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BFS-P-D vs SPY

Comparison between Saul Centers Inc (BFS-P-D, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed BFS-P-D, delivering a return of +12.4% compared to +2.6%

BFS-P-D vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
BFS-P-D
$516M
Winner
SPY
$781B
Expense Ratio
BFS-P-D
N/A
SPY
0.09%
Max Drawdown
Winner
BFS-P-D
50.93%
SPY
56.47%
Sharpe Ratio
BFS-P-D
0.14
Winner
SPY
1.22
5Y Beta
Winner
BFS-P-D
0.19
SPY
1.00
Industry
BFS-P-D
Other
SPY
N/A
P/E Ratio
Winner
BFS-P-D
13.96
SPY
28.78
Forward P/E
BFS-P-D
N/A
SPY
21.25
5Y Dividends CAGR
BFS-P-D
4.56%
Winner
SPY
6.00%
5Y EPS CAGR
BFS-P-D
-1.19%
Winner
SPY
25.62%
Debt to Equity
BFS-P-D
529.23%
Winner
SPY
31.92%
Free Cash Flow Yield
BFS-P-D
19.14%
SPY
N/A
P/S Ratio
BFS-P-D
N/A
SPY
3.76
P/B Ratio
BFS-P-D
N/A
SPY
5.64

BFS-P-D vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
BFS-P-D
+2.63%
SPY
+0.63%
3M
Winner
BFS-P-D
+5.71%
SPY
+4.46%
6M
BFS-P-D
+2.29%
Winner
SPY
+7.67%
1Y
BFS-P-D
+3.01%
Winner
SPY
+17.68%
5Y(CAGR)
BFS-P-D
+2.62%
Winner
SPY
+12.42%
10Y(CAGR)
BFS-P-D
+4.91%
Winner
SPY
+14.84%
Max(CAGR)
BFS-P-D
+4.91%
Winner
SPY
+8.44%

BFS-P-D vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearBFS-P-DSPY
2026+6.07%+8.63%
2025+4.57%+18.00%
2024-2.60%+25.59%
2023+20.66%+26.72%
2022-14.34%-18.64%
2021+13.75%+30.52%
2020-0.80%+17.28%
2019+29.63%+31.09%
2018-10.09%-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%

BFS-P-D vs SPY Drawdown Comparison

The maximum drawdown for BFS-P-D was -49.02%, occurring on Apr 3, 2020. Recovery took 324 trading sessions.

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

The current BFS-P-D drawdown is -4.07%. The current SPY drawdown is -2.57%.

RankBFS-P-DSPY
#1-49.02%
Oct 25, 2019 - Feb 9, 2021		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-23.92%
Oct 14, 2021 - Dec 29, 2023		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-14.88%
Oct 3, 2024 - Aug 18, 2025		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-13.95%
Mar 7, 2018 - Feb 5, 2019		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-13.41%
Jan 9, 2024 - Sep 17, 2024		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-9.30%
Aug 22, 2025 - Jul 16, 2026		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-5.49%
Feb 12, 2021 - Mar 24, 2021		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-4.73%
Aug 31, 2021 - Oct 13, 2021		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-4.07%
Jul 16, 2026 - Jul 23, 2026		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-3.24%
Aug 6, 2021 - Aug 27, 2021		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-3.19%
Feb 7, 2018 - Mar 5, 2018		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-2.88%
Aug 22, 2019 - Sep 20, 2019		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-2.83%
Apr 12, 2019 - Jun 4, 2019		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-2.40%
Jul 2, 2021 - Jul 30, 2021		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-2.00%
Mar 5, 2019 - Mar 11, 2019		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between BFS-P-D and SPY is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87
-101

Dividend Comparison (1999 - 2026)

BFS-P-D vs SPY dividend yield comparison.

YearBFS-P-DSPY
20265.45%0.50%
20257.36%1.07%
20245.38%1.21%
20236.52%1.40%
20227.33%1.65%
20215.89%1.20%
20206.31%1.52%
20195.86%1.75%
20186.88%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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