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LRFC vs SPY

Comparison between Logan Ridge Finance Corporation (LRFC, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed LRFC, delivering a return of +13.3% compared to +4.7%

LRFC vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
LRFC
$51M
Winner
SPY
$735B
Expense Ratio
LRFC
N/A
SPY
0.09%
Max Drawdown
LRFC
92.90%
Winner
SPY
56.47%
Sharpe Ratio
LRFC
-0.33
Winner
SPY
1.62
5Y Beta
LRFC
N/A
SPY
1.00
P/E Ratio
Winner
LRFC
-7.00
SPY
28.99
Forward P/E
LRFC
N/A
SPY
22.37
5Y Dividends CAGR
LRFC
-16.86%
Winner
SPY
5.43%
5Y EPS CAGR
LRFC
N/A
SPY
26.05%
Debt to Equity
Winner
LRFC
1.96%
SPY
32.40%
Free Cash Flow Yield
LRFC
-5.96%
SPY
N/A
P/S Ratio
LRFC
N/A
SPY
3.74
P/B Ratio
Winner
LRFC
0.64
SPY
5.61

LRFC vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
LRFC
+14.59%
SPY
+1.90%
3M
Winner
LRFC
+10.17%
SPY
+8.55%
6M
LRFC
-15.94%
Winner
SPY
+8.18%
1Y
LRFC
-5.79%
Winner
SPY
+25.79%
5Y(CAGR)
LRFC
+4.72%
Winner
SPY
+13.32%
10Y(CAGR)
LRFC
-7.86%
Winner
SPY
+15.19%
Max(CAGR)
LRFC
-6.50%
Winner
SPY
+8.47%

LRFC vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearLRFCSPY
2026N/A+8.26%
2025-18.55%+18.00%
2024+16.20%+25.59%
2023+5.71%+26.72%
2022-4.61%-18.64%
2021+61.11%+30.52%
2020-70.92%+17.28%
2019+33.35%+31.09%
2018+8.52%-5.24%
2017-37.90%+20.78%
2016+20.06%+13.59%
2015-22.00%+1.31%
2014+2.01%+14.56%
2013+8.36%+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%

LRFC vs SPY Drawdown Comparison

The maximum drawdown for LRFC was -85.52%, occurring on Nov 2, 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 LRFC drawdown is -62.39%. The current SPY drawdown is -2.90%.

RankLRFCSPY
#1-85.52%
Feb 24, 2017 - Nov 2, 2020		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-38.52%
Apr 2, 2015 - Aug 16, 2016		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-20.35%
Aug 17, 2016 - Feb 24, 2017		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-10.97%
Mar 19, 2014 - Nov 10, 2014		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-6.51%
Sep 30, 2013 - Oct 21, 2013		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-5.13%
Nov 10, 2014 - Nov 19, 2014		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-4.78%
Nov 24, 2014 - Feb 6, 2015		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-4.75%
Dec 20, 2013 - Mar 13, 2014		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-4.64%
Oct 29, 2013 - Nov 27, 2013		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-1.62%
Dec 6, 2013 - Dec 20, 2013		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-0.95%
Mar 23, 2015 - Apr 2, 2015		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-0.90%
Mar 16, 2015 - Mar 20, 2015		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-0.81%
Feb 17, 2015 - Feb 27, 2015		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-0.73%
Oct 23, 2013 - Oct 28, 2013		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-0.64%
Feb 27, 2015 - Mar 16, 2015		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between LRFC and SPY is -0.74 which considered as a strong negative correlation - the stocks tend to move in opposite directions.

-0.74
-101

Dividend Comparison (1999 - 2026)

LRFC vs SPY dividend yield comparison.

YearLRFCSPY
20260.00%0.24%
20255.75%1.07%
20245.36%1.21%
20234.25%1.40%
20220.00%1.65%
20210.00%1.20%
202010.41%1.52%
201911.45%1.75%
201813.94%2.04%
201719.50%1.80%
201613.92%2.03%
201519.71%2.06%
201410.52%1.87%
20132.36%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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