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UTIL.L vs. AMZN
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

UTIL.L vs. AMZN - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in SPDR MSCI Europe Utilities UCITS ETF (UTIL.L) and Amazon.com, Inc (AMZN). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

UTIL.L is traded in EUR, while AMZN is traded in USD. To make them comparable, the AMZN values have been converted to EUR using the latest available exchange rates.

Returns By Period

In the year-to-date period, UTIL.L achieves a 15.57% return, which is significantly higher than AMZN's 4.94% return. Over the past 10 years, UTIL.L has underperformed AMZN with an annualized return of 11.43%, while AMZN has yielded a comparatively higher 20.44% annualized return.


UTIL.L

1D
0.23%
1M
0.64%
YTD
15.57%
6M
18.50%
1Y
28.14%
3Y*
17.37%
5Y*
12.16%
10Y*
11.43%

AMZN

1D
-1.15%
1M
-10.57%
YTD
4.94%
6M
7.02%
1Y
12.06%
3Y*
20.66%
5Y*
8.33%
10Y*
20.44%
*Multi-year figures are annualized to reflect compound growth (CAGR)

UTIL.L vs. AMZN - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
UTIL.L
SPDR MSCI Europe Utilities UCITS ETF
15.57%33.98%1.33%13.09%-6.77%8.27%11.82%29.32%3.36%9.29%
AMZN
Amazon.com, Inc
4.94%-7.28%53.92%75.46%-46.49%10.03%61.73%25.81%34.46%36.79%

Correlation

The correlation between UTIL.L and AMZN is 0.02, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.02

Correlation (3Y)
Calculated over the trailing 3-year period

-0.03

Correlation (5Y)
Calculated over the trailing 5-year period

0.04

Correlation (10Y)
Calculated over the trailing 10-year period

0.09

Correlation (All Time)
Calculated using the full available price history since Dec 9, 2014

0.12

The correlation between UTIL.L and AMZN shifts across timeframes, from -0.03 (3 years) to 0.12 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

UTIL.L vs. AMZN — Risk / Return Rank

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

UTIL.L
UTIL.L Risk / Return Rank: 6767
Overall Rank
UTIL.L Sharpe Ratio Rank: 6565
Sharpe Ratio Rank
UTIL.L Sortino Ratio Rank: 5959
Sortino Ratio Rank
UTIL.L Omega Ratio Rank: 6464
Omega Ratio Rank
UTIL.L Calmar Ratio Rank: 8282
Calmar Ratio Rank
UTIL.L Martin Ratio Rank: 6565
Martin Ratio Rank

AMZN
AMZN Risk / Return Rank: 5454
Overall Rank
AMZN Sharpe Ratio Rank: 5757
Sharpe Ratio Rank
AMZN Sortino Ratio Rank: 5151
Sortino Ratio Rank
AMZN Omega Ratio Rank: 4949
Omega Ratio Rank
AMZN Calmar Ratio Rank: 5555
Calmar Ratio Rank
AMZN Martin Ratio Rank: 5757
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.

UTIL.L vs. AMZN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SPDR MSCI Europe Utilities UCITS ETF (UTIL.L) and Amazon.com, Inc (AMZN). 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.


UTIL.LAMZNDifference
Sharpe ratioReturn per unit of total volatility

+1.49

Sortino ratioReturn per unit of downside risk

+1.71

Omega ratioGain probability vs. loss probability

1.34

1.10

+0.24

Calmar ratioReturn relative to maximum drawdown

3.84

0.50

+3.33

Martin ratioReturn relative to average drawdown

10.51

1.21

+9.30

UTIL.L vs. AMZN - Sharpe Ratio Comparison

The current UTIL.L Sharpe Ratio is 1.88, which is higher than the AMZN Sharpe Ratio of 0.40. The chart below compares the historical Sharpe Ratios of UTIL.L and AMZN, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

UTIL.L vs. AMZN - Drawdown Comparison

The maximum UTIL.L drawdown since its inception was -34.59%, smaller than the maximum AMZN drawdown of -60.20%. Use the drawdown chart below to compare losses from any high point for UTIL.L and AMZN.


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Drawdown Indicators


UTIL.LAMZNDifference

Max Drawdown

Largest peak-to-trough decline

-34.59%

-60.20%

+25.61%

Max Drawdown (1Y)

Largest decline over 1 year

-7.30%

-24.04%

+16.74%

Max Drawdown (3Y)

Largest decline over 3 years

-13.48%

-37.68%

+24.20%

Max Drawdown (5Y)

Largest decline over 5 years

-22.12%

-52.70%

+30.58%

Max Drawdown (10Y)

Largest decline over 10 years

-34.59%

-52.70%

+18.11%

Current Drawdown

Current decline from peak

-2.96%

-12.32%

+9.36%

Average Drawdown

Average peak-to-trough decline

-6.01%

-12.39%

+6.38%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.67%

9.97%

-7.30%

Volatility

UTIL.L vs. AMZN - Volatility Comparison

The current volatility for SPDR MSCI Europe Utilities UCITS ETF (UTIL.L) is 5.50%, while Amazon.com, Inc (AMZN) has a volatility of 7.16%. This indicates that UTIL.L experiences smaller price fluctuations and is considered to be less risky than AMZN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


UTIL.LAMZNDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.50%

7.16%

-1.66%

Volatility (6M)

Calculated over the trailing 6-month period

12.98%

20.09%

-7.11%

Volatility (1Y)

Calculated over the trailing 1-year period

14.87%

30.35%

-15.48%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.23%

35.35%

-19.12%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.65%

32.75%

-15.10%

Dividends

UTIL.L vs. AMZN - Dividend Comparison

Neither UTIL.L nor AMZN has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


UTIL.L and AMZN have a correlation of 0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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