MGRD vs GBLI

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

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

MGRD vs GBLI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

MGRD

$403M

Winner

GBLI

$403M

Max Drawdown

Winner

MGRD

42.64%

GBLI

85.55%

Sharpe Ratio

MGRD

-0.15

Winner

GBLI

0.20

5Y Beta

MGRD

0.27

Winner

GBLI

0.18

Industry

MGRD

N/A

GBLI

Insurance - Property & Casualty

P/E Ratio

Winner

MGRD

0.88

GBLI

10.51

Forward P/E

MGRD

N/A

GBLI

12.22

PEG Ratio

MGRD

N/A

GBLI

0.53

Dividend Yield

Winner

MGRD

6.85%

GBLI

4.83%

5Y Dividends CAGR

MGRD

N/A

GBLI

6.96%

5Y EPS CAGR

Winner

MGRD

129.36%

GBLI

-3.31%

Debt to Equity

MGRD

94.46%

Winner

GBLI

0.00%

Free Cash Flow Yield

MGRD

N/A

GBLI

-8.44%

MGRD vs GBLI - Historical Returns

Returns include dividend reinvestment.

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

MGRD

+0.54%

Winner

GBLI

+5.09%

MGRD

+0.25%

Winner

GBLI

+2.32%

MGRD

-1.57%

Winner

GBLI

+2.90%

MGRD

+0.70%

Winner

GBLI

+3.48%

5Y(CAGR)

MGRD

-3.91%

Winner

GBLI

+4.98%

10Y(CAGR)

MGRD

N/A

GBLI

+2.54%

Max(CAGR)

MGRD

-4.08%

Winner

GBLI

+0.51%

MGRD vs GBLI - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

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

MGRD vs GBLI Drawdown Comparison

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

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

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

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