RJF vs. SPY
Compare and contrast key facts about Raymond James Financial, Inc. (RJF) 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: RJF or SPY.
Correlation
The correlation between RJF and SPY is 0.61, 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.
Performance
RJF vs. SPY - Performance Comparison
Key characteristics
RJF:
0.60
SPY:
0.70
RJF:
1.05
SPY:
1.11
RJF:
1.14
SPY:
1.17
RJF:
0.63
SPY:
0.75
RJF:
1.73
SPY:
2.96
RJF:
10.21%
SPY:
4.74%
RJF:
29.60%
SPY:
20.05%
RJF:
-69.68%
SPY:
-55.19%
RJF:
-17.38%
SPY:
-7.79%
Returns By Period
In the year-to-date period, RJF achieves a -7.87% return, which is significantly lower than SPY's -3.56% return. Over the past 10 years, RJF has outperformed SPY with an annualized return of 15.67%, while SPY has yielded a comparatively lower 12.25% annualized return.
RJF
-7.87%
14.95%
-1.55%
15.86%
29.89%
15.67%
SPY
-3.56%
11.52%
-0.47%
11.62%
16.42%
12.25%
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
RJF vs. SPY — Risk-Adjusted Performance Rank
RJF
SPY
RJF vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Raymond James Financial, Inc. (RJF) 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
RJF vs. SPY - Dividend Comparison
RJF's dividend yield for the trailing twelve months is around 1.34%, more than SPY's 1.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RJF Raymond James Financial, Inc. | 1.34% | 0.87% | 1.53% | 1.67% | 1.04% | 1.16% | 1.93% | 1.48% | 0.74% | 1.18% | 1.28% | 1.15% |
SPY SPDR S&P 500 ETF | 1.27% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
RJF vs. SPY - Drawdown Comparison
The maximum RJF drawdown since its inception was -69.68%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for RJF and SPY. For additional features, visit the drawdowns tool.
Volatility
RJF vs. SPY - Volatility Comparison
The current volatility for Raymond James Financial, Inc. (RJF) is 12.59%, while SPDR S&P 500 ETF (SPY) has a volatility of 14.12%. This indicates that RJF experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.