UPC vs. SPY
Compare and contrast key facts about Universe Pharmaceuticals INC (UPC) 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: UPC or SPY.
Correlation
The correlation between UPC and SPY is 0.10, 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
UPC vs. SPY - Performance Comparison
Key characteristics
UPC:
-0.35
SPY:
1.82
UPC:
-1.16
SPY:
2.45
UPC:
0.84
SPY:
1.33
UPC:
-0.99
SPY:
2.76
UPC:
-1.58
SPY:
11.44
UPC:
62.64%
SPY:
2.03%
UPC:
287.31%
SPY:
12.74%
UPC:
-99.81%
SPY:
-55.19%
UPC:
-99.78%
SPY:
-1.47%
Returns By Period
In the year-to-date period, UPC achieves a -69.84% return, which is significantly lower than SPY's 2.51% return.
UPC
-69.84%
-70.23%
-99.68%
-99.04%
N/A
N/A
SPY
2.51%
1.91%
13.44%
22.11%
14.33%
13.24%
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Risk-Adjusted Performance
UPC vs. SPY — Risk-Adjusted Performance Rank
UPC
SPY
UPC vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Universe Pharmaceuticals INC (UPC) 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
UPC vs. SPY - Dividend Comparison
UPC has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 1.18%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UPC Universe Pharmaceuticals 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 | 1.18% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
UPC vs. SPY - Drawdown Comparison
The maximum UPC drawdown since its inception was -99.81%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for UPC and SPY. For additional features, visit the drawdowns tool.
Volatility
UPC vs. SPY - Volatility Comparison
Universe Pharmaceuticals INC (UPC) has a higher volatility of 60.44% compared to SPDR S&P 500 ETF (SPY) at 3.78%. This indicates that UPC'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.