BATRK vs. SPY
Compare and contrast key facts about The Liberty Braves Group (BATRK) 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: BATRK or SPY.
Key characteristics
| BATRK | SPY | |
|---|---|---|
| YTD Return | -1.64% | 9.14% |
| 1Y Return | 1.91% | 27.11% |
| 3Y Return (Ann) | 12.10% | 8.62% |
| 5Y Return (Ann) | 7.37% | 14.39% |
| Sharpe Ratio | 0.04 | 2.36 |
| Daily Std Dev | 23.99% | 11.51% |
| Max Drawdown | -54.95% | -55.19% |
| Current Drawdown | -8.49% | -1.15% |
Correlation
The correlation between BATRK and SPY is 0.42, 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
BATRK vs. SPY - Performance Comparison
In the year-to-date period, BATRK achieves a -1.64% return, which is significantly lower than SPY's 9.14% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
BATRK vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The Liberty Braves Group (BATRK) 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
BATRK vs. SPY - Dividend Comparison
BATRK has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 1.30%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BATRK The Liberty Braves Group | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.30% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% | 1.81% |
Drawdowns
BATRK vs. SPY - Drawdown Comparison
The maximum BATRK drawdown since its inception was -54.95%, roughly equal to the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for BATRK and SPY. For additional features, visit the drawdowns tool.
Volatility
BATRK vs. SPY - Volatility Comparison
The Liberty Braves Group (BATRK) has a higher volatility of 5.56% compared to SPDR S&P 500 ETF (SPY) at 4.07%. This indicates that BATRK'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.