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BRY vs SPY

Comparison between Berry Corp (BRY, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed BRY, delivering a return of +12.8% compared to +5.7%

BRY vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
BRY
$253M
Winner
SPY
$781B
Expense Ratio
BRY
N/A
SPY
0.09%
Max Drawdown
BRY
89.58%
Winner
SPY
56.47%
Sharpe Ratio
BRY
-0.05
Winner
SPY
1.12
5Y Beta
BRY
N/A
SPY
1.00
Industry
BRY
Oil & Gas E&p
SPY
N/A
P/E Ratio
Winner
BRY
-2.78
SPY
27.10
Forward P/E
Winner
BRY
17.79
SPY
20.59
Dividend Yield
BRY
3.68%
SPY
N/A
5Y Dividends CAGR
BRY
-12.94%
Winner
SPY
6.00%
5Y EPS CAGR
BRY
-14.63%
Winner
SPY
25.29%
Debt to Equity
BRY
62.52%
Winner
SPY
31.61%
Free Cash Flow Yield
BRY
67.71%
SPY
N/A
P/S Ratio
BRY
N/A
SPY
3.72
P/B Ratio
BRY
N/A
SPY
5.54

BRY vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
BRY
-4.12%
Winner
SPY
+0.17%
3M
BRY
-19.39%
Winner
SPY
+3.92%
6M
BRY
+1.64%
Winner
SPY
+8.53%
1Y
BRY
-14.60%
Winner
SPY
+19.49%
5Y(CAGR)
BRY
+5.74%
Winner
SPY
+12.76%
10Y(CAGR)
BRY
N/A
SPY
+15.01%
Max(CAGR)
BRY
-11.21%
Winner
SPY
+8.48%

BRY vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearBRYSPY
2026N/A+9.93%
2025-20.78%+18.00%
2024-34.40%+25.59%
2023+2.95%+26.72%
2022+6.99%-18.64%
2021+138.20%+30.52%
2020-57.89%+17.28%
2019+9.97%+31.09%
2018-35.27%-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

BRY vs SPY Drawdown Comparison

The maximum drawdown for BRY was -88.45%, 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 BRY drawdown is -68.97%. The current SPY drawdown is -1.40%.

RankBRYSPY
#1-88.45%
Oct 5, 2018 - Mar 18, 2020
-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-20.44%
Jul 20, 2018 - Aug 30, 2018
-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-4.27%
Aug 31, 2018 - Sep 18, 2018
-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-2.26%
Sep 20, 2018 - Sep 24, 2018
-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-1.47%
Sep 25, 2018 - Sep 27, 2018
-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-1.12%
Oct 2, 2018 - Oct 5, 2018
-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-0.51%
Sep 28, 2018 - Oct 2, 2018
-13.02%
Jul 20, 2015 - Apr 18, 2016
#8N/A-10.10%
Jan 26, 2018 - Aug 6, 2018
#9N/A-9.44%
Sep 2, 2020 - Nov 11, 2020
#10N/A-9.30%
Jan 19, 2000 - Mar 17, 2000
#11N/A-9.05%
Jul 19, 2007 - Oct 5, 2007
#12N/A-8.88%
Jan 27, 2026 - Apr 14, 2026
#13N/A-8.41%
Jul 16, 2024 - Sep 19, 2024
#14N/A-7.35%
Sep 14, 2012 - Jan 2, 2013
#15N/A-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between BRY and SPY is -0.25 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.25
-101

Dividend Comparison (1999 - 2026)

BRY vs SPY dividend yield comparison.

YearBRYSPY
20260.00%0.50%
20253.68%1.07%
202418.16%1.21%
202313.80%1.40%
202216.75%1.65%
20212.38%1.20%
20203.26%1.52%
20195.09%1.75%
20182.40%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%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%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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