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ADAM vs SPY

Comparison between Adamas Trust Inc (ADAM, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed ADAM, delivering a return of +12.6% compared to -1.4%

ADAM vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
ADAM
$790M
Winner
SPY
$781B
Expense Ratio
ADAM
N/A
SPY
0.09%
Max Drawdown
ADAM
99.09%
Winner
SPY
56.47%
Sharpe Ratio
Winner
ADAM
1.10
SPY
1.04
5Y Beta
Winner
ADAM
0.86
SPY
1.00
Industry
ADAM
Reit - Mortgage
SPY
N/A
P/E Ratio
Winner
ADAM
5.10
SPY
28.44
Forward P/E
Winner
ADAM
7.27
SPY
21.16
PEG Ratio
ADAM
0.02
SPY
N/A
Dividend Yield
ADAM
10.30%
SPY
N/A
5Y Dividends CAGR
ADAM
-7.36%
Winner
SPY
6.00%
5Y EPS CAGR
ADAM
-14.28%
Winner
SPY
25.40%
Debt to Equity
ADAM
45.97%
Winner
SPY
31.56%
Free Cash Flow Yield
ADAM
10.55%
SPY
N/A
P/S Ratio
Winner
ADAM
2.44
SPY
3.70
P/B Ratio
Winner
ADAM
0.87
SPY
5.59

ADAM vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
ADAM
-7.73%
Winner
SPY
-0.02%
3M
Winner
ADAM
+10.32%
SPY
+4.36%
6M
Winner
ADAM
+9.68%
SPY
+7.10%
1Y
Winner
ADAM
+45.06%
SPY
+17.60%
5Y(CAGR)
ADAM
-1.41%
Winner
SPY
+12.56%
10Y(CAGR)
ADAM
+1.14%
Winner
SPY
+14.92%
Max(CAGR)
ADAM
-4.34%
Winner
SPY
+8.45%

ADAM vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearADAMSPY
2026+24.42%+9.02%
2025+34.63%+18.00%
2024-17.56%+25.59%
2023-7.76%+26.72%
2022-22.86%-18.64%
2021+13.42%+30.52%
2020-36.01%+17.28%
2019+18.10%+31.09%
2018+9.98%-5.24%
2017+5.51%+20.78%
2016+45.39%+13.59%
2015-21.31%+1.31%
2014+27.19%+14.56%
2013+25.85%+29.00%
2012+3.50%+14.17%
2011+19.29%+0.85%
2010+10.27%+13.14%
2009+288.44%+22.67%
2008-71.76%-36.25%
2007-70.32%+5.32%
2006-48.53%+13.85%
2005-34.56%+5.32%
2004+27.09%+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

ADAM vs SPY Drawdown Comparison

The maximum drawdown for ADAM was -97.94%, occurring on Nov 20, 2008. This drawdown has not yet recovered.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current ADAM drawdown is -70.43%. The current SPY drawdown is -2.21%.

RankADAMSPY
#1-97.94%
Feb 2, 2005 - Nov 20, 2008		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-7.08%
Sep 16, 2004 - Dec 1, 2004		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-4.58%
Jul 26, 2004 - Aug 31, 2004		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-2.91%
Dec 31, 2004 - Feb 2, 2005		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-1.94%
Dec 14, 2004 - Dec 21, 2004		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-1.70%
Dec 1, 2004 - Dec 10, 2004		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-1.45%
Sep 8, 2004 - Sep 16, 2004		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-0.91%
Dec 23, 2004 - Dec 30, 2004		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-0.65%
Sep 1, 2004 - Sep 3, 2004		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10N/A-9.30%
Jan 19, 2000 - Mar 17, 2000
#11N/A-9.05%
Jul 19, 2007 - Oct 5, 2007
#12N/A-8.88%
Jan 27, 2026 - Apr 14, 2026
#13N/A-8.41%
Jul 16, 2024 - Sep 19, 2024
#14N/A-7.35%
Sep 14, 2012 - Jan 2, 2013
#15N/A-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between ADAM and SPY is -0.09 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.09
-101

Dividend Comparison (1999 - 2026)

ADAM vs SPY dividend yield comparison.

YearADAMSPY
20265.74%0.50%
202511.78%1.07%
202413.20%1.21%
202314.07%1.40%
202215.63%1.65%
202110.75%1.20%
20206.10%1.52%
201912.84%1.75%
201813.58%2.04%
201712.97%1.80%
201614.55%2.03%
201519.14%2.06%
201414.01%1.87%
201315.45%1.81%
201216.77%2.18%
201113.87%2.05%
201014.94%1.80%
200910.57%1.95%
200820.00%3.02%
200711.63%1.85%
200620.66%1.73%
200514.35%1.73%
20041.43%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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