BKRIY vs. AGF-B.TO

Last updated Jun 4, 2026

BKRIY (Bank of Ireland Group plc) and AGF-B.TO (AGF Management Ltd) are both stocks. Both are in the Financial Services sector — BKRIY in Banks - Regional, AGF-B.TO in Asset Management. Over the past 5 years, BKRIY returned 29.85%/yr vs 19.76%/yr for AGF-B.TO. At a 0.22 correlation, their price movements are largely independent.

Performance

BKRIY vs. AGF-B.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Bank of Ireland Group plc (BKRIY) and AGF Management Ltd (AGF-B.TO). The values are adjusted to include any dividend payments, if applicable.

Different Trading Currencies

BKRIY is traded in USD, while AGF-B.TO is traded in CAD. To make them comparable, the AGF-B.TO values have been converted to USD using the latest available exchange rates.

Returns By Period

The year-to-date returns for both stocks are quite close, with BKRIY having a 6.94% return and AGF-B.TO slightly lower at 6.60%.

BKRIY

• 1D: -2.01%
• 1M: 9.26%
• YTD: 6.94%
• 6M: 9.69%
• 1Y: 49.77%
• 3Y*: 33.91%
• 5Y*: 29.85%
• 10Y*: —

AGF-B.TO

• 1D: -0.97%
• 1M: 6.31%
• YTD: 6.60%
• 6M: 21.16%
• 1Y: 45.66%
• 3Y*: 39.86%
• 5Y*: 19.76%
• 10Y*: 18.19%

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

BKRIY vs. AGF-B.TO - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
BKRIY Bank of Ireland Group plc	6.94%	119.01%	11.49%	-1.02%	62.51%	46.84%	-26.85%	-1.91%	-42.63%
AGF-B.TO AGF Management Ltd	6.60%	66.89%	34.36%	18.17%	-16.40%	45.02%	3.09%	48.68%	-42.41%

Correlation

The correlation between BKRIY and AGF-B.TO is 0.29, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.29
Correlation (3Y) Calculated over the trailing 3-year period	0.22
Correlation (5Y) Calculated over the trailing 5-year period	0.21
Correlation (All Time) Calculated using the full available price history since Jan 23, 2018	0.22

Fundamentals

EPS BKRIY : $2.92 AGF-B.TO : CA$1.73
PE Ratio BKRIY : 6.83 AGF-B.TO : 10.01
PEG Ratio BKRIY : 0.12 AGF-B.TO : 0.26
PS Ratio BKRIY : 2.35 AGF-B.TO : 2.06
Total Revenue (TTM) BKRIY : $8.38B AGF-B.TO : CA$561.40M
Gross Profit (TTM) BKRIY : $8.38B AGF-B.TO : CA$342.49M
EBITDA (TTM) BKRIY : $2.06B AGF-B.TO : CA$163.56M

Return for Risk

BKRIY vs. AGF-B.TO — Risk / Return Rank

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

BKRIY

BKRIY Risk / Return Rank: 81
BKRIY Sharpe Ratio Rank: 84
BKRIY Sortino Ratio Rank: 78
BKRIY Omega Ratio Rank: 77
BKRIY Calmar Ratio Rank: 83
BKRIY Martin Ratio Rank: 85

AGF-B.TO

AGF-B.TO Risk / Return Rank: 76
AGF-B.TO Sharpe Ratio Rank: 81
AGF-B.TO Sortino Ratio Rank: 73
AGF-B.TO Omega Ratio Rank: 78
AGF-B.TO Calmar Ratio Rank: 73
AGF-B.TO Martin Ratio Rank: 77

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.

BKRIY vs. AGF-B.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Bank of Ireland Group plc (BKRIY) and AGF Management Ltd (AGF-B.TO). 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.

	BKRIY	AGF-B.TO	Difference
Sharpe ratio: Return per unit of total volatility	1.64	1.37	+0.28
Sortino ratio: Return per unit of downside risk	2.17	1.83	+0.34
Omega ratio: Gain probability vs. loss probability	1.27	1.27	0.00
Calmar ratio: Return relative to maximum drawdown	3.03	1.83	+1.20
Martin ratio: Return relative to average drawdown	8.66	5.25	+3.41
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

BKRIY vs. AGF-B.TO - Sharpe Ratio Comparison

The current BKRIY Sharpe Ratio is 1.64, which is comparable to the AGF-B.TO Sharpe Ratio of 1.37. The chart below compares the historical Sharpe Ratios of BKRIY and AGF-B.TO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	BKRIY	AGF-B.TO	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.64	1.37	+0.28
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.73	0.63	+0.10
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.52	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.24	0.21	+0.03

Drawdowns

BKRIY vs. AGF-B.TO - Drawdown Comparison

The maximum BKRIY drawdown since its inception was -86.27%, roughly equal to the maximum AGF-B.TO drawdown of -84.64%. Use the drawdown chart below to compare losses from any high point for BKRIY and AGF-B.TO.

Drawdown Indicators

	BKRIY	AGF-B.TO	Difference
Max Drawdown Largest peak-to-trough decline	-86.27%	-84.64%	-1.63%
Max Drawdown (1Y) Largest decline over 1 year	-16.51%	-25.12%	+8.61%
Max Drawdown (3Y) Largest decline over 3 years	-25.37%	-25.12%	-0.25%
Max Drawdown (5Y) Largest decline over 5 years	-31.02%	-35.35%	+4.33%
Max Drawdown (10Y) Largest decline over 10 years	—	-69.90%	—
Current Drawdown Current decline from peak	-2.44%	-16.55%	+14.11%
Average Drawdown Average peak-to-trough decline	-29.77%	-40.39%	+10.62%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.77%	8.72%	-2.95%

Volatility

BKRIY vs. AGF-B.TO - Volatility Comparison

Bank of Ireland Group plc (BKRIY) has a higher volatility of 8.71% compared to AGF Management Ltd (AGF-B.TO) at 7.13%. This indicates that BKRIY's price experiences larger fluctuations and is considered to be riskier than AGF-B.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BKRIY	AGF-B.TO	Difference
Volatility (1M) Calculated over the trailing 1-month period	8.71%	7.13%	+1.58%
Volatility (6M) Calculated over the trailing 6-month period	23.51%	27.69%	-4.18%
Volatility (1Y) Calculated over the trailing 1-year period	30.43%	33.69%	-3.26%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	40.88%	31.54%	+9.34%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	48.77%	34.98%	+13.79%

Dividends

BKRIY vs. AGF-B.TO - Dividend Comparison

BKRIY's dividend yield for the trailing twelve months is around 4.11%, more than AGF-B.TO's 2.95% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AGF-B.TO AGF Management Ltd	2.95%	3.01%	4.26%	5.58%	5.52%	4.07%	5.26%	4.97%	6.64%	3.91%	3.83%	11.35%
BKRIY Bank of Ireland Group plc	4.11%	3.14%	11.28%	2.53%	0.57%	0.00%	0.00%	2.36%	1.76%	0.00%	0.00%	0.00%

Financials

Frequently Asked Questions

Can I hold both BKRIY and AGF-B.TO in my portfolio?

BKRIY and AGF-B.TO have a correlation of 0.29, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.