CRS vs. SPY
Compare and contrast key facts about Carpenter Technology Corporation (CRS) 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: CRS or SPY.
Correlation
The correlation between CRS and SPY is 0.50, 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
CRS vs. SPY - Performance Comparison
Key characteristics
CRS:
5.12
SPY:
1.87
CRS:
5.15
SPY:
2.52
CRS:
1.68
SPY:
1.35
CRS:
13.96
SPY:
2.81
CRS:
41.32
SPY:
11.69
CRS:
5.32%
SPY:
2.02%
CRS:
43.01%
SPY:
12.65%
CRS:
-84.68%
SPY:
-55.19%
CRS:
-0.87%
SPY:
0.00%
Returns By Period
In the year-to-date period, CRS achieves a 24.14% return, which is significantly higher than SPY's 4.58% return. Over the past 10 years, CRS has outperformed SPY with an annualized return of 19.51%, while SPY has yielded a comparatively lower 13.23% annualized return.
CRS
24.14%
1.99%
47.10%
227.44%
39.74%
19.51%
SPY
4.58%
2.57%
10.04%
24.97%
14.73%
13.23%
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Risk-Adjusted Performance
CRS vs. SPY — Risk-Adjusted Performance Rank
CRS
SPY
CRS vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Carpenter Technology Corporation (CRS) 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
CRS vs. SPY - Dividend Comparison
CRS's dividend yield for the trailing twelve months is around 0.38%, less than SPY's 1.15% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CRS Carpenter Technology Corporation | 0.38% | 0.47% | 1.13% | 2.17% | 2.74% | 2.75% | 1.61% | 2.13% | 1.41% | 1.99% | 2.38% | 1.46% |
SPY SPDR S&P 500 ETF | 1.15% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
CRS vs. SPY - Drawdown Comparison
The maximum CRS drawdown since its inception was -84.68%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for CRS and SPY. For additional features, visit the drawdowns tool.
Volatility
CRS vs. SPY - Volatility Comparison
Carpenter Technology Corporation (CRS) has a higher volatility of 15.44% compared to SPDR S&P 500 ETF (SPY) at 3.00%. This indicates that CRS'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.