PortfoliosLab logoPortfoliosLab logo
RY vs. MFC
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

RY vs. MFC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Royal Bank of Canada (RY) and Manulife Financial Corporation (MFC). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, RY achieves a 16.17% return, which is significantly higher than MFC's 9.27% return. Both investments have delivered pretty close results over the past 10 years, with RY having a 16.63% annualized return and MFC not far behind at 15.88%.


RY

1D
0.66%
1M
7.51%
YTD
16.17%
6M
21.22%
1Y
57.80%
3Y*
33.05%
5Y*
17.96%
10Y*
16.63%

MFC

1D
0.46%
1M
-1.92%
YTD
9.27%
6M
13.46%
1Y
24.59%
3Y*
32.27%
5Y*
19.18%
10Y*
15.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

RY vs. MFC - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
RY
Royal Bank of Canada
16.17%46.29%23.80%12.72%-8.00%34.11%8.42%20.17%-12.88%24.95%
MFC
Manulife Financial Corporation
9.27%22.95%45.75%31.13%-1.18%12.17%-7.18%49.19%-29.89%22.17%

Correlation

The correlation between RY and MFC is 0.51, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.51

Correlation (3Y)
Calculated over the trailing 3-year period

0.62

Correlation (5Y)
Calculated over the trailing 5-year period

0.69

Correlation (10Y)
Calculated over the trailing 10-year period

0.68

Correlation (All Time)
Calculated using the full available price history since Sep 24, 1999

0.62

The correlation between RY and MFC shifts across timeframes, from 0.51 (1 year) to 0.69 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

RY:

$200.68B

MFC:

$46.97B

EPS

RY:

$18.17

MFC:

$4.06

PE Ratio

RY:

10.75

MFC:

9.59

PEG Ratio

RY:

1.56

MFC:

3.36

PS Ratio

RY:

1.71

MFC:

0.78

PB Ratio

RY:

1.55

MFC:

1.07

Total Revenue (TTM)

RY:

$138.99B

MFC:

$79.35B

Gross Profit (TTM)

RY:

$65.64B

MFC:

$26.46B

EBITDA (TTM)

RY:

$30.01B

MFC:

$8.26B

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

RY vs. MFC — Risk / Return Rank

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

RY
RY Risk / Return Rank: 9797
Overall Rank
RY Sharpe Ratio Rank: 9898
Sharpe Ratio Rank
RY Sortino Ratio Rank: 9898
Sortino Ratio Rank
RY Omega Ratio Rank: 9797
Omega Ratio Rank
RY Calmar Ratio Rank: 9494
Calmar Ratio Rank
RY Martin Ratio Rank: 9696
Martin Ratio Rank

MFC
MFC Risk / Return Rank: 7474
Overall Rank
MFC Sharpe Ratio Rank: 7777
Sharpe Ratio Rank
MFC Sortino Ratio Rank: 6969
Sortino Ratio Rank
MFC Omega Ratio Rank: 7070
Omega Ratio Rank
MFC Calmar Ratio Rank: 7575
Calmar Ratio Rank
MFC Martin Ratio Rank: 7878
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.

RY vs. MFC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Royal Bank of Canada (RY) and Manulife Financial Corporation (MFC). 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.


RYMFCDifference
Sharpe ratioReturn per unit of total volatility

+2.66

Sortino ratioReturn per unit of downside risk

+3.93

Omega ratioGain probability vs. loss probability

1.68

1.22

+0.46

Calmar ratioReturn relative to maximum drawdown

5.79

1.98

+3.81

Martin ratioReturn relative to average drawdown

21.54

5.41

+16.13

RY vs. MFC - Sharpe Ratio Comparison

The current RY Sharpe Ratio is 3.86, which is higher than the MFC Sharpe Ratio of 1.19. The chart below compares the historical Sharpe Ratios of RY and MFC, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Sharpe Ratios by Period


RYMFCDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

3.86

1.19

+2.66

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.00

0.80

+0.20

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.84

0.56

+0.28

Sharpe Ratio (All Time)

Calculated using the full available price history

0.65

0.34

+0.31

Drawdowns

RY vs. MFC - Drawdown Comparison

The maximum RY drawdown since its inception was -62.90%, smaller than the maximum MFC drawdown of -83.61%. Use the drawdown chart below to compare losses from any high point for RY and MFC.


Loading charts...

Drawdown Indicators


RYMFCDifference

Max Drawdown

Largest peak-to-trough decline

-62.90%

-83.61%

+20.71%

Max Drawdown (1Y)

Largest decline over 1 year

-10.04%

-12.49%

+2.45%

Max Drawdown (3Y)

Largest decline over 3 years

-19.88%

-16.75%

-3.13%

Max Drawdown (5Y)

Largest decline over 5 years

-28.36%

-26.99%

-1.37%

Max Drawdown (10Y)

Largest decline over 10 years

-39.95%

-57.44%

+17.49%

Current Drawdown

Current decline from peak

0.00%

-1.95%

+1.95%

Average Drawdown

Average peak-to-trough decline

-9.32%

-29.41%

+20.09%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.69%

4.64%

-1.95%

Volatility

RY vs. MFC - Volatility Comparison

The current volatility for Royal Bank of Canada (RY) is 4.34%, while Manulife Financial Corporation (MFC) has a volatility of 7.84%. This indicates that RY experiences smaller price fluctuations and is considered to be less risky than MFC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


RYMFCDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.34%

7.84%

-3.50%

Volatility (6M)

Calculated over the trailing 6-month period

11.36%

15.82%

-4.46%

Volatility (1Y)

Calculated over the trailing 1-year period

15.09%

20.72%

-5.63%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.00%

24.13%

-6.13%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.77%

28.42%

-8.65%

Dividends

RY vs. MFC - Dividend Comparison

RY's dividend yield for the trailing twelve months is around 2.37%, less than MFC's 3.43% yield.


PositionTTM20252024202320222021202020192018201720162015
MFC
Manulife Financial Corporation
3.43%3.45%4.16%4.86%5.71%4.91%4.70%3.71%4.08%3.93%4.15%5.38%
RY
Royal Bank of Canada
2.37%2.54%3.39%4.29%4.07%3.24%3.88%3.88%4.27%3.22%3.95%5.41%

Financials

RY vs. MFC - Financials Comparison

This section allows you to compare key financial metrics between Royal Bank of Canada and Manulife Financial Corporation. 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


-40.00B-20.00B0.0020.00B40.00B20222023202420252026
33.93B
12.31B
(RY) Total Revenue
(MFC) Total Revenue
Values in USD except per share items

RY vs. MFC - Profitability Comparison

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

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-20.0%0.0%20.0%40.0%60.0%80.0%100.0%20222023202420252026
48.7%
100.0%
Portfolio components
RY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Royal Bank of Canada reported a gross profit of 16.51B and revenue of 33.93B. Therefore, the gross margin over that period was 48.7%.

MFC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Manulife Financial Corporation reported a gross profit of 12.31B and revenue of 12.31B. Therefore, the gross margin over that period was 100.0%.

RY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Royal Bank of Canada reported an operating income of 7.10B and revenue of 33.93B, resulting in an operating margin of 20.9%.

MFC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Manulife Financial Corporation reported an operating income of 1.47B and revenue of 12.31B, resulting in an operating margin of 11.9%.

RY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Royal Bank of Canada reported a net income of 5.51B and revenue of 33.93B, resulting in a net margin of 16.2%.

MFC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Manulife Financial Corporation reported a net income of 1.20B and revenue of 12.31B, resulting in a net margin of 9.7%.


Frequently Asked Questions


RY and MFC have a correlation of 0.51, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

MFC has higher volatility (7.84%) compared to RY (4.34%). In terms of maximum drawdown, RY dropped -62.90% vs MFC's -83.61%.

RY currently has the higher Sharpe Ratio (3.86 vs 1.19), 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

Find the right allocation for RY and MFC

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer