BURL vs SPY
Comparison between Burlington Stores Inc (BURL, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed BURL, delivering a return of +13.3% compared to -1.7%
BURL vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
BURL
$20B
Winner
SPY
$652B
Expense Ratio
BURL
N/A
SPY
0.09%
Max Drawdown
BURL
68.87%
Winner
SPY
56.47%
Sharpe Ratio
BURL
0.67
Winner
SPY
2.07
5Y Beta
BURL
1.07
Winner
SPY
1.00
Industry
BURL
Apparel Retail
SPY
N/A
P/E Ratio
BURL
32.65
Winner
SPY
28.24
Forward P/E
BURL
26.18
Winner
SPY
21.85
PEG Ratio
BURL
1.46
SPY
N/A
5Y Dividends CAGR
BURL
N/A
SPY
5.43%
5Y EPS CAGR
BURL
N/A
SPY
25.79%
Debt to Equity
BURL
115.00%
Winner
SPY
22.35%
Free Cash Flow Yield
BURL
0.86%
SPY
N/A
P/S Ratio
Winner
BURL
1.72
SPY
3.55
P/B Ratio
BURL
10.87
Winner
SPY
5.29
BURL vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
BURL
-8.97%
Winner
SPY
+9.11%
3M
BURL
-4.41%
Winner
SPY
+6.59%
6M
BURL
+8.41%
Winner
SPY
+10.56%
1Y
BURL
+22.27%
Winner
SPY
+32.04%
5Y(CAGR)
BURL
-1.66%
Winner
SPY
+13.35%
10Y(CAGR)
Winner
BURL
+18.30%
SPY
+15.49%
Max(CAGR)
Winner
BURL
+21.95%
SPY
+8.50%
BURL vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | BURL | SPY |
|---|---|---|
| 2026 | +2.03% | +8.27% |
| 2025 | +1.07% | +18.00% |
| 2024 | +46.29% | +25.59% |
| 2023 | -5.67% | +26.72% |
| 2022 | -29.84% | -18.64% |
| 2021 | +15.05% | +30.52% |
| 2020 | +14.12% | +17.28% |
| 2019 | +42.38% | +31.09% |
| 2018 | +33.07% | -5.24% |
| 2017 | +45.12% | +20.78% |
| 2016 | +96.14% | +13.59% |
| 2015 | -10.59% | +1.31% |
| 2014 | +45.42% | +14.56% |
| 2013 | +27.95% | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
BURL vs SPY Drawdown Comparison
The maximum drawdown for BURL was -68.87%, occurring on Sep 29, 2022. 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 BURL drawdown is -13.67%.
| Rank | BURL | SPY |
|---|---|---|
| #1 | -68.87% Aug 11, 2021 - Sep 29, 2022 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -51.45% Feb 19, 2020 - Dec 23, 2020 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -33.30% Mar 24, 2015 - Jun 1, 2016 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -25.35% Jan 2, 2014 - Jul 25, 2014 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -22.79% May 10, 2017 - Nov 17, 2017 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -20.40% Feb 4, 2019 - Apr 24, 2019 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -17.56% Sep 2, 2016 - Nov 22, 2016 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -17.36% Apr 24, 2019 - Jul 10, 2019 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -15.55% Nov 13, 2018 - Feb 4, 2019 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -14.15% Sep 4, 2018 - Oct 30, 2018 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -14.12% Nov 15, 2013 - Dec 20, 2013 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -11.41% Jan 26, 2018 - Mar 9, 2018 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -11.31% Jan 6, 2021 - Feb 24, 2021 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -10.28% May 17, 2021 - Aug 3, 2021 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -9.78% Nov 23, 2016 - Mar 2, 2017 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between BURL and SPY is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
0.83
-101
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