MS&AD Insurance Group Holdings PK (MSADY)

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MS&AD Insurance Group Holdings PK (MSADY) is up 30.8% since the beginning of the year. At $31 per share, MSADY is trading just below its 52-week high of $31. Investors who bought $1,000 worth of MSADY shares 5 years ago would now be looking at an investment worth $3,093.

MS&AD Insurance Group Holdings PK (MSADY) has returned 30.82% so far this year and 41.11% over the past 12 months. Over the last decade, MSADY has posted an annualized return of 13.62%, slightly higher than the S&P 500 Index benchmark’s 13.26%.

Based on dividend-adjusted daily data since Apr 1, 2010, MSADY's average daily return is +0.05%, while the average monthly return is +0.90%. At this rate, an investment would double in approximately 6.4 years.

Historically, 57% of months were positive and 43% were negative. The best month was Apr 2013 with a return of +25.7%, while the worst month was May 2012 at -16.7%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 5 months.

On a daily basis, MSADY closed higher 50% of trading days. The best single day was May 20, 2024 with a return of +16.7%, while the worst single day was Aug 2, 2024 at -10.2%.

MS&AD Insurance Group Holdings PK has an annualized alpha of 3.39%, beta of 0.69, and R2 of 0.17 versus S&P 500 Index. Calculated based on daily prices since April 01, 2010.

• This stock participated in 76.87% of S&P 500 Index downside but only 68.24% of its upside - more exposed to losses than it benefited from rallies.
• Beta of 0.69 may look defensive, but with R2 of 0.17 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
• R2 of 0.17 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

MSADY ranks 83 for risk / return — above 83% of stocks peers on PortfoliosLab. Its historical combined result is among the stronger results in the peer group.

MS&AD Insurance Group Holdings PK provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.

The table displays the monthly dividend distributions for MS&AD Insurance Group Holdings PK. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the MS&AD Insurance Group Holdings PK. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the MS&AD Insurance Group Holdings PK was 50.41%, occurring on Jun 1, 2012. Recovery took 239 trading sessions.

The current MS&AD Insurance Group Holdings PK drawdown is 1.92%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of MS&AD Insurance Group Holdings PK over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how MS&AD Insurance Group Holdings PK is priced in the market compared to other companies in the Insurance - Property & Casualty industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.