TR vs. SPY
Compare and contrast key facts about Tootsie Roll Industries, Inc. (TR) 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: TR or SPY.
Correlation
The correlation between TR 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
TR vs. SPY - Performance Comparison
Key characteristics
TR:
-0.02
SPY:
1.82
TR:
0.13
SPY:
2.45
TR:
1.01
SPY:
1.33
TR:
-0.01
SPY:
2.76
TR:
-0.07
SPY:
11.44
TR:
7.28%
SPY:
2.03%
TR:
22.76%
SPY:
12.74%
TR:
-46.73%
SPY:
-55.19%
TR:
-29.75%
SPY:
-1.47%
Returns By Period
In the year-to-date period, TR achieves a -5.29% return, which is significantly lower than SPY's 2.51% return. Over the past 10 years, TR has underperformed SPY with an annualized return of 3.70%, while SPY has yielded a comparatively higher 13.24% annualized return.
TR
-5.29%
-2.48%
7.84%
-2.86%
2.60%
3.70%
SPY
2.51%
1.91%
13.44%
22.11%
14.33%
13.24%
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Risk-Adjusted Performance
TR vs. SPY — Risk-Adjusted Performance Rank
TR
SPY
TR vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Tootsie Roll Industries, Inc. (TR) 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
TR vs. SPY - Dividend Comparison
TR's dividend yield for the trailing twelve months is around 1.17%, which matches SPY's 1.18% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TR Tootsie Roll Industries, Inc. | 1.17% | 1.10% | 1.08% | 0.85% | 1.27% | 1.21% | 1.09% | 1.14% | 1.05% | 0.95% | 1.17% | 1.10% |
SPY SPDR S&P 500 ETF | 1.18% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
TR vs. SPY - Drawdown Comparison
The maximum TR drawdown since its inception was -46.73%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for TR and SPY. For additional features, visit the drawdowns tool.
Volatility
TR vs. SPY - Volatility Comparison
Tootsie Roll Industries, Inc. (TR) has a higher volatility of 6.31% compared to SPDR S&P 500 ETF (SPY) at 3.78%. This indicates that TR'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.