NAPA vs. SPY
Compare and contrast key facts about The Duckhorn Portfolio, Inc. (NAPA) 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: NAPA or SPY.
Correlation
The correlation between NAPA 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.
Performance
NAPA vs. SPY - Performance Comparison
Key characteristics
Returns By Period
NAPA
N/A
N/A
N/A
N/A
N/A
N/A
SPY
4.34%
2.33%
10.15%
23.99%
14.44%
13.21%
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Risk-Adjusted Performance
NAPA vs. SPY — Risk-Adjusted Performance Rank
NAPA
SPY
NAPA vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The Duckhorn Portfolio, Inc. (NAPA) 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
NAPA vs. SPY - Dividend Comparison
NAPA has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 1.16%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NAPA The Duckhorn Portfolio, Inc. | 0.00% | 0.00% | 0.00% | 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
NAPA vs. SPY - Drawdown Comparison
Volatility
NAPA vs. SPY - Volatility Comparison
The current volatility for The Duckhorn Portfolio, Inc. (NAPA) is 0.00%, while SPDR S&P 500 ETF (SPY) has a volatility of 3.13%. This indicates that NAPA experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.