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NC vs SPY

Comparison between Nacco Industries Inc - Class A (NC, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceNC has outperformed SPY, delivering a return of +16.5% compared to +13.4%

NC vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
NC
$396M
Winner
SPY
$784B
Expense Ratio
NC
N/A
SPY
0.09%
Max Drawdown
NC
92.04%
Winner
SPY
56.47%
Sharpe Ratio
NC
1.06
Winner
SPY
1.56
5Y Beta
Winner
NC
0.72
SPY
1.00
Industry
NC
Thermal Coal
SPY
N/A
P/E Ratio
Winner
NC
13.03
SPY
28.29
Forward P/E
Winner
NC
6.57
SPY
21.75
PEG Ratio
NC
0.39
SPY
N/A
Dividend Yield
NC
1.92%
SPY
N/A
5Y Dividends CAGR
Winner
NC
5.65%
SPY
5.43%
5Y EPS CAGR
NC
-6.05%
Winner
SPY
25.98%
Debt to Equity
Winner
NC
0.00%
SPY
30.79%
Free Cash Flow Yield
NC
2.43%
SPY
N/A
P/S Ratio
Winner
NC
1.43
SPY
3.79
P/B Ratio
Winner
NC
0.92
SPY
5.67

NC vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
NC
+8.69%
SPY
+0.48%
3M
NC
-1.18%
Winner
SPY
+11.67%
6M
NC
+8.94%
Winner
SPY
+9.42%
1Y
Winner
NC
+49.39%
SPY
+24.27%
5Y(CAGR)
Winner
NC
+16.49%
SPY
+13.36%
10Y(CAGR)
Winner
NC
+16.04%
SPY
+15.42%
Max(CAGR)
Winner
NC
+12.64%
SPY
+8.49%

NC vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearNCSPY
2026+12.42%+8.88%
2025+67.77%+18.00%
2024-16.30%+25.59%
2023+3.63%+26.72%
2022+2.63%-18.64%
2021+49.52%+30.52%
2020-41.53%+17.28%
2019+44.20%+31.09%
2018-11.52%-5.24%
2017+59.47%+20.78%
2016+116.88%+13.59%
2015-24.39%+1.31%
2014-1.96%+14.56%
2013+0.53%+29.00%
2012+113.86%+14.17%
2011-17.17%+0.85%
2010+110.82%+13.14%
2009+35.24%+22.67%
2008-59.42%-36.25%
2007-26.49%+5.32%
2006+14.42%+13.85%
2005+13.62%+5.32%
2004+18.01%+10.75%
2003+108.45%+24.18%
2002-21.08%-22.42%
2001+35.14%-10.13%
2000-16.01%-8.84%
1999+18.11%+8.61%

NC vs SPY Drawdown Comparison

The maximum drawdown for NC was -91.51%, occurring on Mar 9, 2009. Recovery took 1351 trading sessions.

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

The current NC drawdown is -8.89%. The current SPY drawdown is -2.35%.

RankNCSPY
#1-91.51%
May 29, 2007 - Oct 4, 2012		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-71.91%
Oct 17, 2019 - Feb 17, 2026		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-54.04%
Jul 19, 2001 - Aug 21, 2003		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-38.62%
Dec 31, 1999 - Jan 31, 2001		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-37.93%
Nov 21, 2017 - May 2, 2019		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-35.65%
Nov 23, 2016 - Oct 2, 2017		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-35.52%
Jan 10, 2013 - Aug 12, 2016		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-29.55%
May 4, 2006 - Apr 23, 2007		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-19.61%
Mar 2, 2026 - Apr 21, 2026		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-19.02%
Jul 1, 2004 - Nov 3, 2004		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-18.41%
Jan 20, 2004 - Jun 30, 2004		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-15.67%
Mar 4, 2005 - Jul 28, 2005		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-15.00%
Dec 1, 2004 - Mar 2, 2005		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-14.74%
Oct 26, 2017 - Nov 8, 2017		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-13.97%
Mar 9, 2001 - May 8, 2001		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between NC and SPY is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87
-101

Dividend Comparison (1999 - 2026)

NC vs SPY dividend yield comparison.

YearNCSPY
20260.97%0.24%
20252.01%1.07%
20243.02%1.21%
20232.36%1.40%
20222.16%1.65%
20212.16%1.20%
20202.92%1.52%
20191.57%1.75%
20181.95%2.04%
2017235.88%1.80%
20161.18%2.03%
20152.48%2.06%
20141.72%1.87%
20131.61%1.81%
2012149.67%2.18%
20112.38%2.05%
20101.92%1.80%
20094.15%1.95%
20085.47%3.02%
20071.99%1.85%
20061.39%1.73%
20051.58%1.73%
20041.59%1.82%
20031.41%1.47%
20022.22%1.70%
20011.64%1.25%
20002.04%1.15%
19990.39%0.24%

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