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TGI vs. SJM
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between TGI and SJM is 0.19, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


-0.50.00.51.00.2

Performance

TGI vs. SJM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Triumph Group, Inc. (TGI) and The J. M. Smucker Company (SJM). The values are adjusted to include any dividend payments, if applicable.

-30.00%-20.00%-10.00%0.00%10.00%AugustSeptemberOctoberNovemberDecember2025
11.79%
-10.45%
TGI
SJM

Key characteristics

Sharpe Ratio

TGI:

0.50

SJM:

-0.82

Sortino Ratio

TGI:

1.07

SJM:

-1.12

Omega Ratio

TGI:

1.15

SJM:

0.88

Calmar Ratio

TGI:

0.31

SJM:

-0.56

Martin Ratio

TGI:

1.82

SJM:

-1.63

Ulcer Index

TGI:

14.72%

SJM:

11.65%

Daily Std Dev

TGI:

53.88%

SJM:

23.06%

Max Drawdown

TGI:

-95.83%

SJM:

-45.66%

Current Drawdown

TGI:

-76.82%

SJM:

-32.83%

Fundamentals

Market Cap

TGI:

$1.47B

SJM:

$10.91B

EPS

TGI:

-$0.16

SJM:

$4.95

PEG Ratio

TGI:

0.20

SJM:

1.40

Total Revenue (TTM)

TGI:

$927.10M

SJM:

$8.83B

Gross Profit (TTM)

TGI:

$269.11M

SJM:

$3.32B

EBITDA (TTM)

TGI:

$107.44M

SJM:

$1.62B

Returns By Period

In the year-to-date period, TGI achieves a 2.09% return, which is significantly higher than SJM's -7.25% return. Over the past 10 years, TGI has underperformed SJM with an annualized return of -10.76%, while SJM has yielded a comparatively higher 2.70% annualized return.


TGI

YTD

2.09%

1M

10.12%

6M

15.31%

1Y

24.75%

5Y*

-3.38%

10Y*

-10.76%

SJM

YTD

-7.25%

1M

-7.34%

6M

-11.78%

1Y

-18.05%

5Y*

2.35%

10Y*

2.70%

*Annualized

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Risk-Adjusted Performance

TGI vs. SJM — Risk-Adjusted Performance Rank

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

TGI
The Risk-Adjusted Performance Rank of TGI is 6363
Overall Rank
The Sharpe Ratio Rank of TGI is 6464
Sharpe Ratio Rank
The Sortino Ratio Rank of TGI is 6161
Sortino Ratio Rank
The Omega Ratio Rank of TGI is 6363
Omega Ratio Rank
The Calmar Ratio Rank of TGI is 6161
Calmar Ratio Rank
The Martin Ratio Rank of TGI is 6565
Martin Ratio Rank

SJM
The Risk-Adjusted Performance Rank of SJM is 99
Overall Rank
The Sharpe Ratio Rank of SJM is 88
Sharpe Ratio Rank
The Sortino Ratio Rank of SJM is 99
Sortino Ratio Rank
The Omega Ratio Rank of SJM is 1212
Omega Ratio Rank
The Calmar Ratio Rank of SJM is 1414
Calmar Ratio Rank
The Martin Ratio Rank of SJM is 33
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

TGI vs. SJM - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Triumph Group, Inc. (TGI) and The J. M. Smucker Company (SJM). 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.


Sharpe ratio
The chart of Sharpe ratio for TGI, currently valued at 0.50, compared to the broader market-2.000.002.004.000.50-0.82
The chart of Sortino ratio for TGI, currently valued at 1.07, compared to the broader market-4.00-2.000.002.004.001.07-1.12
The chart of Omega ratio for TGI, currently valued at 1.15, compared to the broader market0.501.001.502.001.150.88
The chart of Calmar ratio for TGI, currently valued at 0.31, compared to the broader market0.002.004.006.000.31-0.56
The chart of Martin ratio for TGI, currently valued at 1.82, compared to the broader market-10.000.0010.0020.0030.001.82-1.63
TGI
SJM

The current TGI Sharpe Ratio is 0.50, which is higher than the SJM Sharpe Ratio of -0.82. The chart below compares the historical Sharpe Ratios of TGI and SJM, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.00-0.500.000.501.001.50AugustSeptemberOctoberNovemberDecember2025
0.50
-0.82
TGI
SJM

Dividends

TGI vs. SJM - Dividend Comparison

TGI has not paid dividends to shareholders, while SJM's dividend yield for the trailing twelve months is around 4.19%.


TTM20242023202220212020201920182017201620152014
TGI
Triumph Group, Inc.
0.00%0.00%0.00%0.00%0.00%0.32%0.63%1.39%0.59%0.60%0.40%0.24%
SJM
The J. M. Smucker Company
4.19%3.89%3.29%2.54%2.78%3.08%3.32%3.49%2.46%2.22%2.12%2.42%

Drawdowns

TGI vs. SJM - Drawdown Comparison

The maximum TGI drawdown since its inception was -95.83%, which is greater than SJM's maximum drawdown of -45.66%. Use the drawdown chart below to compare losses from any high point for TGI and SJM. For additional features, visit the drawdowns tool.


-90.00%-80.00%-70.00%-60.00%-50.00%-40.00%-30.00%-20.00%AugustSeptemberOctoberNovemberDecember2025
-76.82%
-32.83%
TGI
SJM

Volatility

TGI vs. SJM - Volatility Comparison

Triumph Group, Inc. (TGI) has a higher volatility of 9.33% compared to The J. M. Smucker Company (SJM) at 7.66%. This indicates that TGI's price experiences larger fluctuations and is considered to be riskier than SJM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%20.00%25.00%AugustSeptemberOctoberNovemberDecember2025
9.33%
7.66%
TGI
SJM

Financials

TGI vs. SJM - Financials Comparison

This section allows you to compare key financial metrics between Triumph Group, Inc. and The J. M. Smucker Company. 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


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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