EP vs SPY

Comparison between Empire Petroleum Corporation (EP, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed EP, delivering a return of +13.3% compared to -20.2%

EP vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EP(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$97M	$735B
Expense Ratio	N/A	0.09%
Max Drawdown	92.86%	56.47%
Sharpe Ratio	-0.55	1.62
5Y Beta	1.72	1.00
Industry	Oil & Gas E&p	N/A
P/E Ratio	-1.15	28.99
Forward P/E	N/A	22.37
PEG Ratio	-0.00	N/A
5Y Dividends CAGR	N/A	5.43%
5Y EPS CAGR	-4.66%	26.05%
Debt to Equity	25.86%	32.40%
Free Cash Flow Yield	-6.71%	N/A
P/S Ratio	3.19	3.74
P/B Ratio	29.77	5.61

Market Cap / Net Assets

$97M

Winner

SPY

$735B

Expense Ratio

N/A

SPY

0.09%

Max Drawdown

92.86%

Winner

SPY

56.47%

Sharpe Ratio

-0.55

Winner

SPY

1.62

5Y Beta

1.72

Winner

SPY

1.00

Industry

Oil & Gas E&p

SPY

N/A

P/E Ratio

Winner

-1.15

SPY

28.99

Forward P/E

N/A

SPY

22.37

PEG Ratio

-0.00

SPY

N/A

5Y Dividends CAGR

N/A

SPY

5.43%

5Y EPS CAGR

-4.66%

Winner

SPY

26.05%

Debt to Equity

Winner

25.86%

SPY

32.40%

Free Cash Flow Yield

-6.71%

SPY

N/A

P/S Ratio

Winner

3.19

SPY

3.74

P/B Ratio

29.77

Winner

SPY

5.61

EP vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	EP	SPY
1 month	-2.17%	+1.90%
3 months	-19.58%	+8.55%
6 months	-13.69%	+8.18%
1 year	-44.81%	+25.79%
5 years(CAGR)	-20.17%	+13.32%
10 years(CAGR)	+18.98%	+15.19%
Max(CAGR)	+17.86%	+8.47%

-2.17%

Winner

SPY

+1.90%

-19.58%

Winner

SPY

+8.55%

-13.69%

Winner

SPY

+8.18%

-44.81%

Winner

SPY

+25.79%

5Y(CAGR)

-20.17%

Winner

SPY

+13.32%

10Y(CAGR)

Winner

+18.98%

SPY

+15.19%

Max(CAGR)

Winner

+17.86%

SPY

+8.47%

EP vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	EP	SPY
2026	-10.86%	+8.26%
2025	-60.77%	+18.00%
2024	-26.99%	+25.59%
2023	-0.63%	+26.72%
2022	-0.81%	-18.64%
2021	+814.55%	+30.52%
2020	+160.00%	+17.28%
2019	+14.09%	+31.09%
2018	+12.50%	-5.24%
2017	+0.99%	+20.78%
2016	+75.00%	+13.59%
2015	-10.00%	+1.31%
2014	+100.00%	+14.56%
2013	+228.95%	+29.00%
2012	-25.00%	+14.17%
2011	-56.36%	+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%

EP vs SPY Drawdown Comparison

The maximum drawdown for EP was -92.86%, occurring on Jul 19, 2017. Recovery took 1732 trading sessions.

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

The current EP drawdown is -89.07%. The current SPY drawdown is -2.90%.

Rank	EP	SPY
#1	-92.86% Mar 7, 2014 - Mar 15, 2021	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-91.82% Mar 14, 2011 - Aug 20, 2013	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-90.16% May 4, 2022 - May 20, 2026	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-62.96% Sep 10, 2013 - Feb 10, 2014	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-38.89% Feb 10, 2014 - Mar 7, 2014	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-34.67% Nov 17, 2021 - Mar 8, 2022	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-34.09% May 20, 2021 - Oct 6, 2021	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-21.67% Mar 10, 2022 - Mar 22, 2022	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-13.85% Apr 23, 2021 - May 18, 2021	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-13.50% Oct 13, 2021 - Oct 25, 2021	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-10.48% Oct 6, 2021 - Oct 12, 2021	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-10.00% Mar 2, 2011 - Mar 14, 2011	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-8.17% Mar 8, 2022 - Mar 10, 2022	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-5.60% Mar 17, 2021 - Mar 24, 2021	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-5.40% Apr 8, 2022 - Apr 13, 2022	-7.27% Sep 18, 2014 - Oct 31, 2014