BFAM vs. SPY
Compare and contrast key facts about Bright Horizons Family Solutions Inc. (BFAM) 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: BFAM or SPY.
Correlation
The correlation between BFAM and SPY is 0.47, 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
BFAM vs. SPY - Performance Comparison
Key characteristics
BFAM:
0.59
SPY:
1.75
BFAM:
1.08
SPY:
2.36
BFAM:
1.15
SPY:
1.32
BFAM:
0.42
SPY:
2.66
BFAM:
1.69
SPY:
11.01
BFAM:
11.14%
SPY:
2.03%
BFAM:
32.01%
SPY:
12.77%
BFAM:
-69.32%
SPY:
-55.19%
BFAM:
-30.44%
SPY:
-2.12%
Returns By Period
In the year-to-date period, BFAM achieves a 14.02% return, which is significantly higher than SPY's 2.36% return. Over the past 10 years, BFAM has underperformed SPY with an annualized return of 9.63%, while SPY has yielded a comparatively higher 12.96% annualized return.
BFAM
14.02%
8.58%
-7.15%
17.30%
-6.25%
9.63%
SPY
2.36%
-1.07%
7.41%
19.73%
14.21%
12.96%
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Risk-Adjusted Performance
BFAM vs. SPY — Risk-Adjusted Performance Rank
BFAM
SPY
BFAM vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Bright Horizons Family Solutions Inc. (BFAM) 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
BFAM vs. SPY - Dividend Comparison
BFAM has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 1.18%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BFAM Bright Horizons Family Solutions Inc. | 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 | 1.18% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
BFAM vs. SPY - Drawdown Comparison
The maximum BFAM drawdown since its inception was -69.32%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for BFAM and SPY. For additional features, visit the drawdowns tool.
Volatility
BFAM vs. SPY - Volatility Comparison
Bright Horizons Family Solutions Inc. (BFAM) has a higher volatility of 11.57% compared to SPDR S&P 500 ETF (SPY) at 3.38%. This indicates that BFAM'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.