JRONY vs. SPY
Compare and contrast key facts about Jerónimo Martins ADR (JRONY) 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: JRONY or SPY.
Correlation
The correlation between JRONY and SPY is 0.21, 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
JRONY vs. SPY - Performance Comparison
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Key characteristics
JRONY:
0.68
SPY:
0.50
JRONY:
1.16
SPY:
0.88
JRONY:
1.16
SPY:
1.13
JRONY:
0.54
SPY:
0.56
JRONY:
1.77
SPY:
2.17
JRONY:
13.12%
SPY:
4.85%
JRONY:
30.59%
SPY:
20.02%
JRONY:
-62.30%
SPY:
-55.19%
JRONY:
-12.90%
SPY:
-7.65%
Returns By Period
In the year-to-date period, JRONY achieves a 32.27% return, which is significantly higher than SPY's -3.42% return. Over the past 10 years, JRONY has underperformed SPY with an annualized return of 10.99%, while SPY has yielded a comparatively higher 12.35% annualized return.
JRONY
32.27%
11.91%
24.68%
20.49%
11.56%
10.99%
SPY
-3.42%
2.87%
-5.06%
9.87%
15.76%
12.35%
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Risk-Adjusted Performance
JRONY vs. SPY — Risk-Adjusted Performance Rank
JRONY
SPY
JRONY vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Jerónimo Martins ADR (JRONY) 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.
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Dividends
JRONY vs. SPY - Dividend Comparison
JRONY's dividend yield for the trailing twelve months is around 2.81%, more than SPY's 1.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JRONY Jerónimo Martins ADR | 2.81% | 3.72% | 2.38% | 3.83% | 1.51% | 2.39% | 2.21% | 6.33% | 3.33% | 2.30% | 5.15% | 4.17% |
SPY SPDR S&P 500 ETF | 1.27% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
JRONY vs. SPY - Drawdown Comparison
The maximum JRONY drawdown since its inception was -62.30%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for JRONY and SPY. For additional features, visit the drawdowns tool.
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Volatility
JRONY vs. SPY - Volatility Comparison
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