CUK vs SPY
Comparison between Carnival PLC (CUK, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed CUK, delivering a return of +13.3% compared to +3.6%
CUK vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
CUK
$26B
Winner
SPY
$652B
Expense Ratio
CUK
N/A
SPY
0.09%
Max Drawdown
CUK
92.13%
Winner
SPY
56.47%
Sharpe Ratio
CUK
1.09
Winner
SPY
2.07
5Y Beta
CUK
1.87
Winner
SPY
1.00
Industry
CUK
Travel Services
SPY
N/A
P/E Ratio
Winner
CUK
12.10
SPY
28.24
Forward P/E
Winner
CUK
11.60
SPY
21.85
PEG Ratio
CUK
1.04
SPY
N/A
Dividend Yield
CUK
0.55%
SPY
N/A
5Y Dividends CAGR
CUK
-21.40%
Winner
SPY
5.43%
5Y EPS CAGR
CUK
N/A
SPY
25.79%
Debt to Equity
CUK
34.25%
Winner
SPY
22.35%
Free Cash Flow Yield
CUK
0.00%
SPY
N/A
P/S Ratio
Winner
CUK
1.41
SPY
3.55
P/B Ratio
Winner
CUK
2.73
SPY
5.29
CUK vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
CUK
+9.01%
Winner
SPY
+9.11%
3M
CUK
-18.07%
Winner
SPY
+6.59%
6M
Winner
CUK
+14.19%
SPY
+10.56%
1Y
Winner
CUK
+53.68%
SPY
+32.04%
5Y(CAGR)
CUK
+3.60%
Winner
SPY
+13.35%
10Y(CAGR)
CUK
-4.64%
Winner
SPY
+15.49%
Max(CAGR)
CUK
+4.35%
Winner
SPY
+8.50%
CUK vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | CUK | SPY |
|---|---|---|
| 2026 | -10.04% | +8.27% |
| 2025 | +34.68% | +18.00% |
| 2024 | +42.74% | +25.59% |
| 2023 | +137.80% | +26.72% |
| 2022 | -63.28% | -18.64% |
| 2021 | +4.88% | +30.52% |
| 2020 | -60.92% | +17.28% |
| 2019 | +2.10% | +31.09% |
| 2018 | -24.95% | -5.24% |
| 2017 | +32.75% | +20.78% |
| 2016 | -6.96% | +13.59% |
| 2015 | +28.55% | +1.31% |
| 2014 | +13.27% | +14.56% |
| 2013 | +8.24% | +29.00% |
| 2012 | +20.26% | +14.17% |
| 2011 | -27.95% | +0.85% |
| 2010 | +36.99% | +13.14% |
| 2009 | +43.05% | +22.67% |
| 2008 | -44.48% | -36.25% |
| 2007 | -13.42% | +5.32% |
| 2006 | -11.34% | +13.85% |
| 2005 | -5.33% | +5.32% |
| 2004 | +53.47% | +10.75% |
| 2003 | +74.30% | +24.18% |
| 2002 | +21.44% | -22.42% |
| 2001 | +40.94% | -10.13% |
| 2000 | -8.00% | -8.84% |
| 1999 | N/A | +8.61% |
CUK vs SPY Drawdown Comparison
The maximum drawdown for CUK was -91.43%, occurring on Oct 10, 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 CUK drawdown is -58.06%.
| Rank | CUK | SPY |
|---|---|---|
| #1 | -91.43% Jan 29, 2018 - Oct 10, 2022 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -72.11% Dec 28, 2004 - Mar 27, 2015 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -53.15% Aug 27, 2001 - Dec 26, 2001 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -31.82% Feb 9, 2001 - Aug 1, 2001 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -31.41% Nov 6, 2002 - May 28, 2003 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -23.78% Oct 23, 2000 - Jan 4, 2001 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -23.71% Dec 29, 2015 - Mar 10, 2017 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -22.08% May 16, 2002 - Sep 11, 2002 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -14.40% Feb 17, 2004 - Jun 23, 2004 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -11.69% Aug 18, 2015 - Oct 23, 2015 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -11.22% Sep 11, 2002 - Oct 23, 2002 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -10.68% Apr 7, 2015 - May 19, 2015 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -10.39% Jul 2, 2004 - Sep 16, 2004 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -9.03% Aug 31, 2017 - Jan 12, 2018 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -8.61% Jan 17, 2002 - Mar 6, 2002 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between CUK and SPY is -0.13 which considered as a very weak or no correlation - the stocks move independently of each other.
-0.13
-101
Dividend Comparison (1999 - 2026)
CUK vs SPY dividend yield comparison.
| Year | CUK | SPY |
|---|---|---|
| 2026 | 0.55% | 0.24% |
| 2025 | 0.00% | 1.07% |
| 2024 | 0.00% | 1.21% |
| 2023 | 0.00% | 1.40% |
| 2022 | 0.00% | 1.65% |
| 2021 | 0.00% | 1.20% |
| 2020 | 2.67% | 1.52% |
| 2019 | 4.15% | 1.75% |
| 2018 | 4.00% | 2.04% |
| 2017 | 2.41% | 1.80% |
| 2016 | 2.64% | 2.03% |
| 2015 | 1.93% | 2.06% |
| 2014 | 2.22% | 1.87% |
| 2013 | 2.41% | 1.81% |
| 2012 | 3.87% | 2.18% |
| 2011 | 3.04% | 2.05% |
| 2010 | 0.86% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 7.06% | 3.02% |
| 2007 | 3.13% | 1.85% |
| 2006 | 2.04% | 1.73% |
| 2005 | 1.41% | 1.73% |
| 2004 | 0.86% | 1.82% |
| 2003 | 1.04% | 1.47% |
| 2002 | 1.44% | 1.70% |
| 2001 | 1.73% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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