GBLI vs MGRD

Comparison between Global Indemnity Group LLC - Class A (GBLI, Company) and Affiliated Managers Group Inc (MGRD, Company).

5-Year PerformanceGBLI has outperformed MGRD, delivering a return of +5.0% compared to -3.9%

GBLI vs MGRD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	GBLI(COMPANY)	MGRD(COMPANY)
Market Cap	$403M	$403M
Max Drawdown	85.55%	42.64%
Sharpe Ratio	0.20	-0.15
5Y Beta	0.18	0.27
Industry	Insurance - Property & Casualty	N/A
P/E Ratio	10.51	0.88
Forward P/E	12.22	N/A
PEG Ratio	0.53	N/A
Dividend Yield	4.83%	6.85%
5Y Dividends CAGR	6.96%	N/A
5Y EPS CAGR	-3.31%	129.36%
Debt to Equity	0.00%	94.46%
Free Cash Flow Yield	-8.44%	N/A

Market Cap

Winner

GBLI

$403M

MGRD

$403M

Max Drawdown

GBLI

85.55%

Winner

MGRD

42.64%

Sharpe Ratio

Winner

GBLI

0.20

MGRD

-0.15

5Y Beta

Winner

GBLI

0.18

MGRD

0.27

Industry

GBLI

Insurance - Property & Casualty

MGRD

N/A

P/E Ratio

GBLI

10.51

Winner

MGRD

0.88

Forward P/E

GBLI

12.22

MGRD

N/A

PEG Ratio

GBLI

0.53

MGRD

N/A

Dividend Yield

GBLI

4.83%

Winner

MGRD

6.85%

5Y Dividends CAGR

GBLI

6.96%

MGRD

N/A

5Y EPS CAGR

GBLI

-3.31%

Winner

MGRD

129.36%

Debt to Equity

Winner

GBLI

0.00%

MGRD

94.46%

Free Cash Flow Yield

GBLI

-8.44%

MGRD

N/A

GBLI vs MGRD - Historical Returns

Returns include dividend reinvestment.

Period	GBLI	MGRD
1 month	+5.09%	+0.54%
3 months	+2.32%	+0.25%
6 months	+2.90%	-1.57%
1 year	+3.48%	+0.70%
5 years(CAGR)	+4.98%	-3.91%
10 years(CAGR)	+2.54%	N/A
Max(CAGR)	+0.51%	-4.08%

Winner

GBLI

+5.09%

MGRD

+0.54%

Winner

GBLI

+2.32%

MGRD

+0.25%

Winner

GBLI

+2.90%

MGRD

-1.57%

Winner

GBLI

+3.48%

MGRD

+0.70%

5Y(CAGR)

Winner

GBLI

+4.98%

MGRD

-3.91%

10Y(CAGR)

GBLI

+2.54%

MGRD

N/A

Max(CAGR)

Winner

GBLI

+0.51%

MGRD

-4.08%

GBLI vs MGRD - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	GBLI	MGRD
2026	+1.04%	-0.30%
2025	-18.12%	+0.99%
2024	+17.52%	+2.59%
2023	+44.04%	+17.91%
2022	-4.20%	-35.99%
2021	-7.85%	+0.17%
2020	+0.01%	N/A
2019	-14.96%	N/A
2018	-9.57%	N/A
2017	+10.52%	N/A
2016	+33.60%	N/A
2015	+4.73%	N/A
2014	+15.70%	N/A
2013	+9.43%	N/A
2012	+8.64%	N/A
2011	-5.57%	N/A
2010	+26.55%	N/A
2009	-35.56%	N/A
2008	-34.88%	N/A
2007	-20.73%	N/A
2006	+40.64%	N/A
2005	+0.49%	N/A
2004	+5.32%	N/A
2003	+0.97%	N/A

GBLI vs MGRD Drawdown Comparison

The maximum drawdown for GBLI was -85.55%, occurring on Mar 30, 2009. This drawdown has not yet recovered.

The maximum drawdown for MGRD was -37.91%, occurring on Nov 4, 2022. This drawdown has not yet recovered.

The current GBLI drawdown is -24.40%. The current MGRD drawdown is -19.20%.

Rank	GBLI	MGRD
#1	-85.55% Dec 15, 2006 - Mar 30, 2009	-37.91% Nov 5, 2021 - Nov 4, 2022
#2	-31.00% Jan 28, 2004 - Jan 11, 2006	-3.29% Sep 16, 2021 - Nov 5, 2021
#3	-22.03% Apr 21, 2006 - Nov 6, 2006	-1.79% Jul 23, 2021 - Sep 16, 2021
#4	-8.89% Mar 2, 2006 - Apr 3, 2006	N/A
#5	-4.04% Nov 8, 2006 - Nov 28, 2006	N/A
#6	-3.48% Nov 28, 2006 - Dec 15, 2006	N/A
#7	-3.20% Apr 3, 2006 - Apr 18, 2006	N/A
#8	-2.86% Dec 16, 2003 - Dec 31, 2003	N/A
#9	-2.59% Jan 19, 2006 - Jan 23, 2006	N/A
#10	-2.44% Feb 1, 2006 - Feb 13, 2006	N/A
#11	-1.66% Jan 20, 2004 - Jan 28, 2004	N/A
#12	-1.52% Feb 24, 2006 - Mar 2, 2006	N/A
#13	-1.04% Feb 16, 2006 - Feb 22, 2006	N/A
#14	-0.87% Jan 13, 2006 - Jan 19, 2006	N/A
#15	-0.80% Jan 27, 2006 - Feb 1, 2006	N/A