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BRN vs SPY

Comparison between Barnwell Industries Inc (BRN, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed BRN, delivering a return of +14.0% compared to -18.6%

BRN vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
BRN
$13M
Winner
SPY
$784B
Expense Ratio
BRN
N/A
SPY
0.09%
Max Drawdown
BRN
98.85%
Winner
SPY
56.47%
Sharpe Ratio
BRN
-0.75
Winner
SPY
1.68
5Y Beta
Winner
BRN
0.18
SPY
1.00
Industry
BRN
Oil & Gas E&p
SPY
N/A
P/E Ratio
Winner
BRN
-2.03
SPY
28.06
Forward P/E
Winner
BRN
13.57
SPY
21.47
PEG Ratio
BRN
N/A
SPY
0.36
5Y Dividends CAGR
BRN
N/A
SPY
6.00%
5Y EPS CAGR
BRN
-13.55%
Winner
SPY
25.05%
Debt to Equity
Winner
BRN
0.00%
SPY
30.60%
Free Cash Flow Yield
BRN
20.33%
SPY
N/A

BRN vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
BRN
-13.04%
Winner
SPY
+1.35%
3M
BRN
-11.50%
Winner
SPY
+13.50%
6M
BRN
-5.66%
Winner
SPY
+11.30%
1Y
BRN
-30.07%
Winner
SPY
+26.75%
5Y(CAGR)
BRN
-18.56%
Winner
SPY
+14.01%
10Y(CAGR)
BRN
-3.96%
Winner
SPY
+15.56%
Max(CAGR)
BRN
-2.19%
Winner
SPY
+8.52%

BRN vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearBRNSPY
2026-13.04%+9.89%
2025-27.92%+18.00%
2024-37.08%+25.59%
2023-15.84%+26.72%
2022+1.22%-18.64%
2021+130.95%+30.52%
2020+28.28%+17.28%
2019-30.41%+31.09%
2018-35.75%-5.24%
2017+30.55%+20.78%
2016-15.90%+13.59%
2015-33.57%+1.31%
2014-11.59%+14.56%
2013-9.34%+29.00%
2012+14.48%+14.17%
2011-37.64%+0.85%
2010-20.53%+13.14%
2009-7.41%+22.67%
2008-62.99%-36.25%
2007-48.01%+5.32%
2006+0.68%+13.85%
2005+96.40%+5.32%
2004+139.49%+10.75%
2003+58.45%+24.18%
2002-2.43%-22.42%
2001+3.21%-10.13%
2000+61.85%-8.84%
1999+2.99%+8.61%

BRN vs SPY Drawdown Comparison

The maximum drawdown for BRN was -98.80%, occurring on Mar 30, 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 BRN drawdown is -96.15%. The current SPY drawdown is -1.44%.

RankBRNSPY
#1-98.80%
Nov 15, 2005 - Mar 30, 2020		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-21.80%
May 9, 2005 - Oct 19, 2005		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-17.04%
Jun 4, 2001 - Feb 6, 2003		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-14.28%
Feb 23, 2005 - Apr 4, 2005		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-13.81%
May 25, 2004 - Oct 26, 2004		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-13.80%
Jan 10, 2005 - Feb 2, 2005		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-13.57%
Dec 28, 2000 - May 31, 2001		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-11.74%
Apr 27, 2005 - May 6, 2005		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-9.96%
Sep 19, 2000 - Dec 19, 2000		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-9.84%
Feb 27, 2004 - May 18, 2004		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-9.77%
Jan 4, 2000 - Mar 7, 2000		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-9.29%
Mar 9, 2000 - Jun 14, 2000		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-7.09%
Aug 8, 2000 - Sep 11, 2000		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-6.35%
Jun 28, 2000 - Aug 7, 2000		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-6.04%
May 18, 2004 - May 25, 2004		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between BRN and SPY is -0.37 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.37
-101

Dividend Comparison (1999 - 2026)

BRN vs SPY dividend yield comparison.

YearBRNSPY
20260.00%0.50%
20250.00%1.07%
20240.00%1.21%
20231.85%1.40%
20221.01%1.65%
20210.00%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20085.06%3.02%
20071.21%1.85%
20061.04%1.73%
20050.33%1.73%
20041.21%1.82%
20030.63%1.47%
20020.00%1.70%
20012.41%1.25%
20001.21%1.15%
19990.00%0.24%

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