HALO vs SPY

Comparison between Halozyme Therapeutics Inc (HALO, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed HALO, delivering a return of +13.7% compared to +9.3%

HALO vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HALO(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$8.30B	$735B
Expense Ratio	N/A	0.09%
Max Drawdown	74.26%	56.47%
Sharpe Ratio	1.08	1.76
5Y Beta	0.65	1.00
Industry	Biotechnology	N/A
P/E Ratio	23.67	28.46
Forward P/E	8.82	21.99
PEG Ratio	-2.50	N/A
5Y Dividends CAGR	N/A	5.43%
5Y EPS CAGR	20.06%	25.20%
Debt to Equity	976.45%	33.33%
Free Cash Flow Yield	8.04%	N/A
P/S Ratio	5.51	3.65
P/B Ratio	155.62	5.50

Market Cap / Net Assets

HALO

$8.30B

Winner

SPY

$735B

Expense Ratio

HALO

N/A

SPY

0.09%

Max Drawdown

HALO

74.26%

Winner

SPY

56.47%

Sharpe Ratio

HALO

1.08

Winner

SPY

1.76

5Y Beta

Winner

HALO

0.65

SPY

1.00

Industry

HALO

Biotechnology

SPY

N/A

P/E Ratio

Winner

HALO

23.67

SPY

28.46

Forward P/E

Winner

HALO

8.82

SPY

21.99

PEG Ratio

HALO

-2.50

SPY

N/A

5Y Dividends CAGR

HALO

N/A

SPY

5.43%

5Y EPS CAGR

HALO

20.06%

Winner

SPY

25.20%

Debt to Equity

HALO

976.45%

Winner

SPY

33.33%

Free Cash Flow Yield

HALO

8.04%

SPY

N/A

P/S Ratio

HALO

5.51

Winner

SPY

3.65

P/B Ratio

HALO

155.62

Winner

SPY

5.50

HALO vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	HALO	SPY
1 month	-1.37%	+5.60%
3 months	-15.51%	+8.72%
6 months	-4.16%	+10.63%
1 year	+37.12%	+26.62%
5 years(CAGR)	+9.29%	+13.70%
10 years(CAGR)	+22.16%	+15.47%
Max(CAGR)	+13.26%	+8.50%

HALO

-1.37%

Winner

SPY

+5.60%

HALO

-15.51%

Winner

SPY

+8.72%

HALO

-4.16%

Winner

SPY

+10.63%

Winner

HALO

+37.12%

SPY

+26.62%

5Y(CAGR)

HALO

+9.29%

Winner

SPY

+13.70%

10Y(CAGR)

Winner

HALO

+22.16%

SPY

+15.47%

Max(CAGR)

Winner

HALO

+13.26%

SPY

+8.50%

HALO vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	HALO	SPY
2026	-4.54%	+8.50%
2025	+40.18%	+18.00%
2024	+27.87%	+25.59%
2023	-32.96%	+26.72%
2022	+38.58%	-18.64%
2021	-5.19%	+30.52%
2020	+135.97%	+17.28%
2019	+19.80%	+31.09%
2018	-27.57%	-5.24%
2017	+102.80%	+20.78%
2016	-40.63%	+13.59%
2015	+76.48%	+1.31%
2014	-35.71%	+14.56%
2013	+120.77%	+29.00%
2012	-29.66%	+14.17%
2011	+20.38%	+0.85%
2010	+29.62%	+13.14%
2009	+0.34%	+22.67%
2008	-17.40%	-36.25%
2007	-12.22%	+5.32%
2006	+328.19%	+13.85%
2005	-12.08%	+5.32%
2004	-48.24%	+10.75%
2003	N/A	+24.18%
2002	N/A	-22.42%
2001	N/A	-10.13%
2000	N/A	-8.84%
1999	N/A	+8.61%

HALO vs SPY Drawdown Comparison

The maximum drawdown for HALO was -74.26%, occurring on Dec 4, 2008. Recovery took 1175 trading sessions.

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

The current HALO drawdown is -17.37%. The current SPY drawdown is -1.20%.

Rank	HALO	SPY
#1	-74.26% Jun 5, 2007 - Feb 1, 2012	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-71.03% Jul 22, 2015 - May 11, 2020	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-69.11% Apr 27, 2004 - Dec 7, 2006	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-67.79% Mar 27, 2012 - Nov 13, 2013	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-59.65% Jan 23, 2014 - May 26, 2015	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-49.06% Dec 2, 2022 - Aug 19, 2024	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-38.15% Feb 24, 2021 - Jul 8, 2022	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-33.92% Aug 28, 2024 - Mar 21, 2025	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-31.69% May 7, 2025 - Aug 20, 2025	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-25.59% Jul 8, 2022 - Nov 10, 2022	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-24.13% Feb 6, 2026 - Mar 27, 2026	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-20.96% Sep 22, 2025 - Feb 5, 2026	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-16.28% Dec 2, 2013 - Dec 23, 2013	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-15.56% Feb 22, 2007 - Apr 24, 2007	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-15.27% Dec 27, 2006 - Feb 8, 2007	-7.27% Sep 18, 2014 - Oct 31, 2014