RGR vs. SPY
Compare and contrast key facts about Sturm, Ruger & Company, Inc. (RGR) 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: RGR or SPY.
Correlation
The correlation between RGR and SPY is 0.31, 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
RGR vs. SPY - Performance Comparison
Key characteristics
RGR:
-0.91
SPY:
2.21
RGR:
-1.17
SPY:
2.93
RGR:
0.85
SPY:
1.41
RGR:
-0.39
SPY:
3.26
RGR:
-1.88
SPY:
14.43
RGR:
10.88%
SPY:
1.90%
RGR:
22.58%
SPY:
12.41%
RGR:
-79.69%
SPY:
-55.19%
RGR:
-53.00%
SPY:
-2.74%
Returns By Period
In the year-to-date period, RGR achieves a -21.90% return, which is significantly lower than SPY's 25.54% return. Over the past 10 years, RGR has underperformed SPY with an annualized return of 3.93%, while SPY has yielded a comparatively higher 12.97% annualized return.
RGR
-21.90%
-6.53%
-13.80%
-21.32%
-0.14%
3.93%
SPY
25.54%
-0.42%
8.90%
25.98%
14.66%
12.97%
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Risk-Adjusted Performance
RGR vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Sturm, Ruger & Company, Inc. (RGR) 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
RGR vs. SPY - Dividend Comparison
RGR's dividend yield for the trailing twelve months is around 1.98%, more than SPY's 0.86% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RGR Sturm, Ruger & Company, Inc. | 1.98% | 2.79% | 14.66% | 4.94% | 10.00% | 1.74% | 2.07% | 2.44% | 3.28% | 1.85% | 4.68% | 2.91% |
SPY SPDR S&P 500 ETF | 0.86% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% | 1.81% |
Drawdowns
RGR vs. SPY - Drawdown Comparison
The maximum RGR drawdown since its inception was -79.69%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for RGR and SPY. For additional features, visit the drawdowns tool.
Volatility
RGR vs. SPY - Volatility Comparison
Sturm, Ruger & Company, Inc. (RGR) has a higher volatility of 6.67% compared to SPDR S&P 500 ETF (SPY) at 3.72%. This indicates that RGR'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.