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TRMK vs. MZTI
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

TRMK vs. MZTI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Trustmark Corporation (TRMK) and The Marzetti Company (MZTI). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, TRMK achieves a 18.51% return, which is significantly higher than MZTI's -32.68% return. Over the past 10 years, TRMK has outperformed MZTI with an annualized return of 9.86%, while MZTI has yielded a comparatively lower 0.65% annualized return.


TRMK

1D
1.20%
1M
3.38%
YTD
18.51%
6M
14.40%
1Y
33.91%
3Y*
31.90%
5Y*
10.60%
10Y*
9.86%

MZTI

1D
4.08%
1M
-4.33%
YTD
-32.68%
6M
-32.38%
1Y
-34.87%
3Y*
-16.51%
5Y*
-8.80%
10Y*
0.65%
*Multi-year figures are annualized to reflect compound growth (CAGR)

TRMK vs. MZTI - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
TRMK
Trustmark Corporation
18.51%12.99%30.65%-17.02%10.67%22.34%-17.98%24.73%-8.24%-8.04%
MZTI
The Marzetti Company
-32.68%-2.93%6.10%-14.02%21.59%-8.26%16.75%-7.88%39.22%-6.99%

Correlation

The correlation between TRMK and MZTI is 0.32, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.32

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

0.33

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

0.31

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

0.34

Correlation (All Time)
Calculated using the full available price history since Mar 3, 1992

0.32

Fundamentals

Market Cap

TRMK:

$2.70B

MZTI:

$2.98B

EPS

TRMK:

$3.77

MZTI:

$6.41

PE Ratio

TRMK:

12.11

MZTI:

17.01

PEG Ratio

TRMK:

0.41

MZTI:

1.93

PS Ratio

TRMK:

2.30

MZTI:

1.54

PB Ratio

TRMK:

1.27

MZTI:

2.86

Total Revenue (TTM)

TRMK:

$1.19B

MZTI:

$1.94B

Gross Profit (TTM)

TRMK:

$791.58M

MZTI:

$469.39M

EBITDA (TTM)

TRMK:

$320.24M

MZTI:

$296.24M

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Return for Risk

TRMK vs. MZTI — Risk / Return Rank

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

TRMK
TRMK Risk / Return Rank: 8181
Overall Rank
TRMK Sharpe Ratio Rank: 8282
Sharpe Ratio Rank
TRMK Sortino Ratio Rank: 7878
Sortino Ratio Rank
TRMK Omega Ratio Rank: 7878
Omega Ratio Rank
TRMK Calmar Ratio Rank: 8585
Calmar Ratio Rank
TRMK Martin Ratio Rank: 8686
Martin Ratio Rank

MZTI
MZTI Risk / Return Rank: 55
Overall Rank
MZTI Sharpe Ratio Rank: 22
Sharpe Ratio Rank
MZTI Sortino Ratio Rank: 44
Sortino Ratio Rank
MZTI Omega Ratio Rank: 44
Omega Ratio Rank
MZTI Calmar Ratio Rank: 1111
Calmar Ratio Rank
MZTI Martin Ratio Rank: 22
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.

TRMK vs. MZTI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Trustmark Corporation (TRMK) and The Marzetti Company (MZTI). 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.


TRMKMZTIDifference
Sharpe ratioReturn per unit of total volatility

+2.74

Sortino ratioReturn per unit of downside risk

+3.97

Omega ratioGain probability vs. loss probability

1.27

0.77

+0.50

Calmar ratioReturn relative to maximum drawdown

3.19

-0.81

+4.00

Martin ratioReturn relative to average drawdown

8.60

-1.78

+10.38

TRMK vs. MZTI - Sharpe Ratio Comparison

The current TRMK Sharpe Ratio is 1.47, which is higher than the MZTI Sharpe Ratio of -1.28. The chart below compares the historical Sharpe Ratios of TRMK and MZTI, 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

TRMK vs. MZTI - Drawdown Comparison

The maximum TRMK drawdown since its inception was -53.55%, roughly equal to the maximum MZTI drawdown of -54.66%. Use the drawdown chart below to compare losses from any high point for TRMK and MZTI.


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Drawdown Indicators


TRMKMZTIDifference

Max Drawdown

Largest peak-to-trough decline

-53.55%

-54.66%

+1.11%

Max Drawdown (1Y)

Largest decline over 1 year

-10.67%

-43.14%

+32.47%

Max Drawdown (3Y)

Largest decline over 3 years

-26.47%

-46.85%

+20.38%

Max Drawdown (5Y)

Largest decline over 5 years

-47.77%

-48.59%

+0.82%

Max Drawdown (10Y)

Largest decline over 10 years

-47.77%

-48.59%

+0.82%

Current Drawdown

Current decline from peak

-0.59%

-46.49%

+45.90%

Average Drawdown

Average peak-to-trough decline

-12.75%

-11.69%

-1.06%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.95%

19.56%

-15.61%

Volatility

TRMK vs. MZTI - Volatility Comparison

The current volatility for Trustmark Corporation (TRMK) is 5.97%, while The Marzetti Company (MZTI) has a volatility of 8.33%. This indicates that TRMK experiences smaller price fluctuations and is considered to be less risky than MZTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


TRMKMZTIDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.97%

8.33%

-2.36%

Volatility (6M)

Calculated over the trailing 6-month period

15.64%

21.02%

-5.38%

Volatility (1Y)

Calculated over the trailing 1-year period

23.35%

27.50%

-4.15%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

29.16%

27.86%

+1.30%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

30.56%

27.77%

+2.79%

Dividends

TRMK vs. MZTI - Dividend Comparison

TRMK's dividend yield for the trailing twelve months is around 2.15%, less than MZTI's 3.62% yield.


PositionTTM20252024202320222021202020192018201720162015
MZTI
The Marzetti Company
3.62%2.34%2.11%2.07%1.65%1.84%1.55%1.66%1.39%1.74%1.45%5.96%
TRMK
Trustmark Corporation
2.15%2.46%2.60%3.30%2.64%2.83%3.37%2.67%3.24%2.89%2.58%3.99%

Financials

TRMK vs. MZTI - Financials Comparison

This section allows you to compare key financial metrics between Trustmark Corporation and The Marzetti 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


100.00M200.00M300.00M400.00M500.00M20222023202420252026
277.21M
453.37M
(TRMK) Total Revenue
(MZTI) Total Revenue
Values in USD except per share items

TRMK vs. MZTI - Profitability Comparison

The chart below illustrates the profitability comparison between Trustmark Corporation and The Marzetti Company over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-50.0%0.0%50.0%100.0%20222023202420252026
73.2%
23.7%
Portfolio components
TRMK - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Trustmark Corporation reported a gross profit of 202.96M and revenue of 277.21M. Therefore, the gross margin over that period was 73.2%.

MZTI - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, The Marzetti Company reported a gross profit of 107.22M and revenue of 453.37M. Therefore, the gross margin over that period was 23.7%.

TRMK - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Trustmark Corporation reported an operating income of 70.98M and revenue of 277.21M, resulting in an operating margin of 25.6%.

MZTI - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, The Marzetti Company reported an operating income of 46.58M and revenue of 453.37M, resulting in an operating margin of 10.3%.

TRMK - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Trustmark Corporation reported a net income of 56.12M and revenue of 277.21M, resulting in a net margin of 20.2%.

MZTI - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, The Marzetti Company reported a net income of 37.06M and revenue of 453.37M, resulting in a net margin of 8.2%.


Frequently Asked Questions


TRMK and MZTI have a correlation of 0.32, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

MZTI has higher volatility (8.33%) compared to TRMK (5.97%). In terms of maximum drawdown, TRMK dropped -53.55% vs MZTI's -54.66%.

TRMK currently has the higher Sharpe Ratio (1.47 vs -1.28), 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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