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:
-0.24
SPY:
-0.09
CWCO:
-0.11
SPY:
-0.02
CWCO:
0.99
SPY:
1.00
CWCO:
-0.21
SPY:
-0.09
CWCO:
-0.68
SPY:
-0.45
CWCO:
11.45%
SPY:
3.31%
CWCO:
32.90%
SPY:
15.87%
CWCO:
-81.47%
SPY:
-55.19%
CWCO:
-34.88%
SPY:
-17.32%
Returns By Period
In the year-to-date period, CWCO achieves a -6.29% return, which is significantly higher than SPY's -13.53% return. Over the past 10 years, CWCO has underperformed SPY with an annualized return of 9.35%, while SPY has yielded a comparatively higher 11.25% annualized return.
CWCO
-6.29%
-11.38%
-2.91%
-4.28%
13.84%
9.35%
SPY
-13.53%
-13.08%
-11.25%
-0.26%
17.01%
11.25%
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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 1.77%, more than SPY's 1.42% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CWCO Consolidated Water Co. Ltd. | 1.77% | 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 | 1.42% | 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
Consolidated Water Co. Ltd. (CWCO) has a higher volatility of 14.76% compared to SPDR S&P 500 ETF (SPY) at 9.29%. This indicates that CWCO'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.