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BFS vs SPY

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

5-Year PerformanceSPY has outperformed BFS, delivering a return of +13.4% compared to +1.8%

BFS vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
BFS
$930M
Winner
SPY
$784B
Expense Ratio
BFS
N/A
SPY
0.09%
Max Drawdown
BFS
67.67%
Winner
SPY
56.47%
Sharpe Ratio
BFS
0.57
Winner
SPY
1.56
5Y Beta
Winner
BFS
0.40
SPY
1.00
Industry
BFS
Reit - Retail
SPY
N/A
P/E Ratio
Winner
BFS
25.18
SPY
28.29
Forward P/E
BFS
178.57
Winner
SPY
21.75
PEG Ratio
BFS
44.97
SPY
N/A
Dividend Yield
BFS
6.46%
SPY
N/A
5Y Dividends CAGR
BFS
2.17%
Winner
SPY
5.43%
5Y EPS CAGR
BFS
-1.19%
Winner
SPY
25.98%
Debt to Equity
BFS
529.23%
Winner
SPY
30.79%
Free Cash Flow Yield
BFS
10.61%
SPY
N/A
P/S Ratio
BFS
4.37
Winner
SPY
3.79
P/B Ratio
BFS
7.67
Winner
SPY
5.67

BFS vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
BFS
+8.97%
SPY
+0.48%
3M
Winner
BFS
+15.56%
SPY
+11.67%
6M
Winner
BFS
+22.28%
SPY
+9.42%
1Y
BFS
+15.54%
Winner
SPY
+24.27%
5Y(CAGR)
BFS
+1.84%
Winner
SPY
+13.36%
10Y(CAGR)
BFS
+0.88%
Winner
SPY
+15.42%
Max(CAGR)
Winner
BFS
+8.91%
SPY
+8.49%

BFS vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearBFSSPY
2026+23.21%+8.88%
2025-11.51%+18.00%
2024+4.81%+25.59%
2023+2.72%+26.72%
2022-20.35%-18.64%
2021+79.07%+30.52%
2020-34.46%+17.28%
2019+19.68%+31.09%
2018-20.63%-5.24%
2017-3.31%+20.78%
2016+37.48%+13.59%
2015-7.32%+1.31%
2014+23.83%+14.56%
2013+12.44%+29.00%
2012+23.88%+14.17%
2011-23.83%+0.85%
2010+48.19%+13.14%
2009-10.54%+22.67%
2008-23.31%-36.25%
2007-1.90%+5.32%
2006+51.67%+13.85%
2005+1.50%+5.32%
2004+39.97%+10.75%
2003+26.37%+24.18%
2002+18.71%-22.42%
2001+28.30%-10.13%
2000+45.53%-8.84%
1999-2.63%+8.61%

BFS vs SPY Drawdown Comparison

The maximum drawdown for BFS was -65.84%, occurring on Mar 9, 2009. Recovery took 1648 trading sessions.

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

The current BFS drawdown is -12.35%. The current SPY drawdown is -2.35%.

RankBFSSPY
#1-65.84%
Nov 15, 2007 - Jun 5, 2014		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-58.89%
Dec 13, 2016 - Jan 4, 2022		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-36.76%
Apr 20, 2022 - May 9, 2023		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-28.64%
Mar 7, 2007 - Oct 12, 2007		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-19.68%
Jan 29, 2015 - Oct 28, 2015		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-19.43%
Apr 1, 2004 - Jun 16, 2004		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-18.14%
Oct 28, 2015 - Jun 7, 2016		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-18.05%
Dec 29, 2004 - Jul 5, 2005		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-18.00%
Mar 16, 2006 - Aug 30, 2006		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-16.05%
Jan 4, 2022 - Apr 4, 2022		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-14.21%
Jul 28, 2005 - Jan 9, 2006		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-14.02%
Jun 28, 2002 - Apr 15, 2003		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-13.64%
Sep 7, 2016 - Dec 13, 2016		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-13.20%
Oct 12, 2007 - Nov 13, 2007		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-12.03%
Jul 2, 2004 - Aug 30, 2004		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between BFS and SPY is 0.66 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.66
-101

Dividend Comparison (1999 - 2026)

BFS vs SPY dividend yield comparison.

YearBFSSPY
20263.14%0.24%
20257.48%1.07%
20246.08%1.21%
20236.01%1.40%
20225.70%1.65%
20214.07%1.20%
20206.69%1.52%
20194.02%1.75%
20184.40%2.04%
20173.30%1.80%
20162.76%2.03%
20153.30%2.06%
20142.73%1.87%
20133.02%1.81%
20123.37%2.18%
20114.07%2.05%
20103.04%1.80%
20094.67%1.95%
20084.76%3.02%
20073.31%1.85%
20063.04%1.73%
20054.43%1.73%
20044.08%1.82%
20035.44%1.47%
20026.55%1.70%
20017.31%1.25%
20008.38%1.15%
19990.00%0.24%

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