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LIND vs SPY

Comparison between Lindblad Expeditions Holdings Inc (LIND, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceLIND has outperformed SPY, delivering a return of +15.5% compared to +13.0%

LIND vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
LIND
$1.71B
Winner
SPY
$781B
Expense Ratio
LIND
N/A
SPY
0.09%
Max Drawdown
LIND
83.16%
Winner
SPY
56.47%
Sharpe Ratio
Winner
LIND
1.83
SPY
1.25
5Y Beta
LIND
1.54
Winner
SPY
1.00
Industry
LIND
Travel Services
SPY
N/A
P/E Ratio
Winner
LIND
-56.84
SPY
28.78
Forward P/E
LIND
232.56
Winner
SPY
21.23
PEG Ratio
LIND
0.00
SPY
N/A
5Y Dividends CAGR
LIND
N/A
SPY
6.00%
5Y EPS CAGR
LIND
-29.29%
Winner
SPY
25.62%
Debt to Equity
Winner
LIND
-348.83%
SPY
31.92%
Free Cash Flow Yield
LIND
4.17%
SPY
N/A
P/S Ratio
Winner
LIND
2.15
SPY
3.76
P/B Ratio
LIND
159.80
Winner
SPY
5.64

LIND vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
LIND
+11.35%
SPY
+0.52%
3M
Winner
LIND
+52.63%
SPY
+6.55%
6M
Winner
LIND
+75.83%
SPY
+9.76%
1Y
Winner
LIND
+130.55%
SPY
+20.32%
5Y(CAGR)
Winner
LIND
+15.50%
SPY
+13.01%
10Y(CAGR)
LIND
+11.16%
Winner
SPY
+15.06%
Max(CAGR)
Winner
LIND
+9.22%
SPY
+8.50%

LIND vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearLINDSPY
2026+97.02%+10.11%
2025+27.39%+18.00%
2024+9.51%+25.59%
2023+39.83%+26.72%
2022-54.65%-18.64%
2021+0.52%+30.52%
2020+5.71%+17.28%
2019+24.15%+31.09%
2018+34.73%-5.24%
2017+1.45%+20.78%
2016-16.07%+13.59%
2015+3.35%+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%

LIND vs SPY Drawdown Comparison

The maximum drawdown for LIND was -83.16%, occurring on Mar 23, 2020. Recovery took 368 trading sessions.

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

The current LIND drawdown is -3.79%. The current SPY drawdown is -1.24%.

RankLINDSPY
#1-83.16%
Aug 29, 2019 - Feb 16, 2021
-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-73.05%
Feb 24, 2021 - May 6, 2026
-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-30.64%
Jan 4, 2016 - Apr 20, 2018
-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-21.00%
Sep 4, 2018 - Mar 8, 2019
-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-17.12%
Jul 9, 2015 - Nov 11, 2015
-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-14.93%
May 6, 2026 - May 27, 2026
-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-13.83%
Jun 26, 2026 - Jul 6, 2026
-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-8.08%
Jul 1, 2019 - Jul 17, 2019
-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-6.92%
May 28, 2026 - Jun 11, 2026
-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-6.90%
May 23, 2018 - Jun 14, 2018
-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-6.81%
Dec 2, 2015 - Jan 4, 2016
-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-5.78%
Jul 19, 2018 - Aug 7, 2018
-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-5.23%
Nov 16, 2015 - Nov 30, 2015
-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-4.83%
Mar 11, 2019 - Apr 4, 2019
-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-4.68%
Jul 17, 2019 - Jul 30, 2019
-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between LIND and SPY is 0.35 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.35
-101

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