Correlation
The correlation between OXM and SPY is 0.41, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
OXM vs. SPY
Compare and contrast key facts about Oxford Industries, Inc. (OXM) 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: OXM or SPY.
Performance
OXM vs. SPY - Performance Comparison
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Key characteristics
OXM:
-1.00
SPY:
0.70
OXM:
-1.55
SPY:
1.02
OXM:
0.81
SPY:
1.15
OXM:
-0.77
SPY:
0.68
OXM:
-1.50
SPY:
2.57
OXM:
31.83%
SPY:
4.93%
OXM:
47.99%
SPY:
20.42%
OXM:
-93.57%
SPY:
-55.19%
OXM:
-52.62%
SPY:
-3.55%
Returns By Period
In the year-to-date period, OXM achieves a -30.22% return, which is significantly lower than SPY's 0.87% return. Over the past 10 years, OXM has underperformed SPY with an annualized return of -1.32%, while SPY has yielded a comparatively higher 12.73% annualized return.
OXM
-30.22%
10.45%
-33.90%
-48.03%
-13.64%
7.43%
-1.32%
SPY
0.87%
6.28%
-1.56%
14.21%
14.25%
15.81%
12.73%
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Risk-Adjusted Performance
OXM vs. SPY — Risk-Adjusted Performance Rank
OXM
SPY
OXM vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Oxford Industries, Inc. (OXM) 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.
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Dividends
OXM vs. SPY - Dividend Comparison
OXM's dividend yield for the trailing twelve months is around 5.03%, more than SPY's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OXM Oxford Industries, Inc. | 5.03% | 3.38% | 2.50% | 2.22% | 1.44% | 1.71% | 1.92% | 1.82% | 1.44% | 1.76% | 1.50% | 1.47% |
SPY SPDR S&P 500 ETF | 1.22% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
OXM vs. SPY - Drawdown Comparison
The maximum OXM drawdown since its inception was -93.57%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for OXM and SPY.
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Volatility
OXM vs. SPY - Volatility Comparison
Oxford Industries, Inc. (OXM) has a higher volatility of 14.72% compared to SPDR S&P 500 ETF (SPY) at 4.86%. This indicates that OXM'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.
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