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AXS vs. RLI
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

AXS vs. RLI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AXIS Capital Holdings Limited (AXS) and RLI Corp. (RLI). The values are adjusted to include any dividend payments, if applicable.

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AXS vs. RLI - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
AXS
AXIS Capital Holdings Limited
-4.89%22.96%63.90%5.57%2.63%11.81%-11.92%18.26%5.75%-20.96%
RLI
RLI Corp.
-10.62%-19.13%27.57%3.77%24.80%10.67%18.08%33.22%16.69%0.38%

Fundamentals

Market Cap

AXS:

$7.79B

RLI:

$5.26B

EPS

AXS:

$12.85

RLI:

$4.37

PE Ratio

AXS:

7.89

RLI:

13.06

PEG Ratio

AXS:

0.14

RLI:

0.59

PS Ratio

AXS:

1.24

RLI:

3.61

PB Ratio

AXS:

1.34

RLI:

0.85

Total Revenue (TTM)

AXS:

$6.44B

RLI:

$1.46B

Gross Profit (TTM)

AXS:

$1.45B

RLI:

$402.13M

EBITDA (TTM)

AXS:

$1.32B

RLI:

$482.89M

Returns By Period

In the year-to-date period, AXS achieves a -4.89% return, which is significantly higher than RLI's -10.62% return. Both investments have delivered pretty close results over the past 10 years, with AXS having a 9.15% annualized return and RLI not far behind at 9.00%.


AXS

1D
1.15%
1M
-3.66%
YTD
-4.89%
6M
6.75%
1Y
2.94%
3Y*
25.87%
5Y*
17.99%
10Y*
9.15%

RLI

1D
-0.51%
1M
-8.24%
YTD
-10.62%
6M
-9.25%
1Y
-25.99%
3Y*
-1.93%
5Y*
3.90%
10Y*
9.00%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

AXS vs. RLI — Risk / Return Rank

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

AXS
AXS Risk / Return Rank: 4444
Overall Rank
AXS Sharpe Ratio Rank: 4646
Sharpe Ratio Rank
AXS Sortino Ratio Rank: 3939
Sortino Ratio Rank
AXS Omega Ratio Rank: 3838
Omega Ratio Rank
AXS Calmar Ratio Rank: 4848
Calmar Ratio Rank
AXS Martin Ratio Rank: 4949
Martin Ratio Rank

RLI
RLI Risk / Return Rank: 66
Overall Rank
RLI Sharpe Ratio Rank: 22
Sharpe Ratio Rank
RLI Sortino Ratio Rank: 55
Sortino Ratio Rank
RLI Omega Ratio Rank: 77
Omega Ratio Rank
RLI Calmar Ratio Rank: 66
Calmar Ratio Rank
RLI Martin Ratio Rank: 1212
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.

AXS vs. RLI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for AXIS Capital Holdings Limited (AXS) and RLI Corp. (RLI). 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.


AXSRLIDifference

Sharpe ratio

Return per unit of total volatility

0.12

-1.15

+1.27

Sortino ratio

Return per unit of downside risk

0.33

-1.56

+1.89

Omega ratio

Gain probability vs. loss probability

1.04

0.82

+0.23

Calmar ratio

Return relative to maximum drawdown

0.25

-0.94

+1.19

Martin ratio

Return relative to average drawdown

0.58

-1.43

+2.01

AXS vs. RLI - Sharpe Ratio Comparison

The current AXS Sharpe Ratio is 0.12, which is higher than the RLI Sharpe Ratio of -1.15. The chart below compares the historical Sharpe Ratios of AXS and RLI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


AXSRLIDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.12

-1.15

+1.27

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.73

0.17

+0.56

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.35

0.34

0.00

Sharpe Ratio (All Time)

Calculated using the full available price history

0.33

0.48

-0.15

Correlation

The correlation between AXS and RLI is 0.48, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

AXS vs. RLI - Dividend Comparison

AXS's dividend yield for the trailing twelve months is around 1.74%, less than RLI's 4.63% yield.


TTM20252024202320222021202020192018201720162015
AXS
AXIS Capital Holdings Limited
1.74%1.64%1.99%3.18%3.19%3.10%3.27%2.71%3.04%3.04%2.19%2.17%
RLI
RLI Corp.
4.63%4.11%3.12%2.31%6.12%2.67%1.87%2.12%2.71%4.25%4.42%4.45%

Drawdowns

AXS vs. RLI - Drawdown Comparison

The maximum AXS drawdown since its inception was -55.93%, which is greater than RLI's maximum drawdown of -40.55%. Use the drawdown chart below to compare losses from any high point for AXS and RLI.


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Drawdown Indicators


AXSRLIDifference

Max Drawdown

Largest peak-to-trough decline

-55.93%

-40.55%

-15.38%

Max Drawdown (1Y)

Largest decline over 1 year

-16.73%

-27.38%

+10.65%

Max Drawdown (5Y)

Largest decline over 5 years

-21.79%

-33.39%

+11.60%

Max Drawdown (10Y)

Largest decline over 10 years

-49.31%

-33.39%

-15.92%

Current Drawdown

Current decline from peak

-6.33%

-32.53%

+26.20%

Average Drawdown

Average peak-to-trough decline

-12.19%

-9.72%

-2.47%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.21%

17.93%

-10.72%

Volatility

AXS vs. RLI - Volatility Comparison

The current volatility for AXIS Capital Holdings Limited (AXS) is 5.57%, while RLI Corp. (RLI) has a volatility of 6.20%. This indicates that AXS experiences smaller price fluctuations and is considered to be less risky than RLI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


AXSRLIDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.57%

6.20%

-0.63%

Volatility (6M)

Calculated over the trailing 6-month period

15.56%

16.44%

-0.88%

Volatility (1Y)

Calculated over the trailing 1-year period

24.68%

22.70%

+1.98%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

24.83%

22.86%

+1.97%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

26.44%

26.36%

+0.08%

Financials

AXS vs. RLI - Financials Comparison

This section allows you to compare key financial metrics between AXIS Capital Holdings Limited and RLI Corp.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.00500.00M1.00B1.50BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
1.73B
42.33M
(AXS) Total Revenue
(RLI) Total Revenue
Values in USD except per share items