HGTY vs SPY
Comparison between Hagerty Inc - Class A (HGTY, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed HGTY, delivering a return of +13.1% compared to +4.6%
HGTY vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
HGTY vs SPY - Historical Returns
Returns include dividend reinvestment.
HGTY vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | HGTY | SPY |
|---|---|---|
| 2026 | -6.77% | +11.10% |
| 2025 | +36.03% | +18.00% |
| 2024 | +22.62% | +25.59% |
| 2023 | -8.24% | +26.72% |
| 2022 | -41.80% | -18.64% |
| 2021 | +45.44% | +30.52% |
| 2020 | N/A | +17.28% |
| 2019 | N/A | +31.09% |
| 2018 | N/A | -5.24% |
| 2017 | N/A | +20.78% |
| 2016 | N/A | +13.59% |
| 2015 | N/A | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +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% |
HGTY vs SPY 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 SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current HGTY drawdown is -34.79%. The current SPY drawdown is -0.35%.
| Rank | HGTY | SPY |
|---|---|---|
| #1 | -59.73% Dec 13, 2021 - May 11, 2022 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -2.69% Dec 3, 2021 - Dec 7, 2021 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -2.54% Nov 4, 2021 - Nov 29, 2021 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -2.12% Aug 5, 2021 - Aug 18, 2021 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -1.93% Jun 16, 2021 - Aug 4, 2021 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -0.97% Nov 29, 2021 - Dec 2, 2021 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -0.89% Sep 14, 2021 - Oct 26, 2021 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -0.80% Aug 20, 2021 - Sep 1, 2021 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -0.59% Oct 26, 2021 - Nov 3, 2021 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -0.20% Jun 8, 2021 - Jun 11, 2021 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -0.20% Aug 18, 2021 - Aug 20, 2021 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -0.20% Sep 1, 2021 - Sep 8, 2021 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -0.10% Jun 4, 2021 - Jun 8, 2021 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -0.10% Jun 11, 2021 - Jun 16, 2021 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -0.10% Sep 8, 2021 - Sep 13, 2021 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between HGTY and SPY is 0.37 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
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