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MCD vs. DBMF
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

MCD vs. DBMF - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in McDonald's Corporation (MCD) and iMGP DBi Managed Futures Strategy ETF (DBMF). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, MCD achieves a -12.30% return, which is significantly lower than DBMF's 12.95% return.


MCD

1D
0.75%
1M
0.08%
6M
-13.32%
YTD
-12.30%
1Y
-9.14%
3Y*
-0.95%
5Y*
4.10%
10Y*
10.72%
ALL TIME*
13.94%

DBMF

1D
-0.25%
1M
3.44%
6M
7.95%
YTD
12.95%
1Y
27.97%
3Y*
10.07%
5Y*
8.70%
10Y*
ALL TIME*
9.43%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$48.88M$50.74M$48.74M
$1.15B$1.27B$1.25B

MCD vs. DBMF - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
MCD
McDonald's Corporation
-12.30%7.89%0.14%15.06%0.51%27.79%11.30%1.54%
DBMF
iMGP DBi Managed Futures Strategy ETF
12.95%13.85%7.24%-8.94%21.61%11.49%1.80%10.51%

Correlation

The correlation between MCD and DBMF is -0.16, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

-0.16

Correlation (3Y)
Balances recent behavior with more history.

-0.07

Correlation (5Y)
Shows whether the relationship held over a longer period.

-0.07

Correlation (All Time)
Calculated using the full available price history since May 8, 2019

0.04

The correlation between MCD and DBMF shifts across timeframes, from -0.16 (1 year) to 0.04 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

MCD vs. DBMF — Risk / Return Rank

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

MCD
MCD Risk / Return Rank: 2828
Overall Rank
MCD Sharpe Ratio Rank: 2727
Sharpe Ratio Rank
MCD Sortino Ratio Rank: 2424
Sortino Ratio Rank
MCD Omega Ratio Rank: 2525
Omega Ratio Rank
MCD Calmar Ratio Rank: 3535
Calmar Ratio Rank
MCD Martin Ratio Rank: 3131
Martin Ratio Rank

DBMF
DBMF Risk / Return Rank: 9191
Overall Rank
DBMF Sharpe Ratio Rank: 9090
Sharpe Ratio Rank
DBMF Sortino Ratio Rank: 8888
Sortino Ratio Rank
DBMF Omega Ratio Rank: 9292
Omega Ratio Rank
DBMF Calmar Ratio Rank: 9393
Calmar Ratio Rank
DBMF Martin Ratio Rank: 9292
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.

MCD vs. DBMF - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for McDonald's Corporation (MCD) and iMGP DBi Managed Futures Strategy ETF (DBMF). 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.


MCDDBMFDifference
Sharpe ratioReturn per unit of total volatility

-2.65

Sortino ratioReturn per unit of downside risk

-3.43

Omega ratioGain probability vs. loss probability

0.94

1.45

-0.51

Calmar ratioReturn relative to maximum drawdown

-0.36

4.59

-4.95

Martin ratioReturn relative to average drawdown

-0.81

15.59

-16.40

MCD vs. DBMF - Sharpe Ratio Comparison

The current MCD Sharpe Ratio is -0.44, which is lower than the DBMF Sharpe Ratio of 2.21. The chart below compares the historical Sharpe Ratios of MCD and DBMF, 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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Drawdowns

MCD vs. DBMF - Drawdown Comparison

The maximum MCD drawdown since its inception was -73.20%, which is greater than DBMF's maximum drawdown of -20.39%. Use the drawdown chart below to compare losses from any high point for MCD and DBMF.


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Drawdown Indicators


MCDDBMFDifference

Max Drawdown

Largest peak-to-trough decline

-73.20%

-20.39%

-52.81%

Max Drawdown (1Y)

Largest decline over 1 year

-21.99%

-6.10%

-15.89%

Max Drawdown (3Y)

Largest decline over 3 years

-21.99%

-15.60%

-6.39%

Max Drawdown (5Y)

Largest decline over 5 years

-21.99%

-20.39%

-1.60%

Max Drawdown (10Y)

Largest decline over 10 years

-36.90%

Current Drawdown

Current decline from peak

-21.41%

-0.25%

-21.16%

Average Drawdown

Average peak-to-trough decline

-14.90%

-6.49%

-8.41%

Ulcer Index

Depth and duration of drawdowns from previous peaks

9.81%

1.79%

+8.02%

Volatility

MCD vs. DBMF - Volatility Comparison

McDonald's Corporation (MCD) has a higher volatility of 7.94% compared to iMGP DBi Managed Futures Strategy ETF (DBMF) at 2.42%. This indicates that MCD's price experiences larger fluctuations and is considered to be riskier than DBMF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


MCDDBMFDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.94%

2.42%

+5.52%

Volatility (6M)

Calculated over the trailing 6-month period

14.13%

9.96%

+4.17%

Volatility (1Y)

Calculated over the trailing 1-year period

18.01%

12.66%

+5.35%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.57%

12.43%

+5.14%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.53%

12.37%

+8.16%

Dividends

MCD vs. DBMF - Dividend Comparison

MCD's dividend yield for the trailing twelve months is around 2.78%, less than DBMF's 5.03% yield.


PositionTTM20252024202320222021202020192018201720162015
DBMF
iMGP DBi Managed Futures Strategy ETF
5.03%5.91%5.75%2.91%7.72%10.38%0.86%9.35%0.00%0.00%0.00%0.00%
MCD
McDonald's Corporation
2.78%2.35%2.34%2.10%2.15%1.96%2.35%2.39%2.36%2.23%2.97%2.91%

Frequently Asked Questions


MCD and DBMF have a correlation of -0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

MCD has higher volatility (7.94%) compared to DBMF (2.42%). In terms of maximum drawdown, MCD dropped -73.20% vs DBMF's -20.39%.

DBMF currently has the higher Sharpe Ratio (2.21 vs -0.44), 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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