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BMRC vs SPY

Comparison between Bank of Marin Bancorp (BMRC, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed BMRC, delivering a return of +13.8% compared to -0.4%

BMRC vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
BMRC
$423M
Winner
SPY
$784B
Expense Ratio
BMRC
N/A
SPY
0.09%
Max Drawdown
BMRC
70.38%
Winner
SPY
56.47%
Sharpe Ratio
BMRC
0.66
Winner
SPY
1.56
5Y Beta
Winner
BMRC
0.81
SPY
1.00
Industry
BMRC
Banks - Regional
SPY
N/A
P/E Ratio
Winner
BMRC
-13.13
SPY
28.29
Forward P/E
Winner
BMRC
11.78
SPY
21.75
PEG Ratio
BMRC
-0.03
SPY
N/A
Dividend Yield
BMRC
3.83%
SPY
N/A
5Y Dividends CAGR
Winner
BMRC
6.32%
SPY
5.43%
5Y EPS CAGR
BMRC
N/A
SPY
25.98%
Debt to Equity
Winner
BMRC
0.00%
SPY
30.79%
Free Cash Flow Yield
BMRC
7.93%
SPY
N/A
P/S Ratio
BMRC
11.90
Winner
SPY
3.79
P/B Ratio
Winner
BMRC
1.07
SPY
5.67

BMRC vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
BMRC
+1.53%
Winner
SPY
+2.12%
3M
BMRC
+8.39%
Winner
SPY
+13.14%
6M
BMRC
-5.43%
Winner
SPY
+11.52%
1Y
BMRC
+23.90%
Winner
SPY
+26.68%
5Y(CAGR)
BMRC
-0.40%
Winner
SPY
+13.75%
10Y(CAGR)
BMRC
+3.44%
Winner
SPY
+15.65%
Max(CAGR)
BMRC
+6.75%
Winner
SPY
+8.56%

BMRC vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearBMRCSPY
2026+1.98%+10.80%
2025+15.45%+18.00%
2024+14.52%+25.59%
2023-28.75%+26.72%
2022-9.40%-18.64%
2021+9.60%+30.52%
2020-21.35%+17.28%
2019+11.02%+31.09%
2018+23.61%-5.24%
2017-0.06%+20.78%
2016+32.99%+13.59%
2015+6.68%+1.31%
2014+23.83%+14.56%
2013+14.81%+29.00%
2012-1.24%+14.17%
2011+7.28%+0.85%
2010+8.16%+13.14%
2009+41.24%+22.67%
2008-14.58%-36.25%
2007-17.58%+5.32%
2006+7.20%+13.85%
2005-12.36%+5.32%
2004+38.84%+10.75%
2003+45.20%+24.18%
2002+25.97%-22.42%
2001+5.75%-10.13%
2000-11.52%-8.84%
1999+8.69%+8.61%

BMRC vs SPY Drawdown Comparison

The maximum drawdown for BMRC was -67.02%, occurring on May 4, 2023. 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 BMRC drawdown is -29.12%. The current SPY drawdown is -0.62%.

RankBMRCSPY
#1-67.02%
Dec 20, 2019 - May 4, 2023		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-54.30%
Feb 22, 2007 - Mar 7, 2011		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-21.87%
Dec 28, 2004 - Feb 20, 2007		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-20.73%
Oct 5, 2012 - Jul 10, 2013		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-20.00%
Dec 30, 1999 - Jan 22, 2002		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-19.49%
Dec 15, 2016 - Dec 4, 2017		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-19.01%
Aug 9, 2011 - Feb 3, 2012		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-15.72%
Nov 27, 2015 - Nov 9, 2016		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-15.56%
Jan 26, 2004 - Apr 26, 2004		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-14.83%
Jul 26, 2018 - Feb 15, 2019		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-14.67%
Apr 22, 2002 - Oct 15, 2002		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-14.16%
Jul 19, 2013 - Nov 29, 2013		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-13.48%
Feb 3, 2012 - Mar 26, 2012		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-12.39%
Feb 22, 2019 - Oct 23, 2019		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-12.32%
Apr 6, 2011 - Aug 9, 2011		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between BMRC and SPY is 0.67 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.67
-101

Dividend Comparison (1999 - 2026)

BMRC vs SPY dividend yield comparison.

YearBMRCSPY
20261.94%0.24%
20253.84%1.07%
20244.21%1.21%
20234.54%1.40%
20222.98%1.65%
20212.52%1.20%
20202.68%1.52%
20191.78%1.75%
20181.54%2.04%
20171.65%1.80%
20161.46%2.03%
20151.69%2.06%
20141.52%1.87%
20131.68%1.81%
20121.87%2.18%
20111.73%2.05%
20101.74%1.80%
20091.75%1.95%
20082.33%3.02%
20071.75%1.85%
20061.28%1.73%
20050.59%1.73%
20040.92%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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