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NAII vs SPY

Comparison between Natural Alternatives International Inc (NAII, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed NAII, delivering a return of +13.5% compared to -29.1%

NAII vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
NAII
$16M
Winner
SPY
$784B
Expense Ratio
NAII
N/A
SPY
0.09%
Max Drawdown
NAII
87.15%
Winner
SPY
56.47%
Sharpe Ratio
NAII
-0.26
Winner
SPY
1.52
5Y Beta
Winner
NAII
0.30
SPY
1.00
Industry
NAII
Packaged Foods
SPY
N/A
P/E Ratio
Winner
NAII
-1.08
SPY
27.91
Forward P/E
Winner
NAII
13.61
SPY
21.88
PEG Ratio
NAII
-0.01
SPY
N/A
5Y Dividends CAGR
NAII
N/A
SPY
5.43%
5Y EPS CAGR
NAII
N/A
SPY
25.11%
Debt to Equity
Winner
NAII
0.00%
SPY
30.63%
Free Cash Flow Yield
NAII
-57.29%
SPY
N/A
P/S Ratio
Winner
NAII
0.11
SPY
3.64
P/B Ratio
Winner
NAII
0.25
SPY
5.49

NAII vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
NAII
-3.09%
Winner
SPY
+0.31%
3M
NAII
-4.56%
Winner
SPY
+10.77%
6M
NAII
-20.06%
Winner
SPY
+10.99%
1Y
NAII
-26.61%
Winner
SPY
+25.43%
5Y(CAGR)
NAII
-29.09%
Winner
SPY
+13.47%
10Y(CAGR)
NAII
-13.79%
Winner
SPY
+15.45%
Max(CAGR)
NAII
-1.24%
Winner
SPY
+8.48%

NAII vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearNAIISPY
2026-30.08%+8.76%
2025-16.45%+18.00%
2024-34.04%+25.59%
2023-20.37%+26.72%
2022-33.57%-18.64%
2021+19.34%+30.52%
2020+33.70%+17.28%
2019-18.90%+31.09%
2018-4.56%-5.24%
2017-10.04%+20.78%
2016+8.45%+13.59%
2015+94.36%+1.31%
2014-4.97%+14.56%
2013+8.75%+29.00%
2012-38.86%+14.17%
2011+56.74%+0.85%
2010-25.63%+13.14%
2009+26.02%+22.67%
2008-30.52%-36.25%
2007-2.27%+5.32%
2006+36.11%+13.85%
2005-26.28%+5.32%
2004+44.22%+10.75%
2003+62.03%+24.18%
2002+66.04%-22.42%
2001+7.45%-10.13%
2000-31.37%-8.84%
1999-7.14%+8.61%

NAII vs SPY Drawdown Comparison

The maximum drawdown for NAII was -87.15%, occurring on Jun 12, 2026. 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 NAII drawdown is -86.89%. The current SPY drawdown is -2.45%.

RankNAIISPY
#1-87.15%
Aug 5, 2021 - Jun 12, 2026
-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-76.81%
May 7, 2004 - Apr 11, 2016
-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-70.04%
Nov 12, 1999 - Oct 31, 2002
-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-63.96%
Apr 12, 2016 - Jan 26, 2021
-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-34.66%
Jan 21, 2003 - Jun 9, 2003
-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-29.12%
Apr 16, 2021 - Aug 4, 2021
-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-19.36%
Nov 1, 2002 - Jan 14, 2003
-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-18.69%
Feb 10, 2021 - Apr 16, 2021
-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-14.44%
Aug 27, 2003 - Oct 27, 2003
-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-12.50%
Mar 5, 2004 - Apr 5, 2004
-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-10.70%
Apr 6, 2004 - Apr 28, 2004
-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-10.10%
Jun 11, 2003 - Aug 20, 2003
-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-9.22%
Jan 20, 2004 - Feb 23, 2004
-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-6.67%
Nov 4, 2003 - Dec 24, 2003
-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-5.07%
Apr 29, 2004 - May 4, 2004
-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between NAII and SPY is 0.10 which considered as a very weak or no correlation - the stocks move independently of each other.

0.10
-101

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