FMS vs SPY
Comparison between Fresenius Medical Care AG & Co. KGaA (FMS, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed FMS, delivering a return of +13.3% compared to -8.7%
FMS vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
FMS vs SPY - Historical Returns
Returns include dividend reinvestment.
FMS vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | FMS | SPY |
|---|---|---|
| 2026 | -6.32% | +8.27% |
| 2025 | +10.46% | +18.00% |
| 2024 | +9.62% | +25.59% |
| 2023 | +32.75% | +26.72% |
| 2022 | -48.69% | -18.64% |
| 2021 | -22.15% | +30.52% |
| 2020 | +14.17% | +17.28% |
| 2019 | +14.97% | +31.09% |
| 2018 | -37.35% | -5.24% |
| 2017 | +25.11% | +20.78% |
| 2016 | +3.00% | +13.59% |
| 2015 | +15.27% | +1.31% |
| 2014 | +7.92% | +14.56% |
| 2013 | +4.68% | +29.00% |
| 2012 | -1.60% | +14.17% |
| 2011 | +19.12% | +0.85% |
| 2010 | +6.92% | +13.14% |
| 2009 | +12.89% | +22.67% |
| 2008 | -9.60% | -36.25% |
| 2007 | +17.56% | +5.32% |
| 2006 | +24.19% | +13.85% |
| 2005 | +32.87% | +5.32% |
| 2004 | +13.43% | +10.75% |
| 2003 | +75.69% | +24.18% |
| 2002 | -32.86% | -22.42% |
| 2001 | -28.05% | -10.13% |
| 2000 | -1.41% | -8.84% |
| 1999 | +20.10% | +8.61% |
FMS vs SPY Drawdown Comparison
The maximum drawdown for FMS was -76.71%, occurring on Sep 19, 2002. Recovery took 1109 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current FMS drawdown is -54.52%.
| Rank | FMS | SPY |
|---|---|---|
| #1 | -76.71% Sep 22, 2000 - Feb 24, 2005 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -75.62% Jan 31, 2018 - Oct 10, 2022 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -39.57% Jul 10, 2008 - Aug 17, 2010 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -24.50% Dec 1, 1999 - Sep 1, 2000 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -20.91% Jul 26, 2011 - Feb 25, 2015 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -20.16% Jan 10, 2008 - Jul 3, 2008 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -19.10% Aug 9, 2016 - May 31, 2017 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -15.76% May 2, 2006 - Aug 2, 2006 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -14.90% Jul 20, 2015 - Oct 29, 2015 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -13.95% Nov 2, 2015 - Jul 28, 2016 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -12.99% Mar 1, 2005 - Aug 3, 2005 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -12.90% Oct 14, 2010 - Feb 15, 2011 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -11.81% May 8, 2007 - Sep 12, 2007 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -10.72% Apr 29, 2011 - Jul 25, 2011 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -9.92% Jun 14, 2017 - Dec 4, 2017 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between FMS and SPY is 0.34 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
Dividend Comparison (1999 - 2026)
FMS vs SPY dividend yield comparison.
| Year | FMS | SPY |
|---|---|---|
| 2026 | 0.00% | 0.24% |
| 2025 | 3.30% | 1.07% |
| 2024 | 2.80% | 1.21% |
| 2023 | 2.97% | 1.40% |
| 2022 | 4.34% | 1.65% |
| 2021 | 2.57% | 1.20% |
| 2020 | 1.72% | 1.52% |
| 2019 | 1.78% | 1.75% |
| 2018 | 1.95% | 2.04% |
| 2017 | 0.70% | 1.80% |
| 2016 | 0.74% | 2.03% |
| 2015 | 0.71% | 2.06% |
| 2014 | 0.99% | 1.87% |
| 2013 | 0.94% | 1.81% |
| 2012 | 0.91% | 2.18% |
| 2011 | 0.96% | 2.05% |
| 2010 | 0.93% | 1.80% |
| 2009 | 1.06% | 1.95% |
| 2008 | 1.38% | 3.02% |
| 2007 | 0.91% | 1.85% |
| 2006 | 0.93% | 1.73% |
| 2005 | 1.06% | 1.73% |
| 2004 | 1.22% | 1.82% |
| 2003 | 1.24% | 1.47% |
| 2002 | 1.49% | 1.70% |
| 2001 | 0.81% | 1.25% |
| 2000 | 0.58% | 1.15% |
| 1999 | 0.00% | 0.24% |
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