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CCB vs. SPY
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

CCB vs. SPY

Last updated May 21, 2025

Compare and contrast key facts about Coastal Financial Corporation (CCB) 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: CCB or SPY.

Correlation

The correlation between CCB 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

CCB vs. SPY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Coastal Financial Corporation (CCB) and SPDR S&P 500 ETF (SPY). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

CCB:

2.49

SPY:

0.66

Sortino Ratio

CCB:

3.17

SPY:

1.08

Omega Ratio

CCB:

1.41

SPY:

1.16

Calmar Ratio

CCB:

4.61

SPY:

0.72

Martin Ratio

CCB:

12.07

SPY:

2.78

Ulcer Index

CCB:

8.22%

SPY:

4.88%

Daily Std Dev

CCB:

38.72%

SPY:

20.26%

Max Drawdown

CCB:

-50.22%

SPY:

-55.19%

Current Drawdown

CCB:

-11.52%

SPY:

-2.99%

Returns By Period

In the year-to-date period, CCB achieves a 4.95% return, which is significantly higher than SPY's 1.46% return.

CCB

YTD

4.95%

1M

7.04%

6M

21.09%

1Y

95.42%

3Y*

35.35%

5Y*

47.23%

10Y*

N/A

SPY

YTD

1.46%

1M

12.62%

6M

1.07%

1Y

13.27%

3Y*

16.71%

5Y*

16.68%

10Y*

12.71%

*Annualized

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Coastal Financial Corporation

SPDR S&P 500 ETF

Risk-Adjusted Performance

CCB vs. SPY — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
CCB
The Risk-Adjusted Performance Rank of CCB is 9696
Overall Rank
The Sharpe Ratio Rank of CCB is 9898
Sharpe Ratio Rank
The Sortino Ratio Rank of CCB is 9595
Sortino Ratio Rank
The Omega Ratio Rank of CCB is 9494
Omega Ratio Rank
The Calmar Ratio Rank of CCB is 9999
Calmar Ratio Rank
The Martin Ratio Rank of CCB is 9696
Martin Ratio Rank
SPY
The Risk-Adjusted Performance Rank of SPY is 6767
Overall Rank
The Sharpe Ratio Rank of SPY is 6262
Sharpe Ratio Rank
The Sortino Ratio Rank of SPY is 6666
Sortino Ratio Rank
The Omega Ratio Rank of SPY is 7070
Omega Ratio Rank
The Calmar Ratio Rank of SPY is 7070
Calmar Ratio Rank
The Martin Ratio Rank of SPY is 6969
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

CCB vs. SPY - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Coastal Financial Corporation (CCB) 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.

The current CCB Sharpe Ratio is 2.49, which is higher than the SPY Sharpe Ratio of 0.66. The chart below compares the historical Sharpe Ratios of CCB and SPY, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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Dividends

CCB vs. SPY - Dividend Comparison

CCB has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 1.21%.

TTM20242023202220212020201920182017201620152014
CCB
Coastal Financial Corporation		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		1.21%1.21%1.40%1.65%1.20%1.52%1.75%2.04%1.80%2.03%2.06%1.87%

Drawdowns

CCB vs. SPY - Drawdown Comparison

The maximum CCB drawdown since its inception was -50.22%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for CCB and SPY. For additional features, visit the drawdowns tool.

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Volatility

CCB vs. SPY - Volatility Comparison

Coastal Financial Corporation (CCB) has a higher volatility of 11.43% compared to SPDR S&P 500 ETF (SPY) at 4.66%. This indicates that CCB'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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