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

Performance

FNMA vs. MTG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Federal National Mortgage Association (FNMA) and MGIC Investment Corporation (MTG). The values are adjusted to include any dividend payments, if applicable.

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FNMA vs. MTG - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FNMA
Federal National Mortgage Association
-32.34%227.13%206.54%202.77%-56.90%-65.69%-23.40%194.34%-60.00%-32.05%
MTG
MGIC Investment Corporation
-9.66%25.88%25.68%52.41%-7.50%17.19%-9.20%36.71%-25.87%38.47%

Fundamentals

EPS

FNMA:

$3.67

MTG:

$4.72

PE Ratio

FNMA:

1.98

MTG:

5.56

PEG Ratio

FNMA:

0.00

MTG:

0.22

PS Ratio

FNMA:

0.27

MTG:

3.38

Total Revenue (TTM)

FNMA:

$158.62B

MTG:

$1.21B

Gross Profit (TTM)

FNMA:

$0.00

MTG:

$892.08M

EBITDA (TTM)

FNMA:

$0.00

MTG:

$748.66M

Returns By Period

In the year-to-date period, FNMA achieves a -32.34% return, which is significantly lower than MTG's -9.66% return. Over the past 10 years, FNMA has outperformed MTG with an annualized return of 18.15%, while MTG has yielded a comparatively lower 14.76% annualized return.


FNMA

1D
-1.22%
1M
0.83%
YTD
-32.34%
6M
-39.75%
1Y
14.87%
3Y*
160.65%
5Y*
28.90%
10Y*
18.15%

MTG

1D
0.61%
1M
-1.06%
YTD
-9.66%
6M
-6.45%
1Y
8.24%
3Y*
27.96%
5Y*
16.49%
10Y*
14.76%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

FNMA vs. MTG — Risk / Return Rank

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

FNMA
FNMA Risk / Return Rank: 5151
Overall Rank
FNMA Sharpe Ratio Rank: 4747
Sharpe Ratio Rank
FNMA Sortino Ratio Rank: 6262
Sortino Ratio Rank
FNMA Omega Ratio Rank: 5757
Omega Ratio Rank
FNMA Calmar Ratio Rank: 4545
Calmar Ratio Rank
FNMA Martin Ratio Rank: 4545
Martin Ratio Rank

MTG
MTG Risk / Return Rank: 5252
Overall Rank
MTG Sharpe Ratio Rank: 5454
Sharpe Ratio Rank
MTG Sortino Ratio Rank: 4545
Sortino Ratio Rank
MTG Omega Ratio Rank: 4646
Omega Ratio Rank
MTG Calmar Ratio Rank: 5858
Calmar Ratio Rank
MTG Martin Ratio Rank: 5757
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.

FNMA vs. MTG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Federal National Mortgage Association (FNMA) and MGIC Investment Corporation (MTG). 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.


FNMAMTGDifference

Sharpe ratio

Return per unit of total volatility

0.14

0.33

-0.19

Sortino ratio

Return per unit of downside risk

1.21

0.60

+0.60

Omega ratio

Gain probability vs. loss probability

1.14

1.08

+0.06

Calmar ratio

Return relative to maximum drawdown

0.12

0.71

-0.59

Martin ratio

Return relative to average drawdown

0.27

1.48

-1.21

FNMA vs. MTG - Sharpe Ratio Comparison

The current FNMA Sharpe Ratio is 0.14, which is lower than the MTG Sharpe Ratio of 0.33. The chart below compares the historical Sharpe Ratios of FNMA and MTG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


FNMAMTGDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.14

0.33

-0.19

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.32

0.65

-0.33

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.22

0.39

-0.17

Sharpe Ratio (All Time)

Calculated using the full available price history

0.08

0.08

0.00

Correlation

The correlation between FNMA and MTG is 0.25, 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

FNMA vs. MTG - Dividend Comparison

FNMA has not paid dividends to shareholders, while MTG's dividend yield for the trailing twelve months is around 2.21%.


TTM2025202420232022202120202019
FNMA
Federal National Mortgage Association
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
MTG
MGIC Investment Corporation
2.21%1.92%2.07%2.23%2.77%1.94%1.91%0.85%

Drawdowns

FNMA vs. MTG - Drawdown Comparison

The maximum FNMA drawdown since its inception was -99.74%, roughly equal to the maximum MTG drawdown of -98.86%. Use the drawdown chart below to compare losses from any high point for FNMA and MTG.


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Drawdown Indicators


FNMAMTGDifference

Max Drawdown

Largest peak-to-trough decline

-99.74%

-98.86%

-0.88%

Max Drawdown (1Y)

Largest decline over 1 year

-69.76%

-13.93%

-55.83%

Max Drawdown (5Y)

Largest decline over 5 years

-85.55%

-30.08%

-55.47%

Max Drawdown (10Y)

Largest decline over 10 years

-92.13%

-68.14%

-23.99%

Current Drawdown

Current decline from peak

-90.09%

-58.43%

-31.66%

Average Drawdown

Average peak-to-trough decline

-46.01%

-52.47%

+6.46%

Ulcer Index

Depth and duration of drawdowns from previous peaks

30.44%

6.69%

+23.75%

Volatility

FNMA vs. MTG - Volatility Comparison

Federal National Mortgage Association (FNMA) has a higher volatility of 50.63% compared to MGIC Investment Corporation (MTG) at 4.40%. This indicates that FNMA's price experiences larger fluctuations and is considered to be riskier than MTG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FNMAMTGDifference

Volatility (1M)

Calculated over the trailing 1-month period

50.63%

4.40%

+46.23%

Volatility (6M)

Calculated over the trailing 6-month period

69.43%

17.48%

+51.95%

Volatility (1Y)

Calculated over the trailing 1-year period

106.23%

25.09%

+81.14%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

91.16%

25.45%

+65.71%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

82.50%

37.63%

+44.87%

Financials

FNMA vs. MTG - Financials Comparison

This section allows you to compare key financial metrics between Federal National Mortgage Association and MGIC Investment 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


0.0020.00B40.00B60.00B80.00B100.00BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
104.57B
298.65M
(FNMA) Total Revenue
(MTG) Total Revenue
Values in USD except per share items

FNMA vs. MTG - Profitability Comparison

The chart below illustrates the profitability comparison between Federal National Mortgage Association and MGIC Investment Corporation 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%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
-50.8%
0
Portfolio components
FNMA - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Federal National Mortgage Association reported a gross profit of -53.10B and revenue of 104.57B. Therefore, the gross margin over that period was -50.8%.

MTG - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, MGIC Investment Corporation reported a gross profit of 0.00 and revenue of 298.65M. Therefore, the gross margin over that period was 0.0%.

FNMA - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Federal National Mortgage Association reported an operating income of -46.37B and revenue of 104.57B, resulting in an operating margin of -44.3%.

MTG - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, MGIC Investment Corporation reported an operating income of 0.00 and revenue of 298.65M, resulting in an operating margin of 0.0%.

FNMA - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Federal National Mortgage Association reported a net income of 8.81B and revenue of 104.57B, resulting in a net margin of 8.4%.

MTG - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, MGIC Investment Corporation reported a net income of 169.31M and revenue of 298.65M, resulting in a net margin of 56.7%.