JACK vs. SPY
Compare and contrast key facts about Jack in the Box Inc. (JACK) 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: JACK or SPY.
Correlation
The correlation between JACK and SPY is 0.39, 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
JACK vs. SPY - Performance Comparison
Key characteristics
JACK:
-1.02
SPY:
0.72
JACK:
-1.63
SPY:
1.13
JACK:
0.83
SPY:
1.17
JACK:
-0.64
SPY:
0.76
JACK:
-1.73
SPY:
3.04
JACK:
29.26%
SPY:
4.72%
JACK:
49.34%
SPY:
20.06%
JACK:
-82.47%
SPY:
-55.19%
JACK:
-75.43%
SPY:
-7.25%
Returns By Period
In the year-to-date period, JACK achieves a -33.85% return, which is significantly lower than SPY's -3.01% return. Over the past 10 years, JACK has underperformed SPY with an annualized return of -9.35%, while SPY has yielded a comparatively higher 12.45% annualized return.
JACK
-33.85%
2.37%
-44.81%
-48.29%
-12.55%
-9.35%
SPY
-3.01%
0.40%
-0.12%
13.65%
16.65%
12.45%
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Risk-Adjusted Performance
JACK vs. SPY — Risk-Adjusted Performance Rank
JACK
SPY
JACK vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Jack in the Box Inc. (JACK) 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
JACK vs. SPY - Dividend Comparison
JACK's dividend yield for the trailing twelve months is around 6.48%, more than SPY's 1.26% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JACK Jack in the Box Inc. | 6.48% | 4.23% | 2.16% | 2.58% | 1.97% | 1.29% | 2.05% | 2.06% | 1.63% | 1.16% | 1.43% | 0.75% |
SPY SPDR S&P 500 ETF | 1.26% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
JACK vs. SPY - Drawdown Comparison
The maximum JACK drawdown since its inception was -82.47%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for JACK and SPY. For additional features, visit the drawdowns tool.
Volatility
JACK vs. SPY - Volatility Comparison
Jack in the Box Inc. (JACK) has a higher volatility of 20.29% compared to SPDR S&P 500 ETF (SPY) at 15.07%. This indicates that JACK'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.