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TBBK vs. SPY
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

TBBK vs. SPY

Last updated May 12, 2025

Compare and contrast key facts about The Bancorp, Inc. (TBBK) 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: TBBK or SPY.

Correlation

The correlation between TBBK and SPY is 0.40, 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

TBBK vs. SPY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in The Bancorp, Inc. (TBBK) and SPDR S&P 500 ETF (SPY). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

TBBK:

21.99%

SPY:

20.02%

Max Drawdown

TBBK:

-1.40%

SPY:

-55.19%

Current Drawdown

TBBK:

-1.40%

SPY:

-7.65%

Returns By Period

TBBK

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

SPY

YTD

-3.42%

1M

5.69%

6M

-5.06%

1Y

9.73%

5Y*

16.26%

10Y*

12.24%

*Annualized

Compare stocks, funds, or ETFs

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Risk-Adjusted Performance

TBBK vs. SPY — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
TBBK
The Risk-Adjusted Performance Rank of TBBK is 8686
Overall Rank
The Sharpe Ratio Rank of TBBK is 8787
Sharpe Ratio Rank
The Sortino Ratio Rank of TBBK is 8282
Sortino Ratio Rank
The Omega Ratio Rank of TBBK is 8282
Omega Ratio Rank
The Calmar Ratio Rank of TBBK is 9191
Calmar Ratio Rank
The Martin Ratio Rank of TBBK is 8787
Martin Ratio Rank
SPY
The Risk-Adjusted Performance Rank of SPY is 6363
Overall Rank
The Sharpe Ratio Rank of SPY is 5858
Sharpe Ratio Rank
The Sortino Ratio Rank of SPY is 6161
Sortino Ratio Rank
The Omega Ratio Rank of SPY is 6464
Omega Ratio Rank
The Calmar Ratio Rank of SPY is 6666
Calmar Ratio Rank
The Martin Ratio Rank of SPY is 6565
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

TBBK vs. SPY - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for The Bancorp, Inc. (TBBK) 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

TBBK vs. SPY - Dividend Comparison

TBBK has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 1.27%.

TTM20242023202220212020201920182017201620152014
TBBK
The Bancorp, Inc.		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
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

TBBK vs. SPY - Drawdown Comparison

The maximum TBBK drawdown since its inception was -1.40%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for TBBK and SPY. For additional features, visit the drawdowns tool.

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Volatility

TBBK vs. SPY - Volatility Comparison

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