MFC vs. WPC
MFC (Manulife Financial Corporation) and WPC (W. P. Carey Inc.) are both stocks. MFC operates in Insurance - Life (Financial Services), while WPC operates in REIT - Diversified (Real Estate). Over the past 10 years, MFC returned 15.19%/yr vs 7.88%/yr for WPC. At a 0.24 correlation, their price movements are largely independent.
Performance
MFC vs. WPC - Performance Comparison
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Returns By Period
In the year-to-date period, MFC achieves a 7.25% return, which is significantly lower than WPC's 15.91% return. Over the past 10 years, MFC has outperformed WPC with an annualized return of 15.19%, while WPC has yielded a comparatively lower 7.88% annualized return.
MFC
- 1D
- -0.70%
- 1M
- 0.01%
- YTD
- 7.25%
- 6M
- 10.85%
- 1Y
- 24.20%
- 3Y*
- 31.36%
- 5Y*
- 18.42%
- 10Y*
- 15.19%
WPC
- 1D
- -0.28%
- 1M
- 1.59%
- YTD
- 15.91%
- 6M
- 13.63%
- 1Y
- 25.09%
- 3Y*
- 9.20%
- 5Y*
- 5.56%
- 10Y*
- 7.88%
MFC vs. WPC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MFC Manulife Financial Corporation | 7.25% | 22.95% | 45.75% | 31.13% | -1.18% | 12.17% | -7.18% | 49.19% | -29.89% | 22.17% |
WPC W. P. Carey Inc. | 15.91% | 24.99% | -10.59% | -7.93% | 0.47% | 22.88% | -5.99% | 28.84% | 1.08% | 25.68% |
Correlation
The correlation between MFC and WPC is 0.16, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.16 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.26 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.30 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.25 |
Correlation (All Time) Calculated using the full available price history since Sep 27, 1999 | 0.24 |
The correlation between MFC and WPC shifts across timeframes, from 0.16 (1 year) to 0.30 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
MFC:
$46.10B
WPC:
$16.31B
MFC:
$4.06
WPC:
$2.34
MFC:
9.41
WPC:
31.49
MFC:
3.30
WPC:
16.83
MFC:
0.76
WPC:
10.62
MFC:
1.05
WPC:
1.95
MFC:
$79.35B
WPC:
$1.53B
MFC:
$26.46B
WPC:
$942.27M
MFC:
$8.26B
WPC:
$1.21B
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Return for Risk
MFC vs. WPC — Risk / Return Rank
MFC
WPC
MFC vs. WPC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Manulife Financial Corporation (MFC) and W. P. Carey Inc. (WPC). 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 | WPC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.39 | ||
| Sortino ratioReturn per unit of downside risk | -0.57 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.27 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 1.95 | 2.60 | -0.65 |
| Martin ratioReturn relative to average drawdown | 5.24 | 7.92 | -2.68 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| MFC | WPC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.18 | 1.57 | -0.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.77 | 0.27 | +0.50 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.31 | +0.23 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.46 | -0.11 |
Drawdowns
MFC vs. WPC - Drawdown Comparison
The maximum MFC drawdown since its inception was -83.61%, which is greater than WPC's maximum drawdown of -52.45%. Use the drawdown chart below to compare losses from any high point for MFC and WPC.
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Drawdown Indicators
| MFC | WPC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -83.61% | -52.45% | -31.16% |
Max Drawdown (1Y)Largest decline over 1 year | -12.49% | -9.71% | -2.78% |
Max Drawdown (3Y)Largest decline over 3 years | -16.75% | -27.07% | +10.32% |
Max Drawdown (5Y)Largest decline over 5 years | -26.99% | -36.81% | +9.82% |
Max Drawdown (10Y)Largest decline over 10 years | -57.44% | -52.45% | -4.99% |
Current DrawdownCurrent decline from peak | -3.76% | -1.91% | -1.85% |
Average DrawdownAverage peak-to-trough decline | -29.42% | -10.27% | -19.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.63% | 3.17% | +1.46% |
Volatility
MFC vs. WPC - Volatility Comparison
Manulife Financial Corporation (MFC) has a higher volatility of 8.28% compared to W. P. Carey Inc. (WPC) at 4.03%. This indicates that MFC's price experiences larger fluctuations and is considered to be riskier than WPC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MFC | WPC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.28% | 4.03% | +4.25% |
Volatility (6M)Calculated over the trailing 6-month period | 15.81% | 12.06% | +3.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.69% | 16.08% | +4.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.12% | 20.63% | +3.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.42% | 25.79% | +2.63% |
Dividends
MFC vs. WPC - Dividend Comparison
MFC's dividend yield for the trailing twelve months is around 3.50%, less than WPC's 4.97% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MFC Manulife Financial Corporation | 3.50% | 3.45% | 4.16% | 4.86% | 5.71% | 4.91% | 4.70% | 3.71% | 4.08% | 3.93% | 4.15% | 5.38% |
WPC W. P. Carey Inc. | 4.97% | 5.62% | 6.41% | 7.93% | 5.43% | 5.12% | 5.91% | 5.17% | 6.26% | 7.26% | 6.65% | 6.48% |
Financials
MFC vs. WPC - Financials Comparison
This section allows you to compare key financial metrics between Manulife Financial Corporation and W. P. Carey 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.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
MFC and WPC have a correlation of 0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MFC has higher volatility (8.28%) compared to WPC (4.03%). In terms of maximum drawdown, MFC dropped -83.61% vs WPC's -52.45%.
WPC currently has the higher Sharpe Ratio (1.57 vs 1.18), 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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