BOTJ vs SPY
Comparison between Bank of James Financial Group Inc (BOTJ, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed BOTJ, delivering a return of +13.9% compared to +8.9%
BOTJ vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
BOTJ vs SPY - Historical Returns
Returns include dividend reinvestment.
BOTJ vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | BOTJ | SPY |
|---|---|---|
| 2026 | +24.88% | +11.13% |
| 2025 | +24.33% | +18.00% |
| 2024 | +33.76% | +25.59% |
| 2023 | +5.58% | +26.72% |
| 2022 | -21.53% | -18.64% |
| 2021 | +38.91% | +30.52% |
| 2020 | -20.91% | +17.28% |
| 2019 | +19.76% | +31.09% |
| 2018 | -12.22% | -5.24% |
| 2017 | -0.22% | +20.78% |
| 2016 | +23.69% | +13.59% |
| 2015 | +26.13% | +1.31% |
| 2014 | +13.67% | +14.56% |
| 2013 | +60.16% | +29.00% |
| 2012 | +29.54% | +14.17% |
| 2011 | -29.60% | +0.85% |
| 2010 | -3.38% | +13.14% |
| 2009 | -2.87% | +22.67% |
| 2008 | -37.14% | -36.25% |
| 2007 | -7.93% | +5.32% |
| 2006 | -2.82% | +13.85% |
| 2005 | +19.39% | +5.32% |
| 2004 | +17.06% | +10.75% |
| 2003 | +60.34% | +24.18% |
| 2002 | +20.83% | -22.42% |
| 2001 | +20.00% | -10.13% |
| 2000 | -6.82% | -8.84% |
| 1999 | N/A | +8.61% |
BOTJ vs SPY Drawdown Comparison
The maximum drawdown for BOTJ was -76.94%, occurring on Sep 30, 2011. Recovery took 2751 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current BOTJ drawdown is -1.95%. The current SPY drawdown is -0.33%.
| Rank | BOTJ | SPY |
|---|---|---|
| #1 | -76.94% Feb 8, 2006 - Jan 12, 2017 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -50.27% Jun 23, 2021 - Oct 27, 2025 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -49.76% Jun 25, 2018 - May 24, 2021 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -25.00% Oct 4, 2001 - May 20, 2002 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -23.41% Mar 23, 2005 - Jan 27, 2006 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -20.83% Aug 16, 2000 - Oct 4, 2001 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -16.07% Aug 30, 2004 - Jan 24, 2005 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -14.72% Nov 18, 2003 - Jan 7, 2004 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -14.69% Mar 2, 2017 - May 17, 2018 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -14.00% Jan 7, 2004 - Aug 30, 2004 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -12.70% Nov 12, 2002 - May 27, 2003 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -11.54% Jul 16, 2003 - Oct 21, 2003 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -9.68% May 20, 2002 - Nov 12, 2002 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -8.96% May 27, 2003 - Jul 15, 2003 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -8.82% Feb 23, 2026 - Mar 16, 2026 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between BOTJ and SPY is 0.84 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (1999 - 2026)
BOTJ vs SPY dividend yield comparison.
| Year | BOTJ | SPY |
|---|---|---|
| 2026 | 0.87% | 0.24% |
| 2025 | 2.15% | 1.07% |
| 2024 | 2.52% | 1.21% |
| 2023 | 2.62% | 1.40% |
| 2022 | 2.43% | 1.65% |
| 2021 | 1.73% | 1.20% |
| 2020 | 2.31% | 1.52% |
| 2019 | 1.83% | 1.75% |
| 2018 | 1.84% | 2.04% |
| 2017 | 1.61% | 1.80% |
| 2016 | 1.58% | 2.03% |
| 2015 | 1.70% | 2.06% |
| 2014 | 1.46% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 12.52% | 1.80% |
| 2009 | 7.08% | 1.95% |
| 2008 | 18.19% | 3.02% |
| 2007 | 12.86% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 8.54% | 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% |
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