UNF vs. SPY
Compare and contrast key facts about UniFirst Corporation (UNF) 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: UNF or SPY.
Correlation
The correlation between UNF and SPY is 0.41, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
UNF vs. SPY - Performance Comparison
Key characteristics
UNF:
0.73
SPY:
1.97
UNF:
1.75
SPY:
2.64
UNF:
1.19
SPY:
1.36
UNF:
0.66
SPY:
2.97
UNF:
4.20
SPY:
12.34
UNF:
6.25%
SPY:
2.03%
UNF:
35.95%
SPY:
12.68%
UNF:
-74.05%
SPY:
-55.19%
UNF:
-15.12%
SPY:
-0.01%
Returns By Period
In the year-to-date period, UNF achieves a 24.51% return, which is significantly higher than SPY's 4.03% return. Over the past 10 years, UNF has underperformed SPY with an annualized return of 6.27%, while SPY has yielded a comparatively higher 13.22% annualized return.
UNF
24.51%
-7.58%
15.84%
23.68%
1.04%
6.27%
SPY
4.03%
2.85%
10.70%
23.01%
14.30%
13.22%
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Risk-Adjusted Performance
UNF vs. SPY — Risk-Adjusted Performance Rank
UNF
SPY
UNF vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for UniFirst Corporation (UNF) 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
UNF vs. SPY - Dividend Comparison
UNF's dividend yield for the trailing twelve months is around 0.63%, less than SPY's 1.16% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UNF UniFirst Corporation | 0.63% | 0.78% | 0.69% | 0.63% | 0.50% | 0.47% | 0.29% | 0.26% | 0.09% | 0.11% | 0.14% | 0.13% |
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
UNF vs. SPY - Drawdown Comparison
The maximum UNF drawdown since its inception was -74.05%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for UNF and SPY. For additional features, visit the drawdowns tool.
Volatility
UNF vs. SPY - Volatility Comparison
UniFirst Corporation (UNF) has a higher volatility of 8.22% compared to SPDR S&P 500 ETF (SPY) at 3.15%. This indicates that UNF'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.