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MFC.TO vs. IAG.TO
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

MFC.TO vs. IAG.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Manulife Financial Corporation (MFC.TO) and iA Financial Corporation Inc. (IAG.TO). The values are adjusted to include any dividend payments, if applicable.

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MFC.TO vs. IAG.TO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
MFC.TO
Manulife Financial Corporation
-2.89%17.45%57.53%28.33%5.83%11.57%-8.03%41.99%-23.25%13.30%
IAG.TO
iA Financial Corporation Inc.
-12.64%36.86%52.61%17.93%13.64%35.04%-19.68%68.97%-24.93%14.97%

Fundamentals

Market Cap

MFC.TO:

CA$80.94B

IAG.TO:

CA$14.36B

EPS

MFC.TO:

CA$3.40

IAG.TO:

CA$11.74

PE Ratio

MFC.TO:

14.10

IAG.TO:

13.15

PEG Ratio

MFC.TO:

4.95

IAG.TO:

1.23

PS Ratio

MFC.TO:

1.54

IAG.TO:

1.33

PB Ratio

MFC.TO:

1.83

IAG.TO:

1.98

Total Revenue (TTM)

MFC.TO:

CA$53.01B

IAG.TO:

CA$10.84B

Gross Profit (TTM)

MFC.TO:

CA$17.54B

IAG.TO:

CA$5.74B

EBITDA (TTM)

MFC.TO:

CA$6.80B

IAG.TO:

CA$1.76B

Returns By Period

In the year-to-date period, MFC.TO achieves a -2.89% return, which is significantly higher than IAG.TO's -12.64% return. Over the past 10 years, MFC.TO has underperformed IAG.TO with an annualized return of 15.34%, while IAG.TO has yielded a comparatively higher 18.37% annualized return.


MFC.TO

1D
2.31%
1M
-1.34%
YTD
-2.89%
6M
12.62%
1Y
11.15%
3Y*
30.35%
5Y*
17.45%
10Y*
15.34%

IAG.TO

1D
2.39%
1M
-0.48%
YTD
-12.64%
6M
-1.22%
1Y
15.88%
3Y*
25.49%
5Y*
21.03%
10Y*
18.37%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

MFC.TO vs. IAG.TO — Risk / Return Rank

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

MFC.TO
MFC.TO Risk / Return Rank: 5656
Overall Rank
MFC.TO Sharpe Ratio Rank: 5959
Sharpe Ratio Rank
MFC.TO Sortino Ratio Rank: 4949
Sortino Ratio Rank
MFC.TO Omega Ratio Rank: 5252
Omega Ratio Rank
MFC.TO Calmar Ratio Rank: 6060
Calmar Ratio Rank
MFC.TO Martin Ratio Rank: 6262
Martin Ratio Rank

IAG.TO
IAG.TO Risk / Return Rank: 6060
Overall Rank
IAG.TO Sharpe Ratio Rank: 6565
Sharpe Ratio Rank
IAG.TO Sortino Ratio Rank: 5454
Sortino Ratio Rank
IAG.TO Omega Ratio Rank: 5858
Omega Ratio Rank
IAG.TO Calmar Ratio Rank: 6161
Calmar Ratio Rank
IAG.TO Martin Ratio Rank: 6363
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.

MFC.TO vs. IAG.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Manulife Financial Corporation (MFC.TO) and iA Financial Corporation Inc. (IAG.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.


MFC.TOIAG.TODifference

Sharpe ratio

Return per unit of total volatility

0.46

0.64

-0.18

Sortino ratio

Return per unit of downside risk

0.73

0.91

-0.19

Omega ratio

Gain probability vs. loss probability

1.11

1.14

-0.04

Calmar ratio

Return relative to maximum drawdown

0.74

0.82

-0.07

Martin ratio

Return relative to average drawdown

2.01

2.26

-0.25

MFC.TO vs. IAG.TO - Sharpe Ratio Comparison

The current MFC.TO Sharpe Ratio is 0.46, which is comparable to the IAG.TO Sharpe Ratio of 0.64. The chart below compares the historical Sharpe Ratios of MFC.TO and IAG.TO, 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


MFC.TOIAG.TODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.46

0.64

-0.18

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.82

0.88

-0.06

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.59

0.69

-0.10

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.75

-0.00

-0.75

Correlation

The correlation between MFC.TO and IAG.TO is 0.46, 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

MFC.TO vs. IAG.TO - Dividend Comparison

MFC.TO's dividend yield for the trailing twelve months is around 3.77%, more than IAG.TO's 2.51% yield.


TTM20252024202320222021202020192018201720162015
MFC.TO
Manulife Financial Corporation
3.77%3.53%3.62%4.99%5.47%4.85%5.83%3.79%4.70%3.13%3.09%3.21%
IAG.TO
iA Financial Corporation Inc.
2.51%2.13%2.52%3.29%3.28%2.87%3.52%2.47%3.65%2.39%2.36%2.63%

Drawdowns

MFC.TO vs. IAG.TO - Drawdown Comparison

The maximum MFC.TO drawdown since its inception was -100.00%, roughly equal to the maximum IAG.TO drawdown of -100.00%. Use the drawdown chart below to compare losses from any high point for MFC.TO and IAG.TO.


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Drawdown Indicators


MFC.TOIAG.TODifference

Max Drawdown

Largest peak-to-trough decline

-100.00%

-100.00%

0.00%

Max Drawdown (1Y)

Largest decline over 1 year

-17.63%

-19.13%

+1.50%

Max Drawdown (5Y)

Largest decline over 5 years

-21.05%

-28.99%

+7.94%

Max Drawdown (10Y)

Largest decline over 10 years

-52.68%

-58.56%

+5.88%

Current Drawdown

Current decline from peak

-99.98%

-99.94%

-0.04%

Average Drawdown

Average peak-to-trough decline

-99.95%

-99.93%

-0.02%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.52%

6.89%

-0.37%

Volatility

MFC.TO vs. IAG.TO - Volatility Comparison

Manulife Financial Corporation (MFC.TO) has a higher volatility of 6.10% compared to iA Financial Corporation Inc. (IAG.TO) at 5.55%. This indicates that MFC.TO's price experiences larger fluctuations and is considered to be riskier than IAG.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


MFC.TOIAG.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

6.10%

5.55%

+0.55%

Volatility (6M)

Calculated over the trailing 6-month period

13.94%

17.70%

-3.76%

Volatility (1Y)

Calculated over the trailing 1-year period

24.52%

25.05%

-0.53%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.36%

23.96%

-2.60%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

26.15%

26.65%

-0.50%

Financials

MFC.TO vs. IAG.TO - Financials Comparison

This section allows you to compare key financial metrics between Manulife Financial Corporation and iA Financial Corporation Inc.. 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


0.005.00B10.00B15.00B20.00B25.00BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
8.60B
3.01B
(MFC.TO) Total Revenue
(IAG.TO) Total Revenue
Values in CAD except per share items

MFC.TO vs. IAG.TO - Profitability Comparison

The chart below illustrates the profitability comparison between Manulife Financial Corporation and iA Financial Corporation Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-100.0%-50.0%0.0%50.0%100.0%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
76.0%
100.0%
Portfolio components
MFC.TO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Manulife Financial Corporation reported a gross profit of 6.54B and revenue of 8.60B. Therefore, the gross margin over that period was 76.0%.

IAG.TO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, iA Financial Corporation Inc. reported a gross profit of 3.01B and revenue of 3.01B. Therefore, the gross margin over that period was 100.0%.

MFC.TO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Manulife Financial Corporation reported an operating income of 1.91B and revenue of 8.60B, resulting in an operating margin of 22.1%.

IAG.TO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, iA Financial Corporation Inc. reported an operating income of 237.00M and revenue of 3.01B, resulting in an operating margin of 7.9%.

MFC.TO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Manulife Financial Corporation reported a net income of 1.56B and revenue of 8.60B, resulting in a net margin of 18.2%.

IAG.TO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, iA Financial Corporation Inc. reported a net income of 201.00M and revenue of 3.01B, resulting in a net margin of 6.7%.