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HBB vs SPY

Comparison between Hamilton Beach Brands Holding Co - Class A (HBB, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed HBB, delivering a return of +13.8% compared to -0.0%

HBB vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
HBB
$266M
Winner
SPY
$784B
Expense Ratio
HBB
N/A
SPY
0.09%
Max Drawdown
HBB
82.65%
Winner
SPY
56.47%
Sharpe Ratio
HBB
0.45
Winner
SPY
1.56
5Y Beta
Winner
HBB
0.99
SPY
1.00
Industry
HBB
Furnishings, Fixtures & Appliances
SPY
N/A
P/E Ratio
Winner
HBB
23.23
SPY
28.29
Forward P/E
HBB
N/A
SPY
21.75
Dividend Yield
HBB
2.37%
SPY
N/A
5Y Dividends CAGR
HBB
4.73%
Winner
SPY
5.43%
5Y EPS CAGR
HBB
3.73%
Winner
SPY
25.98%
Debt to Equity
Winner
HBB
0.00%
SPY
30.79%
Free Cash Flow Yield
HBB
-5.22%
SPY
N/A
P/S Ratio
Winner
HBB
0.46
SPY
3.79
P/B Ratio
Winner
HBB
1.45
SPY
5.67

HBB vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
HBB
+11.80%
SPY
+2.12%
3M
Winner
HBB
+24.30%
SPY
+13.14%
6M
Winner
HBB
+23.63%
SPY
+11.52%
1Y
HBB
+21.96%
Winner
SPY
+26.68%
5Y(CAGR)
HBB
-0.04%
Winner
SPY
+13.75%
10Y(CAGR)
HBB
-2.38%
Winner
SPY
+15.65%
Max(CAGR)
HBB
-2.38%
Winner
SPY
+8.56%

HBB vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearHBBSPY
2026+28.04%+10.80%
2025+4.18%+18.00%
2024-2.08%+25.59%
2023+49.61%+26.72%
2022-11.36%-18.64%
2021-13.35%+30.52%
2020-5.15%+17.28%
2019-19.01%+31.09%
2018-9.04%-5.24%
2017-16.88%+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%

HBB vs SPY Drawdown Comparison

The maximum drawdown for HBB was -81.88%, occurring on Mar 23, 2020. 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 HBB drawdown is -37.03%. The current SPY drawdown is -0.62%.

RankHBBSPY
#1-81.88%
Oct 27, 2017 - Mar 23, 2020
-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-8.67%
Sep 29, 2017 - Oct 3, 2017
-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-5.34%
Sep 26, 2017 - Sep 28, 2017
-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-4.22%
Oct 9, 2017 - Oct 16, 2017
-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-2.56%
Oct 24, 2017 - Oct 27, 2017
-19.34%
Sep 20, 2018 - Apr 12, 2019
#6N/A-18.76%
Feb 19, 2025 - Jun 26, 2025
#7N/A-13.02%
Jul 20, 2015 - Apr 18, 2016
#8N/A-10.10%
Jan 26, 2018 - Aug 6, 2018
#9N/A-9.44%
Sep 2, 2020 - Nov 11, 2020
#10N/A-9.30%
Jan 19, 2000 - Mar 17, 2000
#11N/A-9.05%
Jul 19, 2007 - Oct 5, 2007
#12N/A-8.88%
Jan 27, 2026 - Apr 14, 2026
#13N/A-8.41%
Jul 16, 2024 - Sep 19, 2024
#14N/A-7.35%
Sep 14, 2012 - Jan 2, 2013
#15N/A-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between HBB and SPY is 0.08 which considered as a very weak or no correlation - the stocks move independently of each other.

0.08
-101

Dividend Comparison (1999 - 2026)

HBB vs SPY dividend yield comparison.

YearHBBSPY
20261.21%0.24%
20252.89%1.07%
20242.70%1.21%
20232.49%1.40%
20223.35%1.65%
20212.75%1.20%
20202.11%1.52%
20191.86%1.75%
20181.45%2.04%
20170.33%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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