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ACGL vs. KBWP
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ACGL vs. KBWP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Arch Capital Group Ltd. (ACGL) and Invesco KBW Property & Casualty Insurance ETF (KBWP). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, ACGL achieves a -4.05% return, which is significantly higher than KBWP's -4.29% return. Over the past 10 years, ACGL has outperformed KBWP with an annualized return of 15.45%, while KBWP has yielded a comparatively lower 12.12% annualized return.


ACGL

1D
0.94%
1M
-4.42%
YTD
-4.05%
6M
-5.23%
1Y
2.07%
3Y*
10.16%
5Y*
20.32%
10Y*
15.45%

KBWP

1D
0.30%
1M
0.17%
YTD
-4.29%
6M
-4.73%
1Y
1.52%
3Y*
16.24%
5Y*
12.16%
10Y*
12.12%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ACGL vs. KBWP - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ACGL
Arch Capital Group Ltd.
-4.05%3.87%30.76%18.30%41.24%23.23%-15.90%60.52%-11.69%5.19%
KBWP
Invesco KBW Property & Casualty Insurance ETF
-4.29%11.49%30.45%7.09%10.16%20.61%-2.05%28.67%-2.76%8.86%

Correlation

The correlation between ACGL and KBWP is 0.74, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.74

Correlation (3Y)
Calculated over the trailing 3-year period

0.76

Correlation (5Y)
Calculated over the trailing 5-year period

0.76

Correlation (10Y)
Calculated over the trailing 10-year period

0.75

Correlation (All Time)
Calculated using the full available price history since Dec 22, 2010

0.67

The correlation between ACGL and KBWP has been stable across timeframes, ranging from 0.67 to 0.76 - a consistent structural relationship.

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Return for Risk

ACGL vs. KBWP — Risk / Return Rank

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

ACGL
ACGL Risk / Return Rank: 4242
Overall Rank
ACGL Sharpe Ratio Rank: 4545
Sharpe Ratio Rank
ACGL Sortino Ratio Rank: 3737
Sortino Ratio Rank
ACGL Omega Ratio Rank: 3737
Omega Ratio Rank
ACGL Calmar Ratio Rank: 4646
Calmar Ratio Rank
ACGL Martin Ratio Rank: 4747
Martin Ratio Rank

KBWP
KBWP Risk / Return Rank: 99
Overall Rank
KBWP Sharpe Ratio Rank: 99
Sharpe Ratio Rank
KBWP Sortino Ratio Rank: 99
Sortino Ratio Rank
KBWP Omega Ratio Rank: 99
Omega Ratio Rank
KBWP Calmar Ratio Rank: 1010
Calmar Ratio Rank
KBWP Martin Ratio Rank: 1010
Martin Ratio Rank
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.

ACGL vs. KBWP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Arch Capital Group Ltd. (ACGL) and Invesco KBW Property & Casualty Insurance ETF (KBWP). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


ACGLKBWPDifference
Sharpe ratioReturn per unit of total volatility

+0.01

Sortino ratioReturn per unit of downside risk

+0.03

Omega ratioGain probability vs. loss probability

1.03

1.03

0.00

Calmar ratioReturn relative to maximum drawdown

0.15

0.16

-0.01

Martin ratioReturn relative to average drawdown

0.38

0.35

+0.03

ACGL vs. KBWP - Sharpe Ratio Comparison

The current ACGL Sharpe Ratio is 0.10, which is comparable to the KBWP Sharpe Ratio of 0.09. The chart below compares the historical Sharpe Ratios of ACGL and KBWP, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

ACGL vs. KBWP - Drawdown Comparison

The maximum ACGL drawdown since its inception was -54.70%, which is greater than KBWP's maximum drawdown of -39.76%. Use the drawdown chart below to compare losses from any high point for ACGL and KBWP.


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Drawdown Indicators


ACGLKBWPDifference

Max Drawdown

Largest peak-to-trough decline

-54.70%

-39.76%

-14.94%

Max Drawdown (1Y)

Largest decline over 1 year

-14.08%

-9.56%

-4.52%

Max Drawdown (3Y)

Largest decline over 3 years

-22.43%

-12.29%

-10.14%

Max Drawdown (5Y)

Largest decline over 5 years

-22.43%

-17.00%

-5.43%

Max Drawdown (10Y)

Largest decline over 10 years

-53.84%

-39.76%

-14.08%

Current Drawdown

Current decline from peak

-15.73%

-5.08%

-10.65%

Average Drawdown

Average peak-to-trough decline

-11.72%

-4.37%

-7.35%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.42%

4.36%

+1.06%

Volatility

ACGL vs. KBWP - Volatility Comparison

Arch Capital Group Ltd. (ACGL) has a higher volatility of 6.71% compared to Invesco KBW Property & Casualty Insurance ETF (KBWP) at 5.29%. This indicates that ACGL's price experiences larger fluctuations and is considered to be riskier than KBWP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ACGLKBWPDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.71%

5.29%

+1.42%

Volatility (6M)

Calculated over the trailing 6-month period

14.73%

11.82%

+2.91%

Volatility (1Y)

Calculated over the trailing 1-year period

20.66%

16.45%

+4.21%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

24.53%

18.51%

+6.02%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

27.56%

20.74%

+6.82%

Dividends

ACGL vs. KBWP - Dividend Comparison

ACGL has not paid dividends to shareholders, while KBWP's dividend yield for the trailing twelve months is around 2.36%.


PositionTTM20252024202320222021202020192018201720162015
ACGL
Arch Capital Group Ltd.
0.00%0.00%5.41%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
KBWP
Invesco KBW Property & Casualty Insurance ETF
2.36%1.58%1.64%1.68%1.99%3.02%1.93%1.99%2.11%1.90%2.14%1.35%

Frequently Asked Questions


ACGL and KBWP have a correlation of 0.74, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

ACGL has higher volatility (6.71%) compared to KBWP (5.29%). In terms of maximum drawdown, ACGL dropped -54.70% vs KBWP's -39.76%.

ACGL currently has the higher Sharpe Ratio (0.10 vs 0.09), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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