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K vs. NLY
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

K vs. NLY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Kellogg Company (K) and Annaly Capital Management, Inc. (NLY). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


K

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*

NLY

1D
-0.05%
1M
-0.72%
YTD
1.74%
6M
5.83%
1Y
29.27%
3Y*
16.65%
5Y*
2.68%
10Y*
5.96%
*Multi-year figures are annualized to reflect compound growth (CAGR)

K vs. NLY - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
K
Kellogg Company
0.00%5.99%49.75%-7.44%14.35%7.44%-6.78%26.08%-13.32%-4.93%
NLY
Annaly Capital Management, Inc.
1.74%40.00%8.07%4.94%-21.41%2.48%2.38%7.22%-7.22%31.92%

Correlation

The correlation between K and NLY is 0.21, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.21

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

0.14

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

0.14

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

0.15

Correlation (All Time)
Calculated using the full available price history since Oct 8, 1997

0.17

Fundamentals

Market Cap

K:

$29.20B

NLY:

$15.94B

EPS

K:

$3.65

NLY:

$3.28

PE Ratio

K:

22.87

NLY:

6.70

PS Ratio

K:

2.30

NLY:

2.81

PB Ratio

K:

6.95

NLY:

1.10

Total Revenue (TTM)

K:

$12.67B

NLY:

$5.21B

Gross Profit (TTM)

K:

$4.41B

NLY:

$5.17B

EBITDA (TTM)

K:

$2.25B

NLY:

$5.65B

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Return for Risk

K vs. NLY — Risk / Return Rank

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

K

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.


NLY
NLY Risk / Return Rank: 7979
Overall Rank
NLY Sharpe Ratio Rank: 8484
Sharpe Ratio Rank
NLY Sortino Ratio Rank: 8080
Sortino Ratio Rank
NLY Omega Ratio Rank: 7878
Omega Ratio Rank
NLY Calmar Ratio Rank: 7676
Calmar Ratio Rank
NLY Martin Ratio Rank: 7979
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.

K vs. NLY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Kellogg Company (K) and Annaly Capital Management, Inc. (NLY). 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.


KNLYDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.27

Calmar ratioReturn relative to maximum drawdown

1.98

Martin ratioReturn relative to average drawdown

5.80

K vs. NLY - Sharpe Ratio Comparison


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Drawdowns

K vs. NLY - Drawdown Comparison


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Drawdown Indicators


KNLYDifference

Max Drawdown

Largest peak-to-trough decline

-60.09%

Max Drawdown (1Y)

Largest decline over 1 year

-14.88%

Max Drawdown (3Y)

Largest decline over 3 years

-26.70%

Max Drawdown (5Y)

Largest decline over 5 years

-50.99%

Max Drawdown (10Y)

Largest decline over 10 years

-60.09%

Current Drawdown

Current decline from peak

-6.77%

Average Drawdown

Average peak-to-trough decline

-13.83%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.07%

Volatility

K vs. NLY - Volatility Comparison


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Volatility by Period


KNLYDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.20%

Volatility (6M)

Calculated over the trailing 6-month period

15.27%

Volatility (1Y)

Calculated over the trailing 1-year period

19.07%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

25.61%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

28.14%

Dividends

K vs. NLY - Dividend Comparison

K has not paid dividends to shareholders, while NLY's dividend yield for the trailing twelve months is around 12.73%.


PositionTTM20252024202320222021202020192018201720162015
K
Kellogg Company
1.39%2.76%2.79%10.56%3.28%3.59%3.66%3.27%3.86%3.12%2.77%2.74%
NLY
Annaly Capital Management, Inc.
12.73%12.52%14.21%13.42%16.70%11.25%10.77%11.15%12.22%10.09%12.04%12.79%

Financials

K vs. NLY - Financials Comparison

This section allows you to compare key financial metrics between Kellogg Company and Annaly Capital Management, 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


-1.00B0.001.00B2.00B3.00B4.00B20222023202420252026
3.26B
0
(K) Total Revenue
(NLY) Total Revenue
Values in USD except per share items

Frequently Asked Questions


K and NLY have a correlation of 0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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Find the right allocation for K and NLY

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