KGEI vs. SPY
Compare and contrast key facts about Kolibri Global Energy Inc. Common stock (KGEI) 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: KGEI or SPY.
Correlation
The correlation between KGEI and SPY is 0.14, 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
KGEI vs. SPY - Performance Comparison
Key characteristics
KGEI:
3.44
SPY:
1.81
KGEI:
3.82
SPY:
2.43
KGEI:
1.50
SPY:
1.33
KGEI:
1.67
SPY:
2.74
KGEI:
14.35
SPY:
11.36
KGEI:
11.13%
SPY:
2.03%
KGEI:
46.39%
SPY:
12.74%
KGEI:
-99.75%
SPY:
-55.19%
KGEI:
-87.68%
SPY:
-0.73%
Returns By Period
In the year-to-date period, KGEI achieves a 48.87% return, which is significantly higher than SPY's 3.28% return. Over the past 10 years, KGEI has underperformed SPY with an annualized return of 10.60%, while SPY has yielded a comparatively higher 13.17% annualized return.
KGEI
48.87%
27.33%
140.00%
170.31%
74.14%
10.60%
SPY
3.28%
4.28%
12.39%
22.37%
14.20%
13.17%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
KGEI vs. SPY — Risk-Adjusted Performance Rank
KGEI
SPY
KGEI vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Kolibri Global Energy Inc. Common stock (KGEI) 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
KGEI vs. SPY - Dividend Comparison
KGEI has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 1.17%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KGEI Kolibri Global Energy Inc. Common stock | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.17% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
KGEI vs. SPY - Drawdown Comparison
The maximum KGEI drawdown since its inception was -99.75%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for KGEI and SPY. For additional features, visit the drawdowns tool.
Volatility
KGEI vs. SPY - Volatility Comparison
Kolibri Global Energy Inc. Common stock (KGEI) has a higher volatility of 13.00% compared to SPDR S&P 500 ETF (SPY) at 3.41%. This indicates that KGEI'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.