EPM vs SPY
Comparison between Evolution Petroleum Corporation (EPM, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed EPM, delivering a return of +13.3% compared to +8.1%
EPM vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
EPM vs SPY - Historical Returns
Returns include dividend reinvestment.
EPM vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | EPM | SPY |
|---|---|---|
| 2026 | +23.90% | +8.26% |
| 2025 | -25.70% | +18.00% |
| 2024 | -1.56% | +25.59% |
| 2023 | -10.35% | +26.72% |
| 2022 | +55.07% | -18.64% |
| 2021 | +92.88% | +30.52% |
| 2020 | -44.00% | +17.28% |
| 2019 | -18.44% | +31.09% |
| 2018 | +3.46% | -5.24% |
| 2017 | -24.96% | +20.78% |
| 2016 | +118.03% | +13.59% |
| 2015 | -34.21% | +1.31% |
| 2014 | -35.67% | +14.56% |
| 2013 | +48.82% | +29.00% |
| 2012 | -2.40% | +14.17% |
| 2011 | +22.90% | +0.85% |
| 2010 | +39.61% | +13.14% |
| 2009 | +249.92% | +22.67% |
| 2008 | -77.90% | -36.25% |
| 2007 | +58.81% | +5.32% |
| 2006 | +100.00% | +13.85% |
| 2005 | -25.00% | +5.32% |
| 2004 | +150.00% | +10.75% |
| 2003 | +0.00% | +24.18% |
| 2002 | -99.50% | -22.42% |
| 2001 | -42.86% | -10.13% |
| 2000 | -22.22% | -8.84% |
| 1999 | +233.33% | +8.61% |
EPM vs SPY Drawdown Comparison
The maximum drawdown for EPM was -99.99%, occurring on Feb 28, 2003. 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 EPM drawdown is -99.70%. The current SPY drawdown is -2.90%.
| Rank | EPM | SPY |
|---|---|---|
| #1 | -99.99% Sep 13, 2000 - Feb 28, 2003 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -79.07% Mar 8, 2000 - Sep 13, 2000 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -58.06% Jan 6, 2000 - Mar 7, 2000 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -46.15% Nov 9, 1999 - Jan 6, 2000 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | N/A | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | N/A | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | N/A | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | N/A | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | N/A | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | N/A | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | N/A | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | N/A | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | N/A | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | N/A | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | N/A | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between EPM and SPY is -0.17 which considered as a very weak or no correlation - the stocks move independently of each other.
Dividend Comparison (1999 - 2026)
EPM vs SPY dividend yield comparison.
| Year | EPM | SPY |
|---|---|---|
| 2026 | 2.73% | 0.24% |
| 2025 | 13.56% | 1.07% |
| 2024 | 9.18% | 1.21% |
| 2023 | 8.26% | 1.40% |
| 2022 | 5.83% | 1.65% |
| 2021 | 4.55% | 1.20% |
| 2020 | 6.14% | 1.52% |
| 2019 | 7.31% | 1.75% |
| 2018 | 5.87% | 2.04% |
| 2017 | 4.23% | 1.80% |
| 2016 | 2.15% | 2.03% |
| 2015 | 4.16% | 2.06% |
| 2014 | 5.38% | 1.87% |
| 2013 | 0.81% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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