BGI vs SPY
Comparison between Birks Group Inc - Class A (BGI, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed BGI, delivering a return of +13.4% compared to -25.7%
BGI vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
BGI
$12M
Winner
SPY
$784B
Expense Ratio
BGI
N/A
SPY
0.09%
Max Drawdown
BGI
97.79%
Winner
SPY
56.47%
Sharpe Ratio
BGI
-0.07
Winner
SPY
1.56
5Y Beta
Winner
BGI
0.93
SPY
1.00
Industry
BGI
Luxury Goods
SPY
N/A
P/E Ratio
Winner
BGI
-0.95
SPY
28.29
Forward P/E
BGI
N/A
SPY
21.75
PEG Ratio
BGI
-0.01
SPY
N/A
5Y Dividends CAGR
BGI
N/A
SPY
5.43%
5Y EPS CAGR
BGI
N/A
SPY
25.98%
Debt to Equity
Winner
BGI
-118.67%
SPY
30.79%
Free Cash Flow Yield
BGI
-73.03%
SPY
N/A
P/S Ratio
Winner
BGI
0.06
SPY
3.79
P/B Ratio
BGI
47.53
Winner
SPY
5.67
BGI vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
BGI
-7.22%
Winner
SPY
+0.48%
3M
BGI
-5.88%
Winner
SPY
+11.67%
6M
BGI
-37.86%
Winner
SPY
+9.42%
1Y
BGI
-27.26%
Winner
SPY
+24.27%
5Y(CAGR)
BGI
-25.66%
Winner
SPY
+13.36%
10Y(CAGR)
BGI
+3.36%
Winner
SPY
+15.42%
Max(CAGR)
BGI
-10.98%
Winner
SPY
+8.49%
BGI vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | BGI | SPY |
|---|---|---|
| 2026 | -30.41% | +8.88% |
| 2025 | -43.57% | +18.00% |
| 2024 | -65.54% | +25.59% |
| 2023 | -41.88% | +26.72% |
| 2022 | +70.54% | -18.64% |
| 2021 | +480.49% | +30.52% |
| 2020 | -6.74% | +17.28% |
| 2019 | -7.21% | +31.09% |
| 2018 | -28.03% | -5.24% |
| 2017 | +21.50% | +20.78% |
| 2016 | +205.71% | +13.59% |
| 2015 | -81.03% | +1.31% |
| 2014 | +14.37% | +14.56% |
| 2013 | +100.00% | +29.00% |
| 2012 | -26.92% | +14.17% |
| 2011 | -31.80% | +0.85% |
| 2010 | +21.35% | +13.14% |
| 2009 | +68.22% | +22.67% |
| 2008 | -90.10% | -36.25% |
| 2007 | -16.56% | +5.32% |
| 2006 | +20.84% | +13.85% |
| 2005 | -15.71% | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
BGI vs SPY Drawdown Comparison
The maximum drawdown for BGI was -97.79%, occurring on Mar 4, 2009. Recovery took 4078 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current BGI drawdown is -93.55%. The current SPY drawdown is -2.35%.
| Rank | BGI | SPY |
|---|---|---|
| #1 | -97.79% Feb 20, 2007 - May 5, 2023 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -94.08% May 15, 2023 - Jun 9, 2026 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -15.71% Nov 15, 2005 - Jul 12, 2006 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -9.55% Jul 17, 2006 - Feb 16, 2007 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -0.82% Jul 12, 2006 - Jul 17, 2006 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -0.51% May 9, 2023 - May 12, 2023 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | N/A | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | N/A | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | N/A | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | N/A | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | N/A | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | N/A | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | N/A | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | N/A | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | N/A | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between BGI and SPY is 0.00 which considered as a very weak or no correlation - the stocks move independently of each other.
0.00
-101
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