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UN9.DE vs. EBO.DE
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

UN9.DE vs. EBO.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in UNIQA Insurance Group AG (UN9.DE) and Erste Group Bank AG (EBO.DE). The values are adjusted to include any dividend payments, if applicable.

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UN9.DE vs. EBO.DE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
UN9.DE
UNIQA Insurance Group AG
0.39%108.06%12.54%13.83%-6.53%29.25%-27.87%24.34%-5.41%21.72%
EBO.DE
Erste Group Bank AG
-9.05%81.09%71.73%30.14%-23.21%76.19%-25.39%21.05%-17.60%34.09%

Returns By Period

In the year-to-date period, UN9.DE achieves a 0.39% return, which is significantly higher than EBO.DE's -9.05% return. Over the past 10 years, UN9.DE has underperformed EBO.DE with an annualized return of 14.57%, while EBO.DE has yielded a comparatively higher 19.05% annualized return.


UN9.DE

1D
0.78%
1M
-0.26%
YTD
0.39%
6M
22.50%
1Y
63.22%
3Y*
34.02%
5Y*
26.13%
10Y*
14.57%

EBO.DE

1D
-1.94%
1M
-2.25%
YTD
-9.05%
6M
8.09%
1Y
52.09%
3Y*
53.94%
5Y*
33.03%
10Y*
19.05%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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UNIQA Insurance Group AG

Erste Group Bank AG

Return for Risk

UN9.DE vs. EBO.DE — Risk / Return Rank

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

UN9.DE
UN9.DE Risk / Return Rank: 9292
Overall Rank
UN9.DE Sharpe Ratio Rank: 9393
Sharpe Ratio Rank
UN9.DE Sortino Ratio Rank: 8989
Sortino Ratio Rank
UN9.DE Omega Ratio Rank: 9292
Omega Ratio Rank
UN9.DE Calmar Ratio Rank: 9393
Calmar Ratio Rank
UN9.DE Martin Ratio Rank: 9292
Martin Ratio Rank

EBO.DE
EBO.DE Risk / Return Rank: 8585
Overall Rank
EBO.DE Sharpe Ratio Rank: 8787
Sharpe Ratio Rank
EBO.DE Sortino Ratio Rank: 8585
Sortino Ratio Rank
EBO.DE Omega Ratio Rank: 8282
Omega Ratio Rank
EBO.DE Calmar Ratio Rank: 8484
Calmar Ratio Rank
EBO.DE Martin Ratio Rank: 8888
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.

UN9.DE vs. EBO.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for UNIQA Insurance Group AG (UN9.DE) and Erste Group Bank AG (EBO.DE). 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.


UN9.DEEBO.DEDifference

Sharpe ratio

Return per unit of total volatility

2.47

1.79

+0.68

Sortino ratio

Return per unit of downside risk

2.87

2.49

+0.38

Omega ratio

Gain probability vs. loss probability

1.43

1.32

+0.11

Calmar ratio

Return relative to maximum drawdown

5.12

3.06

+2.06

Martin ratio

Return relative to average drawdown

13.76

10.10

+3.67

UN9.DE vs. EBO.DE - Sharpe Ratio Comparison

The current UN9.DE Sharpe Ratio is 2.47, which is higher than the EBO.DE Sharpe Ratio of 1.79. The chart below compares the historical Sharpe Ratios of UN9.DE and EBO.DE, 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


UN9.DEEBO.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.47

1.79

+0.68

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.37

1.06

+0.31

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.69

0.60

+0.09

Sharpe Ratio (All Time)

Calculated using the full available price history

0.20

0.28

-0.08

Correlation

The correlation between UN9.DE and EBO.DE is 0.22, 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.


Dividends

UN9.DE vs. EBO.DE - Dividend Comparison

UN9.DE's dividend yield for the trailing twelve months is around 3.88%, more than EBO.DE's 3.21% yield.


TTM2025202420232022202120202019201820172016
UN9.DE
UNIQA Insurance Group AG
3.88%3.90%7.35%7.42%7.87%2.23%2.82%5.81%6.51%0.00%0.00%
EBO.DE
Erste Group Bank AG
3.21%2.92%4.55%5.19%5.34%5.45%0.00%4.16%4.14%2.75%1.79%

Drawdowns

UN9.DE vs. EBO.DE - Drawdown Comparison

The maximum UN9.DE drawdown since its inception was -83.16%, smaller than the maximum EBO.DE drawdown of -88.21%. Use the drawdown chart below to compare losses from any high point for UN9.DE and EBO.DE.


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Drawdown Indicators


UN9.DEEBO.DEDifference

Max Drawdown

Largest peak-to-trough decline

-83.16%

-88.21%

+5.05%

Max Drawdown (1Y)

Largest decline over 1 year

-12.54%

-18.58%

+6.04%

Max Drawdown (5Y)

Largest decline over 5 years

-25.44%

-48.75%

+23.31%

Max Drawdown (10Y)

Largest decline over 10 years

-50.60%

-61.45%

+10.85%

Current Drawdown

Current decline from peak

-20.13%

-15.46%

-4.67%

Average Drawdown

Average peak-to-trough decline

-59.82%

-35.34%

-24.48%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.67%

5.63%

-0.96%

Volatility

UN9.DE vs. EBO.DE - Volatility Comparison

The current volatility for UNIQA Insurance Group AG (UN9.DE) is 8.07%, while Erste Group Bank AG (EBO.DE) has a volatility of 9.05%. This indicates that UN9.DE experiences smaller price fluctuations and is considered to be less risky than EBO.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


UN9.DEEBO.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.07%

9.05%

-0.98%

Volatility (6M)

Calculated over the trailing 6-month period

18.02%

18.30%

-0.28%

Volatility (1Y)

Calculated over the trailing 1-year period

26.31%

28.93%

-2.62%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.06%

31.26%

-8.20%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

25.36%

33.52%

-8.16%

Financials

UN9.DE vs. EBO.DE - Financials Comparison

This section allows you to compare key financial metrics between UNIQA Insurance Group AG and Erste Group Bank AG. 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


Values in EUR except per share items