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LYTS vs. SPY
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between LYTS and SPY is 0.34, 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.


-0.50.00.51.0
Correlation: 0.3

Performance

LYTS vs. SPY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in LSI Industries Inc. (LYTS) and SPDR S&P 500 ETF (SPY). The values are adjusted to include any dividend payments, if applicable.

1,800.00%2,000.00%2,200.00%2,400.00%2,600.00%2,800.00%3,000.00%NovemberDecember2025FebruaryMarchApril
1,949.82%
2,052.92%
LYTS
SPY

Key characteristics

Sharpe Ratio

LYTS:

0.29

SPY:

0.30

Sortino Ratio

LYTS:

0.84

SPY:

0.56

Omega Ratio

LYTS:

1.10

SPY:

1.08

Calmar Ratio

LYTS:

0.33

SPY:

0.31

Martin Ratio

LYTS:

0.90

SPY:

1.40

Ulcer Index

LYTS:

14.20%

SPY:

4.18%

Daily Std Dev

LYTS:

44.30%

SPY:

19.64%

Max Drawdown

LYTS:

-85.55%

SPY:

-55.19%

Current Drawdown

LYTS:

-35.93%

SPY:

-13.86%

Returns By Period

In the year-to-date period, LYTS achieves a -18.45% return, which is significantly lower than SPY's -9.91% return. Over the past 10 years, LYTS has underperformed SPY with an annualized return of 8.81%, while SPY has yielded a comparatively higher 11.59% annualized return.


LYTS

YTD

-18.45%

1M

-10.68%

6M

-5.04%

1Y

14.24%

5Y*

26.44%

10Y*

8.81%

SPY

YTD

-9.91%

1M

-6.90%

6M

-9.38%

1Y

6.72%

5Y*

14.62%

10Y*

11.59%

*Annualized

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Risk-Adjusted Performance

LYTS vs. SPY — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

LYTS
The Risk-Adjusted Performance Rank of LYTS is 6565
Overall Rank
The Sharpe Ratio Rank of LYTS is 6565
Sharpe Ratio Rank
The Sortino Ratio Rank of LYTS is 6363
Sortino Ratio Rank
The Omega Ratio Rank of LYTS is 6262
Omega Ratio Rank
The Calmar Ratio Rank of LYTS is 7070
Calmar Ratio Rank
The Martin Ratio Rank of LYTS is 6666
Martin Ratio Rank

SPY
The Risk-Adjusted Performance Rank of SPY is 5757
Overall Rank
The Sharpe Ratio Rank of SPY is 5454
Sharpe Ratio Rank
The Sortino Ratio Rank of SPY is 5555
Sortino Ratio Rank
The Omega Ratio Rank of SPY is 5757
Omega Ratio Rank
The Calmar Ratio Rank of SPY is 5959
Calmar Ratio Rank
The Martin Ratio Rank of SPY is 5959
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

LYTS vs. SPY - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for LSI Industries Inc. (LYTS) 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.


Sharpe ratio
The chart of Sharpe ratio for LYTS, currently valued at 0.29, compared to the broader market-2.00-1.000.001.002.003.00
LYTS: 0.29
SPY: 0.30
The chart of Sortino ratio for LYTS, currently valued at 0.84, compared to the broader market-6.00-4.00-2.000.002.004.00
LYTS: 0.84
SPY: 0.56
The chart of Omega ratio for LYTS, currently valued at 1.10, compared to the broader market0.501.001.502.00
LYTS: 1.10
SPY: 1.08
The chart of Calmar ratio for LYTS, currently valued at 0.33, compared to the broader market0.001.002.003.004.00
LYTS: 0.33
SPY: 0.31
The chart of Martin ratio for LYTS, currently valued at 0.90, compared to the broader market-5.000.005.0010.0015.0020.00
LYTS: 0.90
SPY: 1.40

The current LYTS Sharpe Ratio is 0.29, which is comparable to the SPY Sharpe Ratio of 0.30. The chart below compares the historical Sharpe Ratios of LYTS and SPY, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.001.002.003.004.00NovemberDecember2025FebruaryMarchApril
0.29
0.30
LYTS
SPY

Dividends

LYTS vs. SPY - Dividend Comparison

LYTS's dividend yield for the trailing twelve months is around 1.27%, less than SPY's 1.36% yield.


TTM20242023202220212020201920182017201620152014
LYTS
LSI Industries Inc.
1.27%1.03%1.42%1.63%2.92%2.34%3.31%6.31%2.91%2.05%0.98%2.80%
SPY
SPDR S&P 500 ETF
1.36%1.21%1.40%1.65%1.20%1.52%1.75%2.04%1.80%2.03%2.06%1.87%

Drawdowns

LYTS vs. SPY - Drawdown Comparison

The maximum LYTS drawdown since its inception was -85.55%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for LYTS and SPY. For additional features, visit the drawdowns tool.


-40.00%-30.00%-20.00%-10.00%0.00%NovemberDecember2025FebruaryMarchApril
-35.93%
-13.86%
LYTS
SPY

Volatility

LYTS vs. SPY - Volatility Comparison

LSI Industries Inc. (LYTS) and SPDR S&P 500 ETF (SPY) have volatilities of 14.12% and 14.52%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


0.00%5.00%10.00%15.00%20.00%25.00%NovemberDecember2025FebruaryMarchApril
14.12%
14.52%
LYTS
SPY
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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