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BPXXY vs. FNMA
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

BPXXY vs. FNMA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Bper Banca SpA ADR (BPXXY) and Federal National Mortgage Association (FNMA). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, BPXXY achieves a 10.07% return, which is significantly higher than FNMA's -40.82% return. Over the past 10 years, BPXXY has outperformed FNMA with an annualized return of 16.64%, while FNMA has yielded a comparatively lower 10.59% annualized return.


BPXXY

1D
0.00%
1M
0.20%
YTD
10.07%
6M
10.07%
1Y
51.42%
3Y*
82.15%
5Y*
51.95%
10Y*
16.64%

FNMA

1D
-9.93%
1M
-26.84%
YTD
-40.82%
6M
-45.07%
1Y
-32.16%
3Y*
144.17%
5Y*
22.52%
10Y*
10.59%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BPXXY vs. FNMA - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BPXXY
Bper Banca SpA ADR
10.07%158.64%92.56%60.97%4.36%-31.19%-24.67%19.03%-17.32%0.43%
FNMA
Federal National Mortgage Association
-40.82%227.13%206.54%202.77%-56.90%-65.69%-23.40%194.34%-60.00%-32.05%

Correlation

The correlation between BPXXY and FNMA is 0.00, 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

0.00

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

0.02

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

0.00

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

0.01

Correlation (All Time)
Calculated using the full available price history since Mar 31, 2015

0.01

Fundamentals

Market Cap

BPXXY:

$27.03B

FNMA:

$37.42B

EPS

BPXXY:

$2.07

FNMA:

$2.77

PE Ratio

BPXXY:

13.17

FNMA:

2.29

PEG Ratio

BPXXY:

0.32

FNMA:

0.00

PS Ratio

BPXXY:

2.82

FNMA:

0.23

Total Revenue (TTM)

BPXXY:

$8.88B

FNMA:

$161.03B

Gross Profit (TTM)

BPXXY:

$7.06B

FNMA:

$117.99B

EBITDA (TTM)

BPXXY:

$3.21B

FNMA:

$111.39B

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Return for Risk

BPXXY vs. FNMA — Risk / Return Rank

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

BPXXY
BPXXY Risk / Return Rank: 8080
Overall Rank
BPXXY Sharpe Ratio Rank: 7979
Sharpe Ratio Rank
BPXXY Sortino Ratio Rank: 7676
Sortino Ratio Rank
BPXXY Omega Ratio Rank: 9595
Omega Ratio Rank
BPXXY Calmar Ratio Rank: 7474
Calmar Ratio Rank
BPXXY Martin Ratio Rank: 7676
Martin Ratio Rank

FNMA
FNMA Risk / Return Rank: 2727
Overall Rank
FNMA Sharpe Ratio Rank: 2626
Sharpe Ratio Rank
FNMA Sortino Ratio Rank: 3030
Sortino Ratio Rank
FNMA Omega Ratio Rank: 3030
Omega Ratio Rank
FNMA Calmar Ratio Rank: 2424
Calmar Ratio Rank
FNMA Martin Ratio Rank: 2323
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.

BPXXY vs. FNMA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Bper Banca SpA ADR (BPXXY) and Federal National Mortgage Association (FNMA). 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.


BPXXYFNMADifference
Sharpe ratioReturn per unit of total volatility

+1.68

Sortino ratioReturn per unit of downside risk

+2.01

Omega ratioGain probability vs. loss probability

1.57

1.00

+0.57

Calmar ratioReturn relative to maximum drawdown

1.94

-0.46

+2.40

Martin ratioReturn relative to average drawdown

5.42

-0.89

+6.31

BPXXY vs. FNMA - Sharpe Ratio Comparison

The current BPXXY Sharpe Ratio is 1.34, which is higher than the FNMA Sharpe Ratio of -0.34. The chart below compares the historical Sharpe Ratios of BPXXY and FNMA, 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


BPXXYFNMADifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.34

-0.34

+1.68

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.95

0.25

+0.70

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.15

0.13

+0.02

Sharpe Ratio (All Time)

Calculated using the full available price history

0.10

0.07

+0.03

Drawdowns

BPXXY vs. FNMA - Drawdown Comparison

The maximum BPXXY drawdown since its inception was -83.37%, smaller than the maximum FNMA drawdown of -99.74%. Use the drawdown chart below to compare losses from any high point for BPXXY and FNMA.


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Drawdown Indicators


BPXXYFNMADifference

Max Drawdown

Largest peak-to-trough decline

-83.37%

-99.74%

+16.37%

Max Drawdown (1Y)

Largest decline over 1 year

-26.65%

-69.76%

+43.11%

Max Drawdown (3Y)

Largest decline over 3 years

-26.65%

-69.76%

+43.11%

Max Drawdown (5Y)

Largest decline over 5 years

-40.28%

-85.40%

+45.12%

Max Drawdown (10Y)

Largest decline over 10 years

-76.15%

-92.13%

+15.98%

Current Drawdown

Current decline from peak

-12.72%

-91.33%

+78.61%

Average Drawdown

Average peak-to-trough decline

-41.90%

-46.16%

+4.26%

Ulcer Index

Depth and duration of drawdowns from previous peaks

9.51%

36.31%

-26.80%

Volatility

BPXXY vs. FNMA - Volatility Comparison

The current volatility for Bper Banca SpA ADR (BPXXY) is 10.58%, while Federal National Mortgage Association (FNMA) has a volatility of 17.91%. This indicates that BPXXY experiences smaller price fluctuations and is considered to be less risky than FNMA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BPXXYFNMADifference

Volatility (1M)

Calculated over the trailing 1-month period

10.58%

17.91%

-7.33%

Volatility (6M)

Calculated over the trailing 6-month period

35.44%

66.26%

-30.82%

Volatility (1Y)

Calculated over the trailing 1-year period

38.59%

94.78%

-56.19%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

55.21%

91.90%

-36.69%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

110.58%

81.90%

+28.68%

Dividends

BPXXY vs. FNMA - Dividend Comparison

BPXXY's dividend yield for the trailing twelve months is around 5.65%, while FNMA has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
BPXXY
Bper Banca SpA ADR
5.65%6.13%5.75%4.07%3.10%1.53%14.36%1.93%2.09%2.19%4.35%0.32%
FNMA
Federal National Mortgage Association
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

BPXXY vs. FNMA - Financials Comparison

This section allows you to compare key financial metrics between Bper Banca SpA ADR and Federal National Mortgage Association. 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


0.0010.00B20.00B30.00B40.00B20222023202420252026
1.70B
40.22B
(BPXXY) Total Revenue
(FNMA) Total Revenue
Values in USD except per share items

BPXXY vs. FNMA - Profitability Comparison

The chart below illustrates the profitability comparison between Bper Banca SpA ADR and Federal National Mortgage Association over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%80.0%100.0%20222023202420252026
94.9%
0
Portfolio components
BPXXY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Bper Banca SpA ADR reported a gross profit of 1.61B and revenue of 1.70B. Therefore, the gross margin over that period was 94.9%.

FNMA - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Federal National Mortgage Association reported a gross profit of 0.00 and revenue of 40.22B. Therefore, the gross margin over that period was 0.0%.

BPXXY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Bper Banca SpA ADR reported an operating income of 844.22M and revenue of 1.70B, resulting in an operating margin of 49.6%.

FNMA - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Federal National Mortgage Association reported an operating income of 0.00 and revenue of 40.22B, resulting in an operating margin of 0.0%.

BPXXY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Bper Banca SpA ADR reported a net income of 527.07M and revenue of 1.70B, resulting in a net margin of 31.0%.

FNMA - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Federal National Mortgage Association reported a net income of 5.61B and revenue of 40.22B, resulting in a net margin of 13.9%.


Frequently Asked Questions


BPXXY and FNMA have a correlation of 0.00, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

FNMA has higher volatility (17.91%) compared to BPXXY (10.58%). In terms of maximum drawdown, BPXXY dropped -83.37% vs FNMA's -99.74%.

BPXXY currently has the higher Sharpe Ratio (1.34 vs -0.34), 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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