MDRR vs. SPY
Compare and contrast key facts about Medalist Diversified REIT, Inc. (MDRR) 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: MDRR or SPY.
Correlation
The correlation between MDRR and SPY is 0.08, 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
MDRR vs. SPY - Performance Comparison
Key characteristics
MDRR:
0.56
SPY:
1.97
MDRR:
1.07
SPY:
2.64
MDRR:
1.14
SPY:
1.36
MDRR:
0.21
SPY:
2.97
MDRR:
2.47
SPY:
12.34
MDRR:
7.85%
SPY:
2.03%
MDRR:
34.84%
SPY:
12.68%
MDRR:
-91.35%
SPY:
-55.19%
MDRR:
-88.55%
SPY:
-0.01%
Returns By Period
In the year-to-date period, MDRR achieves a -3.95% return, which is significantly lower than SPY's 4.03% return.
MDRR
-3.95%
6.20%
4.81%
23.23%
-23.53%
N/A
SPY
4.03%
2.03%
10.70%
23.63%
14.37%
13.24%
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Risk-Adjusted Performance
MDRR vs. SPY — Risk-Adjusted Performance Rank
MDRR
SPY
MDRR vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Medalist Diversified REIT, Inc. (MDRR) 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
MDRR vs. SPY - Dividend Comparison
MDRR's dividend yield for the trailing twelve months is around 1.69%, more than SPY's 1.16% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MDRR Medalist Diversified REIT, Inc. | 1.69% | 1.28% | 3.05% | 10.00% | 3.33% | 5.73% | 15.17% | 2.01% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.16% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
MDRR vs. SPY - Drawdown Comparison
The maximum MDRR drawdown since its inception was -91.35%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for MDRR and SPY. For additional features, visit the drawdowns tool.
Volatility
MDRR vs. SPY - Volatility Comparison
Medalist Diversified REIT, Inc. (MDRR) has a higher volatility of 6.41% compared to SPDR S&P 500 ETF (SPY) at 3.15%. This indicates that MDRR'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.