PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
GD vs. FORD
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between GD and FORD is 0.05, 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.


-0.50.00.51.00.0

Performance

GD vs. FORD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in General Dynamics Corporation (GD) and Forward Industries, Inc. (FORD). The values are adjusted to include any dividend payments, if applicable.

0.00%1,000.00%2,000.00%3,000.00%4,000.00%5,000.00%JulyAugustSeptemberOctoberNovemberDecember
4,264.76%
-88.77%
GD
FORD

Key characteristics

Sharpe Ratio

GD:

0.44

FORD:

-0.29

Sortino Ratio

GD:

0.71

FORD:

0.21

Omega Ratio

GD:

1.10

FORD:

1.03

Calmar Ratio

GD:

0.45

FORD:

-0.29

Martin Ratio

GD:

1.70

FORD:

-0.75

Ulcer Index

GD:

4.58%

FORD:

38.18%

Daily Std Dev

GD:

17.79%

FORD:

99.52%

Max Drawdown

GD:

-95.88%

FORD:

-98.85%

Current Drawdown

GD:

-16.05%

FORD:

-98.44%

Fundamentals

Market Cap

GD:

$72.93B

FORD:

$4.89M

EPS

GD:

$13.12

FORD:

-$0.91

PEG Ratio

GD:

1.53

FORD:

0.00

Total Revenue (TTM)

GD:

$46.05B

FORD:

$22.87M

Gross Profit (TTM)

GD:

$7.20B

FORD:

$4.80M

EBITDA (TTM)

GD:

$5.33B

FORD:

-$1.00M

Returns By Period

In the year-to-date period, GD achieves a 3.58% return, which is significantly higher than FORD's -38.44% return. Over the past 10 years, GD has outperformed FORD with an annualized return of 8.87%, while FORD has yielded a comparatively lower -6.73% annualized return.


GD

YTD

3.58%

1M

-5.86%

6M

-10.73%

1Y

6.55%

5Y*

10.79%

10Y*

8.87%

FORD

YTD

-38.44%

1M

14.83%

6M

18.47%

1Y

-37.64%

5Y*

-15.32%

10Y*

-6.73%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

GD vs. FORD - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for General Dynamics Corporation (GD) and Forward Industries, Inc. (FORD). 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.


Sharpe ratio
The chart of Sharpe ratio for GD, currently valued at 0.44, compared to the broader market-4.00-2.000.002.000.44-0.29
The chart of Sortino ratio for GD, currently valued at 0.71, compared to the broader market-4.00-2.000.002.004.000.710.21
The chart of Omega ratio for GD, currently valued at 1.10, compared to the broader market0.501.001.502.001.101.03
The chart of Calmar ratio for GD, currently valued at 0.45, compared to the broader market0.002.004.006.000.45-0.29
The chart of Martin ratio for GD, currently valued at 1.70, compared to the broader market-5.000.005.0010.0015.0020.0025.001.70-0.75
GD
FORD

The current GD Sharpe Ratio is 0.44, which is higher than the FORD Sharpe Ratio of -0.29. The chart below compares the historical Sharpe Ratios of GD and FORD, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00JulyAugustSeptemberOctoberNovemberDecember
0.44
-0.29
GD
FORD

Dividends

GD vs. FORD - Dividend Comparison

GD's dividend yield for the trailing twelve months is around 2.12%, while FORD has not paid dividends to shareholders.


TTM20232022202120202019201820172016201520142013
GD
General Dynamics Corporation
2.12%2.01%2.00%2.24%2.90%2.26%2.31%1.61%1.72%2.46%1.76%1.76%
FORD
Forward Industries, 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%

Drawdowns

GD vs. FORD - Drawdown Comparison

The maximum GD drawdown since its inception was -95.88%, roughly equal to the maximum FORD drawdown of -98.85%. Use the drawdown chart below to compare losses from any high point for GD and FORD. For additional features, visit the drawdowns tool.


-100.00%-80.00%-60.00%-40.00%-20.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-16.05%
-98.44%
GD
FORD

Volatility

GD vs. FORD - Volatility Comparison

The current volatility for General Dynamics Corporation (GD) is 4.45%, while Forward Industries, Inc. (FORD) has a volatility of 10.93%. This indicates that GD experiences smaller price fluctuations and is considered to be less risky than FORD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%10.00%20.00%30.00%40.00%50.00%JulyAugustSeptemberOctoberNovemberDecember
4.45%
10.93%
GD
FORD

Financials

GD vs. FORD - Financials Comparison

This section allows you to compare key financial metrics between General Dynamics Corporation and Forward Industries, 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


Values in USD except per share items
PortfoliosLab logo
Performance Analysis
Portfolio AnalysisPortfolio PerformanceStock ComparisonSharpe RatioMartin RatioTreynor RatioSortino RatioOmega RatioCalmar RatioSummers Ratio
Community
Discussions


Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

Copyright © 2024 PortfoliosLab