Correlation
The correlation between JOE and XLRE is 0.57, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
JOE vs. XLRE
Compare and contrast key facts about The St. Joe Company (JOE) and Real Estate Select Sector SPDR Fund (XLRE).
XLRE is a passively managed fund by State Street that tracks the performance of the Real Estate Select Sector Index. It was launched on Oct 7, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JOE or XLRE.
Performance
JOE vs. XLRE - Performance Comparison
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Key characteristics
JOE:
-0.79
XLRE:
0.70
JOE:
-1.26
XLRE:
0.81
JOE:
0.86
XLRE:
1.10
JOE:
-0.52
XLRE:
0.40
JOE:
-1.22
XLRE:
1.68
JOE:
20.57%
XLRE:
5.50%
JOE:
27.51%
XLRE:
18.21%
JOE:
-84.33%
XLRE:
-38.83%
JOE:
-45.39%
XLRE:
-12.41%
Returns By Period
In the year-to-date period, JOE achieves a -3.45% return, which is significantly lower than XLRE's 0.56% return.
JOE
-3.45%
1.45%
-14.25%
-22.55%
-2.51%
18.98%
11.50%
XLRE
0.56%
0.27%
-6.24%
12.59%
1.30%
8.00%
N/A
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Risk-Adjusted Performance
JOE vs. XLRE — Risk-Adjusted Performance Rank
JOE
XLRE
JOE vs. XLRE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The St. Joe Company (JOE) and Real Estate Select Sector SPDR Fund (XLRE). 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.
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Dividends
JOE vs. XLRE - Dividend Comparison
JOE's dividend yield for the trailing twelve months is around 0.97%, less than XLRE's 3.43% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
JOE The St. Joe Company | 0.97% | 1.16% | 0.73% | 1.03% | 0.61% | 0.16% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XLRE Real Estate Select Sector SPDR Fund | 3.43% | 3.43% | 3.31% | 3.70% | 2.61% | 3.15% | 3.06% | 3.78% | 3.25% | 4.22% | 1.09% |
Drawdowns
JOE vs. XLRE - Drawdown Comparison
The maximum JOE drawdown since its inception was -84.33%, which is greater than XLRE's maximum drawdown of -38.83%. Use the drawdown chart below to compare losses from any high point for JOE and XLRE.
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Volatility
JOE vs. XLRE - Volatility Comparison
The St. Joe Company (JOE) has a higher volatility of 8.50% compared to Real Estate Select Sector SPDR Fund (XLRE) at 4.47%. This indicates that JOE's price experiences larger fluctuations and is considered to be riskier than XLRE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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