FUN vs. DIS
Compare and contrast key facts about Cedar Fair, L.P. (FUN) and The Walt Disney Company (DIS).
Performance
FUN vs. DIS - Performance Comparison
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FUN vs. DIS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FUN Cedar Fair, L.P. | 15.71% | -68.17% | 26.39% | -0.96% | -16.23% | 27.25% | -27.49% | 25.65% | -22.66% | 6.45% |
DIS The Walt Disney Company | -15.29% | 3.30% | 24.44% | 4.26% | -43.91% | -14.51% | 25.27% | 33.51% | 3.61% | 4.76% |
Fundamentals
FUN:
-$23.46
DIS:
$6.80
FUN:
0.49
DIS:
1.82
FUN:
$2.45B
DIS:
$95.72B
FUN:
$1.63B
DIS:
$35.69B
FUN:
-$791.02M
DIS:
$19.26B
Returns By Period
In the year-to-date period, FUN achieves a 15.71% return, which is significantly higher than DIS's -15.29% return. Over the past 10 years, FUN has underperformed DIS with an annualized return of -8.38%, while DIS has yielded a comparatively higher 0.54% annualized return.
FUN
- 1D
- 3.08%
- 1M
- 4.23%
- YTD
- 15.71%
- 6M
- -21.87%
- 1Y
- -50.24%
- 3Y*
- -25.44%
- 5Y*
- -17.18%
- 10Y*
- -8.38%
DIS
- 1D
- 2.18%
- 1M
- -9.11%
- YTD
- -15.29%
- 6M
- -15.26%
- 1Y
- -1.27%
- 3Y*
- -0.50%
- 5Y*
- -12.19%
- 10Y*
- 0.54%
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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.
| FUN | DIS | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.76 | -0.04 | -0.72 |
Sortino ratioReturn per unit of downside risk | -0.97 | 0.16 | -1.14 |
Omega ratioGain probability vs. loss probability | 0.88 | 1.02 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | -0.75 | -0.03 | -0.73 |
Martin ratioReturn relative to average drawdown | -1.18 | -0.06 | -1.12 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FUN | DIS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.76 | -0.04 | -0.72 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.41 | -0.42 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.19 | 0.02 | -0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.24 | 0.34 | -0.10 |
Correlation
The correlation between FUN and DIS is 0.25, 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.
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 1.30%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
DIS The Walt Disney Company | 1.30% | 1.10% | 0.85% | 0.33% | 0.00% | 0.00% | 0.00% | 1.22% | 1.57% | 1.51% | 1.43% | 1.30% |
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 | -66.35% | -24.97% | -41.38% |
Max Drawdown (5Y)Largest decline over 5 years | -77.74% | -58.19% | -19.55% |
Max Drawdown (10Y)Largest decline over 10 years | -77.75% | -60.72% | -17.03% |
Current DrawdownCurrent decline from peak | -69.20% | -51.14% | -18.06% |
Average DrawdownAverage peak-to-trough decline | -19.63% | -26.71% | +7.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 42.24% | 10.43% | +31.81% |
Volatility
FUN vs. DIS - Volatility Comparison
Cedar Fair, L.P. (FUN) has a higher volatility of 18.32% compared to The Walt Disney Company (DIS) at 5.38%. 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 | 18.32% | 5.38% | +12.94% |
Volatility (6M)Calculated over the trailing 6-month period | 47.89% | 19.15% | +28.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 66.33% | 31.09% | +35.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 41.99% | 29.02% | +12.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 44.10% | 28.62% | +15.48% |
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