LGI vs SPY
Comparison between Lazard Global Total Return and Income Fund Inc (LGI, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed LGI, delivering a return of +13.3% compared to +6.9%
LGI vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
LGI vs SPY - Historical Returns
Returns include dividend reinvestment.
LGI vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | LGI | SPY |
|---|---|---|
| 2026 | +8.56% | +8.26% |
| 2025 | +21.51% | +18.00% |
| 2024 | +15.23% | +25.59% |
| 2023 | +11.58% | +26.72% |
| 2022 | -21.14% | -18.64% |
| 2021 | +25.87% | +30.52% |
| 2020 | +16.65% | +17.28% |
| 2019 | +31.99% | +31.09% |
| 2018 | -10.66% | -5.24% |
| 2017 | +38.76% | +20.78% |
| 2016 | +15.48% | +13.59% |
| 2015 | -10.65% | +1.31% |
| 2014 | -2.44% | +14.56% |
| 2013 | +21.92% | +29.00% |
| 2012 | +21.19% | +14.17% |
| 2011 | -5.56% | +0.85% |
| 2010 | +7.57% | +13.14% |
| 2009 | +29.91% | +22.67% |
| 2008 | -42.31% | -36.25% |
| 2007 | +11.82% | +5.32% |
| 2006 | +34.42% | +13.85% |
| 2005 | +1.49% | +5.32% |
| 2004 | +0.25% | +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% |
LGI vs SPY Drawdown Comparison
The maximum drawdown for LGI was -63.35%, occurring on Mar 9, 2009. Recovery took 1262 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current LGI drawdown is -6.13%. The current SPY drawdown is -2.90%.
| Rank | LGI | SPY |
|---|---|---|
| #1 | -63.35% Dec 31, 2007 - Jan 4, 2013 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -42.90% Feb 19, 2020 - Sep 15, 2020 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -34.82% Jul 3, 2014 - Apr 24, 2017 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -32.83% Sep 3, 2021 - Aug 16, 2024 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -24.45% Mar 16, 2018 - Jun 20, 2019 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -21.93% Sep 27, 2024 - Jun 30, 2025 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -21.25% Feb 25, 2026 - Mar 30, 2026 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -18.75% May 10, 2004 - Dec 1, 2004 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -14.31% Jul 13, 2007 - Oct 5, 2007 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -13.89% May 20, 2013 - Dec 23, 2013 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -10.00% May 10, 2006 - Aug 15, 2006 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -9.74% Feb 26, 2007 - Apr 5, 2007 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -8.86% Jan 29, 2018 - Mar 12, 2018 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -8.25% Dec 26, 2013 - Mar 7, 2014 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -7.76% Sep 16, 2020 - Nov 9, 2020 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between LGI and SPY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (1999 - 2026)
LGI vs SPY dividend yield comparison.
| Year | LGI | SPY |
|---|---|---|
| 2026 | 4.23% | 0.24% |
| 2025 | 10.09% | 1.07% |
| 2024 | 9.19% | 1.21% |
| 2023 | 7.32% | 1.40% |
| 2022 | 10.22% | 1.65% |
| 2021 | 9.77% | 1.20% |
| 2020 | 7.18% | 1.52% |
| 2019 | 6.44% | 1.75% |
| 2018 | 19.89% | 2.04% |
| 2017 | 5.45% | 1.80% |
| 2016 | 6.94% | 2.03% |
| 2015 | 8.51% | 2.06% |
| 2014 | 7.89% | 1.87% |
| 2013 | 6.18% | 1.81% |
| 2012 | 7.81% | 2.18% |
| 2011 | 7.86% | 2.05% |
| 2010 | 7.17% | 1.80% |
| 2009 | 6.69% | 1.95% |
| 2008 | 12.06% | 3.02% |
| 2007 | 7.12% | 1.85% |
| 2006 | 10.36% | 1.73% |
| 2005 | 6.74% | 1.73% |
| 2004 | 3.23% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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