Correlation
The correlation between UPC and SPY is 0.09, 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.
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.
Performance
UPC vs. SPY - Performance Comparison
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Key characteristics
UPC:
-0.34
SPY:
0.70
UPC:
-1.65
SPY:
1.02
UPC:
0.78
SPY:
1.15
UPC:
-1.00
SPY:
0.68
UPC:
-1.21
SPY:
2.57
UPC:
82.44%
SPY:
4.93%
UPC:
292.56%
SPY:
20.42%
UPC:
-99.92%
SPY:
-55.19%
UPC:
-99.86%
SPY:
-3.55%
Returns By Period
In the year-to-date period, UPC achieves a -80.74% return, which is significantly lower than SPY's 0.87% return.
UPC
-80.74%
-3.69%
-93.40%
-99.73%
-80.76%
N/A
N/A
SPY
0.87%
5.54%
-1.56%
13.18%
14.25%
15.81%
12.73%
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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.
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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 1.22%.
| 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 | 1.22% | 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 -99.92%, 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.
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Volatility
UPC vs. SPY - Volatility Comparison
Universe Pharmaceuticals INC (UPC) has a higher volatility of 37.56% compared to SPDR S&P 500 ETF (SPY) at 4.86%. 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.
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