TGI vs. XMMO
Compare and contrast key facts about Triumph Group, Inc. (TGI) and Invesco S&P MidCap Momentum ETF (XMMO).
XMMO is a passively managed fund by Invesco that tracks the performance of the S&P MidCap 400 Index. It was launched on Mar 3, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TGI or XMMO.
Correlation
The correlation between TGI and XMMO is 0.53, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
TGI vs. XMMO - Performance Comparison
Key characteristics
TGI:
0.50
XMMO:
2.31
TGI:
1.07
XMMO:
3.16
TGI:
1.15
XMMO:
1.39
TGI:
0.31
XMMO:
4.97
TGI:
1.82
XMMO:
12.46
TGI:
14.72%
XMMO:
3.71%
TGI:
53.88%
XMMO:
20.03%
TGI:
-95.83%
XMMO:
-55.37%
TGI:
-76.82%
XMMO:
-4.74%
Returns By Period
In the year-to-date period, TGI achieves a 2.09% return, which is significantly lower than XMMO's 4.99% return. Over the past 10 years, TGI has underperformed XMMO with an annualized return of -10.76%, while XMMO has yielded a comparatively higher 16.09% annualized return.
TGI
2.09%
10.12%
15.31%
24.75%
-3.38%
-10.76%
XMMO
4.99%
4.79%
12.49%
44.86%
16.34%
16.09%
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Risk-Adjusted Performance
TGI vs. XMMO — Risk-Adjusted Performance Rank
TGI
XMMO
TGI vs. XMMO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Triumph Group, Inc. (TGI) and Invesco S&P MidCap Momentum ETF (XMMO). 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.
Dividends
TGI vs. XMMO - Dividend Comparison
TGI has not paid dividends to shareholders, while XMMO's dividend yield for the trailing twelve months is around 0.32%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
XMMO Invesco S&P MidCap Momentum ETF | 0.32% | 0.34% | 0.80% | 1.43% | 0.41% | 0.61% | 0.60% | 0.19% | 0.21% | 0.22% | 0.64% | 1.24% |
Drawdowns
TGI vs. XMMO - Drawdown Comparison
The maximum TGI drawdown since its inception was -95.83%, which is greater than XMMO's maximum drawdown of -55.37%. Use the drawdown chart below to compare losses from any high point for TGI and XMMO. For additional features, visit the drawdowns tool.
Volatility
TGI vs. XMMO - Volatility Comparison
Triumph Group, Inc. (TGI) has a higher volatility of 9.33% compared to Invesco S&P MidCap Momentum ETF (XMMO) at 6.21%. This indicates that TGI's price experiences larger fluctuations and is considered to be riskier than XMMO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.