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MYFW vs SPY

Comparison between First Western Financial Inc (MYFW, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed MYFW, delivering a return of +13.4% compared to +2.8%

MYFW vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
MYFW
$285M
Winner
SPY
$784B
Expense Ratio
MYFW
N/A
SPY
0.09%
Max Drawdown
MYFW
60.78%
Winner
SPY
56.47%
Sharpe Ratio
MYFW
1.19
Winner
SPY
1.50
5Y Beta
Winner
MYFW
0.75
SPY
1.00
Industry
MYFW
Banks - Regional
SPY
N/A
P/E Ratio
Winner
MYFW
18.73
SPY
28.29
Forward P/E
MYFW
N/A
SPY
21.76
PEG Ratio
MYFW
0.38
SPY
N/A
5Y Dividends CAGR
MYFW
N/A
SPY
5.43%
5Y EPS CAGR
MYFW
-15.69%
Winner
SPY
25.98%
Debt to Equity
Winner
MYFW
0.00%
SPY
30.79%
Free Cash Flow Yield
MYFW
0.67%
SPY
N/A
P/S Ratio
Winner
MYFW
2.84
SPY
3.79
P/B Ratio
Winner
MYFW
1.04
SPY
5.67

MYFW vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
MYFW
+5.06%
SPY
+0.48%
3M
Winner
MYFW
+28.39%
SPY
+11.67%
6M
Winner
MYFW
+18.89%
SPY
+9.42%
1Y
Winner
MYFW
+46.71%
SPY
+24.27%
5Y(CAGR)
MYFW
+2.79%
Winner
SPY
+13.36%
10Y(CAGR)
MYFW
N/A
SPY
+15.42%
Max(CAGR)
MYFW
+5.70%
Winner
SPY
+8.49%

MYFW vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearMYFWSPY
2026+14.56%+8.88%
2025+41.11%+18.00%
2024-0.36%+25.59%
2023-27.15%+26.72%
2022-8.90%-18.64%
2021+54.74%+30.52%
2020+16.35%+17.28%
2019+37.94%+31.09%
2018-40.56%-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

MYFW vs SPY Drawdown Comparison

The maximum drawdown for MYFW was -60.78%, occurring on Feb 26, 2024. This drawdown has not yet recovered.

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

The current MYFW drawdown is -8.73%. The current SPY drawdown is -2.35%.

RankMYFWSPY
#1-60.78%
Feb 24, 2022 - Feb 26, 2024
-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-44.37%
Jul 19, 2018 - Dec 18, 2020
-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-18.00%
Jan 7, 2021 - Mar 9, 2021
-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-16.69%
Mar 29, 2021 - Oct 5, 2021
-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-8.93%
Dec 18, 2020 - Jan 6, 2021
-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-7.89%
Nov 16, 2021 - Jan 7, 2022
-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-4.90%
Oct 5, 2021 - Nov 2, 2021
-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-3.81%
Jan 20, 2022 - Feb 24, 2022
-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-1.90%
Nov 5, 2021 - Nov 12, 2021
-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-1.57%
Nov 12, 2021 - Nov 16, 2021
-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-1.45%
Mar 15, 2021 - Mar 18, 2021
-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-1.07%
Mar 19, 2021 - Mar 23, 2021
-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-0.81%
Jan 14, 2022 - Jan 19, 2022
-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-0.45%
Jan 12, 2022 - Jan 14, 2022
-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-0.11%
Mar 10, 2021 - Mar 12, 2021
-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between MYFW and SPY is 0.45 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.45
-101

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