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FUNC vs SPY

Comparison between First United Corporation (FUNC, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceFUNC has outperformed SPY, delivering a return of +24.5% compared to +12.6%

FUNC vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
FUNC
$288M
Winner
SPY
$781B
Expense Ratio
FUNC
N/A
SPY
0.09%
Max Drawdown
FUNC
89.18%
Winner
SPY
56.47%
Sharpe Ratio
FUNC
1.03
Winner
SPY
1.06
5Y Beta
Winner
FUNC
0.78
SPY
1.00
Industry
FUNC
Banks - Regional
SPY
N/A
P/E Ratio
Winner
FUNC
11.43
SPY
27.10
Forward P/E
Winner
FUNC
5.27
SPY
20.61
PEG Ratio
FUNC
0.98
SPY
N/A
Dividend Yield
FUNC
2.28%
SPY
N/A
5Y Dividends CAGR
Winner
FUNC
13.18%
SPY
6.00%
5Y EPS CAGR
FUNC
12.01%
Winner
SPY
25.29%
Debt to Equity
Winner
FUNC
24.61%
SPY
31.61%
Free Cash Flow Yield
FUNC
7.64%
SPY
N/A
P/S Ratio
Winner
FUNC
3.19
SPY
3.72
P/B Ratio
Winner
FUNC
1.39
SPY
5.54

FUNC vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
FUNC
-0.03%
SPY
-0.68%
3M
Winner
FUNC
+18.66%
SPY
+3.47%
6M
Winner
FUNC
+15.84%
SPY
+7.76%
1Y
Winner
FUNC
+35.31%
SPY
+18.19%
5Y(CAGR)
Winner
FUNC
+24.50%
SPY
+12.60%
10Y(CAGR)
Winner
FUNC
+19.01%
SPY
+14.91%
Max(CAGR)
FUNC
+7.09%
Winner
SPY
+8.45%

FUNC vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearFUNCSPY
2026+20.58%+9.14%
2025+15.25%+18.00%
2024+46.46%+25.59%
2023+25.21%+26.72%
2022+5.63%-18.64%
2021+24.36%+30.52%
2020-34.07%+17.28%
2019+49.11%+31.09%
2018-7.20%-5.24%
2017+9.09%+20.78%
2016+38.58%+13.59%
2015+36.68%+1.31%
2014+8.88%+14.56%
2013+6.23%+29.00%
2012+110.88%+14.17%
2011-10.23%+0.85%
2010-40.62%+13.14%
2009-54.25%+22.67%
2008-28.39%-36.25%
2007-5.24%+5.32%
2006+5.78%+13.85%
2005+7.93%+5.32%
2004-14.03%+10.75%
2003+54.81%+24.18%
2002+6.53%-22.42%
2001+52.75%-10.13%
2000-25.02%-8.84%
1999-0.41%+8.61%

FUNC vs SPY Drawdown Comparison

The maximum drawdown for FUNC was -85.86%, occurring on Mar 16, 2011. Recovery took 2776 trading sessions.

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

The current FUNC drawdown is -4.51%. The current SPY drawdown is -2.11%.

RankFUNCSPY
#1-85.86%
May 2, 2007 - May 10, 2018		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-54.90%
Dec 13, 2019 - Feb 10, 2022		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-44.91%
Feb 28, 2022 - Dec 22, 2023		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-37.76%
Feb 11, 2025 - Dec 15, 2025		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-36.74%
Jun 13, 2018 - Oct 21, 2019		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-35.84%
Dec 1, 1999 - Jul 12, 2001		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-27.43%
Jan 20, 2004 - May 2, 2007		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-19.40%
May 16, 2002 - Feb 19, 2003		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-17.17%
Jan 3, 2024 - Jul 17, 2024		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-15.25%
May 16, 2003 - Aug 20, 2003		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-13.88%
Dec 18, 2025 - Jun 9, 2026		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-13.05%
Dec 5, 2024 - Feb 6, 2025		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-11.93%
Aug 22, 2001 - May 2, 2002		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-10.64%
May 11, 2018 - Jun 11, 2018		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-9.62%
Aug 20, 2003 - Nov 25, 2003		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between FUNC and SPY is 0.84 which considered as a strong positive correlation - the stocks tend to move together.

0.84
-101

Dividend Comparison (1999 - 2026)

FUNC vs SPY dividend yield comparison.

YearFUNCSPY
20261.78%0.50%
20252.46%1.07%
20242.43%1.21%
20233.32%1.40%
20223.05%1.65%
20213.09%1.20%
20203.35%1.52%
20191.66%1.75%
20181.70%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%
20103.79%1.80%
200913.33%1.95%
20085.93%3.02%
20073.90%1.85%
20063.47%1.73%
20053.48%1.73%
20043.50%1.82%
20032.87%1.47%
20024.14%1.70%
20014.13%1.25%
20006.17%1.15%
19990.00%0.24%

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