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 0.31, 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:
-0.35
SPY:
0.34
FUN:
-0.22
SPY:
0.62
FUN:
0.97
SPY:
1.09
FUN:
-0.32
SPY:
0.35
FUN:
-0.69
SPY:
1.64
FUN:
23.29%
SPY:
4.00%
FUN:
46.40%
SPY:
19.55%
FUN:
-77.74%
SPY:
-55.19%
FUN:
-44.92%
SPY:
-12.02%
Returns By Period
In the year-to-date period, FUN achieves a -34.14% return, which is significantly lower than SPY's -7.99% return. Over the past 10 years, FUN has underperformed SPY with an annualized return of -1.91%, while SPY has yielded a comparatively higher 11.91% annualized return.
FUN
-34.14%
-16.03%
-19.01%
-15.40%
9.19%
-1.91%
SPY
-7.99%
-4.19%
-6.68%
7.93%
15.74%
11.91%
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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 5.77%, more than SPY's 1.33% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FUN Cedar Fair, L.P. | 5.77% | 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 | 1.33% | 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 27.71% compared to SPDR S&P 500 ETF (SPY) at 14.47%. 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.