FUN vs. SPY
Compare and contrast key facts about Cedar Fair, L.P. (FUN) 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: FUN or SPY.
Correlation
The correlation between FUN and SPY is 0.30, 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
FUN vs. SPY - Performance Comparison
Key characteristics
FUN:
0.56
SPY:
2.20
FUN:
1.07
SPY:
2.91
FUN:
1.12
SPY:
1.41
FUN:
0.52
SPY:
3.35
FUN:
1.09
SPY:
13.99
FUN:
17.62%
SPY:
2.01%
FUN:
34.19%
SPY:
12.79%
FUN:
-77.74%
SPY:
-55.19%
FUN:
-22.99%
SPY:
-1.35%
Returns By Period
In the year-to-date period, FUN achieves a -7.91% return, which is significantly lower than SPY's 1.96% return. Over the past 10 years, FUN has underperformed SPY with an annualized return of 2.62%, while SPY has yielded a comparatively higher 13.44% annualized return.
FUN
-7.91%
-4.04%
-11.75%
18.15%
-2.10%
2.62%
SPY
1.96%
2.27%
9.55%
27.02%
14.23%
13.44%
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Risk-Adjusted Performance
FUN vs. SPY — Risk-Adjusted Performance Rank
FUN
SPY
FUN vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Cedar Fair, L.P. (FUN) 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
FUN vs. SPY - Dividend Comparison
FUN's dividend yield for the trailing twelve months is around 4.80%, more than SPY's 1.18% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FUN Cedar Fair, L.P. | 4.80% | 4.42% | 3.02% | 1.45% | 0.00% | 2.38% | 6.69% | 7.60% | 5.32% | 5.19% | 5.51% | 5.96% |
SPY SPDR S&P 500 ETF | 1.18% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
FUN vs. SPY - Drawdown Comparison
The maximum FUN drawdown since its inception was -77.74%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for FUN and SPY. For additional features, visit the drawdowns tool.
Volatility
FUN vs. SPY - Volatility Comparison
Cedar Fair, L.P. (FUN) has a higher volatility of 9.18% compared to SPDR S&P 500 ETF (SPY) at 5.10%. This indicates that FUN'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.