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 0.39, 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:
0.74
SPY:
0.32
CSR:
1.19
SPY:
0.51
CSR:
1.14
SPY:
1.07
CSR:
0.38
SPY:
0.39
CSR:
1.97
SPY:
1.52
CSR:
8.50%
SPY:
3.13%
CSR:
22.58%
SPY:
14.74%
CSR:
-59.11%
SPY:
-55.19%
CSR:
-35.22%
SPY:
-12.17%
Returns By Period
In the year-to-date period, CSR achieves a -5.30% return, which is significantly higher than SPY's -8.15% return. Over the past 10 years, CSR has underperformed SPY with an annualized return of 3.25%, while SPY has yielded a comparatively higher 11.89% annualized return.
CSR
-5.30%
-3.49%
-10.31%
15.92%
11.58%
3.25%
SPY
-8.15%
-6.68%
-4.88%
4.64%
18.45%
11.89%
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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 4.88%, more than SPY's 1.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSR Centerspace | 4.88% | 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 | 1.34% | 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 6.86%, while SPDR S&P 500 ETF (SPY) has a volatility of 7.47%. 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.