BKD vs SPY

Comparison between Brookdale Senior Living Inc (BKD, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceBKD has outperformed SPY, delivering a return of +14.2% compared to +14.0%

BKD vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BKD(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$3.18B	$735B
Expense Ratio	N/A	0.09%
Max Drawdown	96.69%	56.47%
Sharpe Ratio	1.98	1.91
5Y Beta	0.81	1.00
Industry	Medical Care Facilities	N/A
P/E Ratio	-15.48	28.68
Forward P/E	47.62	22.19
PEG Ratio	0.28	N/A
5Y Dividends CAGR	N/A	5.43%
5Y EPS CAGR	-16.40%	26.37%
Debt to Equity	-7699.98%	34.04%
Free Cash Flow Yield	0.29%	N/A
P/S Ratio	1.06	3.76
P/B Ratio	18.98	5.55

Market Cap / Net Assets

BKD

$3.18B

Winner

SPY

$735B

Expense Ratio

BKD

N/A

SPY

0.09%

Max Drawdown

BKD

96.69%

Winner

SPY

56.47%

Sharpe Ratio

Winner

BKD

1.98

SPY

1.91

5Y Beta

Winner

BKD

0.81

SPY

1.00

Industry

BKD

Medical Care Facilities

SPY

N/A

P/E Ratio

Winner

BKD

-15.48

SPY

28.68

Forward P/E

BKD

47.62

Winner

SPY

22.19

PEG Ratio

BKD

0.28

SPY

N/A

5Y Dividends CAGR

BKD

N/A

SPY

5.43%

5Y EPS CAGR

BKD

-16.40%

Winner

SPY

26.37%

Debt to Equity

Winner

BKD

-7699.98%

SPY

34.04%

Free Cash Flow Yield

BKD

0.29%

SPY

N/A

P/S Ratio

Winner

BKD

1.06

SPY

3.76

P/B Ratio

BKD

18.98

Winner

SPY

5.55

BKD vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	BKD	SPY
1 month	-0.89%	+4.84%
3 months	-13.86%	+9.57%
6 months	+23.15%	+13.79%
1 year	+107.17%	+29.34%
5 years(CAGR)	+14.18%	+13.98%
10 years(CAGR)	-3.06%	+15.66%
Max(CAGR)	-2.45%	+8.53%

BKD

-0.89%

Winner

SPY

+4.84%

BKD

-13.86%

Winner

SPY

+9.57%

Winner

BKD

+23.15%

SPY

+13.79%

Winner

BKD

+107.17%

SPY

+29.34%

5Y(CAGR)

Winner

BKD

+14.18%

SPY

+13.98%

10Y(CAGR)

BKD

-3.06%

Winner

SPY

+15.66%

Max(CAGR)

BKD

-2.45%

Winner

SPY

+8.53%

BKD vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BKD	SPY
2026	+22.69%	+9.45%
2025	+113.24%	+18.00%
2024	-12.06%	+25.59%
2023	+111.64%	+26.72%
2022	-48.59%	-18.64%
2021	+22.57%	+30.52%
2020	-37.87%	+17.28%
2019	+10.49%	+31.09%
2018	-34.18%	-5.24%
2017	-24.04%	+20.78%
2016	-35.65%	+13.59%
2015	-49.70%	+1.31%
2014	+32.53%	+14.56%
2013	+7.69%	+29.00%
2012	+50.00%	+14.17%
2011	-19.42%	+0.85%
2010	+15.11%	+13.14%
2009	+201.66%	+22.67%
2008	-79.20%	-36.25%
2007	-36.39%	+5.32%
2006	+63.08%	+13.85%
2005	+18.20%	+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%

BKD vs SPY Drawdown Comparison

The maximum drawdown for BKD was -96.29%, occurring on Mar 18, 2020. 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 BKD drawdown is -71.65%. The current SPY drawdown is -0.34%.

Rank	BKD	SPY
#1	-96.29% Jun 2, 2006 - Mar 18, 2020	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-10.17% Jan 19, 2006 - Mar 15, 2006	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-6.73% May 4, 2006 - May 15, 2006	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-5.00% Mar 24, 2006 - May 2, 2006	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-4.96% Dec 22, 2005 - Jan 11, 2006	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-4.05% May 16, 2006 - May 23, 2006	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-2.43% Dec 12, 2005 - Dec 19, 2005	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-2.30% May 2, 2006 - May 4, 2006	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-2.12% Dec 6, 2005 - Dec 9, 2005	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-1.70% Mar 16, 2006 - Mar 21, 2006	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-1.36% May 23, 2006 - May 25, 2006	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-0.94% Nov 30, 2005 - Dec 2, 2005	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-0.90% Mar 22, 2006 - Mar 24, 2006	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-0.68% May 26, 2006 - May 31, 2006	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-0.51% Nov 22, 2005 - Nov 25, 2005	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between BKD and SPY is -0.58 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.58

-101

Dividend Comparison (1999 - 2026)

BKD vs SPY dividend yield comparison.

Year	BKD	SPY
2026	0.00%	0.24%
2025	0.00%	1.07%
2024	0.00%	1.21%
2023	0.00%	1.40%
2022	0.00%	1.65%
2021	0.00%	1.20%
2020	0.00%	1.52%
2019	0.00%	1.75%
2018	0.00%	2.04%
2017	0.00%	1.80%
2016	0.00%	2.03%
2015	0.00%	2.06%
2014	0.00%	1.87%
2013	0.00%	1.81%
2012	0.00%	2.18%
2011	0.00%	2.05%
2010	0.00%	1.80%
2009	0.00%	1.95%
2008	13.44%	3.02%
2007	6.86%	1.85%
2006	3.96%	1.73%
2005	0.84%	1.73%
2004	0.00%	1.82%
2003	0.00%	1.47%
2002	0.00%	1.70%
2001	0.00%	1.25%
2000	0.00%	1.15%
1999	0.00%	0.24%