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AFBI vs SPY

Comparison between Affinity Bancshares Inc (AFBI, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceAFBI has outperformed SPY, delivering a return of +13.8% compared to +13.8%

AFBI vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
AFBI
$137M
Winner
SPY
$784B
Expense Ratio
AFBI
N/A
SPY
0.09%
Max Drawdown
Winner
AFBI
28.86%
SPY
56.47%
Sharpe Ratio
AFBI
0.86
Winner
SPY
1.56
5Y Beta
Winner
AFBI
0.19
SPY
1.00
Industry
AFBI
Banks - Regional
SPY
N/A
P/E Ratio
Winner
AFBI
15.80
SPY
28.29
Forward P/E
AFBI
N/A
SPY
21.75
PEG Ratio
AFBI
0.30
SPY
N/A
5Y Dividends CAGR
AFBI
N/A
SPY
5.43%
5Y EPS CAGR
AFBI
8.44%
Winner
SPY
25.98%
Debt to Equity
Winner
AFBI
0.00%
SPY
30.79%
Free Cash Flow Yield
AFBI
10.06%
SPY
N/A
P/S Ratio
AFBI
9.61
Winner
SPY
3.79
P/B Ratio
Winner
AFBI
1.06
SPY
5.67

AFBI vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
AFBI
+0.09%
Winner
SPY
+2.12%
3M
Winner
AFBI
+20.73%
SPY
+13.14%
6M
AFBI
+9.66%
Winner
SPY
+11.52%
1Y
AFBI
+23.38%
Winner
SPY
+26.68%
5Y(CAGR)
Winner
AFBI
+13.82%
SPY
+13.75%
10Y(CAGR)
AFBI
N/A
SPY
+15.65%
Max(CAGR)
Winner
AFBI
+16.18%
SPY
+8.56%

AFBI vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearAFBISPY
2026+9.44%+10.80%
2025+26.45%+18.00%
2024+9.17%+25.59%
2023+7.98%+26.72%
2022-1.82%-18.64%
2021+41.94%+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

AFBI vs SPY Drawdown Comparison

The maximum drawdown for AFBI was -28.86%, occurring on Jun 21, 2023. Recovery took 213 trading sessions.

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

The current AFBI drawdown is -0.18%. The current SPY drawdown is -0.62%.

RankAFBISPY
#1-28.86%
Feb 21, 2023 - Dec 26, 2023		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-22.45%
Dec 20, 2024 - Dec 16, 2025		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-17.24%
Dec 19, 2025 - Jun 5, 2026		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-12.65%
Jan 19, 2022 - Feb 17, 2023		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-8.36%
Sep 14, 2021 - Dec 3, 2021		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-7.52%
Feb 14, 2024 - May 22, 2024		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-7.04%
Jul 1, 2021 - Aug 26, 2021		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-4.94%
Jan 4, 2022 - Jan 10, 2022		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-4.73%
Jan 26, 2024 - Feb 8, 2024		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-4.61%
Dec 26, 2023 - Jan 24, 2024		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-2.93%
Sep 20, 2024 - Nov 5, 2024		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-2.83%
Nov 5, 2024 - Dec 20, 2024		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-2.59%
Feb 10, 2021 - Feb 19, 2021		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-2.54%
Feb 25, 2021 - Mar 10, 2021		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-2.54%
Feb 8, 2024 - Feb 14, 2024		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between AFBI and SPY is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92
-101

Dividend Comparison (1999 - 2026)

AFBI vs SPY dividend yield comparison.

YearAFBISPY
20260.00%0.24%
20257.33%1.07%
20240.00%1.21%
20230.00%1.40%
20220.00%1.65%
20210.00%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%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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