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NATO vs. MKC
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

NATO vs. MKC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Themes Transatlantic Defense ETF (NATO) and McCormick & Company, Incorporated (MKC). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, NATO achieves a 4.09% return, which is significantly higher than MKC's -27.49% return.


NATO

1D
-0.90%
1M
5.95%
YTD
4.09%
6M
7.29%
1Y
17.50%
3Y*
5Y*
10Y*

MKC

1D
-0.57%
1M
5.61%
YTD
-27.49%
6M
-25.55%
1Y
-31.93%
3Y*
-16.44%
5Y*
-9.29%
10Y*
1.82%
*Multi-year figures are annualized to reflect compound growth (CAGR)

NATO vs. MKC - Yearly Performance Comparison


2026 (YTD)20252024
NATO
Themes Transatlantic Defense ETF
4.09%50.95%0.51%
MKC
McCormick & Company, Incorporated
-27.49%-8.33%-3.88%

Correlation

The correlation between NATO and MKC is -0.04, 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

-0.04

Correlation (All Time)
Calculated using the full available price history since Oct 11, 2024

0.05

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Return for Risk

NATO vs. MKC — Risk / Return Rank

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

NATO
NATO Risk / Return Rank: 2626
Overall Rank
NATO Sharpe Ratio Rank: 2727
Sharpe Ratio Rank
NATO Sortino Ratio Rank: 2828
Sortino Ratio Rank
NATO Omega Ratio Rank: 2626
Omega Ratio Rank
NATO Calmar Ratio Rank: 2727
Calmar Ratio Rank
NATO Martin Ratio Rank: 2424
Martin Ratio Rank

MKC
MKC Risk / Return Rank: 55
Overall Rank
MKC Sharpe Ratio Rank: 22
Sharpe Ratio Rank
MKC Sortino Ratio Rank: 44
Sortino Ratio Rank
MKC Omega Ratio Rank: 66
Omega Ratio Rank
MKC Calmar Ratio Rank: 99
Calmar Ratio Rank
MKC Martin Ratio Rank: 33
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.

NATO vs. MKC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Themes Transatlantic Defense ETF (NATO) and McCormick & Company, Incorporated (MKC). 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.


NATOMKCDifference
Sharpe ratioReturn per unit of total volatility

+2.05

Sortino ratioReturn per unit of downside risk

+3.05

Omega ratioGain probability vs. loss probability

1.16

0.80

+0.35

Calmar ratioReturn relative to maximum drawdown

1.13

-0.85

+1.98

Martin ratioReturn relative to average drawdown

2.81

-1.69

+4.49

NATO vs. MKC - Sharpe Ratio Comparison

The current NATO Sharpe Ratio is 0.85, which is higher than the MKC Sharpe Ratio of -1.20. The chart below compares the historical Sharpe Ratios of NATO and MKC, 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

NATO vs. MKC - Drawdown Comparison

The maximum NATO drawdown since its inception was -15.99%, smaller than the maximum MKC drawdown of -52.02%. Use the drawdown chart below to compare losses from any high point for NATO and MKC.


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Drawdown Indicators


NATOMKCDifference

Max Drawdown

Largest peak-to-trough decline

-15.99%

-52.02%

+36.03%

Max Drawdown (1Y)

Largest decline over 1 year

-15.99%

-39.50%

+23.51%

Max Drawdown (3Y)

Largest decline over 3 years

-47.65%

Max Drawdown (5Y)

Largest decline over 5 years

-52.02%

Max Drawdown (10Y)

Largest decline over 10 years

-52.02%

Current Drawdown

Current decline from peak

-9.97%

-48.49%

+38.52%

Average Drawdown

Average peak-to-trough decline

-3.83%

-11.03%

+7.20%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.44%

19.92%

-13.48%

Volatility

NATO vs. MKC - Volatility Comparison

Themes Transatlantic Defense ETF (NATO) has a higher volatility of 8.57% compared to McCormick & Company, Incorporated (MKC) at 6.12%. This indicates that NATO's price experiences larger fluctuations and is considered to be riskier than MKC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


NATOMKCDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.57%

6.12%

+2.45%

Volatility (6M)

Calculated over the trailing 6-month period

18.32%

23.28%

-4.96%

Volatility (1Y)

Calculated over the trailing 1-year period

21.36%

28.06%

-6.70%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.81%

24.34%

-1.53%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.81%

24.17%

-1.36%

Dividends

NATO vs. MKC - Dividend Comparison

NATO's dividend yield for the trailing twelve months is around 0.43%, less than MKC's 3.80% yield.


PositionTTM20252024202320222021202020192018201720162015
MKC
McCormick & Company, Incorporated
3.80%2.69%2.24%2.32%1.81%1.44%1.68%1.37%1.53%1.89%1.89%1.91%
NATO
Themes Transatlantic Defense ETF
0.43%0.45%0.08%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


NATO and MKC have a correlation of -0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

NATO has higher volatility (8.57%) compared to MKC (6.12%). In terms of maximum drawdown, NATO dropped -15.99% vs MKC's -52.02%.

NATO currently has the higher Sharpe Ratio (0.85 vs -1.20), 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.

Portfolio Optimizer

Find the right allocation for NATO and MKC

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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