TBBK vs. MSCI
TBBK (The Bancorp, Inc.) and MSCI (MSCI Inc.) are both stocks. Both are in the Financial Services sector — TBBK in Banks - Regional, MSCI in Financial Data & Stock Exchanges. Over the past 10 years, TBBK returned 24.45%/yr vs 24.54%/yr for MSCI. At a 0.29 correlation, their price movements are largely independent.
Performance
TBBK vs. MSCI - Performance Comparison
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Returns By Period
In the year-to-date period, TBBK achieves a -14.90% return, which is significantly lower than MSCI's 5.22% return. Both investments have delivered pretty close results over the past 10 years, with TBBK having a 24.45% annualized return and MSCI not far ahead at 24.54%.
TBBK
- 1D
- 1.70%
- 1M
- 9.20%
- YTD
- -14.90%
- 6M
- -16.46%
- 1Y
- 12.20%
- 3Y*
- 16.49%
- 5Y*
- 17.77%
- 10Y*
- 24.45%
MSCI
- 1D
- 0.81%
- 1M
- 5.32%
- YTD
- 5.22%
- 6M
- 9.54%
- 1Y
- 9.42%
- 3Y*
- 9.01%
- 5Y*
- 5.72%
- 10Y*
- 24.54%
TBBK vs. MSCI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TBBK The Bancorp, Inc. | -14.90% | 28.29% | 36.49% | 35.87% | 12.13% | 85.42% | 5.24% | 62.94% | -19.43% | 25.70% |
MSCI MSCI Inc. | 5.22% | -3.17% | 7.31% | 22.90% | -23.34% | 38.14% | 74.38% | 77.19% | 17.95% | 62.63% |
Correlation
The correlation between TBBK and MSCI is 0.26, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.26 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.30 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.36 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.27 |
Correlation (All Time) Calculated using the full available price history since Nov 15, 2007 | 0.29 |
The correlation between TBBK and MSCI shifts across timeframes, from 0.26 (1 year) to 0.36 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
TBBK:
$2.45B
MSCI:
$43.98B
TBBK:
$5.09
MSCI:
$17.28
TBBK:
11.28
MSCI:
34.67
TBBK:
0.41
MSCI:
2.15
TBBK:
3.80
MSCI:
14.12
TBBK:
$686.06M
MSCI:
$3.24B
TBBK:
$394.85M
MSCI:
$2.68B
TBBK:
$230.08M
MSCI:
$1.99B
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Return for Risk
TBBK vs. MSCI — Risk / Return Rank
TBBK
MSCI
TBBK vs. MSCI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Bancorp, Inc. (TBBK) and MSCI Inc. (MSCI). 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.
| TBBK | MSCI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.04 | ||
| Sortino ratioReturn per unit of downside risk | -0.02 | ||
| Omega ratioGain probability vs. loss probability | 1.10 | 1.09 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 0.34 | 0.52 | -0.18 |
| Martin ratioReturn relative to average drawdown | 0.60 | 1.37 | -0.77 |
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Drawdowns
TBBK vs. MSCI - Drawdown Comparison
The maximum TBBK drawdown since its inception was -92.68%, which is greater than MSCI's maximum drawdown of -69.06%. Use the drawdown chart below to compare losses from any high point for TBBK and MSCI.
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Drawdown Indicators
| TBBK | MSCI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -92.68% | -69.06% | -23.62% |
Max Drawdown (1Y)Largest decline over 1 year | -35.92% | -18.07% | -17.85% |
Max Drawdown (3Y)Largest decline over 3 years | -36.28% | -25.99% | -10.29% |
Max Drawdown (5Y)Largest decline over 5 years | -48.94% | -43.74% | -5.20% |
Max Drawdown (10Y)Largest decline over 10 years | -73.77% | -43.74% | -30.03% |
Current DrawdownCurrent decline from peak | -28.48% | -6.94% | -21.54% |
Average DrawdownAverage peak-to-trough decline | -47.53% | -13.07% | -34.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 20.43% | 6.92% | +13.51% |
Volatility
TBBK vs. MSCI - Volatility Comparison
The Bancorp, Inc. (TBBK) and MSCI Inc. (MSCI) have volatilities of 8.48% and 8.37%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TBBK | MSCI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.48% | 8.37% | +0.11% |
Volatility (6M)Calculated over the trailing 6-month period | 30.93% | 20.91% | +10.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 43.30% | 28.70% | +14.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 46.06% | 30.72% | +15.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 50.78% | 31.18% | +19.60% |
Dividends
TBBK vs. MSCI - Dividend Comparison
TBBK has not paid dividends to shareholders, while MSCI's dividend yield for the trailing twelve months is around 1.29%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSCI MSCI Inc. | 1.29% | 1.25% | 1.07% | 0.98% | 0.98% | 0.59% | 0.65% | 0.98% | 1.30% | 1.04% | 1.27% | 1.11% |
TBBK The Bancorp, 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
TBBK vs. MSCI - Financials Comparison
This section allows you to compare key financial metrics between The Bancorp, Inc. and MSCI 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
TBBK vs. MSCI - Profitability Comparison
TBBK - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, The Bancorp, Inc. reported a gross profit of 0.00 and revenue of 72.53M. Therefore, the gross margin over that period was 0.0%.
MSCI - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, MSCI Inc. reported a gross profit of 709.00M and revenue of 850.80M. Therefore, the gross margin over that period was 83.3%.
TBBK - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, The Bancorp, Inc. reported an operating income of 0.00 and revenue of 72.53M, resulting in an operating margin of 0.0%.
MSCI - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, MSCI Inc. reported an operating income of 456.90M and revenue of 850.80M, resulting in an operating margin of 53.7%.
TBBK - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, The Bancorp, Inc. reported a net income of 60.07M and revenue of 72.53M, resulting in a net margin of 82.8%.
MSCI - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, MSCI Inc. reported a net income of 406.00M and revenue of 850.80M, resulting in a net margin of 47.7%.
Frequently Asked Questions
TBBK and MSCI have a correlation of 0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TBBK has higher volatility (8.48%) compared to MSCI (8.37%). In terms of maximum drawdown, TBBK dropped -92.68% vs MSCI's -69.06%.
MSCI currently has the higher Sharpe Ratio (0.33 vs 0.28), 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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