AKR vs. SPY
Compare and contrast key facts about Acadia Realty Trust (AKR) and SPDR S&P 500 ETF (SPY).
SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AKR or SPY.
Correlation
The correlation between AKR and SPY is 0.40, 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
AKR vs. SPY - Performance Comparison
Key characteristics
AKR:
1.82
SPY:
2.12
AKR:
2.46
SPY:
2.81
AKR:
1.30
SPY:
1.39
AKR:
0.91
SPY:
3.21
AKR:
8.78
SPY:
13.42
AKR:
4.45%
SPY:
2.01%
AKR:
21.43%
SPY:
12.78%
AKR:
-71.02%
SPY:
-55.19%
AKR:
-15.81%
SPY:
-0.29%
Returns By Period
In the year-to-date period, AKR achieves a -4.97% return, which is significantly lower than SPY's 3.73% return. Over the past 10 years, AKR has underperformed SPY with an annualized return of -0.82%, while SPY has yielded a comparatively higher 13.76% annualized return.
AKR
-4.97%
-4.17%
14.16%
36.31%
1.49%
-0.82%
SPY
3.73%
1.10%
12.39%
26.33%
15.23%
13.76%
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Risk-Adjusted Performance
AKR vs. SPY — Risk-Adjusted Performance Rank
AKR
SPY
AKR vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Acadia Realty Trust (AKR) and SPDR S&P 500 ETF (SPY). 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
AKR vs. SPY - Dividend Comparison
AKR's dividend yield for the trailing twelve months is around 3.22%, more than SPY's 1.16% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AKR Acadia Realty Trust | 3.22% | 3.06% | 4.24% | 5.02% | 2.75% | 2.04% | 4.36% | 4.59% | 3.84% | 3.55% | 3.68% | 3.84% |
SPY SPDR S&P 500 ETF | 1.16% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
AKR vs. SPY - Drawdown Comparison
The maximum AKR drawdown since its inception was -71.02%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for AKR and SPY. For additional features, visit the drawdowns tool.
Volatility
AKR vs. SPY - Volatility Comparison
Acadia Realty Trust (AKR) has a higher volatility of 7.44% compared to SPDR S&P 500 ETF (SPY) at 4.00%. This indicates that AKR's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.