MXC vs. SPY
Compare and contrast key facts about Mexco Energy Corporation (MXC) 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: MXC or SPY.
Correlation
The correlation between MXC and SPY is 0.13, 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
MXC vs. SPY - Performance Comparison
Key characteristics
MXC:
0.31
SPY:
1.97
MXC:
0.92
SPY:
2.64
MXC:
1.12
SPY:
1.36
MXC:
0.23
SPY:
2.97
MXC:
0.77
SPY:
12.34
MXC:
24.60%
SPY:
2.03%
MXC:
61.21%
SPY:
12.68%
MXC:
-96.82%
SPY:
-55.19%
MXC:
-76.23%
SPY:
-0.01%
Returns By Period
In the year-to-date period, MXC achieves a 2.39% return, which is significantly lower than SPY's 4.03% return. Over the past 10 years, MXC has underperformed SPY with an annualized return of 7.76%, while SPY has yielded a comparatively higher 13.22% annualized return.
MXC
2.39%
-8.70%
1.76%
16.36%
26.94%
7.76%
SPY
4.03%
2.85%
10.70%
23.01%
14.30%
13.22%
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Risk-Adjusted Performance
MXC vs. SPY — Risk-Adjusted Performance Rank
MXC
SPY
MXC vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Mexco Energy Corporation (MXC) 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
MXC vs. SPY - Dividend Comparison
MXC's dividend yield for the trailing twelve months is around 0.87%, less than SPY's 1.16% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MXC Mexco Energy Corporation | 0.87% | 0.89% | 1.10% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.16% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
MXC vs. SPY - Drawdown Comparison
The maximum MXC drawdown since its inception was -96.82%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for MXC and SPY. For additional features, visit the drawdowns tool.
Volatility
MXC vs. SPY - Volatility Comparison
Mexco Energy Corporation (MXC) has a higher volatility of 15.92% compared to SPDR S&P 500 ETF (SPY) at 3.15%. This indicates that MXC'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.