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TDG vs. FNMA
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

TDG vs. FNMA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in TransDigm Group Incorporated (TDG) and Federal National Mortgage Association (FNMA). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, TDG achieves a -5.55% return, which is significantly higher than FNMA's -39.52% return. Over the past 10 years, TDG has outperformed FNMA with an annualized return of 22.72%, while FNMA has yielded a comparatively lower 12.27% annualized return.


TDG

1D
-0.12%
1M
4.55%
YTD
-5.55%
6M
-2.98%
1Y
-6.51%
3Y*
22.32%
5Y*
17.95%
10Y*
22.72%

FNMA

1D
2.72%
1M
-18.98%
YTD
-39.52%
6M
-39.35%
1Y
-34.25%
3Y*
145.80%
5Y*
22.01%
10Y*
12.27%
*Multi-year figures are annualized to reflect compound growth (CAGR)

TDG vs. FNMA - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
TDG
TransDigm Group Incorporated
-5.55%12.15%32.27%66.57%1.77%2.82%10.51%84.41%23.83%19.84%
FNMA
Federal National Mortgage Association
-39.52%227.13%206.54%202.77%-56.90%-65.69%-23.40%194.34%-60.00%-32.05%

Correlation

The correlation between TDG and FNMA is 0.10, 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

0.10

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

0.10

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

0.17

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

0.16

Correlation (All Time)
Calculated using the full available price history since Mar 15, 2006

0.17

Fundamentals

Market Cap

TDG:

$73.10B

FNMA:

$38.25B

EPS

TDG:

$34.79

FNMA:

$2.77

PE Ratio

TDG:

36.10

FNMA:

2.34

PEG Ratio

TDG:

1.07

FNMA:

0.00

PS Ratio

TDG:

7.69

FNMA:

0.24

Total Revenue (TTM)

TDG:

$9.50B

FNMA:

$161.03B

Gross Profit (TTM)

TDG:

$5.61B

FNMA:

$117.99B

EBITDA (TTM)

TDG:

$4.78B

FNMA:

$111.39B

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Return for Risk

TDG vs. FNMA — Risk / Return Rank

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

TDG
TDG Risk / Return Rank: 3232
Overall Rank
TDG Sharpe Ratio Rank: 3333
Sharpe Ratio Rank
TDG Sortino Ratio Rank: 2929
Sortino Ratio Rank
TDG Omega Ratio Rank: 2929
Omega Ratio Rank
TDG Calmar Ratio Rank: 3535
Calmar Ratio Rank
TDG Martin Ratio Rank: 3535
Martin Ratio Rank

FNMA
FNMA Risk / Return Rank: 2828
Overall Rank
FNMA Sharpe Ratio Rank: 2727
Sharpe Ratio Rank
FNMA Sortino Ratio Rank: 3131
Sortino Ratio Rank
FNMA Omega Ratio Rank: 3131
Omega Ratio Rank
FNMA Calmar Ratio Rank: 2626
Calmar Ratio Rank
FNMA Martin Ratio Rank: 2525
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.

TDG vs. FNMA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for TransDigm Group Incorporated (TDG) and Federal National Mortgage Association (FNMA). 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.


TDGFNMADifference
Sharpe ratioReturn per unit of total volatility

+0.14

Sortino ratioReturn per unit of downside risk

-0.08

Omega ratioGain probability vs. loss probability

0.98

1.00

-0.01

Calmar ratioReturn relative to maximum drawdown

-0.26

-0.49

+0.23

Martin ratioReturn relative to average drawdown

-0.44

-0.91

+0.47

TDG vs. FNMA - Sharpe Ratio Comparison

The current TDG Sharpe Ratio is -0.23, which is higher than the FNMA Sharpe Ratio of -0.37. The chart below compares the historical Sharpe Ratios of TDG and FNMA, 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

TDG vs. FNMA - Drawdown Comparison

The maximum TDG drawdown since its inception was -62.64%, smaller than the maximum FNMA drawdown of -99.74%. Use the drawdown chart below to compare losses from any high point for TDG and FNMA.


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Drawdown Indicators


TDGFNMADifference

Max Drawdown

Largest peak-to-trough decline

-62.64%

-99.74%

+37.10%

Max Drawdown (1Y)

Largest decline over 1 year

-25.30%

-69.76%

+44.46%

Max Drawdown (3Y)

Largest decline over 3 years

-25.30%

-69.76%

+44.46%

Max Drawdown (5Y)

Largest decline over 5 years

-25.30%

-85.03%

+59.73%

Max Drawdown (10Y)

Largest decline over 10 years

-62.64%

-92.13%

+29.49%

Current Drawdown

Current decline from peak

-17.18%

-91.14%

+73.96%

Average Drawdown

Average peak-to-trough decline

-7.95%

-46.18%

+38.23%

Ulcer Index

Depth and duration of drawdowns from previous peaks

14.75%

37.56%

-22.81%

Volatility

TDG vs. FNMA - Volatility Comparison

The current volatility for TransDigm Group Incorporated (TDG) is 9.84%, while Federal National Mortgage Association (FNMA) has a volatility of 18.31%. This indicates that TDG experiences smaller price fluctuations and is considered to be less risky than FNMA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


TDGFNMADifference

Volatility (1M)

Calculated over the trailing 1-month period

9.84%

18.31%

-8.47%

Volatility (6M)

Calculated over the trailing 6-month period

21.88%

66.11%

-44.23%

Volatility (1Y)

Calculated over the trailing 1-year period

28.32%

93.38%

-65.06%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

27.96%

91.93%

-63.97%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

33.83%

81.90%

-48.07%

Dividends

TDG vs. FNMA - Dividend Comparison

TDG's dividend yield for the trailing twelve months is around 7.17%, while FNMA has not paid dividends to shareholders.


PositionTTM2025202420232022202120202019201820172016
FNMA
Federal National Mortgage Association
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
TDG
TransDigm Group Incorporated
7.17%6.77%5.92%3.46%2.94%0.00%0.00%11.16%0.00%8.01%9.64%

Financials

TDG vs. FNMA - Financials Comparison

This section allows you to compare key financial metrics between TransDigm Group Incorporated and Federal National Mortgage Association. 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


0.0010.00B20.00B30.00B40.00B20222023202420252026
2.54B
40.22B
(TDG) Total Revenue
(FNMA) Total Revenue
Values in USD except per share items

TDG vs. FNMA - Profitability Comparison

The chart below illustrates the profitability comparison between TransDigm Group Incorporated and Federal National Mortgage Association over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%80.0%100.0%20222023202420252026
59.4%
0
Portfolio components
TDG - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, TransDigm Group Incorporated reported a gross profit of 1.51B and revenue of 2.54B. Therefore, the gross margin over that period was 59.4%.

FNMA - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Federal National Mortgage Association reported a gross profit of 0.00 and revenue of 40.22B. Therefore, the gross margin over that period was 0.0%.

TDG - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, TransDigm Group Incorporated reported an operating income of 1.18B and revenue of 2.54B, resulting in an operating margin of 46.3%.

FNMA - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Federal National Mortgage Association reported an operating income of 0.00 and revenue of 40.22B, resulting in an operating margin of 0.0%.

TDG - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, TransDigm Group Incorporated reported a net income of 535.00M and revenue of 2.54B, resulting in a net margin of 21.0%.

FNMA - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Federal National Mortgage Association reported a net income of 5.61B and revenue of 40.22B, resulting in a net margin of 13.9%.


Frequently Asked Questions


TDG and FNMA have a correlation of 0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

FNMA has higher volatility (18.31%) compared to TDG (9.84%). In terms of maximum drawdown, TDG dropped -62.64% vs FNMA's -99.74%.

TDG currently has the higher Sharpe Ratio (-0.23 vs -0.37), 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

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