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RNR vs IVZ

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

Both RNR and IVZ are from the Financial Services sector.

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

RNR vs IVZ - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

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

RNR vs IVZ - Historical Returns

Returns include dividend reinvestment.

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

RNR vs IVZ - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

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

RNR vs IVZ Drawdown Comparison

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

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

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

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

Correlation

Correlation between RNR and IVZ 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)

RNR vs IVZ dividend yield comparison.

YearRNRIVZ
20260.14%0.76%
20250.57%3.18%
20240.63%4.66%
20230.78%6.15%
20220.80%4.07%
20210.85%2.89%
20200.84%4.45%
20190.69%6.84%
20180.99%7.11%
20171.02%3.15%
20160.91%3.66%
20151.06%3.17%
20141.19%2.47%
20131.15%2.33%
20121.33%2.45%
20111.40%2.38%
20101.57%1.80%
20091.81%1.73%
20081.78%3.60%
20071.46%1.19%
20061.40%1.44%
20051.81%2.14%
20041.46%2.57%
20031.22%2.54%
20021.43%2.75%
20011.68%1.05%
20001.94%0.69%
19990.86%0.00%

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