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UNCRY vs. USB
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between UNCRY and USB is 0.35, 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.


-0.50.00.51.0
Correlation: 0.3

Performance

UNCRY vs. USB - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in UniCredit SpA ADR (UNCRY) and U.S. Bancorp (USB). The values are adjusted to include any dividend payments, if applicable.

-50.00%0.00%50.00%100.00%150.00%200.00%250.00%300.00%NovemberDecember2025FebruaryMarchApril
269.24%
-6.85%
UNCRY
USB

Key characteristics

Sharpe Ratio

UNCRY:

1.88

USB:

-0.08

Sortino Ratio

UNCRY:

2.52

USB:

0.09

Omega Ratio

UNCRY:

1.36

USB:

1.01

Calmar Ratio

UNCRY:

3.02

USB:

-0.07

Martin Ratio

UNCRY:

10.27

USB:

-0.25

Ulcer Index

UNCRY:

6.96%

USB:

9.96%

Daily Std Dev

UNCRY:

37.93%

USB:

29.40%

Max Drawdown

UNCRY:

-69.28%

USB:

-76.08%

Current Drawdown

UNCRY:

-5.61%

USB:

-29.67%

Fundamentals

Market Cap

UNCRY:

$88.82B

USB:

$59.59B

EPS

UNCRY:

$3.26

USB:

$4.04

PE Ratio

UNCRY:

8.69

USB:

9.46

PEG Ratio

UNCRY:

89.52

USB:

1.43

PS Ratio

UNCRY:

3.70

USB:

2.35

PB Ratio

UNCRY:

1.25

USB:

1.12

Total Revenue (TTM)

UNCRY:

$18.44B

USB:

$23.93B

Gross Profit (TTM)

UNCRY:

$18.44B

USB:

$24.06B

EBITDA (TTM)

UNCRY:

$3.88B

USB:

$6.66B

Returns By Period

In the year-to-date period, UNCRY achieves a 42.19% return, which is significantly higher than USB's -19.18% return.


UNCRY

YTD

42.19%

1M

-5.02%

6M

31.32%

1Y

64.07%

5Y*

56.31%

10Y*

N/A

USB

YTD

-19.18%

1M

-9.43%

6M

-20.54%

1Y

1.40%

5Y*

6.23%

10Y*

2.45%

*Annualized

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Risk-Adjusted Performance

UNCRY vs. USB — Risk-Adjusted Performance Rank

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

UNCRY
The Risk-Adjusted Performance Rank of UNCRY is 9494
Overall Rank
The Sharpe Ratio Rank of UNCRY is 9595
Sharpe Ratio Rank
The Sortino Ratio Rank of UNCRY is 9292
Sortino Ratio Rank
The Omega Ratio Rank of UNCRY is 9292
Omega Ratio Rank
The Calmar Ratio Rank of UNCRY is 9797
Calmar Ratio Rank
The Martin Ratio Rank of UNCRY is 9595
Martin Ratio Rank

USB
The Risk-Adjusted Performance Rank of USB is 4747
Overall Rank
The Sharpe Ratio Rank of USB is 4949
Sharpe Ratio Rank
The Sortino Ratio Rank of USB is 4343
Sortino Ratio Rank
The Omega Ratio Rank of USB is 4242
Omega Ratio Rank
The Calmar Ratio Rank of USB is 5050
Calmar Ratio Rank
The Martin Ratio Rank of USB is 4949
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

UNCRY vs. USB - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for UniCredit SpA ADR (UNCRY) and U.S. Bancorp (USB). 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.


Sharpe ratio
The chart of Sharpe ratio for UNCRY, currently valued at 1.88, compared to the broader market-2.00-1.000.001.002.003.00
UNCRY: 1.88
USB: -0.08
The chart of Sortino ratio for UNCRY, currently valued at 2.52, compared to the broader market-6.00-4.00-2.000.002.004.00
UNCRY: 2.52
USB: 0.09
The chart of Omega ratio for UNCRY, currently valued at 1.36, compared to the broader market0.501.001.502.00
UNCRY: 1.36
USB: 1.01
The chart of Calmar ratio for UNCRY, currently valued at 3.02, compared to the broader market0.001.002.003.004.00
UNCRY: 3.02
USB: -0.07
The chart of Martin ratio for UNCRY, currently valued at 10.27, compared to the broader market-5.000.005.0010.0015.0020.00
UNCRY: 10.27
USB: -0.25

The current UNCRY Sharpe Ratio is 1.88, which is higher than the USB Sharpe Ratio of -0.08. The chart below compares the historical Sharpe Ratios of UNCRY and USB, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.001.002.003.00NovemberDecember2025FebruaryMarchApril
1.88
-0.08
UNCRY
USB

Dividends

UNCRY vs. USB - Dividend Comparison

UNCRY's dividend yield for the trailing twelve months is around 5.10%, less than USB's 5.21% yield.


TTM20242023202220212020201920182017201620152014
UNCRY
UniCredit SpA ADR
5.10%7.25%4.00%4.00%0.94%0.00%2.06%2.20%0.00%0.00%0.00%0.00%
USB
U.S. Bancorp
5.21%4.14%4.46%4.31%3.13%3.61%2.66%2.93%2.16%2.08%2.37%2.15%

Drawdowns

UNCRY vs. USB - Drawdown Comparison

The maximum UNCRY drawdown since its inception was -69.28%, smaller than the maximum USB drawdown of -76.08%. Use the drawdown chart below to compare losses from any high point for UNCRY and USB. For additional features, visit the drawdowns tool.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-5.61%
-29.67%
UNCRY
USB

Volatility

UNCRY vs. USB - Volatility Comparison

UniCredit SpA ADR (UNCRY) has a higher volatility of 22.38% compared to U.S. Bancorp (USB) at 16.21%. This indicates that UNCRY's price experiences larger fluctuations and is considered to be riskier than USB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%20.00%NovemberDecember2025FebruaryMarchApril
22.38%
16.21%
UNCRY
USB

Financials

UNCRY vs. USB - Financials Comparison

This section allows you to compare key financial metrics between UniCredit SpA ADR and U.S. Bancorp. 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 USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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