UCG.MI vs. BPE.MI
Compare and contrast key facts about UniCredit S.p.A. (UCG.MI) and BPER Banca SpA (BPE.MI).
Performance
UCG.MI vs. BPE.MI - Performance Comparison
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UCG.MI vs. BPE.MI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UCG.MI UniCredit S.p.A. | -9.35% | 94.11% | 69.12% | 94.94% | 3.81% | 79.62% | -35.32% | 34.44% | -35.34% | 13.71% |
BPE.MI BPER Banca SpA | -0.34% | 106.79% | 114.89% | 65.06% | 8.98% | 25.27% | -49.58% | 37.79% | -18.17% | -15.72% |
Returns By Period
In the year-to-date period, UCG.MI achieves a -9.35% return, which is significantly lower than BPE.MI's -0.34% return. Both investments have delivered pretty close results over the past 10 years, with UCG.MI having a 20.25% annualized return and BPE.MI not far behind at 19.45%.
UCG.MI
- 1D
- 5.64%
- 1M
- -8.42%
- YTD
- -9.35%
- 6M
- 1.39%
- 1Y
- 28.71%
- 3Y*
- 64.14%
- 5Y*
- 55.79%
- 10Y*
- 20.25%
BPE.MI
- 1D
- 3.82%
- 1M
- 0.39%
- YTD
- -0.34%
- 6M
- 21.43%
- 1Y
- 71.37%
- 3Y*
- 83.41%
- 5Y*
- 50.78%
- 10Y*
- 19.45%
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Return for Risk
UCG.MI vs. BPE.MI — Risk / Return Rank
UCG.MI
BPE.MI
UCG.MI vs. BPE.MI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UniCredit S.p.A. (UCG.MI) and BPER Banca SpA (BPE.MI). 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.
| UCG.MI | BPE.MI | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.87 | 2.18 | -1.30 |
Sortino ratioReturn per unit of downside risk | 1.35 | 2.64 | -1.29 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.36 | -0.19 |
Calmar ratioReturn relative to maximum drawdown | 1.19 | 3.69 | -2.50 |
Martin ratioReturn relative to average drawdown | 3.71 | 12.25 | -8.54 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| UCG.MI | BPE.MI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.87 | 2.18 | -1.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.55 | 1.39 | +0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.45 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.08 | -0.54 | +0.61 |
Correlation
The correlation between UCG.MI and BPE.MI is 0.51, 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
UCG.MI vs. BPE.MI - Dividend Comparison
UCG.MI's dividend yield for the trailing twelve months is around 4.52%, less than BPE.MI's 6.06% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UCG.MI UniCredit S.p.A. | 4.52% | 4.10% | 7.08% | 4.02% | 4.05% | 0.89% | 8.24% | 2.07% | 3.23% | 0.00% | 4.39% | 2.34% |
BPE.MI BPER Banca SpA | 6.06% | 6.03% | 4.89% | 3.97% | 3.13% | 2.19% | 2.69% | 2.90% | 3.27% | 1.43% | 1.98% | 0.28% |
Drawdowns
UCG.MI vs. BPE.MI - Drawdown Comparison
The maximum UCG.MI drawdown since its inception was -96.01%, roughly equal to the maximum BPE.MI drawdown of -100.00%. Use the drawdown chart below to compare losses from any high point for UCG.MI and BPE.MI.
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Drawdown Indicators
| UCG.MI | BPE.MI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -96.01% | -100.00% | +3.99% |
Max Drawdown (1Y)Largest decline over 1 year | -24.17% | -19.33% | -4.84% |
Max Drawdown (5Y)Largest decline over 5 years | -46.39% | -38.40% | -7.99% |
Max Drawdown (10Y)Largest decline over 10 years | -63.31% | -71.10% | +7.79% |
Current DrawdownCurrent decline from peak | -44.40% | -99.95% | +55.55% |
Average DrawdownAverage peak-to-trough decline | -52.57% | -98.28% | +45.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.73% | 5.83% | +1.90% |
Volatility
UCG.MI vs. BPE.MI - Volatility Comparison
UniCredit S.p.A. (UCG.MI) has a higher volatility of 12.55% compared to BPER Banca SpA (BPE.MI) at 11.53%. This indicates that UCG.MI's price experiences larger fluctuations and is considered to be riskier than BPE.MI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UCG.MI | BPE.MI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.55% | 11.53% | +1.02% |
Volatility (6M)Calculated over the trailing 6-month period | 22.01% | 22.12% | -0.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 32.98% | 32.86% | +0.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 35.58% | 36.05% | -0.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 40.59% | 42.58% | -1.99% |
Financials
UCG.MI vs. BPE.MI - Financials Comparison
This section allows you to compare key financial metrics between UniCredit S.p.A. and BPER Banca SpA. 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