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:
1.02
SPY:
2.17
FUN:
1.65
SPY:
2.88
FUN:
1.19
SPY:
1.41
FUN:
0.94
SPY:
3.19
FUN:
2.05
SPY:
14.10
FUN:
16.99%
SPY:
1.90%
FUN:
34.16%
SPY:
12.39%
FUN:
-77.74%
SPY:
-55.19%
FUN:
-15.60%
SPY:
-3.19%
Returns By Period
In the year-to-date period, FUN achieves a 27.57% return, which is significantly higher than SPY's 24.97% return. Over the past 10 years, FUN has underperformed SPY with an annualized return of 4.35%, while SPY has yielded a comparatively higher 12.92% annualized return.
FUN
27.57%
5.51%
-1.91%
32.26%
-0.72%
4.35%
SPY
24.97%
-0.32%
8.25%
26.85%
14.57%
12.92%
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Risk-Adjusted Performance
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 4.38%, more than SPY's 0.87% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FUN Cedar Fair, L.P. | 4.38% | 3.02% | 1.45% | 0.00% | 2.38% | 6.69% | 7.60% | 5.32% | 5.19% | 5.51% | 5.96% | 5.19% |
SPY SPDR S&P 500 ETF | 0.87% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% | 1.81% |
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 9.71% compared to SPDR S&P 500 ETF (SPY) at 3.64%. 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.