FUN vs. DIS
FUN (Cedar Fair, L.P.) and DIS (The Walt Disney Company) are both stocks. FUN operates in Leisure (Consumer Cyclical), while DIS operates in Entertainment (Communication Services). Over the past 10 years, FUN returned -8.60%/yr vs 0.95%/yr for DIS. Their 0.25 correlation means their historical movements had little consistent relationship.
Performance
FUN vs. DIS - Performance Comparison
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Returns By Period
In the year-to-date period, FUN achieves a 12.97% return, which is significantly higher than DIS's -14.80% return. Over the past 10 years, FUN has underperformed DIS with an annualized return of -8.60%, while DIS has yielded a comparatively higher 0.95% annualized return.
FUN
- 1D
- -2.09%
- 1M
- -17.44%
- 6M
- -3.78%
- YTD
- 12.97%
- 1Y
- -41.63%
- 3Y*
- -22.07%
- 5Y*
- -14.78%
- 10Y*
- -8.60%
- ALL TIME*
- 7.70%
DIS
- 1D
- 0.03%
- 1M
- -3.33%
- 6M
- -14.07%
- YTD
- -14.80%
- 1Y
- -16.30%
- 3Y*
- 3.67%
- 5Y*
- -10.83%
- 10Y*
- 0.95%
- ALL TIME*
- 10.73%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $1.15B | $1.05B | $1.06B | |
| $31.14M | $38.24M | $46.37M |
FUN vs. DIS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FUN Cedar Fair, L.P. | 12.97% | -68.17% | 26.39% | -0.96% | -16.23% | 27.25% | -27.49% | 25.65% | -22.66% | 6.45% |
DIS The Walt Disney Company | -14.80% | 3.30% | 24.44% | 4.26% | -43.91% | -14.51% | 25.27% | 33.51% | 3.61% | 4.76% |
Correlation
The correlation between FUN and DIS is 0.28, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.28 |
Correlation (3Y) Balances recent behavior with more history. | 0.31 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.34 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.31 |
Correlation (All Time) Calculated using the full available price history since Apr 23, 1987 | 0.25 |
Fundamentals
FUN:
$1.77B
DIS:
$167.08B
FUN:
-$16.04
DIS:
$6.26
FUN:
0.61
DIS:
1.77
FUN:
0.20
DIS:
1.57
FUN:
$2.90B
DIS:
$97.26B
FUN:
$1.59B
DIS:
$36.14B
FUN:
-$733.45M
DIS:
$20.74B
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Return for Risk
FUN vs. DIS — Risk / Return Rank
FUN
DIS
FUN vs. DIS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Cedar Fair, L.P. (FUN) and The Walt Disney Company (DIS). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FUN | DIS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.09 | ||
| Sortino ratioReturn per unit of downside risk | +0.26 | ||
| Omega ratioGain probability vs. loss probability | 0.93 | 0.89 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | -0.73 | -0.82 | +0.10 |
| Martin ratioReturn relative to average drawdown | -1.10 | -1.58 | +0.48 |
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Drawdowns
FUN vs. DIS - Drawdown Comparison
The maximum FUN drawdown since its inception was -77.75%, smaller than the maximum DIS drawdown of -85.66%. Use the drawdown chart below to compare losses from any high point for FUN and DIS.
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Drawdown Indicators
| FUN | DIS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -77.75% | -85.66% | +7.91% |
Max Drawdown (1Y)Largest decline over 1 year | -58.21% | -22.04% | -36.17% |
Max Drawdown (3Y)Largest decline over 3 years | -77.74% | -32.86% | -44.88% |
Max Drawdown (5Y)Largest decline over 5 years | -77.74% | -57.33% | -20.41% |
Max Drawdown (10Y)Largest decline over 10 years | -77.75% | -60.72% | -17.03% |
Current DrawdownCurrent decline from peak | -69.93% | -50.86% | -19.07% |
Average DrawdownAverage peak-to-trough decline | -20.02% | -26.83% | +6.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 38.37% | 11.44% | +26.93% |
Volatility
FUN vs. DIS - Volatility Comparison
Cedar Fair, L.P. (FUN) has a higher volatility of 15.40% compared to The Walt Disney Company (DIS) at 8.28%. This indicates that FUN's price experiences larger fluctuations and is considered to be riskier than DIS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FUN | DIS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 15.40% | 8.28% | +7.12% |
Volatility (6M)Calculated over the trailing 6-month period | 46.34% | 20.38% | +25.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 68.05% | 25.59% | +42.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 44.64% | 29.43% | +15.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 45.59% | 28.90% | +16.69% |
Dividends
FUN vs. DIS - Dividend Comparison
FUN has not paid dividends to shareholders, while DIS's dividend yield for the trailing twelve months is around 1.56%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DIS The Walt Disney Company | 1.56% | 1.10% | 0.85% | 0.33% | 0.00% | 0.00% | 0.00% | 1.22% | 1.57% | 1.51% | 1.43% | 1.30% |
FUN Cedar Fair, L.P. | 0.00% | 0.00% | 4.42% | 3.02% | 1.45% | 0.00% | 2.38% | 6.69% | 7.60% | 5.32% | 5.19% | 5.51% |
Financials
FUN vs. DIS - Financials Comparison
This section allows you to compare key financial metrics between Cedar Fair, L.P. and The Walt Disney Company. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
FUN and DIS have a correlation of 0.28, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FUN has higher volatility (15.40%) compared to DIS (8.28%). In terms of maximum drawdown, FUN dropped -77.75% vs DIS's -85.66%.
FUN currently has the higher Sharpe Ratio (-0.62 vs -0.71), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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