Correlation
The correlation between PUMSY and SPY is 0.32, 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.
PUMSY vs. SPY
Compare and contrast key facts about PUMA SE (PUMSY) 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: PUMSY or SPY.
Performance
PUMSY vs. SPY - Performance Comparison
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Key characteristics
PUMSY:
-1.01
SPY:
0.70
PUMSY:
-1.32
SPY:
1.02
PUMSY:
0.80
SPY:
1.15
PUMSY:
-0.59
SPY:
0.68
PUMSY:
-1.59
SPY:
2.57
PUMSY:
31.07%
SPY:
4.93%
PUMSY:
49.64%
SPY:
20.42%
PUMSY:
-83.64%
SPY:
-55.19%
PUMSY:
-79.06%
SPY:
-3.55%
Returns By Period
In the year-to-date period, PUMSY achieves a -43.41% return, which is significantly lower than SPY's 0.87% return.
PUMSY
-43.41%
1.32%
-44.43%
-49.74%
-28.65%
-17.50%
N/A
SPY
0.87%
6.28%
-1.56%
14.21%
14.25%
15.81%
12.73%
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Risk-Adjusted Performance
PUMSY vs. SPY — Risk-Adjusted Performance Rank
PUMSY
SPY
PUMSY vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PUMA SE (PUMSY) 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
PUMSY vs. SPY - Dividend Comparison
PUMSY's dividend yield for the trailing twelve months is around 2.74%, more than SPY's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PUMSY PUMA SE | 2.74% | 1.94% | 1.61% | 1.29% | 0.16% | 0.00% | 0.51% | 3.25% | 0.00% | 0.00% | 0.00% | 0.00% |
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
PUMSY vs. SPY - Drawdown Comparison
The maximum PUMSY drawdown since its inception was -83.64%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for PUMSY and SPY.
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Volatility
PUMSY vs. SPY - Volatility Comparison
PUMA SE (PUMSY) has a higher volatility of 15.43% compared to SPDR S&P 500 ETF (SPY) at 4.86%. This indicates that PUMSY'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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