CUK vs. SPY
Compare and contrast key facts about Carnival Corporation & Plc (CUK) 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: CUK or SPY.
Correlation
The correlation between CUK and SPY is 0.54, 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
CUK vs. SPY - Performance Comparison
Key characteristics
CUK:
1.65
SPY:
1.87
CUK:
2.38
SPY:
2.52
CUK:
1.29
SPY:
1.35
CUK:
0.85
SPY:
2.81
CUK:
7.09
SPY:
11.69
CUK:
9.75%
SPY:
2.02%
CUK:
41.96%
SPY:
12.65%
CUK:
-91.43%
SPY:
-55.19%
CUK:
-64.24%
SPY:
0.00%
Returns By Period
As of year-to-date, both investments have demonstrated similar returns, with CUK at 4.58% and SPY at 4.58%. Over the past 10 years, CUK has underperformed SPY with an annualized return of -4.71%, while SPY has yielded a comparatively higher 13.23% annualized return.
CUK
4.58%
0.64%
66.83%
74.50%
-9.75%
-4.71%
SPY
4.58%
2.57%
10.04%
24.97%
14.73%
13.23%
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Risk-Adjusted Performance
CUK vs. SPY — Risk-Adjusted Performance Rank
CUK
SPY
CUK vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Carnival Corporation & Plc (CUK) 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
CUK vs. SPY - Dividend Comparison
CUK has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 1.15%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CUK Carnival Corporation & Plc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 2.67% | 4.15% | 4.00% | 2.41% | 2.64% | 1.93% | 2.22% |
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
CUK vs. SPY - Drawdown Comparison
The maximum CUK drawdown since its inception was -91.43%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for CUK and SPY. For additional features, visit the drawdowns tool.
Volatility
CUK vs. SPY - Volatility Comparison
Carnival Corporation & Plc (CUK) has a higher volatility of 11.08% compared to SPDR S&P 500 ETF (SPY) at 3.00%. This indicates that CUK'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.