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FGNXP vs SPY

Comparison between Fundamental Global Inc (FGNXP, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed FGNXP, delivering a return of +13.4% compared to +11.7%

FGNXP vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
FGNXP
$163M
Winner
SPY
$784B
Expense Ratio
FGNXP
N/A
SPY
0.09%
Max Drawdown
Winner
FGNXP
56.18%
SPY
56.47%
Sharpe Ratio
FGNXP
1.24
Winner
SPY
1.56
5Y Beta
Winner
FGNXP
0.11
SPY
1.00
Industry
FGNXP
Asset Management
SPY
N/A
P/E Ratio
Winner
FGNXP
-1.70
SPY
28.29
Forward P/E
FGNXP
N/A
SPY
21.75
PEG Ratio
FGNXP
-0.00
SPY
N/A
5Y Dividends CAGR
FGNXP
4.56%
Winner
SPY
5.43%
5Y EPS CAGR
FGNXP
N/A
SPY
25.98%
Debt to Equity
Winner
FGNXP
2.05%
SPY
30.79%
Free Cash Flow Yield
FGNXP
-5.88%
SPY
N/A
P/S Ratio
FGNXP
N/A
SPY
3.79
P/B Ratio
FGNXP
N/A
SPY
5.67

FGNXP vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
FGNXP
+3.15%
SPY
+0.48%
3M
FGNXP
+7.32%
Winner
SPY
+11.67%
6M
Winner
FGNXP
+29.09%
SPY
+9.42%
1Y
Winner
FGNXP
+62.28%
SPY
+24.27%
5Y(CAGR)
FGNXP
+11.67%
Winner
SPY
+13.36%
10Y(CAGR)
FGNXP
+10.47%
Winner
SPY
+15.42%
Max(CAGR)
Winner
FGNXP
+10.47%
SPY
+8.49%

FGNXP vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearFGNXPSPY
2026+21.58%+8.88%
2025+59.37%+18.00%
2024+10.19%+25.59%
2023-12.65%+26.72%
2022-10.55%-18.64%
2021+12.39%+30.52%
2020-3.23%+17.28%
2019+52.19%+31.09%
2018-16.49%-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+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%

FGNXP vs SPY Drawdown Comparison

The maximum drawdown for FGNXP was -44.46%, occurring on May 18, 2023. Recovery took 752 trading sessions.

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

The current FGNXP drawdown is -0.67%. The current SPY drawdown is -2.35%.

RankFGNXPSPY
#1-44.46%
Nov 30, 2021 - Nov 26, 2024		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-34.88%
Aug 13, 2018 - May 3, 2019		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-24.41%
Dec 26, 2019 - Mar 19, 2021		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-18.21%
Feb 2, 2026 - Mar 13, 2026		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-17.99%
Aug 22, 2025 - Dec 19, 2025		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-16.67%
Nov 29, 2024 - Jan 8, 2025		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-15.80%
Jan 8, 2025 - Jul 21, 2025		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-9.52%
Apr 24, 2026 - Jun 2, 2026		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-8.85%
Jul 21, 2025 - Jul 30, 2025		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-7.55%
Jul 30, 2025 - Aug 11, 2025		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-5.69%
Mar 31, 2021 - Aug 31, 2021		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-4.82%
Jun 5, 2019 - Aug 1, 2019		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-4.64%
Jan 8, 2026 - Jan 13, 2026		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-4.17%
May 7, 2018 - Jun 4, 2018		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-3.83%
Jun 4, 2018 - Aug 13, 2018		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between FGNXP and SPY is 0.73 which considered as a strong positive correlation - the stocks tend to move together.

0.73
-101

Dividend Comparison (1999 - 2026)

FGNXP vs SPY dividend yield comparison.

YearFGNXPSPY
20263.96%0.24%
20259.32%1.07%
202412.94%1.21%
202312.79%1.40%
20229.95%1.65%
20218.20%1.20%
20208.41%1.52%
20197.38%1.75%
20188.21%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%
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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