volatility of 34.53%. This indicates that SZLMY experiences smaller price fluctuations and is considered to be less risky than APLD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| SZLMY | APLD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.99% | 34.53% | -28.54% |
Volatility (6M)Calculated over the trailing 6-month period | 17.95% | 79.55% | -61.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.07% | 110.57% | -86.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 32.66% | 145.02% | -112.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 36.95% | 295.29% | -258.34% |
Dividends
SZLMY vs. APLD - Dividend Comparison
SZLMY's dividend yield for the trailing twelve months is around 4.41%, while APLD has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
APLD Applied Digital Corporation | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SZLMY Swiss Life Holding AG ADR | 4.41% | 3.54% | 4.63% | 4.56% | 5.29% | 2.22% | 3.04% | 0.00% | 3.49% |
Financials
SZLMY vs. APLD - Financials Comparison
This section allows you to compare key financial metrics between Swiss Life Holding AG ADR and Applied Digital Corporation. 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
SZLMY vs. APLD - Profitability Comparison
SZLMY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Swiss Life Holding AG ADR reported a gross profit of 22.53B and revenue of 22.53B. Therefore, the gross margin over that period was 100.0%.
APLD - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Applied Digital Corporation reported a gross profit of 82.52M and revenue of 161.76M. Therefore, the gross margin over that period was 51.0%.
SZLMY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Swiss Life Holding AG ADR reported an operating income of 0.00 and revenue of 22.53B, resulting in an operating margin of 0.0%.
APLD - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Applied Digital Corporation reported an operating income of -62.13M and revenue of 161.76M, resulting in an operating margin of -38.4%.
SZLMY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Swiss Life Holding AG ADR reported a net income of 648.60M and revenue of 22.53B, resulting in a net margin of 2.9%.
APLD - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Applied Digital Corporation reported a net income of -104.11M and revenue of 161.76M, resulting in a net margin of -64.4%.
Frequently Asked Questions
SZLMY and APLD have a correlation of 0.18, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
APLD has higher volatility (34.53%) compared to SZLMY (5.99%). In terms of maximum drawdown, SZLMY dropped -50.48% vs APLD's -99.70%.
APLD currently has the higher Sharpe Ratio (3.06 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.
Find the right allocation for SZLMY and APLD
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer