SBUX vs. ^SP500TR
SBUX (Starbucks Corporation) is a stock, while ^SP500TR (S&P 500 Total Return) is an index. Over the past 10 years, SBUX returned 8.45%/yr vs 15.60%/yr for ^SP500TR. A 0.50 correlation means they provide meaningful diversification when combined.
Performance
SBUX vs. ^SP500TR - Performance Comparison
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Returns By Period
In the year-to-date period, SBUX achieves a 21.00% return, which is significantly higher than ^SP500TR's 10.20% return. Over the past 10 years, SBUX has underperformed ^SP500TR with an annualized return of 8.45%, while ^SP500TR has yielded a comparatively higher 15.60% annualized return.
SBUX
- 1D
- 0.83%
- 1M
- -5.39%
- YTD
- 21.00%
- 6M
- 13.95%
- 1Y
- 11.95%
- 3Y*
- 2.12%
- 5Y*
- 0.61%
- 10Y*
- 8.45%
^SP500TR
- 1D
- 1.09%
- 1M
- 2.12%
- YTD
- 10.20%
- 6M
- 11.38%
- 1Y
- 26.93%
- 3Y*
- 21.00%
- 5Y*
- 14.11%
- 10Y*
- 15.60%
SBUX vs. ^SP500TR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SBUX Starbucks Corporation | 21.00% | -5.26% | -2.48% | -1.19% | -13.18% | 11.15% | 24.19% | 39.09% | 14.74% | 5.36% |
^SP500TR S&P 500 Total Return | 10.20% | 17.88% | 25.02% | 26.29% | -18.11% | 28.71% | 18.40% | 31.49% | -4.38% | 21.83% |
Correlation
The correlation between SBUX and ^SP500TR is 0.29, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.29 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.34 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.50 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.54 |
Correlation (All Time) Calculated using the full available price history since Jun 26, 1992 | 0.50 |
Over the past year, the correlation between SBUX and ^SP500TR has dropped to 0.29 - well below their long-term average of 0.50, suggesting their price drivers have been diverging.
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Return for Risk
SBUX vs. ^SP500TR — Risk / Return Rank
SBUX
^SP500TR
SBUX vs. ^SP500TR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Starbucks Corporation (SBUX) and S&P 500 Total Return (^SP500TR). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SBUX | ^SP500TR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.75 | ||
| Sortino ratioReturn per unit of downside risk | -2.09 | ||
| Omega ratioGain probability vs. loss probability | 1.09 | 1.39 | -0.30 |
| Calmar ratioReturn relative to maximum drawdown | 0.65 | 3.04 | -2.40 |
| Martin ratioReturn relative to average drawdown | 1.43 | 13.76 | -12.34 |
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Drawdowns
SBUX vs. ^SP500TR - Drawdown Comparison
The maximum SBUX drawdown since its inception was -81.91%, which is greater than ^SP500TR's maximum drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for SBUX and ^SP500TR.
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Drawdown Indicators
| SBUX | ^SP500TR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -81.91% | -55.25% | -26.66% |
Max Drawdown (1Y)Largest decline over 1 year | -18.53% | -8.89% | -9.64% |
Max Drawdown (3Y)Largest decline over 3 years | -31.97% | -18.75% | -13.22% |
Max Drawdown (5Y)Largest decline over 5 years | -43.68% | -24.49% | -19.19% |
Max Drawdown (10Y)Largest decline over 10 years | -43.68% | -33.79% | -9.89% |
Current DrawdownCurrent decline from peak | -10.28% | -1.36% | -8.92% |
Average DrawdownAverage peak-to-trough decline | -16.24% | -8.16% | -8.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.39% | 1.96% | +6.43% |
Volatility
SBUX vs. ^SP500TR - Volatility Comparison
Starbucks Corporation (SBUX) has a higher volatility of 7.52% compared to S&P 500 Total Return (^SP500TR) at 4.77%. This indicates that SBUX's price experiences larger fluctuations and is considered to be riskier than ^SP500TR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SBUX | ^SP500TR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.52% | 4.77% | +2.75% |
Volatility (6M)Calculated over the trailing 6-month period | 21.24% | 9.91% | +11.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.47% | 12.47% | +16.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 31.70% | 16.99% | +14.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.48% | 18.11% | +11.37% |
Frequently Asked Questions
SBUX and ^SP500TR have a correlation of 0.29, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SBUX has higher volatility (7.52%) compared to ^SP500TR (4.77%). In terms of maximum drawdown, SBUX dropped -81.91% vs ^SP500TR's -55.25%.
^SP500TR currently has the higher Sharpe Ratio (2.17 vs 0.42), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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