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BSRR vs SPY

Comparison between Sierra Bancorp (BSRR, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed BSRR, delivering a return of +13.4% compared to +12.9%

BSRR vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
BSRR
$526M
Winner
SPY
$784B
Expense Ratio
BSRR
N/A
SPY
0.09%
Max Drawdown
BSRR
82.57%
Winner
SPY
56.47%
Sharpe Ratio
BSRR
1.37
Winner
SPY
1.56
5Y Beta
Winner
BSRR
0.86
SPY
1.00
Industry
BSRR
Banks - Regional
SPY
N/A
P/E Ratio
Winner
BSRR
11.73
SPY
28.29
Forward P/E
Winner
BSRR
11.44
SPY
21.75
PEG Ratio
BSRR
0.56
SPY
N/A
Dividend Yield
BSRR
2.54%
SPY
N/A
5Y Dividends CAGR
Winner
BSRR
9.14%
SPY
5.43%
5Y EPS CAGR
BSRR
6.29%
Winner
SPY
25.98%
Debt to Equity
Winner
BSRR
13.61%
SPY
30.79%
Free Cash Flow Yield
BSRR
0.55%
SPY
N/A
P/S Ratio
Winner
BSRR
3.39
SPY
3.79
P/B Ratio
Winner
BSRR
1.43
SPY
5.67

BSRR vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
BSRR
+9.09%
SPY
+0.48%
3M
Winner
BSRR
+23.90%
SPY
+11.67%
6M
Winner
BSRR
+21.08%
SPY
+9.42%
1Y
Winner
BSRR
+49.43%
SPY
+24.27%
5Y(CAGR)
BSRR
+12.92%
Winner
SPY
+13.36%
10Y(CAGR)
BSRR
+12.40%
Winner
SPY
+15.42%
Max(CAGR)
Winner
BSRR
+8.76%
SPY
+8.49%

BSRR vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearBSRRSPY
2026+27.24%+8.88%
2025+18.55%+18.00%
2024+32.26%+25.59%
2023+10.34%+26.72%
2022-18.80%-18.64%
2021+19.46%+30.52%
2020-14.96%+17.28%
2019+22.84%+31.09%
2018-7.92%-5.24%
2017+2.48%+20.78%
2016+56.11%+13.59%
2015+5.41%+1.31%
2014+12.76%+14.56%
2013+39.54%+29.00%
2012+30.09%+14.17%
2011-16.91%+0.85%
2010+43.03%+13.14%
2009-62.32%+22.67%
2008-9.65%-36.25%
2007-13.22%+5.32%
2006+32.71%+13.85%
2005+1.46%+5.32%
2004+47.01%+10.75%
2003+60.96%+24.18%
2002+48.22%-22.42%
2001+3.42%-10.13%
2000-20.48%-8.84%
1999+1.37%+8.61%

BSRR vs SPY Drawdown Comparison

The maximum drawdown for BSRR was -81.36%, occurring on Mar 2, 2009. Recovery took 2583 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current SPY drawdown is -2.35%.

RankBSRRSPY
#1-81.36%
Oct 17, 2006 - Jan 23, 2017		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-56.38%
Dec 20, 2019 - Jan 4, 2022		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-43.31%
Dec 29, 1999 - Feb 11, 2002		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-42.70%
Jan 7, 2022 - Jul 16, 2024		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-29.07%
Nov 6, 2024 - Dec 10, 2025		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-28.11%
May 9, 2003 - Nov 2, 2004		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-25.70%
May 6, 2002 - Feb 7, 2003		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-25.23%
Sep 10, 2018 - Dec 20, 2019		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-20.91%
Mar 2, 2005 - Jun 15, 2005		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-17.69%
Feb 24, 2017 - Nov 29, 2017		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-17.17%
Mar 10, 2003 - May 8, 2003		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-15.29%
Feb 17, 2026 - May 7, 2026		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-13.79%
Sep 19, 2024 - Nov 6, 2024		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-12.60%
Jul 24, 2024 - Aug 30, 2024		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-11.46%
Aug 8, 2006 - Oct 13, 2006		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between BSRR and SPY is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86
-101

Dividend Comparison (1999 - 2026)

BSRR vs SPY dividend yield comparison.

YearBSRRSPY
20261.28%0.24%
20253.06%1.07%
20243.25%1.21%
20234.08%1.40%
20224.33%1.65%
20213.17%1.20%
20203.34%1.52%
20192.54%1.75%
20182.66%2.04%
20172.11%1.80%
20161.81%2.03%
20152.38%2.06%
20141.94%1.87%
20131.62%1.81%
20122.10%2.18%
20112.73%2.05%
20102.24%1.80%
20095.24%1.95%
20083.24%3.02%
20072.49%1.85%
20061.84%1.73%
20051.97%1.73%
20041.62%1.82%
20032.29%1.47%
20022.77%1.70%
20012.57%1.25%
20003.32%1.15%
19990.00%0.24%

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