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CARE vs SPY

Comparison between Carter Bankshares Inc (CARE, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceCARE has outperformed SPY, delivering a return of +15.4% compared to +13.3%

CARE vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
CARE
$595M
Winner
SPY
$735B
Expense Ratio
CARE
N/A
SPY
0.09%
Max Drawdown
CARE
73.36%
Winner
SPY
56.47%
Sharpe Ratio
Winner
CARE
2.09
SPY
1.62
5Y Beta
Winner
CARE
0.76
SPY
1.00
Industry
CARE
Banks - Regional
SPY
N/A
P/E Ratio
Winner
CARE
5.51
SPY
28.99
Forward P/E
Winner
CARE
13.66
SPY
22.37
PEG Ratio
CARE
0.02
SPY
N/A
5Y Dividends CAGR
CARE
N/A
SPY
5.43%
5Y EPS CAGR
CARE
N/A
SPY
26.05%
Debt to Equity
Winner
CARE
0.00%
SPY
32.40%
Free Cash Flow Yield
CARE
55.37%
SPY
N/A
P/S Ratio
Winner
CARE
2.34
SPY
3.74
P/B Ratio
Winner
CARE
1.19
SPY
5.61

CARE vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
CARE
+9.55%
SPY
+1.90%
3M
Winner
CARE
+37.99%
SPY
+8.55%
6M
Winner
CARE
+50.54%
SPY
+8.18%
1Y
Winner
CARE
+74.79%
SPY
+25.79%
5Y(CAGR)
Winner
CARE
+15.39%
SPY
+13.32%
10Y(CAGR)
CARE
+8.66%
Winner
SPY
+15.19%
Max(CAGR)
Winner
CARE
+9.63%
SPY
+8.47%

CARE vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearCARESPY
2026+47.44%+8.26%
2025+14.10%+18.00%
2024+18.21%+25.59%
2023-8.78%+26.72%
2022+6.62%-18.64%
2021+45.46%+30.52%
2020-51.39%+17.28%
2019+55.54%+31.09%
2018-13.04%-5.24%
2017+32.99%+20.78%
2016+2.63%+13.59%
2015+13.29%+1.31%
2014+18.54%+14.56%
2013+24.69%+29.00%
2012-1.67%+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%

CARE vs SPY Drawdown Comparison

The maximum drawdown for CARE was -73.17%, occurring on Sep 23, 2020. Recovery took 1572 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 -2.90%.

RankCARESPY
#1-73.17%
Dec 31, 2019 - Apr 6, 2026		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-26.41%
Sep 19, 2018 - May 3, 2019		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-14.66%
Jul 27, 2016 - Jan 12, 2017		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-12.95%
Apr 13, 2017 - Aug 28, 2017		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-9.77%
Jul 26, 2013 - Oct 13, 2014		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-9.06%
Jun 18, 2019 - Nov 18, 2019		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-8.61%
Aug 31, 2017 - Jun 28, 2018		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-7.80%
Mar 24, 2015 - Nov 13, 2015		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-7.77%
Jul 18, 2018 - Sep 14, 2018		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-7.57%
Mar 31, 2016 - Jul 27, 2016		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-5.34%
Apr 22, 2013 - May 13, 2013		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-4.23%
Jan 24, 2013 - Feb 20, 2013		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-4.01%
Jun 18, 2013 - Jun 27, 2013		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-3.94%
May 13, 2013 - Jun 17, 2013		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-3.71%
Jun 27, 2013 - Jul 9, 2013		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between CARE and SPY is 0.58 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.58
-101

Dividend Comparison (1999 - 2026)

CARE vs SPY dividend yield comparison.

YearCARESPY
20260.35%0.24%
20250.00%1.07%
20240.00%1.21%
20230.00%1.40%
20220.00%1.65%
20210.00%1.20%
20201.31%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20162.26%2.03%
20152.96%2.06%
20142.36%1.87%
20131.82%1.81%
20121.13%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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