PFIS vs. SPY
Compare and contrast key facts about Peoples Financial Services Corp. (PFIS) 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: PFIS or SPY.
Correlation
The correlation between PFIS and SPY is 0.21, 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
PFIS vs. SPY - Performance Comparison
Key characteristics
PFIS:
0.63
SPY:
1.88
PFIS:
1.15
SPY:
2.53
PFIS:
1.14
SPY:
1.35
PFIS:
0.77
SPY:
2.83
PFIS:
2.89
SPY:
11.74
PFIS:
8.58%
SPY:
2.02%
PFIS:
39.17%
SPY:
12.64%
PFIS:
-51.70%
SPY:
-55.19%
PFIS:
-13.54%
SPY:
-0.42%
Returns By Period
In the year-to-date period, PFIS achieves a -1.82% return, which is significantly lower than SPY's 4.15% return. Over the past 10 years, PFIS has underperformed SPY with an annualized return of 5.53%, while SPY has yielded a comparatively higher 13.18% annualized return.
PFIS
-1.82%
-2.45%
15.65%
30.37%
4.85%
5.53%
SPY
4.15%
1.22%
10.44%
24.34%
14.62%
13.18%
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Risk-Adjusted Performance
PFIS vs. SPY — Risk-Adjusted Performance Rank
PFIS
SPY
PFIS vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Peoples Financial Services Corp. (PFIS) 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
PFIS vs. SPY - Dividend Comparison
PFIS's dividend yield for the trailing twelve months is around 4.09%, more than SPY's 1.16% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PFIS Peoples Financial Services Corp. | 4.09% | 4.02% | 3.37% | 3.05% | 2.85% | 3.92% | 2.72% | 2.97% | 2.71% | 2.55% | 3.26% | 2.50% |
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
PFIS vs. SPY - Drawdown Comparison
The maximum PFIS drawdown since its inception was -51.70%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for PFIS and SPY. For additional features, visit the drawdowns tool.
Volatility
PFIS vs. SPY - Volatility Comparison
Peoples Financial Services Corp. (PFIS) has a higher volatility of 8.82% compared to SPDR S&P 500 ETF (SPY) at 2.93%. This indicates that PFIS'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.