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

Correlation

The correlation between GIS and TR is 0.29, 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.


-0.50.00.51.00.3

Performance

GIS vs. TR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in General Mills, Inc. (GIS) and Tootsie Roll Industries, Inc. (TR). The values are adjusted to include any dividend payments, if applicable.

-10.00%-5.00%0.00%5.00%10.00%15.00%AugustSeptemberOctoberNovemberDecember2025
-9.08%
1.65%
GIS
TR

Key characteristics

Sharpe Ratio

GIS:

-0.24

TR:

-0.41

Sortino Ratio

GIS:

-0.20

TR:

-0.47

Omega Ratio

GIS:

0.98

TR:

0.95

Calmar Ratio

GIS:

-0.15

TR:

-0.26

Martin Ratio

GIS:

-0.60

TR:

-1.15

Ulcer Index

GIS:

7.57%

TR:

8.21%

Daily Std Dev

GIS:

18.94%

TR:

22.67%

Max Drawdown

GIS:

-45.08%

TR:

-46.73%

Current Drawdown

GIS:

-31.45%

TR:

-29.77%

Fundamentals

Market Cap

GIS:

$32.14B

TR:

$1.26B

EPS

GIS:

$4.60

TR:

$1.31

PE Ratio

GIS:

12.68

TR:

23.37

PEG Ratio

GIS:

3.48

TR:

0.00

Total Revenue (TTM)

GIS:

$19.90B

TR:

$529.85M

Gross Profit (TTM)

GIS:

$6.95B

TR:

$178.66M

EBITDA (TTM)

GIS:

$4.08B

TR:

$71.36M

Returns By Period

In the year-to-date period, GIS achieves a -7.61% return, which is significantly lower than TR's -5.32% return. Over the past 10 years, GIS has outperformed TR with an annualized return of 4.39%, while TR has yielded a comparatively lower 4.14% annualized return.


GIS

YTD

-7.61%

1M

-10.19%

6M

-9.08%

1Y

-3.72%

5Y*

5.00%

10Y*

4.39%

TR

YTD

-5.32%

1M

-3.72%

6M

1.65%

1Y

-7.00%

5Y*

1.60%

10Y*

4.14%

*Annualized

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

GIS vs. TR — Risk-Adjusted Performance Rank

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

GIS
The Risk-Adjusted Performance Rank of GIS is 3434
Overall Rank
The Sharpe Ratio Rank of GIS is 3636
Sharpe Ratio Rank
The Sortino Ratio Rank of GIS is 2929
Sortino Ratio Rank
The Omega Ratio Rank of GIS is 2929
Omega Ratio Rank
The Calmar Ratio Rank of GIS is 3939
Calmar Ratio Rank
The Martin Ratio Rank of GIS is 3636
Martin Ratio Rank

TR
The Risk-Adjusted Performance Rank of TR is 2424
Overall Rank
The Sharpe Ratio Rank of TR is 2525
Sharpe Ratio Rank
The Sortino Ratio Rank of TR is 2222
Sortino Ratio Rank
The Omega Ratio Rank of TR is 2323
Omega Ratio Rank
The Calmar Ratio Rank of TR is 3232
Calmar Ratio Rank
The Martin Ratio Rank of TR is 1919
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

GIS vs. TR - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for General Mills, Inc. (GIS) and Tootsie Roll Industries, Inc. (TR). 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 GIS, currently valued at -0.24, compared to the broader market-2.000.002.00-0.24-0.41
The chart of Sortino ratio for GIS, currently valued at -0.20, compared to the broader market-4.00-2.000.002.004.00-0.20-0.47
The chart of Omega ratio for GIS, currently valued at 0.97, compared to the broader market0.501.001.502.000.980.95
The chart of Calmar ratio for GIS, currently valued at -0.15, compared to the broader market0.002.004.006.00-0.15-0.26
The chart of Martin ratio for GIS, currently valued at -0.60, compared to the broader market-30.00-20.00-10.000.0010.0020.00-0.60-1.15
GIS
TR

The current GIS Sharpe Ratio is -0.24, which is higher than the TR Sharpe Ratio of -0.41. The chart below compares the historical Sharpe Ratios of GIS and TR, 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-0.500.000.501.00AugustSeptemberOctoberNovemberDecember2025
-0.24
-0.41
GIS
TR

Dividends

GIS vs. TR - Dividend Comparison

GIS's dividend yield for the trailing twelve months is around 4.10%, more than TR's 1.17% yield.


TTM20242023202220212020201920182017201620152014
GIS
General Mills, Inc.
4.10%3.73%3.47%2.50%3.03%3.37%3.66%5.03%3.27%3.01%3.00%3.02%
TR
Tootsie Roll Industries, Inc.
1.17%1.10%1.08%0.85%1.27%1.21%1.09%1.14%1.05%0.95%1.17%1.10%

Drawdowns

GIS vs. TR - Drawdown Comparison

The maximum GIS drawdown since its inception was -45.08%, roughly equal to the maximum TR drawdown of -46.73%. Use the drawdown chart below to compare losses from any high point for GIS and TR. For additional features, visit the drawdowns tool.


-35.00%-30.00%-25.00%-20.00%-15.00%AugustSeptemberOctoberNovemberDecember2025
-31.45%
-29.77%
GIS
TR

Volatility

GIS vs. TR - Volatility Comparison

The current volatility for General Mills, Inc. (GIS) is 6.32%, while Tootsie Roll Industries, Inc. (TR) has a volatility of 7.26%. This indicates that GIS experiences smaller price fluctuations and is considered to be less risky than TR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%AugustSeptemberOctoberNovemberDecember2025
6.32%
7.26%
GIS
TR

Financials

GIS vs. TR - Financials Comparison

This section allows you to compare key financial metrics between General Mills, Inc. and Tootsie Roll 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 © 2025 PortfoliosLab