CRI vs. SPY
Compare and contrast key facts about Carter's, Inc. (CRI) 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: CRI or SPY.
Correlation
The correlation between CRI and SPY is 0.48, 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
CRI vs. SPY - Performance Comparison
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Key characteristics
CRI:
-0.97
SPY:
0.68
CRI:
-1.30
SPY:
1.13
CRI:
0.82
SPY:
1.17
CRI:
-0.67
SPY:
0.76
CRI:
-1.76
SPY:
2.93
CRI:
25.70%
SPY:
4.87%
CRI:
47.89%
SPY:
20.29%
CRI:
-67.13%
SPY:
-55.19%
CRI:
-64.18%
SPY:
-3.85%
Returns By Period
In the year-to-date period, CRI achieves a -32.81% return, which is significantly lower than SPY's 0.56% return. Over the past 10 years, CRI has underperformed SPY with an annualized return of -7.48%, while SPY has yielded a comparatively higher 12.67% annualized return.
CRI
-32.81%
-2.75%
-31.19%
-46.08%
-11.07%
-7.48%
SPY
0.56%
8.99%
-0.98%
13.71%
17.23%
12.67%
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Risk-Adjusted Performance
CRI vs. SPY — Risk-Adjusted Performance Rank
CRI
SPY
CRI vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Carter's, Inc. (CRI) 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
CRI vs. SPY - Dividend Comparison
CRI's dividend yield for the trailing twelve months is around 8.96%, more than SPY's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CRI Carter's, Inc. | 8.96% | 5.91% | 4.01% | 4.02% | 1.38% | 0.64% | 1.83% | 2.21% | 1.26% | 1.53% | 0.99% | 0.87% |
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
CRI vs. SPY - Drawdown Comparison
The maximum CRI drawdown since its inception was -67.13%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for CRI and SPY. For additional features, visit the drawdowns tool.
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Volatility
CRI vs. SPY - Volatility Comparison
Carter's, Inc. (CRI) has a higher volatility of 17.53% compared to SPDR S&P 500 ETF (SPY) at 6.24%. This indicates that CRI'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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