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FBP vs SPY

Comparison between First Bancorp PR (FBP, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceFBP has outperformed SPY, delivering a return of +17.2% compared to +14.0%

FBP vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
FBP
$3.73B
Winner
SPY
$735B
Expense Ratio
FBP
N/A
SPY
0.09%
Max Drawdown
FBP
99.57%
Winner
SPY
56.47%
Sharpe Ratio
FBP
0.80
Winner
SPY
1.91
5Y Beta
Winner
FBP
0.88
SPY
1.00
Industry
FBP
Banks - Regional
SPY
N/A
P/E Ratio
Winner
FBP
10.68
SPY
28.68
Forward P/E
Winner
FBP
20.75
SPY
22.19
PEG Ratio
FBP
0.48
SPY
N/A
Dividend Yield
FBP
3.07%
SPY
N/A
5Y Dividends CAGR
Winner
FBP
22.34%
SPY
5.43%
5Y EPS CAGR
FBP
25.07%
Winner
SPY
26.37%
Debt to Equity
Winner
FBP
14.74%
SPY
34.04%
Free Cash Flow Yield
FBP
11.97%
SPY
N/A
P/S Ratio
FBP
4.00
Winner
SPY
3.76
P/B Ratio
Winner
FBP
1.85
SPY
5.55

FBP vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
FBP
+1.86%
Winner
SPY
+4.84%
3M
Winner
FBP
+11.54%
SPY
+9.57%
6M
Winner
FBP
+21.77%
SPY
+13.79%
1Y
FBP
+23.98%
Winner
SPY
+29.34%
5Y(CAGR)
Winner
FBP
+17.20%
SPY
+13.98%
10Y(CAGR)
Winner
FBP
+21.83%
SPY
+15.66%
Max(CAGR)
FBP
-4.03%
Winner
SPY
+8.53%

FBP vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearFBPSPY
2026+16.40%+9.45%
2025+16.97%+18.00%
2024+17.48%+25.59%
2023+33.29%+26.72%
2022-7.07%-18.64%
2021+56.55%+30.52%
2020-9.94%+17.28%
2019+25.69%+31.09%
2018+70.19%-5.24%
2017-24.22%+20.78%
2016+107.21%+13.59%
2015-43.38%+1.31%
2014-2.81%+14.56%
2013+34.86%+29.00%
2012+30.86%+14.17%
2011-52.52%+0.85%
2010-80.00%+13.14%
2009-78.53%+22.67%
2008+51.81%-36.25%
2007-22.13%+5.32%
2006-21.47%+13.85%
2005-60.89%+5.32%
2004+63.72%+10.75%
2003+66.15%+24.18%
2002+22.31%-22.42%
2001+25.08%-10.13%
2000+18.35%-8.84%
1999-7.11%+8.61%

FBP vs SPY Drawdown Comparison

The maximum drawdown for FBP was -99.51%, occurring on Jan 25, 2016. 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 FBP drawdown is -92.93%. The current SPY drawdown is -0.34%.

RankFBPSPY
#1-99.51%
Dec 14, 2004 - Jan 25, 2016
-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-26.18%
Nov 1, 1999 - Sep 28, 2000
-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-24.58%
Jan 18, 2001 - Mar 30, 2001
-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-19.74%
Aug 9, 2002 - Mar 25, 2003
-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-19.44%
Aug 15, 2001 - Oct 26, 2001
-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-18.64%
Feb 26, 2004 - Aug 16, 2004
-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-15.88%
Sep 29, 2000 - Jan 11, 2001
-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-13.04%
May 6, 2003 - Aug 21, 2003
-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-10.82%
Jul 29, 2002 - Aug 8, 2002
-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-10.62%
Mar 30, 2001 - Jun 5, 2001
-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-10.54%
Oct 26, 2001 - Mar 26, 2002
-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-9.32%
Jul 1, 2002 - Jul 29, 2002
-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-7.26%
Jun 17, 2002 - Jun 27, 2002
-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-6.10%
Jan 20, 2004 - Feb 6, 2004
-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-6.09%
Dec 4, 2003 - Dec 30, 2003
-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between FBP and SPY is -0.44 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.44
-101

Dividend Comparison (1999 - 2026)

FBP vs SPY dividend yield comparison.

YearFBPSPY
20260.83%0.24%
20253.47%1.07%
20243.44%1.21%
20233.40%1.40%
20223.62%1.65%
20212.25%1.20%
20202.17%1.52%
20191.32%1.75%
20180.35%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20096.09%1.95%
20082.51%3.02%
20073.84%1.85%
20062.94%1.73%
20052.26%1.73%
20040.76%1.82%
20031.11%1.47%
20021.77%1.70%
20011.82%1.25%
20001.86%1.15%
19990.43%0.24%

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