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MGRE vs BHB

Comparison between Affiliated Managers Group Inc (MGRE, Company) and Bar Harbor Bankshares Inc (BHB, Company).

MGRE vs BHB - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
MGRE
$643M
BHB
$640M
Max Drawdown
Winner
MGRE
15.41%
BHB
58.37%
Sharpe Ratio
MGRE
-0.34
Winner
BHB
0.85
5Y Beta
Winner
MGRE
0.21
BHB
0.79
Industry
MGRE
N/A
BHB
Banks - Regional
P/E Ratio
Winner
MGRE
1.41
BHB
15.66
Forward P/E
MGRE
N/A
BHB
12.12
Dividend Yield
Winner
MGRE
5.22%
BHB
3.37%
5Y Dividends CAGR
MGRE
N/A
BHB
7.63%
5Y EPS CAGR
Winner
MGRE
129.36%
BHB
4.85%
Debt to Equity
MGRE
94.46%
Winner
BHB
40.10%
Free Cash Flow Yield
MGRE
N/A
BHB
6.04%

MGRE vs BHB - Historical Returns

Returns include dividend reinvestment.

1M
MGRE
-0.26%
Winner
BHB
+2.28%
3M
MGRE
-2.91%
Winner
BHB
+12.14%
6M
MGRE
-4.04%
Winner
BHB
+15.56%
1Y
MGRE
-0.04%
Winner
BHB
+28.81%
5Y(CAGR)
MGRE
N/A
BHB
+9.83%
10Y(CAGR)
MGRE
N/A
BHB
+8.06%
Max(CAGR)
MGRE
+1.59%
Winner
BHB
+9.84%

MGRE vs BHB - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearMGREBHB
2026-3.44%+24.63%
2025+4.74%+7.40%
2024+1.37%+8.08%
2023N/A-2.13%
2022N/A+13.36%
2021N/A+32.83%
2020N/A-6.07%
2019N/A+14.22%
2018N/A-14.56%
2017N/A-12.26%
2016N/A+44.62%
2015N/A+12.20%
2014N/A+25.41%
2013N/A+18.11%
2012N/A+15.96%
2011N/A+7.48%
2010N/A+9.96%
2009N/A+7.95%
2008N/A-14.70%
2007N/A+4.79%
2006N/A+24.29%
2005N/A-6.11%
2004N/A+11.05%
2003N/A+45.71%
2002N/A+14.03%
2001N/A+33.40%
2000N/A-15.84%
1999N/A-1.77%

MGRE vs BHB Drawdown Comparison

The maximum drawdown for MGRE was -10.34%, occurring on Apr 11, 2025. Recovery took 222 trading sessions.

The maximum drawdown for BHB was -54.34%, occurring on Apr 16, 2020. Recovery took 986 trading sessions.

The current MGRE drawdown is -5.08%. The current BHB drawdown is -2.30%.

RankMGREBHB
#1-10.34%
Sep 23, 2024 - Aug 13, 2025
-54.34%
Mar 31, 2017 - Mar 3, 2021
#2-7.87%
Feb 19, 2026 - Mar 30, 2026
-42.46%
Oct 24, 2007 - Jun 26, 2009
#3-4.68%
Sep 17, 2025 - Feb 12, 2026
-33.36%
Dec 16, 2022 - Jul 16, 2024
#4-3.72%
Jul 12, 2024 - Sep 5, 2024
-32.13%
Nov 30, 1999 - Aug 31, 2001
#5-1.51%
Aug 19, 2025 - Sep 5, 2025
-28.25%
Aug 19, 2009 - Mar 19, 2012
#6-1.40%
May 6, 2024 - Jun 4, 2024
-27.15%
Nov 6, 2024 - Jun 5, 2026
#7-1.37%
Mar 27, 2024 - Apr 30, 2024
-23.25%
Nov 11, 2021 - Dec 13, 2022
#8-1.11%
Sep 5, 2025 - Sep 12, 2025
-19.62%
May 26, 2015 - Jul 12, 2016
#9-0.85%
Sep 13, 2024 - Sep 19, 2024
-19.39%
Mar 8, 2021 - Nov 8, 2021
#10-0.77%
Jun 12, 2024 - Jun 27, 2024
-17.34%
Dec 13, 2016 - Mar 31, 2017
#11-0.59%
Jun 27, 2024 - Jul 3, 2024
-17.00%
Jan 16, 2002 - Apr 30, 2002
#12-0.52%
Aug 13, 2025 - Aug 18, 2025
-16.75%
Jun 10, 2002 - May 7, 2003
#13-0.27%
Jul 8, 2024 - Jul 11, 2024
-14.60%
Aug 31, 2001 - Nov 9, 2001
#14-0.27%
Jun 4, 2024 - Jun 6, 2024
-14.34%
Jul 25, 2024 - Sep 19, 2024
#15-0.16%
Feb 12, 2026 - Feb 17, 2026
-14.00%
Jun 19, 2012 - Mar 4, 2013

Correlation

Correlation between MGRE and BHB is 0.55 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.55
-101

Dividend Comparison (1999 - 2026)

MGRE vs BHB dividend yield comparison.

YearMGREBHB
20263.72%1.73%
20256.94%4.06%
20245.33%3.86%
20230.00%3.75%
20220.00%3.18%
20210.00%3.25%
20200.00%3.90%
20190.00%3.39%
20180.00%3.51%
20170.00%2.76%
20160.00%2.30%
20150.00%2.93%
20140.00%2.83%
20130.00%3.13%
20120.00%3.48%
20110.00%3.65%
20100.00%3.60%
20090.00%3.79%
20080.00%3.96%
20070.00%3.04%
20060.00%2.85%
20050.00%3.19%
20040.00%2.76%
20030.00%2.81%
20020.00%3.94%
20010.00%4.22%
20000.00%5.38%
19990.00%1.07%

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