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ANNX vs SPY

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

5-Year PerformanceSPY has outperformed ANNX, delivering a return of +13.3% compared to -24.5%

ANNX vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
ANNX
$1.05B
Winner
SPY
$735B
Expense Ratio
ANNX
N/A
SPY
0.09%
Max Drawdown
ANNX
96.06%
Winner
SPY
56.47%
Sharpe Ratio
ANNX
1.33
Winner
SPY
1.62
5Y Beta
ANNX
1.25
Winner
SPY
1.00
Industry
ANNX
Biotechnology
SPY
N/A
P/E Ratio
Winner
ANNX
-4.17
SPY
28.99
Forward P/E
ANNX
N/A
SPY
22.37
PEG Ratio
ANNX
-0.26
SPY
N/A
5Y Dividends CAGR
ANNX
N/A
SPY
5.43%
5Y EPS CAGR
ANNX
N/A
SPY
26.05%
Debt to Equity
Winner
ANNX
0.00%
SPY
32.40%
Free Cash Flow Yield
ANNX
-17.50%
SPY
N/A
P/S Ratio
ANNX
N/A
SPY
3.74
P/B Ratio
Winner
ANNX
4.30
SPY
5.61

ANNX vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
ANNX
-7.52%
Winner
SPY
+1.90%
3M
ANNX
-2.58%
Winner
SPY
+8.55%
6M
Winner
ANNX
+14.75%
SPY
+8.18%
1Y
Winner
ANNX
+107.45%
SPY
+25.79%
5Y(CAGR)
ANNX
-24.45%
Winner
SPY
+13.32%
10Y(CAGR)
ANNX
N/A
SPY
+15.19%
Max(CAGR)
ANNX
-18.66%
Winner
SPY
+8.47%

ANNX vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearANNXSPY
2026+12.79%+8.26%
2025-8.73%+18.00%
2024+5.99%+25.59%
2023-5.22%+26.72%
2022-56.70%-18.64%
2021-51.94%+30.52%
2020+40.93%+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%

ANNX vs SPY Drawdown Comparison

The maximum drawdown for ANNX was -96.06%, occurring on Apr 10, 2025. 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 ANNX drawdown is -84.89%. The current SPY drawdown is -2.90%.

RankANNXSPY
#1-96.06%
Mar 16, 2021 - Apr 10, 2025
-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-31.37%
Oct 16, 2020 - Dec 23, 2020
-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-27.99%
Dec 23, 2020 - Feb 22, 2021
-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-25.64%
Aug 12, 2020 - Sep 30, 2020
-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-13.04%
Feb 22, 2021 - Mar 11, 2021
-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-10.78%
Sep 30, 2020 - Oct 16, 2020
-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-3.12%
Aug 3, 2020 - Aug 5, 2020
-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-3.02%
Aug 5, 2020 - Aug 10, 2020
-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-2.83%
Jul 29, 2020 - Aug 3, 2020
-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-1.46%
Jul 24, 2020 - Jul 28, 2020
-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-0.38%
Mar 11, 2021 - Mar 15, 2021
-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 ANNX and SPY is -0.51 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.51
-101

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