BIO-B vs SPY

Comparison between Bio-Rad Laboratories Inc - Class B (BIO-B, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed BIO-B, delivering a return of +13.7% compared to -16.2%

BIO-B vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BIO-B(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$6.60B	$735B
Expense Ratio	N/A	0.09%
Max Drawdown	72.48%	56.47%
Sharpe Ratio	0.18	1.76
5Y Beta	-0.11	1.00
Industry	Medical Devices	N/A
P/E Ratio	-13.39	28.46
Forward P/E	28.90	21.99
PEG Ratio	1.21	N/A
5Y Dividends CAGR	N/A	5.43%
5Y EPS CAGR	N/A	25.20%
Debt to Equity	11.72%	33.33%
Free Cash Flow Yield	5.41%	N/A
P/S Ratio	2.58	3.65
P/B Ratio	1.00	5.50

Market Cap / Net Assets

BIO-B

$6.60B

Winner

SPY

$735B

Expense Ratio

BIO-B

N/A

SPY

0.09%

Max Drawdown

BIO-B

72.48%

Winner

SPY

56.47%

Sharpe Ratio

BIO-B

0.18

Winner

SPY

1.76

5Y Beta

Winner

BIO-B

-0.11

SPY

1.00

Industry

BIO-B

Medical Devices

SPY

N/A

P/E Ratio

Winner

BIO-B

-13.39

SPY

28.46

Forward P/E

BIO-B

28.90

Winner

SPY

21.99

PEG Ratio

BIO-B

1.21

SPY

N/A

5Y Dividends CAGR

BIO-B

N/A

SPY

5.43%

5Y EPS CAGR

BIO-B

N/A

SPY

25.20%

Debt to Equity

Winner

BIO-B

11.72%

SPY

33.33%

Free Cash Flow Yield

BIO-B

5.41%

SPY

N/A

P/S Ratio

Winner

BIO-B

2.58

SPY

3.65

P/B Ratio

Winner

BIO-B

1.00

SPY

5.50

BIO-B vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	BIO-B	SPY
1 month	-5.81%	+5.60%
3 months	+1.50%	+8.72%
6 months	-17.02%	+10.63%
1 year	+4.33%	+26.62%
5 years(CAGR)	-16.21%	+13.70%
10 years(CAGR)	+6.27%	+15.47%
Max(CAGR)	+12.44%	+8.50%

BIO-B

-5.81%

Winner

SPY

+5.60%

BIO-B

+1.50%

Winner

SPY

+8.72%

BIO-B

-17.02%

Winner

SPY

+10.63%

BIO-B

+4.33%

Winner

SPY

+26.62%

5Y(CAGR)

BIO-B

-16.21%

Winner

SPY

+13.70%

10Y(CAGR)

BIO-B

+6.27%

Winner

SPY

+15.47%

Max(CAGR)

Winner

BIO-B

+12.44%

SPY

+8.50%

BIO-B vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BIO-B	SPY
2026	-16.03%	+8.50%
2025	-4.58%	+18.00%
2024	+1.54%	+25.59%
2023	-20.76%	+26.72%
2022	-44.94%	-18.64%
2021	+25.91%	+30.52%
2020	+54.89%	+17.28%
2019	+60.70%	+31.09%
2018	-3.46%	-5.24%
2017	+30.08%	+20.78%
2016	+33.03%	+13.59%
2015	+14.67%	+1.31%
2014	-2.37%	+14.56%
2013	+15.80%	+29.00%
2012	+6.31%	+14.17%
2011	-9.98%	+0.85%
2010	+6.86%	+13.14%
2009	+31.80%	+22.67%
2008	-30.83%	-36.25%
2007	+28.86%	+5.32%
2006	+28.31%	+13.85%
2005	+14.04%	+5.32%
2004	-2.64%	+10.75%
2003	+36.47%	+24.18%
2002	+32.81%	-22.42%
2001	+103.17%	-10.13%
2000	+36.25%	-8.84%
1999	-0.56%	+8.61%

BIO-B vs SPY Drawdown Comparison

The maximum drawdown for BIO-B was -72.48%, occurring on Apr 9, 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 BIO-B drawdown is -68.13%. The current SPY drawdown is -1.20%.

Rank	BIO-B	SPY
#1	-72.48% Sep 10, 2021 - Apr 9, 2025	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-50.14% Aug 11, 2008 - Apr 20, 2010	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-35.34% Mar 1, 2000 - Nov 29, 2000	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-34.33% Jun 19, 2002 - May 20, 2003	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-31.86% Sep 4, 2018 - Aug 2, 2019	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-31.00% May 3, 2011 - Jan 9, 2014	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-27.68% Nov 8, 2007 - Aug 11, 2008	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-25.78% May 3, 2010 - Mar 7, 2011	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-23.33% Dec 26, 2003 - Aug 2, 2005	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-22.65% Feb 1, 2007 - Sep 27, 2007	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-20.71% May 17, 2002 - Jun 17, 2002	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-19.75% Feb 18, 2020 - Apr 14, 2020	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-19.59% Jun 6, 2003 - Dec 26, 2003	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-18.74% Feb 20, 2014 - Mar 12, 2015	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-18.70% Nov 6, 2020 - Feb 12, 2021	-7.27% Sep 18, 2014 - Oct 31, 2014