MUFG vs SPY
Comparison between Mitsubishi UFJ Financial Group Inc (MUFG, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceMUFG has outperformed SPY, delivering a return of +30.2% compared to +13.3%
MUFG vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
MUFG vs SPY - Historical Returns
Returns include dividend reinvestment.
MUFG vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | MUFG | SPY |
|---|---|---|
| 2026 | +12.40% | +8.27% |
| 2025 | +40.67% | +18.00% |
| 2024 | +41.03% | +25.59% |
| 2023 | +30.72% | +26.72% |
| 2022 | +25.34% | -18.64% |
| 2021 | +27.10% | +30.52% |
| 2020 | -16.30% | +17.28% |
| 2019 | +9.48% | +31.09% |
| 2018 | -33.74% | -5.24% |
| 2017 | +19.60% | +20.78% |
| 2016 | +3.46% | +13.59% |
| 2015 | +15.55% | +1.31% |
| 2014 | -13.30% | +14.56% |
| 2013 | +22.85% | +29.00% |
| 2012 | +29.85% | +14.17% |
| 2011 | -20.99% | +0.85% |
| 2010 | +11.93% | +13.14% |
| 2009 | -20.18% | +22.67% |
| 2008 | -32.17% | -36.25% |
| 2007 | -24.10% | +5.32% |
| 2006 | -11.38% | +13.85% |
| 2005 | +37.27% | +5.32% |
| 2004 | +29.69% | +10.75% |
| 2003 | +66.65% | +24.18% |
| 2002 | -8.94% | -22.42% |
| 2001 | -27.97% | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
MUFG vs SPY Drawdown Comparison
The maximum drawdown for MUFG was -76.77%, occurring on Mar 9, 2009. Recovery took 4556 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current MUFG drawdown is -9.02%.
| Rank | MUFG | SPY |
|---|---|---|
| #1 | -76.77% May 9, 2006 - Jul 2, 2024 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -66.84% May 4, 2001 - Mar 16, 2004 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -30.22% Apr 6, 2004 - Aug 31, 2005 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -26.55% Mar 21, 2025 - Jul 24, 2025 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -20.22% Jul 31, 2024 - Nov 6, 2024 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -17.28% Feb 13, 2026 - Mar 30, 2026 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -10.28% Nov 7, 2005 - Dec 19, 2005 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -10.16% Dec 20, 2005 - Jan 31, 2006 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -9.52% Sep 30, 2005 - Nov 1, 2005 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -8.28% Sep 30, 2025 - Dec 2, 2025 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -6.95% Dec 3, 2024 - Jan 15, 2025 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -6.89% Jul 24, 2025 - Aug 12, 2025 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -6.23% Jan 31, 2006 - Feb 27, 2006 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -5.63% Feb 18, 2025 - Mar 14, 2025 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -5.62% Mar 1, 2006 - Mar 30, 2006 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between MUFG and SPY is 0.71 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (1999 - 2026)
MUFG vs SPY dividend yield comparison.
| Year | MUFG | SPY |
|---|---|---|
| 2026 | 0.00% | 0.24% |
| 2025 | 3.12% | 1.07% |
| 2024 | 2.50% | 1.21% |
| 2023 | 2.90% | 1.40% |
| 2022 | 3.36% | 1.65% |
| 2021 | 2.18% | 1.20% |
| 2020 | 2.62% | 1.52% |
| 2019 | 0.00% | 1.75% |
| 2018 | 0.00% | 2.04% |
| 2017 | 2.20% | 1.80% |
| 2016 | 2.70% | 2.03% |
| 2015 | 2.34% | 2.06% |
| 2014 | 2.94% | 1.87% |
| 2013 | 2.08% | 1.81% |
| 2012 | 2.73% | 2.18% |
| 2011 | 3.61% | 2.05% |
| 2010 | 2.57% | 1.80% |
| 2009 | 2.43% | 1.95% |
| 2008 | 2.27% | 3.02% |
| 2007 | 1.19% | 1.85% |
| 2006 | 0.62% | 1.73% |
| 2005 | 0.54% | 1.73% |
| 2004 | 0.50% | 1.82% |
| 2003 | 8.48% | 1.47% |
| 2002 | 12.49% | 1.70% |
| 2001 | 6.96% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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