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TDG vs. GLD
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

TDG vs. GLD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in TransDigm Group Incorporated (TDG) and SPDR Gold Shares (GLD). 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 lower than GLD's -2.47% return. Over the past 10 years, TDG has outperformed GLD with an annualized return of 22.72%, while GLD has yielded a comparatively lower 12.15% 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%

GLD

1D
0.06%
1M
-10.21%
YTD
-2.47%
6M
-2.25%
1Y
23.81%
3Y*
28.89%
5Y*
17.08%
10Y*
12.15%
*Multi-year figures are annualized to reflect compound growth (CAGR)

TDG vs. GLD - 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%
GLD
SPDR Gold Shares
-2.47%63.68%26.66%12.69%-0.77%-4.15%24.81%17.86%-1.94%12.81%

Correlation

The correlation between TDG and GLD is 0.15, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.15

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

0.08

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

0.10

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

0.05

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

0.03

The correlation between TDG and GLD shifts across timeframes, from 0.03 (all time) to 0.15 (1 year), reflecting how their relationship changes across market environments.

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Return for Risk

TDG vs. GLD — 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

GLD
GLD Risk / Return Rank: 2626
Overall Rank
GLD Sharpe Ratio Rank: 2727
Sharpe Ratio Rank
GLD Sortino Ratio Rank: 2525
Sortino Ratio Rank
GLD Omega Ratio Rank: 3030
Omega Ratio Rank
GLD Calmar Ratio Rank: 2424
Calmar Ratio Rank
GLD Martin Ratio Rank: 2424
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. GLD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for TransDigm Group Incorporated (TDG) and SPDR Gold Shares (GLD). 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.


TDGGLDDifference
Sharpe ratioReturn per unit of total volatility

-1.11

Sortino ratioReturn per unit of downside risk

-1.35

Omega ratioGain probability vs. loss probability

0.98

1.18

-0.20

Calmar ratioReturn relative to maximum drawdown

-0.26

0.98

-1.24

Martin ratioReturn relative to average drawdown

-0.44

2.81

-3.25

TDG vs. GLD - Sharpe Ratio Comparison

The current TDG Sharpe Ratio is -0.23, which is lower than the GLD Sharpe Ratio of 0.87. The chart below compares the historical Sharpe Ratios of TDG and GLD, 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. GLD - Drawdown Comparison

The maximum TDG drawdown since its inception was -62.64%, which is greater than GLD's maximum drawdown of -45.56%. Use the drawdown chart below to compare losses from any high point for TDG and GLD.


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Drawdown Indicators


TDGGLDDifference

Max Drawdown

Largest peak-to-trough decline

-62.64%

-45.56%

-17.08%

Max Drawdown (1Y)

Largest decline over 1 year

-25.30%

-24.46%

-0.84%

Max Drawdown (3Y)

Largest decline over 3 years

-25.30%

-24.46%

-0.84%

Max Drawdown (5Y)

Largest decline over 5 years

-25.30%

-24.46%

-0.84%

Max Drawdown (10Y)

Largest decline over 10 years

-62.64%

-24.46%

-38.18%

Current Drawdown

Current decline from peak

-17.18%

-22.05%

+4.87%

Average Drawdown

Average peak-to-trough decline

-7.95%

-16.16%

+8.21%

Ulcer Index

Depth and duration of drawdowns from previous peaks

14.75%

8.49%

+6.26%

Volatility

TDG vs. GLD - Volatility Comparison

TransDigm Group Incorporated (TDG) has a higher volatility of 9.84% compared to SPDR Gold Shares (GLD) at 7.79%. This indicates that TDG's price experiences larger fluctuations and is considered to be riskier than GLD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


TDGGLDDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.84%

7.79%

+2.05%

Volatility (6M)

Calculated over the trailing 6-month period

21.88%

24.10%

-2.22%

Volatility (1Y)

Calculated over the trailing 1-year period

28.32%

27.37%

+0.95%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

27.96%

18.22%

+9.74%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

33.83%

16.08%

+17.75%

Dividends

TDG vs. GLD - Dividend Comparison

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


PositionTTM2025202420232022202120202019201820172016
GLD
SPDR Gold Shares
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%

Frequently Asked Questions


TDG and GLD have a correlation of 0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

TDG has higher volatility (9.84%) compared to GLD (7.79%). In terms of maximum drawdown, TDG dropped -62.64% vs GLD's -45.56%.

GLD currently has the higher Sharpe Ratio (0.87 vs -0.23), 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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