CWCO vs. SPY
Compare and contrast key facts about Consolidated Water Co. Ltd. (CWCO) 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: CWCO or SPY.
Correlation
The correlation between CWCO and SPY is 0.22, 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
CWCO vs. SPY - Performance Comparison
Key characteristics
CWCO:
-0.10
SPY:
0.51
CWCO:
0.09
SPY:
0.86
CWCO:
1.01
SPY:
1.13
CWCO:
-0.09
SPY:
0.55
CWCO:
-0.26
SPY:
2.26
CWCO:
12.17%
SPY:
4.55%
CWCO:
32.53%
SPY:
20.08%
CWCO:
-81.47%
SPY:
-55.19%
CWCO:
-36.04%
SPY:
-9.89%
Returns By Period
In the year-to-date period, CWCO achieves a -7.97% return, which is significantly lower than SPY's -5.76% return. Over the past 10 years, CWCO has underperformed SPY with an annualized return of 9.54%, while SPY has yielded a comparatively higher 12.16% annualized return.
CWCO
-7.97%
-2.96%
-2.51%
-4.77%
11.30%
9.54%
SPY
-5.76%
-0.90%
-4.30%
9.72%
15.76%
12.16%
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Risk-Adjusted Performance
CWCO vs. SPY — Risk-Adjusted Performance Rank
CWCO
SPY
CWCO vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Consolidated Water Co. Ltd. (CWCO) 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
CWCO vs. SPY - Dividend Comparison
CWCO's dividend yield for the trailing twelve months is around 1.80%, more than SPY's 1.30% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CWCO Consolidated Water Co. Ltd. | 1.80% | 1.16% | 1.01% | 2.30% | 3.20% | 2.82% | 2.09% | 3.64% | 1.79% | 2.76% | 2.45% | 2.81% |
SPY SPDR S&P 500 ETF | 1.30% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
CWCO vs. SPY - Drawdown Comparison
The maximum CWCO drawdown since its inception was -81.47%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for CWCO and SPY. For additional features, visit the drawdowns tool.
Volatility
CWCO vs. SPY - Volatility Comparison
The current volatility for Consolidated Water Co. Ltd. (CWCO) is 6.15%, while SPDR S&P 500 ETF (SPY) has a volatility of 15.12%. This indicates that CWCO 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.