IPAR vs. SPY
Compare and contrast key facts about Inter Parfums, Inc. (IPAR) 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: IPAR or SPY.
Correlation
The correlation between IPAR and SPY is 0.34, 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
IPAR vs. SPY - Performance Comparison
Key characteristics
IPAR:
-0.53
SPY:
-0.09
IPAR:
-0.56
SPY:
-0.02
IPAR:
0.93
SPY:
1.00
IPAR:
-0.58
SPY:
-0.09
IPAR:
-1.78
SPY:
-0.45
IPAR:
10.06%
SPY:
3.31%
IPAR:
33.58%
SPY:
15.87%
IPAR:
-81.82%
SPY:
-55.19%
IPAR:
-30.93%
SPY:
-17.32%
Returns By Period
In the year-to-date period, IPAR achieves a -20.32% return, which is significantly lower than SPY's -13.53% return. Over the past 10 years, IPAR has outperformed SPY with an annualized return of 14.50%, while SPY has yielded a comparatively lower 11.17% annualized return.
IPAR
-20.32%
-22.30%
-15.01%
-18.63%
20.09%
14.50%
SPY
-13.53%
-12.00%
-11.25%
-1.30%
15.50%
11.17%
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Risk-Adjusted Performance
IPAR vs. SPY — Risk-Adjusted Performance Rank
IPAR
SPY
IPAR vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Inter Parfums, Inc. (IPAR) 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
IPAR vs. SPY - Dividend Comparison
IPAR's dividend yield for the trailing twelve months is around 2.93%, more than SPY's 1.42% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IPAR Inter Parfums, Inc. | 2.93% | 2.28% | 1.74% | 2.07% | 0.94% | 0.55% | 1.59% | 1.38% | 1.66% | 1.89% | 2.18% | 1.75% |
SPY SPDR S&P 500 ETF | 1.42% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
IPAR vs. SPY - Drawdown Comparison
The maximum IPAR drawdown since its inception was -81.82%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for IPAR and SPY. For additional features, visit the drawdowns tool.
Volatility
IPAR vs. SPY - Volatility Comparison
Inter Parfums, Inc. (IPAR) has a higher volatility of 12.25% compared to SPDR S&P 500 ETF (SPY) at 9.29%. This indicates that IPAR'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.