AAMI vs. NWG

Last updated Apr 1, 2026

Compare and contrast key facts about Acadian Asset Management Inc (AAMI) and NatWest Group plc (NWG).

Performance

AAMI vs. NWG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Acadian Asset Management Inc (AAMI) and NatWest Group plc (NWG). The values are adjusted to include any dividend payments, if applicable.

AAMI vs. NWG - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
AAMI Acadian Asset Management Inc	16.02%	78.64%	37.70%	-6.72%	-19.45%	33.00%	93.85%	-0.80%	-30.57%
NWG NatWest Group plc	-11.20%	81.29%	92.31%	-4.69%	11.23%	39.24%	-24.92%	29.18%	-25.08%

Fundamentals

Market Cap AAMI : $1.95B NWG : $60.34B
EPS AAMI : $2.23 NWG : $1.43
PE Ratio AAMI : 24.38 NWG : 10.44
PS Ratio AAMI : 3.28 NWG : 2.32
PB Ratio AAMI : 32.15 NWG : 1.42
Total Revenue (TTM) AAMI : $594.30M NWG : $26.26B
Gross Profit (TTM) AAMI : $568.60M NWG : $16.49B
EBITDA (TTM) AAMI : $179.30M NWG : $6.62B

Returns By Period

In the year-to-date period, AAMI achieves a 16.02% return, which is significantly higher than NWG's -11.20% return.

AAMI

• 1D: 4.09%
• 1M: 1.24%
• YTD: 16.02%
• 6M: 13.25%
• 1Y: 111.01%
• 3Y*: 32.43%
• 5Y*: 21.46%
• 10Y*: —

NWG

• 1D: 4.12%
• 1M: -6.39%
• YTD: -11.20%
• 6M: 9.82%
• 1Y: 32.76%
• 3Y*: 40.53%
• 5Y*: 30.22%
• 10Y*: 14.86%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

AAMI vs. NWG — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AAMI

AAMI Risk / Return Rank: 94
AAMI Sharpe Ratio Rank: 95
AAMI Sortino Ratio Rank: 91
AAMI Omega Ratio Rank: 94
AAMI Calmar Ratio Rank: 95
AAMI Martin Ratio Rank: 95

NWG

NWG Risk / Return Rank: 71
NWG Sharpe Ratio Rank: 76
NWG Sortino Ratio Rank: 68
NWG Omega Ratio Rank: 67
NWG Calmar Ratio Rank: 70
NWG Martin Ratio Rank: 74

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AAMI vs. NWG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Acadian Asset Management Inc (AAMI) and NatWest Group plc (NWG). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

	AAMI	NWG	Difference
Sharpe ratio Return per unit of total volatility	2.74	1.03	+1.71
Sortino ratio Return per unit of downside risk	2.94	1.49	+1.45
Omega ratio Gain probability vs. loss probability	1.47	1.19	+0.28
Calmar ratio Return relative to maximum drawdown	6.10	1.34	+4.75
Martin ratio Return relative to average drawdown	16.28	4.17	+12.10
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

AAMI vs. NWG - Sharpe Ratio Comparison

The current AAMI Sharpe Ratio is 2.74, which is higher than the NWG Sharpe Ratio of 1.03. The chart below compares the historical Sharpe Ratios of AAMI and NWG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	AAMI	NWG	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.74	1.03	+1.71
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.63	0.92	-0.29
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.39	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.43	-0.11	+0.55

Correlation

The correlation between AAMI and NWG is 0.39, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

AAMI vs. NWG - Dividend Comparison

AAMI's dividend yield for the trailing twelve months is around 0.24%, less than NWG's 5.88% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018
AAMI Acadian Asset Management Inc	0.24%	0.09%	0.15%	0.21%	0.19%	0.16%	1.19%	3.91%	2.81%
NWG NatWest Group plc	5.88%	3.69%	4.36%	9.42%	11.57%	2.74%	4.59%	9.75%	0.91%

Drawdowns

AAMI vs. NWG - Drawdown Comparison

The maximum AAMI drawdown since its inception was -75.23%, smaller than the maximum NWG drawdown of -96.96%. Use the drawdown chart below to compare losses from any high point for AAMI and NWG.

Drawdown Indicators

	AAMI	NWG	Difference
Max Drawdown Largest peak-to-trough decline	-75.23%	-96.96%	+21.73%
Max Drawdown (1Y) Largest decline over 1 year	-18.20%	-24.03%	+5.83%
Max Drawdown (5Y) Largest decline over 5 years	-51.45%	-40.56%	-10.89%
Max Drawdown (10Y) Largest decline over 10 years	—	-67.34%	—
Current Drawdown Current decline from peak	-3.37%	-73.26%	+69.89%
Average Drawdown Average peak-to-trough decline	-21.11%	-86.37%	+65.26%
Ulcer Index Depth and duration of drawdowns from previous peaks	6.82%	7.75%	-0.93%

Volatility

AAMI vs. NWG - Volatility Comparison

Acadian Asset Management Inc (AAMI) has a higher volatility of 10.86% compared to NatWest Group plc (NWG) at 10.11%. This indicates that AAMI's price experiences larger fluctuations and is considered to be riskier than NWG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	AAMI	NWG	Difference
Volatility (1M) Calculated over the trailing 1-month period	10.86%	10.11%	+0.75%
Volatility (6M) Calculated over the trailing 6-month period	26.27%	22.17%	+4.10%
Volatility (1Y) Calculated over the trailing 1-year period	40.76%	31.98%	+8.78%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	34.37%	33.21%	+1.16%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	42.17%	38.43%	+3.74%

Financials