RYAN vs. PFG
Compare and contrast key facts about Ryan Specialty Group Holdings, Inc. (RYAN) and Principal Financial Group, Inc. (PFG).
Performance
RYAN vs. PFG - Performance Comparison
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RYAN vs. PFG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
RYAN Ryan Specialty Group Holdings, Inc. | -34.43% | -18.92% | 50.88% | 3.64% | 2.87% | 46.73% |
PFG Principal Financial Group, Inc. | 3.07% | 18.38% | 1.87% | -2.83% | 20.10% | 18.82% |
Fundamentals
RYAN:
$9.40B
PFG:
$20.04B
RYAN:
$0.31
PFG:
$5.26
RYAN:
107.22
PFG:
17.12
RYAN:
3.05
PFG:
1.84
RYAN:
14.50
PFG:
1.69
RYAN:
$3.05B
PFG:
$11.05B
RYAN:
$2.58B
PFG:
$4.91B
RYAN:
$842.56M
PFG:
$780.40M
Returns By Period
In the year-to-date period, RYAN achieves a -34.43% return, which is significantly lower than PFG's 3.07% return.
RYAN
- 1D
- 2.34%
- 1M
- -14.26%
- YTD
- -34.43%
- 6M
- -39.81%
- 1Y
- -53.90%
- 3Y*
- -4.99%
- 5Y*
- —
- 10Y*
- —
PFG
- 1D
- 2.13%
- 1M
- -4.72%
- YTD
- 3.07%
- 6M
- 10.70%
- 1Y
- 10.93%
- 3Y*
- 10.57%
- 5Y*
- 12.13%
- 10Y*
- 12.60%
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Return for Risk
RYAN vs. PFG — Risk / Return Rank
RYAN
PFG
RYAN vs. PFG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Ryan Specialty Group Holdings, Inc. (RYAN) and Principal Financial Group, Inc. (PFG). 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.
| RYAN | PFG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -1.46 | 0.38 | -1.84 |
Sortino ratioReturn per unit of downside risk | -2.30 | 0.70 | -3.00 |
Omega ratioGain probability vs. loss probability | 0.71 | 1.10 | -0.39 |
Calmar ratioReturn relative to maximum drawdown | -0.92 | 0.66 | -1.58 |
Martin ratioReturn relative to average drawdown | -1.86 | 1.75 | -3.61 |
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
| RYAN | PFG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -1.46 | 0.38 | -1.84 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.46 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.39 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.15 | 0.21 | -0.06 |
Correlation
The correlation between RYAN and PFG is 0.33, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
RYAN vs. PFG - Dividend Comparison
RYAN's dividend yield for the trailing twelve months is around 1.45%, less than PFG's 3.47% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RYAN Ryan Specialty Group Holdings, Inc. | 1.45% | 0.93% | 1.04% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
PFG Principal Financial Group, Inc. | 3.47% | 3.49% | 3.68% | 3.30% | 3.05% | 3.37% | 4.52% | 3.96% | 4.75% | 2.65% | 2.78% | 3.33% |
Drawdowns
RYAN vs. PFG - Drawdown Comparison
The maximum RYAN drawdown since its inception was -57.81%, smaller than the maximum PFG drawdown of -91.50%. Use the drawdown chart below to compare losses from any high point for RYAN and PFG.
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Drawdown Indicators
| RYAN | PFG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.81% | -91.50% | +33.69% |
Max Drawdown (1Y)Largest decline over 1 year | -57.81% | -19.29% | -38.52% |
Max Drawdown (5Y)Largest decline over 5 years | — | -29.32% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -64.73% | — |
Current DrawdownCurrent decline from peak | -55.15% | -6.75% | -48.40% |
Average DrawdownAverage peak-to-trough decline | -10.67% | -22.01% | +11.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 28.63% | 7.27% | +21.36% |
Volatility
RYAN vs. PFG - Volatility Comparison
Ryan Specialty Group Holdings, Inc. (RYAN) has a higher volatility of 9.28% compared to Principal Financial Group, Inc. (PFG) at 6.42%. This indicates that RYAN's price experiences larger fluctuations and is considered to be riskier than PFG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RYAN | PFG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.28% | 6.42% | +2.86% |
Volatility (6M)Calculated over the trailing 6-month period | 29.63% | 16.62% | +13.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 37.09% | 28.66% | +8.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 33.61% | 26.69% | +6.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.61% | 32.03% | +1.58% |
Financials
RYAN vs. PFG - Financials Comparison
This section allows you to compare key financial metrics between Ryan Specialty Group Holdings, Inc. and Principal Financial Group, 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