LXFR vs. SPY
Compare and contrast key facts about Luxfer Holdings PLC (LXFR) 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: LXFR or SPY.
Correlation
The correlation between LXFR and SPY is 0.35, 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
LXFR vs. SPY - Performance Comparison
Key characteristics
LXFR:
2.16
SPY:
1.72
LXFR:
3.25
SPY:
2.33
LXFR:
1.38
SPY:
1.32
LXFR:
1.45
SPY:
2.61
LXFR:
10.93
SPY:
10.82
LXFR:
8.92%
SPY:
2.03%
LXFR:
45.05%
SPY:
12.75%
LXFR:
-67.48%
SPY:
-55.19%
LXFR:
-34.49%
SPY:
-1.05%
Returns By Period
In the year-to-date period, LXFR achieves a 12.64% return, which is significantly higher than SPY's 2.95% return. Over the past 10 years, LXFR has underperformed SPY with an annualized return of 4.55%, while SPY has yielded a comparatively higher 13.13% annualized return.
LXFR
12.64%
17.76%
40.88%
101.45%
0.67%
4.55%
SPY
2.95%
3.78%
11.68%
23.68%
14.09%
13.13%
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Risk-Adjusted Performance
LXFR vs. SPY — Risk-Adjusted Performance Rank
LXFR
SPY
LXFR vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Luxfer Holdings PLC (LXFR) 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
LXFR vs. SPY - Dividend Comparison
LXFR's dividend yield for the trailing twelve months is around 3.56%, more than SPY's 1.17% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LXFR Luxfer Holdings PLC | 3.56% | 3.97% | 5.82% | 3.75% | 2.59% | 3.05% | 2.70% | 2.84% | 3.16% | 5.74% | 4.07% | 2.68% |
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
LXFR vs. SPY - Drawdown Comparison
The maximum LXFR drawdown since its inception was -67.48%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for LXFR and SPY. For additional features, visit the drawdowns tool.
Volatility
LXFR vs. SPY - Volatility Comparison
Luxfer Holdings PLC (LXFR) has a higher volatility of 8.13% compared to SPDR S&P 500 ETF (SPY) at 3.45%. This indicates that LXFR'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.