Correlation
The correlation between CBL 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.
CBL vs. SPY
Compare and contrast key facts about CBL & Associates Properties, Inc. (CBL) 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: CBL or SPY.
Performance
CBL vs. SPY - Performance Comparison
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Key characteristics
CBL:
1.02
SPY:
0.70
CBL:
1.59
SPY:
1.02
CBL:
1.22
SPY:
1.15
CBL:
1.05
SPY:
0.68
CBL:
2.83
SPY:
2.57
CBL:
10.86%
SPY:
4.93%
CBL:
27.62%
SPY:
20.42%
CBL:
-34.02%
SPY:
-55.19%
CBL:
-20.32%
SPY:
-3.55%
Returns By Period
In the year-to-date period, CBL achieves a -10.54% return, which is significantly lower than SPY's 0.87% return.
CBL
-10.54%
7.41%
-13.74%
27.94%
6.02%
N/A
N/A
SPY
0.87%
6.28%
-1.56%
14.21%
14.25%
15.81%
12.73%
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Risk-Adjusted Performance
CBL vs. SPY — Risk-Adjusted Performance Rank
CBL
SPY
CBL vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for CBL & Associates Properties, Inc. (CBL) 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.
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Dividends
CBL vs. SPY - Dividend Comparison
CBL's dividend yield for the trailing twelve months is around 11.11%, more than SPY's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CBL CBL & Associates Properties, Inc. | 11.11% | 6.80% | 6.14% | 12.78% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.22% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
CBL vs. SPY - Drawdown Comparison
The maximum CBL drawdown since its inception was -34.02%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for CBL and SPY.
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Volatility
CBL vs. SPY - Volatility Comparison
CBL & Associates Properties, Inc. (CBL) has a higher volatility of 8.68% compared to SPDR S&P 500 ETF (SPY) at 4.86%. This indicates that CBL'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.
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