Cedar Fair, L.P. (FUN)

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Cedar Fair, L.P. (FUN) is up 13.0% since the beginning of the year. At $17 per share, FUN is trading 44.5% below its 52-week high of $31. Investors who bought $1,000 worth of FUN shares 5 years ago would now be looking at an investment worth $449.

Cedar Fair, L.P. (FUN) has returned 12.97% so far this year and -41.63% over the past 12 months. Over the last ten years, FUN has returned -8.60% per year, falling short of the S&P 500 Index benchmark, which averaged 13.26% annually.

Based on dividend-adjusted daily data since Apr 23, 1987, FUN's average daily return is +0.05%, while the average monthly return is +1.02%. At this rate, an investment would double in approximately 5.7 years.

Historically, 58% of months were positive and 42% were negative. The best month was Apr 2020 with a return of +57.3%, while the worst month was Mar 2020 at -59.0%. The longest winning streak lasted 12 consecutive months, and the longest losing streak was 8 months.

On a daily basis, FUN closed higher 47% of trading days. The best single day was Mar 13, 2020 with a return of +26.6%, while the worst single day was Nov 18, 1997 at -43.8%.

Cedar Fair, L.P. has an annualized alpha of 6.50%, beta of 0.68, and R2 of 0.14 versus S&P 500 Index. Calculated based on daily prices since April 23, 1987.

• This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (63.79%) than losses (62.63%) - typical of diversified or defensive assets.
• Beta of 0.68 may look defensive, but with R2 of 0.14 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
• R2 of 0.14 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

FUN ranks 18 for risk / return — above 18% of stocks peers on PortfoliosLab. Its historical combined result is below most peers; review the five component ranks for context.

Cedar Fair, L.P. provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.

The table displays the monthly dividend distributions for Cedar Fair, L.P.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Cedar Fair, L.P.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Cedar Fair, L.P. was 77.75%, occurring on Mar 18, 2020. Recovery took 481 trading sessions.

The current Cedar Fair, L.P. drawdown is 69.93%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Cedar Fair, L.P. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Cedar Fair, L.P. is priced in the market compared to other companies in the Leisure industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.