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:
0.11
SPY:
-0.09
TR:
0.34
SPY:
-0.02
TR:
1.04
SPY:
1.00
TR:
0.08
SPY:
-0.09
TR:
0.42
SPY:
-0.45
TR:
6.55%
SPY:
3.31%
TR:
24.17%
SPY:
15.87%
TR:
-46.66%
SPY:
-55.19%
TR:
-27.50%
SPY:
-17.32%
Returns By Period
In the year-to-date period, TR achieves a -2.27% return, which is significantly higher than SPY's -13.53% return. Over the past 10 years, TR has underperformed SPY with an annualized return of 3.17%, while SPY has yielded a comparatively higher 11.25% annualized return.
TR
-2.27%
-2.11%
6.98%
1.30%
0.45%
3.17%
SPY
-13.53%
-13.08%
-11.25%
-0.26%
17.01%
11.25%
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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 1.15%, less than SPY's 1.42% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TR Tootsie Roll Industries, Inc. | 1.15% | 1.11% | 1.10% | 0.86% | 1.30% | 1.22% | 1.09% | 1.14% | 1.06% | 0.97% | 1.20% | 1.11% |
SPY SPDR S&P 500 ETF | 1.42% | 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 -46.66%, 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
The current volatility for Tootsie Roll Industries, Inc. (TR) is 7.70%, while SPDR S&P 500 ETF (SPY) has a volatility of 9.29%. This indicates that TR 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.