MO vs. NEM
MO (Altria Group, Inc.) and NEM (Newmont Corporation) are both stocks. MO operates in Tobacco (Consumer Defensive), while NEM operates in Gold (Basic Materials). Over the past 10 years, MO returned 7.93%/yr vs 13.80%/yr for NEM. At a 0.07 correlation, their price movements are largely independent.
Performance
MO vs. NEM - Performance Comparison
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Returns By Period
In the year-to-date period, MO achieves a 26.86% return, which is significantly higher than NEM's 0.82% return. Over the past 10 years, MO has underperformed NEM with an annualized return of 7.93%, while NEM has yielded a comparatively higher 13.80% annualized return.
MO
- 1D
- 0.74%
- 1M
- 0.56%
- YTD
- 26.86%
- 6M
- 26.78%
- 1Y
- 28.51%
- 3Y*
- 25.73%
- 5Y*
- 16.36%
- 10Y*
- 7.93%
NEM
- 1D
- 2.71%
- 1M
- -15.55%
- YTD
- 0.82%
- 6M
- 2.58%
- 1Y
- 81.14%
- 3Y*
- 36.14%
- 5Y*
- 10.51%
- 10Y*
- 13.80%
MO vs. NEM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MO Altria Group, Inc. | 26.86% | 18.17% | 40.76% | -3.70% | 4.37% | 24.18% | -10.21% | 7.87% | -27.14% | 9.45% |
NEM Newmont Corporation | 0.82% | 172.82% | -7.83% | -8.76% | -20.77% | 7.40% | 40.28% | 30.52% | -6.15% | 10.91% |
Correlation
The correlation between MO and NEM is -0.07, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.07 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.08 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.17 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.12 |
Correlation (All Time) Calculated using the full available price history since Apr 6, 1983 | 0.07 |
The correlation between MO and NEM shifts across timeframes, from -0.07 (1 year) to 0.17 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
MO:
$4.79
NEM:
$6.34
MO:
15.00
NEM:
15.82
MO:
0.32
NEM:
0.41
MO:
5.54
NEM:
4.83
MO:
$21.82B
NEM:
$17.23B
MO:
$14.80B
NEM:
$8.97B
MO:
$11.70B
NEM:
$13.78B
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Return for Risk
MO vs. NEM — Risk / Return Rank
MO
NEM
MO vs. NEM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Altria Group, Inc. (MO) and Newmont Corporation (NEM). 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.
| MO | NEM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.46 | ||
| Sortino ratioReturn per unit of downside risk | -0.31 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.29 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 1.75 | 2.78 | -1.03 |
| Martin ratioReturn relative to average drawdown | 4.39 | 7.58 | -3.19 |
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Drawdowns
MO vs. NEM - Drawdown Comparison
The maximum MO drawdown since its inception was -65.43%, smaller than the maximum NEM drawdown of -81.30%. Use the drawdown chart below to compare losses from any high point for MO and NEM.
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Drawdown Indicators
| MO | NEM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.43% | -81.30% | +15.87% |
Max Drawdown (1Y)Largest decline over 1 year | -16.40% | -29.39% | +12.99% |
Max Drawdown (3Y)Largest decline over 3 years | -16.40% | -36.57% | +20.17% |
Max Drawdown (5Y)Largest decline over 5 years | -25.83% | -62.40% | +36.57% |
Max Drawdown (10Y)Largest decline over 10 years | -53.69% | -62.40% | +8.71% |
Current DrawdownCurrent decline from peak | -3.50% | -23.71% | +20.21% |
Average DrawdownAverage peak-to-trough decline | -11.92% | -41.37% | +29.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.50% | 10.73% | -4.23% |
Volatility
MO vs. NEM - Volatility Comparison
The current volatility for Altria Group, Inc. (MO) is 6.71%, while Newmont Corporation (NEM) has a volatility of 15.74%. This indicates that MO experiences smaller price fluctuations and is considered to be less risky than NEM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MO | NEM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.71% | 15.74% | -9.03% |
Volatility (6M)Calculated over the trailing 6-month period | 17.60% | 37.43% | -19.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.59% | 47.44% | -24.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.68% | 37.99% | -17.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.97% | 35.67% | -12.70% |
Dividends
MO vs. NEM - Dividend Comparison
MO's dividend yield for the trailing twelve months is around 5.84%, more than NEM's 1.02% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MO Altria Group, Inc. | 5.84% | 7.21% | 7.65% | 9.52% | 8.05% | 7.43% | 8.29% | 6.57% | 6.07% | 3.56% | 3.48% | 3.73% |
NEM Newmont Corporation | 1.02% | 1.00% | 2.69% | 3.87% | 4.66% | 3.55% | 1.74% | 3.31% | 1.62% | 0.67% | 0.37% | 0.56% |
Financials
MO vs. NEM - Financials Comparison
This section allows you to compare key financial metrics between Altria Group, Inc. and Newmont 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.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
MO and NEM have a correlation of -0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
NEM has higher volatility (15.74%) compared to MO (6.71%). In terms of maximum drawdown, MO dropped -65.43% vs NEM's -81.30%.
NEM currently has the higher Sharpe Ratio (1.73 vs 1.27), 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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