CSR vs. SPY
Compare and contrast key facts about Centerspace (CSR) 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: CSR or SPY.
Correlation
The correlation between CSR 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
CSR vs. SPY - Performance Comparison
Key characteristics
CSR:
-0.12
SPY:
0.72
CSR:
-0.02
SPY:
1.13
CSR:
1.00
SPY:
1.17
CSR:
-0.07
SPY:
0.76
CSR:
-0.28
SPY:
3.04
CSR:
10.10%
SPY:
4.72%
CSR:
22.21%
SPY:
20.06%
CSR:
-59.11%
SPY:
-55.19%
CSR:
-37.08%
SPY:
-7.25%
Returns By Period
In the year-to-date period, CSR achieves a -8.01% return, which is significantly lower than SPY's -3.01% return. Over the past 10 years, CSR has underperformed SPY with an annualized return of 3.34%, while SPY has yielded a comparatively higher 12.45% annualized return.
CSR
-8.01%
-6.50%
-11.63%
-8.58%
4.51%
3.34%
SPY
-3.01%
0.40%
-0.12%
13.65%
16.65%
12.45%
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Risk-Adjusted Performance
CSR vs. SPY — Risk-Adjusted Performance Rank
CSR
SPY
CSR vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Centerspace (CSR) 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
CSR vs. SPY - Dividend Comparison
CSR's dividend yield for the trailing twelve months is around 5.02%, more than SPY's 1.26% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSR Centerspace | 5.02% | 4.54% | 5.02% | 4.98% | 2.56% | 3.96% | 3.86% | 5.71% | 4.93% | 7.29% | 7.48% | 6.36% |
SPY SPDR S&P 500 ETF | 1.26% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
CSR vs. SPY - Drawdown Comparison
The maximum CSR drawdown since its inception was -59.11%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for CSR and SPY. For additional features, visit the drawdowns tool.
Volatility
CSR vs. SPY - Volatility Comparison
The current volatility for Centerspace (CSR) is 9.63%, while SPDR S&P 500 ETF (SPY) has a volatility of 15.07%. This indicates that CSR experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.