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IVZ vs RNR

Comparison between Invesco Ltd (IVZ, Company) and RenaissanceRe Holdings Ltd (RNR, Company).

Both IVZ and RNR are from the Financial Services sector.

5-Year PerformanceRNR has outperformed IVZ, delivering a return of +13.3% compared to +4.3%

IVZ vs RNR - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
IVZ
$12B
Winner
RNR
$12B
Max Drawdown
IVZ
86.76%
Winner
RNR
46.58%
Sharpe Ratio
Winner
IVZ
1.84
RNR
0.72
5Y Beta
IVZ
1.50
Winner
RNR
0.35
Industry
IVZ
Asset Management
RNR
Insurance - Reinsurance
P/E Ratio
Winner
IVZ
-97.27
RNR
4.72
Forward P/E
IVZ
10.37
Winner
RNR
9.07
PEG Ratio
IVZ
0.38
Winner
RNR
0.05
Dividend Yield
Winner
IVZ
2.98%
RNR
0.54%
5Y Dividends CAGR
Winner
IVZ
11.01%
RNR
7.35%
5Y EPS CAGR
IVZ
N/A
RNR
41.69%
Debt to Equity
Winner
IVZ
16.05%
RNR
20.24%
Free Cash Flow Yield
IVZ
14.03%
Winner
RNR
33.88%
P/S Ratio
IVZ
1.89
Winner
RNR
1.07
P/B Ratio
IVZ
1.25
Winner
RNR
1.19

IVZ vs RNR - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IVZ
+12.18%
RNR
-6.58%
3M
Winner
IVZ
+4.56%
RNR
-4.33%
6M
Winner
IVZ
+18.83%
RNR
+9.56%
1Y
Winner
IVZ
+83.96%
RNR
+20.94%
5Y(CAGR)
IVZ
+4.34%
Winner
RNR
+13.26%
10Y(CAGR)
IVZ
+4.48%
Winner
RNR
+10.68%
Max(CAGR)
IVZ
+4.82%
Winner
RNR
+14.20%

IVZ vs RNR - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearIVZRNR
2026+3.75%+5.91%
2025+55.41%+13.72%
2024+3.44%+25.11%
2023+4.77%+6.30%
2022-19.64%+11.04%
2021+39.42%+5.65%
2020+2.96%-14.33%
2019+14.30%+51.51%
2018-51.78%+11.02%
2017+22.29%-6.69%
2016-5.04%+22.52%
2015-11.97%+19.03%
2014+13.09%+4.54%
2013+38.64%+21.74%
2012+30.41%+12.90%
2011-15.98%+17.99%
2010+5.40%+22.45%
2009+60.61%+6.25%
2008-51.27%-10.77%
2007+36.10%+2.32%
2006+58.16%+34.82%
2005+26.72%-13.39%
2004-13.14%+6.59%
2003+14.58%+25.03%
2002-56.35%+26.99%
2001-28.04%+27.75%
2000+96.90%+99.66%
1999+23.34%+12.49%

IVZ vs RNR Drawdown Comparison

The maximum drawdown for IVZ was -83.90%, occurring on Mar 12, 2003. Recovery took 3370 trading sessions.

The maximum drawdown for RNR was -45.66%, occurring on Oct 9, 2008. Recovery took 780 trading sessions.

The current IVZ drawdown is -5.06%. The current RNR drawdown is -8.65%.

RankIVZRNR
#1-83.90%
Nov 3, 2000 - Apr 2, 2014
-45.66%
Oct 2, 2007 - Nov 4, 2010
#2-79.73%
Jan 26, 2018 - Dec 5, 2025
-40.65%
Feb 11, 2020 - Jan 13, 2023
#3-42.28%
Mar 20, 2015 - Jan 17, 2018
-33.54%
Apr 7, 2004 - Sep 12, 2006
#4-22.04%
Jan 16, 2026 - Apr 7, 2026
-25.09%
Feb 12, 2001 - Sep 24, 2001
#5-17.73%
Apr 3, 2000 - Apr 28, 2000
-23.10%
Dec 2, 2024 - Feb 3, 2026
#6-16.79%
May 2, 2000 - Jun 16, 2000
-21.71%
Mar 1, 2017 - Apr 11, 2019
#7-16.22%
Oct 2, 2000 - Oct 31, 2000
-20.76%
May 6, 2002 - Oct 10, 2002
#8-13.79%
Sep 18, 2014 - Nov 7, 2014
-19.90%
Feb 9, 2023 - Oct 17, 2023
#9-13.19%
Sep 1, 2000 - Oct 2, 2000
-19.84%
Oct 25, 2002 - Apr 22, 2003
#10-12.69%
Dec 5, 2014 - Mar 16, 2015
-17.52%
May 20, 2011 - Nov 30, 2011
#11-11.57%
Jan 18, 2000 - Mar 6, 2000
-17.20%
Dec 7, 2006 - Jun 22, 2007
#12-10.16%
Dec 29, 1999 - Jan 13, 2000
-17.16%
Jan 3, 2001 - Feb 5, 2001
#13-9.53%
Apr 2, 2014 - Jun 5, 2014
-16.04%
Nov 5, 2001 - Feb 13, 2002
#14-8.03%
Dec 13, 1999 - Dec 29, 1999
-15.49%
Jul 14, 2003 - Dec 1, 2003
#15-7.41%
Jul 17, 2000 - Aug 8, 2000
-14.95%
Nov 1, 2023 - Jan 31, 2024

Correlation

Correlation between IVZ and RNR is 0.50 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.50
-101

Dividend Comparison (1999 - 2026)

IVZ vs RNR dividend yield comparison.

YearIVZRNR
20260.76%0.14%
20253.18%0.57%
20244.66%0.63%
20236.15%0.78%
20224.07%0.80%
20212.89%0.85%
20204.45%0.84%
20196.84%0.69%
20187.11%0.99%
20173.15%1.02%
20163.66%0.91%
20153.17%1.06%
20142.47%1.19%
20132.33%1.15%
20122.45%1.33%
20112.38%1.40%
20101.80%1.57%
20091.73%1.81%
20083.60%1.78%
20071.19%1.46%
20061.44%1.40%
20052.14%1.81%
20042.57%1.46%
20032.54%1.22%
20022.75%1.43%
20011.05%1.68%
20000.69%1.94%
19990.00%0.86%

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