MATX vs SPY
Comparison between Matson Inc (MATX, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceMATX has outperformed SPY, delivering a return of +25.2% compared to +13.8%
MATX vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
MATX vs SPY - Historical Returns
Returns include dividend reinvestment.
MATX vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | MATX | SPY |
|---|---|---|
| 2026 | +46.18% | +7.70% |
| 2025 | -9.23% | +18.00% |
| 2024 | +20.73% | +25.59% |
| 2023 | +78.24% | +26.72% |
| 2022 | -28.82% | -18.64% |
| 2021 | +61.12% | +30.52% |
| 2020 | +44.76% | +17.28% |
| 2019 | +29.42% | +31.09% |
| 2018 | +6.17% | -5.24% |
| 2017 | -15.19% | +20.78% |
| 2016 | -11.72% | +13.59% |
| 2015 | +27.00% | +1.31% |
| 2014 | +36.22% | +14.56% |
| 2013 | +5.31% | +29.00% |
| 2012 | -38.68% | +14.17% |
| 2011 | +0.21% | +0.85% |
| 2010 | +18.02% | +13.14% |
| 2009 | +38.23% | +22.67% |
| 2008 | -49.48% | -36.25% |
| 2007 | +16.44% | +5.32% |
| 2006 | -17.03% | +13.85% |
| 2005 | +29.32% | +5.32% |
| 2004 | +27.30% | +10.75% |
| 2003 | +30.11% | +24.18% |
| 2002 | +1.48% | -22.42% |
| 2001 | +6.35% | -10.13% |
| 2000 | +25.12% | -8.84% |
| 1999 | -3.77% | +8.61% |
MATX vs SPY Drawdown Comparison
The maximum drawdown for MATX was -71.41%, occurring on Mar 6, 2009. Recovery took 2091 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current MATX drawdown is -3.65%. The current SPY drawdown is -1.93%.
| Rank | MATX | SPY |
|---|---|---|
| #1 | -71.41% Jul 19, 2007 - Nov 5, 2015 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -55.15% Nov 6, 2015 - Oct 9, 2020 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -53.61% Mar 29, 2022 - Jan 22, 2024 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -46.91% Nov 13, 2024 - Feb 2, 2026 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -27.99% May 23, 2002 - Jul 30, 2003 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -27.81% Jan 10, 2001 - Apr 16, 2002 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -27.79% Dec 22, 2005 - Apr 20, 2007 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -22.77% Nov 3, 1999 - Jun 1, 2000 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -22.23% Mar 11, 2021 - Aug 25, 2021 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -19.62% Jan 27, 2005 - Jul 1, 2005 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -17.29% Aug 11, 2000 - Nov 17, 2000 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -16.67% Jul 22, 2005 - Dec 21, 2005 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -16.23% Nov 12, 2021 - Jan 26, 2022 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -16.20% Feb 15, 2024 - May 28, 2024 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -14.97% Mar 1, 2004 - Oct 1, 2004 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between MATX and SPY is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (1999 - 2026)
MATX vs SPY dividend yield comparison.
| Year | MATX | SPY |
|---|---|---|
| 2026 | 0.40% | 0.24% |
| 2025 | 1.13% | 1.07% |
| 2024 | 0.98% | 1.21% |
| 2023 | 1.15% | 1.40% |
| 2022 | 1.95% | 1.65% |
| 2021 | 1.18% | 1.20% |
| 2020 | 1.58% | 1.52% |
| 2019 | 2.11% | 1.75% |
| 2018 | 2.56% | 2.04% |
| 2017 | 2.61% | 1.80% |
| 2016 | 2.09% | 2.03% |
| 2015 | 1.64% | 2.06% |
| 2014 | 1.91% | 1.87% |
| 2013 | 2.37% | 1.81% |
| 2012 | 2.44% | 2.18% |
| 2011 | 1.48% | 2.05% |
| 2010 | 1.51% | 1.80% |
| 2009 | 1.76% | 1.95% |
| 2008 | 2.36% | 3.02% |
| 2007 | 1.04% | 1.85% |
| 2006 | 1.06% | 1.73% |
| 2005 | 0.80% | 1.73% |
| 2004 | 1.02% | 1.82% |
| 2003 | 1.28% | 1.47% |
| 2002 | 1.68% | 1.70% |
| 2001 | 1.62% | 1.25% |
| 2000 | 1.65% | 1.15% |
| 1999 | 0.47% | 0.24% |
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