IX vs STT
Comparison between Orix Corporation (IX, Company) and State Street Corp (STT, Company).
Both IX and STT are from the Financial Services sector.
5-Year PerformanceIX has outperformed STT, delivering a return of +19.0% compared to +16.9%
IX vs STT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
IX vs STT - Historical Returns
Returns include dividend reinvestment.
IX vs STT - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IX | STT |
|---|---|---|
| 2026 | +28.45% | +26.14% |
| 2025 | +43.71% | +34.77% |
| 2024 | +18.94% | +29.69% |
| 2023 | +19.23% | +2.42% |
| 2022 | -19.73% | -15.02% |
| 2021 | +34.13% | +32.02% |
| 2020 | -5.55% | -6.79% |
| 2019 | +14.76% | +27.59% |
| 2018 | -16.02% | -33.36% |
| 2017 | +9.60% | +25.36% |
| 2016 | +14.83% | +22.05% |
| 2015 | +11.37% | -13.71% |
| 2014 | -27.49% | +9.04% |
| 2013 | +53.29% | +54.30% |
| 2012 | +35.53% | +14.88% |
| 2011 | -16.25% | -13.83% |
| 2010 | +41.30% | +4.33% |
| 2009 | +20.49% | +6.04% |
| 2008 | -65.61% | -49.21% |
| 2007 | -41.90% | +20.72% |
| 2006 | +11.34% | +19.89% |
| 2005 | +87.14% | +15.49% |
| 2004 | +63.85% | -3.35% |
| 2003 | +26.81% | +29.77% |
| 2002 | -27.50% | -24.32% |
| 2001 | -9.93% | -12.89% |
| 2000 | -57.65% | +79.16% |
| 1999 | +68.00% | -2.78% |
IX vs STT Drawdown Comparison
The maximum drawdown for IX was -93.82%, occurring on Feb 25, 2009. Recovery took 4866 trading sessions.
The maximum drawdown for STT was -82.23%, occurring on Jan 20, 2009. Recovery took 1742 trading sessions.
The current IX drawdown is -5.11%. The current STT drawdown is -0.61%.
| Rank | IX | STT |
|---|---|---|
| #1 | -93.82% Apr 4, 2006 - Aug 7, 2025 | -82.23% Jan 3, 2008 - Dec 3, 2014 |
| #2 | -83.18% Dec 29, 1999 - Dec 14, 2005 | -59.60% Jan 24, 2018 - Jan 7, 2022 |
| #3 | -20.33% Feb 12, 2026 - May 11, 2026 | -51.72% Nov 9, 2000 - Feb 22, 2006 |
| #4 | -15.58% Jan 9, 2006 - Mar 13, 2006 | -41.42% Jan 14, 2022 - Nov 6, 2024 |
| #5 | -10.33% Nov 5, 1999 - Dec 1, 1999 | -36.14% Jul 22, 2015 - Nov 15, 2016 |
| #6 | -8.44% Sep 16, 2025 - Nov 12, 2025 | -25.68% Jan 30, 2025 - Jun 24, 2025 |
| #7 | -8.40% Dec 6, 1999 - Dec 17, 1999 | -24.72% Feb 8, 2000 - Mar 16, 2000 |
| #8 | -5.29% Mar 14, 2006 - Mar 20, 2006 | -18.74% Oct 2, 2000 - Nov 9, 2000 |
| #9 | -5.11% May 26, 2026 - Jun 5, 2026 | -17.88% Apr 3, 2000 - May 8, 2000 |
| #10 | -4.83% Nov 12, 2025 - Nov 25, 2025 | -17.46% Aug 8, 2007 - Oct 16, 2007 |
| #11 | -3.45% May 13, 2026 - May 20, 2026 | -17.04% May 8, 2006 - Dec 14, 2006 |
| #12 | -3.38% Dec 17, 1999 - Dec 22, 1999 | -16.18% May 23, 2000 - Sep 6, 2000 |
| #13 | -3.17% Dec 15, 2025 - Dec 23, 2025 | -15.76% Nov 16, 1999 - Jan 14, 2000 |
| #14 | -2.97% Dec 23, 2005 - Jan 3, 2006 | -13.57% Jan 17, 2007 - Jul 17, 2007 |
| #15 | -2.76% Jan 12, 2026 - Feb 3, 2026 | -11.79% Jan 15, 2026 - Apr 8, 2026 |
Correlation
Correlation between IX and STT is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (1999 - 2026)
IX vs STT dividend yield comparison.
| Year | IX | STT |
|---|---|---|
| 2026 | 0.00% | 1.04% |
| 2025 | 3.43% | 2.42% |
| 2024 | 3.63% | 2.18% |
| 2023 | 3.22% | 3.41% |
| 2022 | 1.94% | 3.09% |
| 2021 | 0.00% | 2.34% |
| 2020 | 2.17% | 2.86% |
| 2019 | 0.00% | 2.50% |
| 2018 | 0.00% | 2.82% |
| 2017 | 1.41% | 1.64% |
| 2016 | 2.40% | 1.85% |
| 2015 | 0.00% | 1.99% |
| 2014 | 1.60% | 1.48% |
| 2013 | 0.67% | 1.42% |
| 2012 | 0.94% | 2.04% |
| 2011 | 1.11% | 1.79% |
| 2010 | 0.77% | 0.09% |
| 2009 | 0.97% | 0.09% |
| 2008 | 4.26% | 2.42% |
| 2007 | 0.00% | 1.08% |
| 2006 | 0.12% | 1.19% |
| 2005 | 0.09% | 1.30% |
| 2004 | 0.16% | 1.30% |
| 2003 | 0.16% | 1.08% |
| 2002 | 0.18% | 1.23% |
| 2001 | 0.14% | 0.78% |
| 2000 | 0.11% | 0.56% |
| 1999 | 0.00% | 0.22% |
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