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MKL vs. FRFHF
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

MKL vs. FRFHF - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Markel Group Inc. (MKL) and Fairfax Financial Holdings Ltd (FRFHF). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

The year-to-date returns for both investments are quite close, with MKL having a -12.44% return and FRFHF slightly higher at -11.83%. Over the past 10 years, MKL has underperformed FRFHF with an annualized return of 7.11%, while FRFHF has yielded a comparatively higher 14.06% annualized return.


MKL

1D
-0.20%
1M
-4.92%
6M
-7.76%
YTD
-12.44%
1Y
-2.46%
3Y*
9.46%
5Y*
9.31%
10Y*
7.11%
ALL TIME*
12.90%

FRFHF

1D
-0.93%
1M
-0.80%
6M
1.17%
YTD
-11.83%
1Y
-3.59%
3Y*
29.27%
5Y*
33.55%
10Y*
14.06%
ALL TIME*
15.39%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$20.39M$18.66M$16.08M
$129.41M$131.97M$139.35M

MKL vs. FRFHF - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
MKL
Markel Group Inc.
-12.44%24.53%21.57%7.77%6.77%19.42%-9.61%10.13%-8.87%25.94%
FRFHF
Fairfax Financial Holdings Ltd
-11.83%38.79%53.39%57.56%23.17%48.23%-25.75%8.88%-15.44%11.34%

Correlation

The correlation between MKL and FRFHF is 0.27, which is low. Their historical price movements had little consistent relationship.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.27

Correlation (3Y)
Balances recent behavior with more history.

0.33

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.35

Correlation (10Y)
Provides a long-term view across more market conditions.

0.32

Correlation (All Time)
Calculated using the full available price history since Dec 18, 2002

0.23

The correlation between MKL and FRFHF shifts across timeframes, from 0.23 (all time) to 0.35 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

MKL:

$23.32B

FRFHF:

$34.41B

EPS

MKL:

$331.57

FRFHF:

$218.71

PE Ratio

MKL:

5.68

FRFHF:

7.63

PEG Ratio

MKL:

0.10

FRFHF:

0.19

PS Ratio

MKL:

1.04

FRFHF:

1.03

Total Revenue (TTM)

MKL:

$16.18B

FRFHF:

$33.09B

Gross Profit (TTM)

MKL:

$7.73B

FRFHF:

$15.57B

EBITDA (TTM)

MKL:

$3.23B

FRFHF:

$7.93B

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Return for Risk

MKL vs. FRFHF — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

MKL
MKL Risk / Return Rank: 2929
Overall Rank
MKL Sharpe Ratio Rank: 3030
Sharpe Ratio Rank
MKL Sortino Ratio Rank: 2626
Sortino Ratio Rank
MKL Omega Ratio Rank: 2626
Omega Ratio Rank
MKL Calmar Ratio Rank: 3434
Calmar Ratio Rank
MKL Martin Ratio Rank: 3131
Martin Ratio Rank

FRFHF
FRFHF Risk / Return Rank: 3232
Overall Rank
FRFHF Sharpe Ratio Rank: 3434
Sharpe Ratio Rank
FRFHF Sortino Ratio Rank: 2929
Sortino Ratio Rank
FRFHF Omega Ratio Rank: 2929
Omega Ratio Rank
FRFHF Calmar Ratio Rank: 3535
Calmar Ratio Rank
FRFHF Martin Ratio Rank: 3434
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

MKL vs. FRFHF - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Markel Group Inc. (MKL) and Fairfax Financial Holdings Ltd (FRFHF). 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.


MKLFRFHFDifference
Sharpe ratioReturn per unit of total volatility

-0.07

Sortino ratioReturn per unit of downside risk

-0.10

Omega ratioGain probability vs. loss probability

0.96

0.98

-0.02

Calmar ratioReturn relative to maximum drawdown

-0.31

-0.27

-0.05

Martin ratioReturn relative to average drawdown

-0.68

-0.54

-0.14

MKL vs. FRFHF - Sharpe Ratio Comparison

The current MKL Sharpe Ratio is -0.31, which is comparable to the FRFHF Sharpe Ratio of -0.24. The chart below compares the historical Sharpe Ratios of MKL and FRFHF, 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

MKL vs. FRFHF - Drawdown Comparison

The maximum MKL drawdown since its inception was -61.32%, roughly equal to the maximum FRFHF drawdown of -58.92%. Use the drawdown chart below to compare losses from any high point for MKL and FRFHF.


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Drawdown Indicators


MKLFRFHFDifference

Max Drawdown

Largest peak-to-trough decline

-61.32%

-58.92%

-2.40%

Max Drawdown (1Y)

Largest decline over 1 year

-20.10%

-19.55%

-0.55%

Max Drawdown (3Y)

Largest decline over 3 years

-20.10%

-19.55%

-0.55%

Max Drawdown (5Y)

Largest decline over 5 years

-28.87%

-20.88%

-7.99%

Max Drawdown (10Y)

Largest decline over 10 years

-44.66%

-58.92%

+14.26%

Current Drawdown

Current decline from peak

-14.12%

-12.22%

-1.90%

Average Drawdown

Average peak-to-trough decline

-11.39%

-12.48%

+1.09%

Ulcer Index

Depth and duration of drawdowns from previous peaks

9.34%

9.63%

-0.29%

Volatility

MKL vs. FRFHF - Volatility Comparison

Markel Group Inc. (MKL) has a higher volatility of 8.60% compared to Fairfax Financial Holdings Ltd (FRFHF) at 5.55%. This indicates that MKL's price experiences larger fluctuations and is considered to be riskier than FRFHF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


MKLFRFHFDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.60%

5.55%

+3.05%

Volatility (6M)

Calculated over the trailing 6-month period

15.73%

15.82%

-0.09%

Volatility (1Y)

Calculated over the trailing 1-year period

20.26%

21.76%

-1.50%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.46%

25.58%

-3.12%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

25.38%

27.12%

-1.74%

Dividends

MKL vs. FRFHF - Dividend Comparison

MKL has not paid dividends to shareholders, while FRFHF's dividend yield for the trailing twelve months is around 0.90%.


PositionTTM20252024202320222021202020192018201720162015
FRFHF
Fairfax Financial Holdings Ltd
0.90%0.79%1.08%1.09%1.68%2.03%2.93%2.13%2.27%1.89%2.09%2.12%
MKL
Markel Group Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Financials

MKL vs. FRFHF - Financials Comparison

This section allows you to compare key financial metrics between Markel Group Inc. and Fairfax Financial Holdings Ltd. 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


Values in USD except per share items

MKL vs. FRFHF - Profitability Comparison

The chart below illustrates the profitability comparison between Markel Group Inc. and Fairfax Financial Holdings Ltd over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

MKL - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Markel Group Inc. reported a gross profit of 0.00 and revenue of 4.02B. Therefore, the gross margin over that period was 0.0%.

FRFHF - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Fairfax Financial Holdings Ltd reported a gross profit of 11.42B and revenue of 11.42B. Therefore, the gross margin over that period was 100.0%.

MKL - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Markel Group Inc. reported an operating income of 1.56B and revenue of 4.02B, resulting in an operating margin of 38.8%.

FRFHF - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Fairfax Financial Holdings Ltd reported an operating income of 1.91B and revenue of 11.42B, resulting in an operating margin of 16.7%.

MKL - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Markel Group Inc. reported a net income of 1.85B and revenue of 4.02B, resulting in a net margin of 46.1%.

FRFHF - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Fairfax Financial Holdings Ltd reported a net income of 1.36B and revenue of 11.42B, resulting in a net margin of 11.9%.


Frequently Asked Questions


MKL and FRFHF have a correlation of 0.27, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

MKL has higher volatility (8.60%) compared to FRFHF (5.55%). In terms of maximum drawdown, MKL dropped -61.32% vs FRFHF's -58.92%.

FRFHF currently has the higher Sharpe Ratio (-0.24 vs -0.31), 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.

Portfolio Optimizer

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