JBSS vs. SPY
Compare and contrast key facts about John B. Sanfilippo & Son, Inc. (JBSS) 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: JBSS or SPY.
Correlation
The correlation between JBSS and SPY is 0.18, 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
JBSS vs. SPY - Performance Comparison
Key characteristics
JBSS:
-0.47
SPY:
2.05
JBSS:
-0.47
SPY:
2.73
JBSS:
0.94
SPY:
1.38
JBSS:
-0.36
SPY:
3.11
JBSS:
-1.07
SPY:
13.02
JBSS:
11.03%
SPY:
2.01%
JBSS:
25.39%
SPY:
12.77%
JBSS:
-92.26%
SPY:
-55.19%
JBSS:
-26.27%
SPY:
-2.33%
Returns By Period
In the year-to-date period, JBSS achieves a 3.34% return, which is significantly higher than SPY's 0.95% return. Over the past 10 years, JBSS has underperformed SPY with an annualized return of 11.70%, while SPY has yielded a comparatively higher 13.35% annualized return.
JBSS
3.34%
0.95%
-9.24%
-12.90%
3.16%
11.70%
SPY
0.95%
-1.76%
7.74%
26.88%
14.01%
13.35%
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Risk-Adjusted Performance
JBSS vs. SPY — Risk-Adjusted Performance Rank
JBSS
SPY
JBSS vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for John B. Sanfilippo & Son, Inc. (JBSS) 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
JBSS vs. SPY - Dividend Comparison
JBSS's dividend yield for the trailing twelve months is around 2.50%, more than SPY's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JBSS John B. Sanfilippo & Son, Inc. | 2.50% | 2.58% | 2.23% | 3.07% | 5.32% | 3.61% | 2.85% | 0.99% | 3.95% | 7.10% | 3.70% | 3.30% |
SPY SPDR S&P 500 ETF | 1.19% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
JBSS vs. SPY - Drawdown Comparison
The maximum JBSS drawdown since its inception was -92.26%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for JBSS and SPY. For additional features, visit the drawdowns tool.
Volatility
JBSS vs. SPY - Volatility Comparison
John B. Sanfilippo & Son, Inc. (JBSS) has a higher volatility of 7.20% compared to SPDR S&P 500 ETF (SPY) at 5.01%. This indicates that JBSS'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.