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SFC.TO vs. GWO.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

SFC.TO vs. GWO.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Sagicor Financial Company Ltd. (SFC.TO) and Great-West Lifeco Inc. (GWO.TO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SFC.TO achieves a -12.01% return, which is significantly lower than GWO.TO's 21.00% return.


SFC.TO

1D
2.00%
1M
-12.78%
YTD
-12.01%
6M
-0.34%
1Y
2.72%
3Y*
24.59%
5Y*
9.98%
10Y*

GWO.TO

1D
0.97%
1M
11.27%
YTD
21.00%
6M
29.29%
1Y
64.14%
3Y*
33.73%
5Y*
22.73%
10Y*
14.31%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SFC.TO vs. GWO.TO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SFC.TO
Sagicor Financial Company Ltd.
-12.01%60.54%9.35%15.51%-8.13%2.15%-31.40%-2.50%2.04%2.08%
GWO.TO
Great-West Lifeco Inc.
21.00%48.38%14.28%47.70%-12.58%31.45%-2.64%24.53%-15.76%1.33%

Correlation

The correlation between SFC.TO and GWO.TO is 0.09, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


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

0.09

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

0.06

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

0.04

Correlation (All Time)
Calculated using the full available price history since Jul 6, 2017

0.03

Fundamentals

Market Cap

SFC.TO:

CA$1.10B

GWO.TO:

CA$72.99B

EPS

SFC.TO:

CA$0.19

GWO.TO:

CA$4.85

PE Ratio

SFC.TO:

42.68

GWO.TO:

16.58

PEG Ratio

SFC.TO:

0.67

GWO.TO:

1.84

PS Ratio

SFC.TO:

0.49

GWO.TO:

2.13

PB Ratio

SFC.TO:

1.13

GWO.TO:

2.70

Total Revenue (TTM)

SFC.TO:

CA$2.26B

GWO.TO:

CA$34.77B

Gross Profit (TTM)

SFC.TO:

CA$1.88B

GWO.TO:

CA$15.81B

EBITDA (TTM)

SFC.TO:

CA$365.63M

GWO.TO:

CA$6.15B

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Return for Risk

SFC.TO vs. GWO.TO — Risk / Return Rank

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

SFC.TO
SFC.TO Risk / Return Rank: 4747
Overall Rank
SFC.TO Sharpe Ratio Rank: 4949
Sharpe Ratio Rank
SFC.TO Sortino Ratio Rank: 4444
Sortino Ratio Rank
SFC.TO Omega Ratio Rank: 4343
Omega Ratio Rank
SFC.TO Calmar Ratio Rank: 4949
Calmar Ratio Rank
SFC.TO Martin Ratio Rank: 5151
Martin Ratio Rank

GWO.TO
GWO.TO Risk / Return Rank: 9595
Overall Rank
GWO.TO Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
GWO.TO Sortino Ratio Rank: 9797
Sortino Ratio Rank
GWO.TO Omega Ratio Rank: 9797
Omega Ratio Rank
GWO.TO Calmar Ratio Rank: 9292
Calmar Ratio Rank
GWO.TO Martin Ratio Rank: 9595
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.

SFC.TO vs. GWO.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Sagicor Financial Company Ltd. (SFC.TO) and Great-West Lifeco Inc. (GWO.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.


SFC.TOGWO.TODifference
Sharpe ratioReturn per unit of total volatility

-3.60

Sortino ratioReturn per unit of downside risk

-4.18

Omega ratioGain probability vs. loss probability

1.07

1.69

-0.63

Calmar ratioReturn relative to maximum drawdown

0.32

5.13

-4.81

Martin ratioReturn relative to average drawdown

0.84

19.30

-18.46

SFC.TO vs. GWO.TO - Sharpe Ratio Comparison

The current SFC.TO Sharpe Ratio is 0.22, which is lower than the GWO.TO Sharpe Ratio of 3.82. The chart below compares the historical Sharpe Ratios of SFC.TO and GWO.TO, 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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Sharpe Ratios by Period


SFC.TOGWO.TODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.22

3.82

-3.60

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.35

1.38

-1.03

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.69

Sharpe Ratio (All Time)

Calculated using the full available price history

0.07

0.56

-0.50

Drawdowns

SFC.TO vs. GWO.TO - Drawdown Comparison

The maximum SFC.TO drawdown since its inception was -54.33%, smaller than the maximum GWO.TO drawdown of -67.51%. Use the drawdown chart below to compare losses from any high point for SFC.TO and GWO.TO.


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Drawdown Indicators


SFC.TOGWO.TODifference

Max Drawdown

Largest peak-to-trough decline

-54.33%

-67.51%

+13.18%

Max Drawdown (1Y)

Largest decline over 1 year

-21.06%

-12.34%

-8.72%

Max Drawdown (3Y)

Largest decline over 3 years

-24.77%

-12.82%

-11.95%

Max Drawdown (5Y)

Largest decline over 5 years

-32.78%

-27.64%

-5.14%

Max Drawdown (10Y)

Largest decline over 10 years

-44.96%

Current Drawdown

Current decline from peak

-19.48%

0.00%

-19.48%

Average Drawdown

Average peak-to-trough decline

-25.88%

-10.93%

-14.95%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.01%

3.27%

+4.74%

Volatility

SFC.TO vs. GWO.TO - Volatility Comparison

Sagicor Financial Company Ltd. (SFC.TO) has a higher volatility of 9.61% compared to Great-West Lifeco Inc. (GWO.TO) at 5.84%. This indicates that SFC.TO's price experiences larger fluctuations and is considered to be riskier than GWO.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SFC.TOGWO.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

9.61%

5.84%

+3.77%

Volatility (6M)

Calculated over the trailing 6-month period

21.13%

11.99%

+9.14%

Volatility (1Y)

Calculated over the trailing 1-year period

31.15%

16.58%

+14.57%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

30.11%

16.58%

+13.53%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

31.85%

20.73%

+11.12%

Dividends

SFC.TO vs. GWO.TO - Dividend Comparison

SFC.TO's dividend yield for the trailing twelve months is around 4.86%, more than GWO.TO's 3.18% yield.


PositionTTM20252024202320222021202020192018201720162015
GWO.TO
Great-West Lifeco Inc.
3.18%3.60%4.66%4.74%6.26%4.75%5.77%4.97%5.52%4.18%3.94%3.78%
SFC.TO
Sagicor Financial Company Ltd.
4.86%3.98%5.30%5.13%5.31%4.50%4.72%0.00%0.00%0.00%0.00%0.00%

Financials

SFC.TO vs. GWO.TO - Financials Comparison

This section allows you to compare key financial metrics between Sagicor Financial Company Ltd. and Great-West Lifeco 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


-5.00B0.005.00B10.00B15.00B20.00B20222023202420252026
488.77M
7.73B
(SFC.TO) Total Revenue
(GWO.TO) Total Revenue
Values in CAD except per share items

SFC.TO vs. GWO.TO - Profitability Comparison

The chart below illustrates the profitability comparison between Sagicor Financial Company Ltd. and Great-West Lifeco Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-50.0%0.0%50.0%100.0%20222023202420252026
100.0%
46.9%
Portfolio components
SFC.TO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Sagicor Financial Company Ltd. reported a gross profit of 488.77M and revenue of 488.77M. Therefore, the gross margin over that period was 100.0%.

GWO.TO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Great-West Lifeco Inc. reported a gross profit of 3.62B and revenue of 7.73B. Therefore, the gross margin over that period was 46.9%.

SFC.TO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Sagicor Financial Company Ltd. reported an operating income of -25.50M and revenue of 488.77M, resulting in an operating margin of -5.2%.

GWO.TO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Great-West Lifeco Inc. reported an operating income of 1.61B and revenue of 7.73B, resulting in an operating margin of 20.8%.

SFC.TO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Sagicor Financial Company Ltd. reported a net income of -33.87M and revenue of 488.77M, resulting in a net margin of -6.9%.

GWO.TO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Great-West Lifeco Inc. reported a net income of 1.24B and revenue of 7.73B, resulting in a net margin of 16.1%.


Frequently Asked Questions


SFC.TO and GWO.TO have a correlation of 0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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