TEBRX vs. SPY
Compare and contrast key facts about Teberg Fund (TEBRX) and SPDR S&P 500 ETF (SPY).
TEBRX is managed by Teberg. It was launched on Mar 31, 2002. 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: TEBRX or SPY.
Correlation
The correlation between TEBRX and SPY is 0.76, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
TEBRX vs. SPY - Performance Comparison
Key characteristics
TEBRX:
0.86
SPY:
1.88
TEBRX:
1.26
SPY:
2.53
TEBRX:
1.16
SPY:
1.35
TEBRX:
1.18
SPY:
2.83
TEBRX:
3.68
SPY:
11.74
TEBRX:
4.29%
SPY:
2.02%
TEBRX:
18.35%
SPY:
12.64%
TEBRX:
-44.38%
SPY:
-55.19%
TEBRX:
-1.71%
SPY:
-0.42%
Returns By Period
The year-to-date returns for both stocks are quite close, with TEBRX having a 4.36% return and SPY slightly lower at 4.15%. Over the past 10 years, TEBRX has underperformed SPY with an annualized return of 8.31%, while SPY has yielded a comparatively higher 13.18% annualized return.
TEBRX
4.36%
0.12%
4.62%
17.25%
13.96%
8.31%
SPY
4.15%
1.22%
10.44%
24.34%
14.62%
13.18%
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TEBRX vs. SPY - Expense Ratio Comparison
TEBRX has a 1.75% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
TEBRX vs. SPY — Risk-Adjusted Performance Rank
TEBRX
SPY
TEBRX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Teberg Fund (TEBRX) 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
TEBRX vs. SPY - Dividend Comparison
TEBRX has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 1.16%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TEBRX Teberg Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.47% | 0.60% | 0.77% | 0.92% | 0.00% | 0.00% | 0.22% |
SPY SPDR S&P 500 ETF | 1.16% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
TEBRX vs. SPY - Drawdown Comparison
The maximum TEBRX drawdown since its inception was -44.38%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for TEBRX and SPY. For additional features, visit the drawdowns tool.
Volatility
TEBRX vs. SPY - Volatility Comparison
Teberg Fund (TEBRX) has a higher volatility of 4.56% compared to SPDR S&P 500 ETF (SPY) at 2.93%. This indicates that TEBRX'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.