LULU vs SPY
Comparison between Lululemon Athletica Inc (LULU, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed LULU, delivering a return of +13.3% compared to -16.9%
LULU vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
LULU
$15B
Winner
SPY
$652B
Expense Ratio
LULU
N/A
SPY
0.09%
Max Drawdown
LULU
92.26%
Winner
SPY
56.47%
Sharpe Ratio
LULU
-1.36
Winner
SPY
2.07
5Y Beta
LULU
1.17
Winner
SPY
1.00
Industry
LULU
Apparel Retail
SPY
N/A
P/E Ratio
Winner
LULU
9.44
SPY
28.24
Forward P/E
Winner
LULU
10.39
SPY
21.85
PEG Ratio
LULU
0.62
SPY
N/A
5Y Dividends CAGR
LULU
N/A
SPY
5.43%
5Y EPS CAGR
LULU
24.33%
Winner
SPY
25.79%
Debt to Equity
Winner
LULU
0.00%
SPY
22.35%
Free Cash Flow Yield
LULU
6.27%
SPY
N/A
P/S Ratio
Winner
LULU
1.40
SPY
3.55
P/B Ratio
Winner
LULU
3.03
SPY
5.29
LULU vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
LULU
-17.42%
Winner
SPY
+9.11%
3M
LULU
-25.33%
Winner
SPY
+6.59%
6M
LULU
-21.04%
Winner
SPY
+10.56%
1Y
LULU
-53.55%
Winner
SPY
+32.04%
5Y(CAGR)
LULU
-16.85%
Winner
SPY
+13.35%
10Y(CAGR)
LULU
+7.44%
Winner
SPY
+15.49%
Max(CAGR)
Winner
LULU
+12.65%
SPY
+8.50%
LULU vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | LULU | SPY |
|---|---|---|
| 2026 | -37.77% | +8.27% |
| 2025 | -44.18% | +18.00% |
| 2024 | -24.33% | +25.59% |
| 2023 | +58.11% | +26.72% |
| 2022 | -17.33% | -18.64% |
| 2021 | +9.83% | +30.52% |
| 2020 | +49.10% | +17.28% |
| 2019 | +87.82% | +31.09% |
| 2018 | +52.60% | -5.24% |
| 2017 | +17.56% | +20.78% |
| 2016 | +16.34% | +13.59% |
| 2015 | -5.19% | +1.31% |
| 2014 | -4.78% | +14.56% |
| 2013 | -20.25% | +29.00% |
| 2012 | +62.09% | +14.17% |
| 2011 | +30.37% | +0.85% |
| 2010 | +121.35% | +13.14% |
| 2009 | +286.39% | +22.67% |
| 2008 | -82.31% | -36.25% |
| 2007 | +69.18% | +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% |
LULU vs SPY Drawdown Comparison
The maximum drawdown for LULU was -92.26%, occurring on Mar 9, 2009. Recovery took 790 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current LULU drawdown is -74.34%.
| Rank | LULU | SPY |
|---|---|---|
| #1 | -92.26% Oct 22, 2007 - Dec 9, 2010 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -74.77% Dec 29, 2023 - May 4, 2026 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -54.73% Jun 10, 2013 - Feb 26, 2018 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -47.29% Feb 20, 2020 - May 21, 2020 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -46.12% Nov 16, 2021 - Dec 8, 2023 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -33.56% May 3, 2012 - May 10, 2013 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -31.60% Jul 20, 2011 - Jan 27, 2012 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -30.30% Sep 28, 2018 - Mar 28, 2019 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -28.41% Sep 2, 2020 - Jul 23, 2021 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -18.67% Apr 21, 2011 - Jun 21, 2011 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -15.15% Aug 8, 2007 - Sep 19, 2007 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -12.58% Feb 11, 2011 - Mar 28, 2011 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -11.93% Oct 10, 2007 - Oct 16, 2007 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -11.10% Sep 24, 2021 - Oct 26, 2021 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -10.57% Jun 3, 2020 - Jul 20, 2020 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between LULU and SPY is 0.77 which considered as a strong positive correlation - the stocks tend to move together.
0.77
-101
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