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 0.32, 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.
Performance
RGR vs. SPY - Performance Comparison
Loading data...
Key characteristics
RGR:
-0.41
SPY:
0.69
RGR:
-0.39
SPY:
1.17
RGR:
0.94
SPY:
1.18
RGR:
-0.23
SPY:
0.80
RGR:
-0.89
SPY:
3.08
RGR:
14.06%
SPY:
4.88%
RGR:
30.37%
SPY:
20.26%
RGR:
-79.69%
SPY:
-55.19%
RGR:
-49.80%
SPY:
-2.76%
Returns By Period
In the year-to-date period, RGR achieves a 5.49% return, which is significantly higher than SPY's 1.69% return.
RGR
5.49%
-5.60%
-2.81%
-12.69%
-3.08%
0.00%
SPY
1.69%
12.88%
2.09%
13.66%
16.78%
12.78%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
RGR vs. SPY — Risk-Adjusted Performance Rank
RGR
SPY
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.
Loading data...
Dividends
RGR vs. SPY - Dividend Comparison
RGR's dividend yield for the trailing twelve months is around 1.95%, more than SPY's 1.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RGR Sturm, Ruger & Company, Inc. | 1.95% | 1.95% | 2.79% | 14.66% | 4.94% | 10.00% | 1.74% | 2.07% | 2.44% | 3.28% | 1.85% | 4.68% |
SPY SPDR S&P 500 ETF | 1.21% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
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.
Loading data...
Volatility
RGR vs. SPY - Volatility Comparison
Sturm, Ruger & Company, Inc. (RGR) has a higher volatility of 20.37% compared to SPDR S&P 500 ETF (SPY) at 5.51%. 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.
Loading data...