MFIN vs. SPY
Compare and contrast key facts about Medallion Financial Corp. (MFIN) 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: MFIN or SPY.
Correlation
The correlation between MFIN and SPY is 0.28, 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
MFIN vs. SPY - Performance Comparison
Key characteristics
MFIN:
-0.10
SPY:
1.97
MFIN:
0.16
SPY:
2.64
MFIN:
1.02
SPY:
1.36
MFIN:
-0.09
SPY:
2.97
MFIN:
-0.27
SPY:
12.34
MFIN:
14.82%
SPY:
2.03%
MFIN:
42.56%
SPY:
12.68%
MFIN:
-90.32%
SPY:
-55.19%
MFIN:
-28.42%
SPY:
-0.01%
Returns By Period
In the year-to-date period, MFIN achieves a -9.05% return, which is significantly lower than SPY's 4.03% return. Over the past 10 years, MFIN has underperformed SPY with an annualized return of 0.87%, while SPY has yielded a comparatively higher 13.18% annualized return.
MFIN
-9.05%
-8.37%
8.93%
0.02%
8.01%
0.87%
SPY
4.03%
2.03%
9.65%
23.63%
14.28%
13.18%
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Risk-Adjusted Performance
MFIN vs. SPY — Risk-Adjusted Performance Rank
MFIN
SPY
MFIN vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Medallion Financial Corp. (MFIN) 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
MFIN vs. SPY - Dividend Comparison
MFIN's dividend yield for the trailing twelve months is around 4.80%, more than SPY's 1.16% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MFIN Medallion Financial Corp. | 4.80% | 4.37% | 3.45% | 4.48% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 19.87% | 14.06% | 9.49% |
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
MFIN vs. SPY - Drawdown Comparison
The maximum MFIN drawdown since its inception was -90.32%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for MFIN and SPY. For additional features, visit the drawdowns tool.
Volatility
MFIN vs. SPY - Volatility Comparison
Medallion Financial Corp. (MFIN) has a higher volatility of 9.83% compared to SPDR S&P 500 ETF (SPY) at 3.15%. This indicates that MFIN'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.