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:
-1.21
SPY:
2.21
JACK:
-1.96
SPY:
2.93
JACK:
0.80
SPY:
1.41
JACK:
-0.73
SPY:
3.26
JACK:
-1.42
SPY:
14.43
JACK:
33.80%
SPY:
1.90%
JACK:
39.67%
SPY:
12.41%
JACK:
-82.47%
SPY:
-55.19%
JACK:
-63.67%
SPY:
-2.74%
Returns By Period
In the year-to-date period, JACK achieves a -48.50% return, which is significantly lower than SPY's 25.54% return. Over the past 10 years, JACK has underperformed SPY with an annualized return of -4.61%, while SPY has yielded a comparatively higher 12.97% annualized return.
JACK
-48.50%
-9.86%
-17.35%
-48.92%
-10.17%
-4.61%
SPY
25.54%
-0.42%
8.90%
25.98%
14.66%
12.97%
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Risk-Adjusted Performance
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 4.32%, more than SPY's 0.86% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JACK Jack in the Box Inc. | 4.32% | 2.16% | 2.58% | 1.97% | 1.29% | 2.05% | 2.06% | 1.63% | 1.16% | 1.43% | 0.75% | 0.00% |
SPY SPDR S&P 500 ETF | 0.86% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% | 1.81% |
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 14.21% compared to SPDR S&P 500 ETF (SPY) at 3.72%. 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.