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.
Correlation
The correlation between CBL and SPY is 0.40, 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.
Performance
CBL vs. SPY - Performance Comparison
Key characteristics
CBL:
2.17
SPY:
1.91
CBL:
3.11
SPY:
2.57
CBL:
1.36
SPY:
1.35
CBL:
1.95
SPY:
2.88
CBL:
9.52
SPY:
11.96
CBL:
4.86%
SPY:
2.03%
CBL:
21.32%
SPY:
12.68%
CBL:
-34.02%
SPY:
-55.19%
CBL:
-3.12%
SPY:
0.00%
Returns By Period
In the year-to-date period, CBL achieves a 8.77% return, which is significantly higher than SPY's 4.34% return.
CBL
8.77%
13.68%
28.09%
46.30%
N/A
N/A
SPY
4.34%
2.33%
10.15%
23.99%
14.44%
13.21%
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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.
Dividends
CBL vs. SPY - Dividend Comparison
CBL's dividend yield for the trailing twelve months is around 6.25%, more than SPY's 1.16% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CBL CBL & Associates Properties, Inc. | 6.25% | 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 | 1.16% | 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. For additional features, visit the drawdowns tool.
Volatility
CBL vs. SPY - Volatility Comparison
CBL & Associates Properties, Inc. (CBL) has a higher volatility of 7.52% compared to SPDR S&P 500 ETF (SPY) at 3.00%. 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.