HGTY vs SMR
Comparison between Hagerty Inc - Class A (HGTY, Company) and NuScale Power Corporation - Class A (SMR, Company).
HGTY is from the Financial Services sector, while SMR is from the Industrials sector.
5-Year PerformanceSMR has outperformed HGTY, delivering a return of +3.2% compared to +2.1%
HGTY vs SMR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
HGTY vs SMR - Historical Returns
Returns include dividend reinvestment.
HGTY vs SMR - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | HGTY | SMR |
|---|---|---|
| 2026 | -17.34% | -28.02% |
| 2025 | +36.03% | -19.99% |
| 2024 | +22.62% | +471.02% |
| 2023 | -8.24% | -67.87% |
| 2022 | -41.80% | +1.89% |
| 2021 | +45.44% | -0.59% |
| 2020 | N/A | +1.71% |
HGTY vs SMR Drawdown Comparison
The maximum drawdown for HGTY was -59.73%, occurring on May 11, 2022. This drawdown has not yet recovered.
The maximum drawdown for SMR was -87.47%, occurring on Jan 18, 2024. Recovery took 472 trading sessions.
The current HGTY drawdown is -42.18%. The current SMR drawdown is -78.03%.
| Rank | HGTY | SMR |
|---|---|---|
| #1 | -59.73% Dec 13, 2021 - May 11, 2022 | -87.47% Aug 24, 2022 - Jul 12, 2024 |
| #2 | -2.69% Dec 3, 2021 - Dec 7, 2021 | -82.86% Oct 15, 2025 - Apr 7, 2026 |
| #3 | -2.54% Nov 4, 2021 - Nov 29, 2021 | -58.29% Nov 22, 2024 - May 23, 2025 |
| #4 | -2.12% Aug 5, 2021 - Aug 18, 2021 | -55.85% Jul 15, 2024 - Oct 16, 2024 |
| #5 | -1.93% Jun 16, 2021 - Aug 4, 2021 | -36.81% Jul 25, 2025 - Oct 15, 2025 |
| #6 | -0.97% Nov 29, 2021 - Dec 2, 2021 | -26.96% Feb 8, 2021 - Jul 20, 2022 |
| #7 | -0.89% Sep 14, 2021 - Oct 26, 2021 | -18.87% Jun 24, 2025 - Jul 16, 2025 |
| #8 | -0.80% Aug 20, 2021 - Sep 1, 2021 | -16.05% Oct 28, 2024 - Nov 8, 2024 |
| #9 | -0.59% Oct 26, 2021 - Nov 3, 2021 | -14.10% Jun 16, 2025 - Jun 24, 2025 |
| #10 | -0.20% Jun 8, 2021 - Jun 11, 2021 | -13.95% Aug 1, 2022 - Aug 24, 2022 |
| #11 | -0.20% Aug 18, 2021 - Aug 20, 2021 | -12.58% May 27, 2025 - Jun 11, 2025 |
| #12 | -0.20% Sep 1, 2021 - Sep 8, 2021 | -11.56% Jul 18, 2025 - Jul 24, 2025 |
| #13 | -0.10% Jun 4, 2021 - Jun 8, 2021 | -9.18% Oct 16, 2024 - Oct 28, 2024 |
| #14 | -0.10% Jun 11, 2021 - Jun 16, 2021 | -7.89% Nov 13, 2024 - Nov 18, 2024 |
| #15 | -0.10% Sep 8, 2021 - Sep 13, 2021 | -6.68% Jun 11, 2025 - Jun 16, 2025 |
Correlation
Correlation between HGTY and SMR is 0.29 which considered as a very weak or no correlation - the stocks move independently of each other.
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