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MGLD vs SPY

Comparison between Marygold Companies Inc (The) (MGLD, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed MGLD, delivering a return of +13.4% compared to -8.6%

MGLD vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
MGLD
$49M
Winner
SPY
$784B
Expense Ratio
MGLD
N/A
SPY
0.09%
Max Drawdown
MGLD
99.20%
Winner
SPY
56.47%
Sharpe Ratio
MGLD
0.76
Winner
SPY
1.50
5Y Beta
Winner
MGLD
0.41
SPY
1.00
Industry
MGLD
Asset Management
SPY
N/A
P/E Ratio
Winner
MGLD
-22.34
SPY
28.29
Forward P/E
MGLD
N/A
SPY
21.76
5Y Dividends CAGR
MGLD
N/A
SPY
5.43%
5Y EPS CAGR
MGLD
N/A
SPY
25.98%
Debt to Equity
Winner
MGLD
0.00%
SPY
30.79%
Free Cash Flow Yield
MGLD
-6.10%
SPY
N/A
P/S Ratio
Winner
MGLD
1.69
SPY
3.79
P/B Ratio
Winner
MGLD
2.15
SPY
5.67

MGLD vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
MGLD
+15.24%
SPY
+0.48%
3M
Winner
MGLD
+16.35%
SPY
+11.67%
6M
Winner
MGLD
+24.74%
SPY
+9.42%
1Y
Winner
MGLD
+50.29%
SPY
+24.27%
5Y(CAGR)
MGLD
-8.63%
Winner
SPY
+13.36%
10Y(CAGR)
MGLD
+7.27%
Winner
SPY
+15.42%
Max(CAGR)
MGLD
-2.78%
Winner
SPY
+8.49%

MGLD vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearMGLDSPY
2026+37.06%+8.88%
2025-51.23%+18.00%
2024+65.43%+25.59%
2023-29.33%+26.72%
2022-50.00%-18.64%
2021+102.70%+30.52%
2020-28.00%+17.28%
2019+41.53%+31.09%
2018-20.11%-5.24%
2017+16.00%+20.78%
2016+200.00%+13.59%
2015+471.43%+1.31%
2014-72.00%+14.56%
2013-10.07%+29.00%
2012+202.22%+14.17%
2011-73.53%+0.85%
2010+259.37%+13.14%
2009-14.29%+22.67%
2008-56.25%-36.25%
2007-35.48%+5.32%
2006+121.43%+13.85%
2005-36.36%+5.32%
2004-79.05%+10.75%
2003+284.62%+24.18%
2002-83.75%-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

MGLD vs SPY Drawdown Comparison

The maximum drawdown for MGLD was -99.20%, occurring on Feb 17, 2009. Recovery took 4669 trading sessions.

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

The current MGLD drawdown is -74.69%. The current SPY drawdown is -2.35%.

RankMGLDSPY
#1-99.20%
Apr 5, 2002 - Sep 23, 2021
-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-85.77%
Sep 23, 2021 - Aug 18, 2025
-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-50.00%
Mar 13, 2002 - Apr 4, 2002
-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-35.79%
Feb 22, 2002 - Mar 7, 2002
-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-19.19%
Mar 7, 2002 - Mar 13, 2002
-19.34%
Sep 20, 2018 - Apr 12, 2019
#6N/A-18.76%
Feb 19, 2025 - Jun 26, 2025
#7N/A-13.02%
Jul 20, 2015 - Apr 18, 2016
#8N/A-10.10%
Jan 26, 2018 - Aug 6, 2018
#9N/A-9.44%
Sep 2, 2020 - Nov 11, 2020
#10N/A-9.30%
Jan 19, 2000 - Mar 17, 2000
#11N/A-9.05%
Jul 19, 2007 - Oct 5, 2007
#12N/A-8.88%
Jan 27, 2026 - Apr 14, 2026
#13N/A-8.41%
Jul 16, 2024 - Sep 19, 2024
#14N/A-7.35%
Sep 14, 2012 - Jan 2, 2013
#15N/A-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between MGLD and SPY is 0.55 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.55
-101

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