BKE vs. SPY
Compare and contrast key facts about The Buckle, Inc. (BKE) 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: BKE or SPY.
Performance
BKE vs. SPY - Performance Comparison
Returns By Period
In the year-to-date period, BKE achieves a 10.48% return, which is significantly lower than SPY's 24.40% return. Over the past 10 years, BKE has underperformed SPY with an annualized return of 9.84%, while SPY has yielded a comparatively higher 13.04% annualized return.
BKE
10.48%
7.25%
29.39%
39.26%
29.76%
9.84%
SPY
24.40%
0.59%
11.33%
31.86%
15.23%
13.04%
Key characteristics
| BKE | SPY | |
|---|---|---|
| Sharpe Ratio | 1.56 | 2.64 |
| Sortino Ratio | 2.18 | 3.53 |
| Omega Ratio | 1.27 | 1.49 |
| Calmar Ratio | 2.49 | 3.81 |
| Martin Ratio | 4.35 | 17.21 |
| Ulcer Index | 11.58% | 1.86% |
| Daily Std Dev | 31.30% | 12.15% |
| Max Drawdown | -71.08% | -55.19% |
| Current Drawdown | -2.09% | -2.17% |
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Correlation
The correlation between BKE and SPY is 0.35, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Risk-Adjusted Performance
BKE vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The Buckle, Inc. (BKE) 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
BKE vs. SPY - Dividend Comparison
BKE's dividend yield for the trailing twelve months is around 8.16%, more than SPY's 1.20% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BKE The Buckle, Inc. | 8.16% | 8.52% | 2.32% | 16.52% | 14.21% | 7.40% | 14.22% | 7.37% | 8.77% | 11.99% | 3.96% | 1.11% |
SPY SPDR S&P 500 ETF | 1.20% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% | 1.81% |
Drawdowns
BKE vs. SPY - Drawdown Comparison
The maximum BKE drawdown since its inception was -71.08%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for BKE and SPY. For additional features, visit the drawdowns tool.
Volatility
BKE vs. SPY - Volatility Comparison
The Buckle, Inc. (BKE) has a higher volatility of 8.65% compared to SPDR S&P 500 ETF (SPY) at 4.06%. This indicates that BKE'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.