MSB vs SPY
Comparison between Mesabi Trust (MSB, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed MSB, delivering a return of +13.9% compared to +3.0%
MSB vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
MSB vs SPY - Historical Returns
Returns include dividend reinvestment.
MSB vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | MSB | SPY |
|---|---|---|
| 2026 | -33.63% | +11.13% |
| 2025 | +74.05% | +18.00% |
| 2024 | +51.43% | +25.59% |
| 2023 | +15.44% | +26.72% |
| 2022 | -25.08% | -18.64% |
| 2021 | +6.84% | +30.52% |
| 2020 | +30.23% | +17.28% |
| 2019 | +8.58% | +31.09% |
| 2018 | -2.64% | -5.24% |
| 2017 | +151.94% | +20.78% |
| 2016 | +151.80% | +13.59% |
| 2015 | -73.04% | +1.31% |
| 2014 | -13.85% | +14.56% |
| 2013 | -9.51% | +29.00% |
| 2012 | +5.21% | +14.17% |
| 2011 | -32.52% | +0.85% |
| 2010 | +219.01% | +13.14% |
| 2009 | +40.44% | +22.67% |
| 2008 | -50.31% | -36.25% |
| 2007 | -17.42% | +5.32% |
| 2006 | +75.76% | +13.85% |
| 2005 | +39.54% | +5.32% |
| 2004 | +113.21% | +10.75% |
| 2003 | +80.68% | +24.18% |
| 2002 | +44.47% | -22.42% |
| 2001 | +3.97% | -10.13% |
| 2000 | +24.38% | -8.84% |
| 1999 | +22.52% | +8.61% |
MSB vs SPY Drawdown Comparison
The maximum drawdown for MSB was -91.97%, occurring on Jan 19, 2016. Recovery took 1965 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current MSB drawdown is -36.16%. The current SPY drawdown is -0.33%.
| Rank | MSB | SPY |
|---|---|---|
| #1 | -91.97% Dec 13, 2010 - Oct 3, 2018 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -79.97% Jun 30, 2008 - Mar 29, 2010 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -66.42% Jul 12, 2019 - Dec 10, 2020 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -47.27% May 20, 2021 - Jan 21, 2025 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -40.26% Apr 7, 2010 - Aug 17, 2010 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -37.10% Jan 8, 2026 - May 22, 2026 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -36.95% Apr 2, 2004 - Sep 30, 2004 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -36.23% Jan 12, 2007 - Apr 9, 2008 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -31.85% Mar 4, 2005 - Sep 29, 2005 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -31.28% May 28, 2002 - Jan 21, 2003 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -30.92% Apr 18, 2006 - Nov 21, 2006 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -28.57% Feb 20, 2025 - Jul 28, 2025 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -26.27% Oct 3, 2018 - Feb 21, 2019 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -26.18% Sep 11, 2000 - Mar 8, 2002 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -19.49% Sep 29, 2005 - Jan 17, 2006 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between MSB and SPY is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (1999 - 2026)
MSB vs SPY dividend yield comparison.
| Year | MSB | SPY |
|---|---|---|
| 2026 | 1.93% | 0.24% |
| 2025 | 18.09% | 1.07% |
| 2024 | 4.80% | 1.21% |
| 2023 | 1.71% | 1.40% |
| 2022 | 20.14% | 1.65% |
| 2021 | 10.83% | 1.20% |
| 2020 | 5.95% | 1.52% |
| 2019 | 14.27% | 1.75% |
| 2018 | 11.78% | 2.04% |
| 2017 | 5.92% | 1.80% |
| 2016 | 5.14% | 2.03% |
| 2015 | 15.04% | 2.06% |
| 2014 | 10.24% | 1.87% |
| 2013 | 6.92% | 1.81% |
| 2012 | 10.20% | 2.18% |
| 2011 | 9.64% | 2.05% |
| 2010 | 6.20% | 1.80% |
| 2009 | 5.55% | 1.95% |
| 2008 | 33.28% | 3.02% |
| 2007 | 5.55% | 1.85% |
| 2006 | 6.33% | 1.73% |
| 2005 | 8.02% | 1.73% |
| 2004 | 5.76% | 1.82% |
| 2003 | 5.41% | 1.47% |
| 2002 | 6.17% | 1.70% |
| 2001 | 10.00% | 1.25% |
| 2000 | 13.48% | 1.15% |
| 1999 | 0.00% | 0.24% |
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