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NEN vs SPY

Comparison between New England Realty Associates LP (NEN, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed NEN, delivering a return of +13.4% compared to +1.7%

NEN vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
NEN
$209M
Winner
SPY
$784B
Expense Ratio
NEN
N/A
SPY
0.09%
Max Drawdown
Winner
NEN
50.38%
SPY
56.47%
Sharpe Ratio
NEN
-1.03
Winner
SPY
1.56
5Y Beta
Winner
NEN
0.06
SPY
1.00
Industry
NEN
Real Estate Services
SPY
N/A
P/E Ratio
Winner
NEN
-124.46
SPY
28.29
Forward P/E
NEN
23.58
Winner
SPY
21.75
PEG Ratio
NEN
0.00
SPY
N/A
Dividend Yield
NEN
2.67%
SPY
N/A
5Y Dividends CAGR
Winner
NEN
32.36%
SPY
5.43%
5Y EPS CAGR
Winner
NEN
49.47%
SPY
25.98%
Debt to Equity
Winner
NEN
-668.42%
SPY
30.79%
Free Cash Flow Yield
NEN
-46.55%
SPY
N/A
P/S Ratio
Winner
NEN
2.22
SPY
3.79
P/B Ratio
NEN
45.29
Winner
SPY
5.67

NEN vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
NEN
-2.51%
Winner
SPY
+0.48%
3M
NEN
-10.92%
Winner
SPY
+11.67%
6M
NEN
-11.73%
Winner
SPY
+9.42%
1Y
NEN
-21.36%
Winner
SPY
+24.27%
5Y(CAGR)
NEN
+1.65%
Winner
SPY
+13.36%
10Y(CAGR)
NEN
+3.13%
Winner
SPY
+15.42%
Max(CAGR)
Winner
NEN
+14.93%
SPY
+8.49%

NEN vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearNENSPY
2026-10.23%+8.88%
2025-17.03%+18.00%
2024+24.04%+25.59%
2023+2.06%+26.72%
2022+6.31%-18.64%
2021+38.51%+30.52%
2020-16.64%+17.28%
2019+14.31%+31.09%
2018-20.85%-5.24%
2017+26.01%+20.78%
2016+24.41%+13.59%
2015+6.77%+1.31%
2014+10.60%+14.56%
2013+56.87%+29.00%
2012+29.58%+14.17%
2011+10.76%+0.85%
2010+26.37%+13.14%
2009+0.12%+22.67%
2008-19.22%-36.25%
2007-11.69%+5.32%
2006+7.73%+13.85%
2005-4.74%+5.32%
2004+67.23%+10.75%
2003+38.92%+24.18%
2002+47.77%-22.42%
2001+80.88%-10.13%
2000+68.13%-8.84%
1999-3.30%+8.61%

NEN vs SPY Drawdown Comparison

The maximum drawdown for NEN was -44.21%, occurring on Mar 9, 2009. Recovery took 1234 trading sessions.

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

The current NEN drawdown is -27.77%. The current SPY drawdown is -2.35%.

RankNENSPY
#1-44.21%
Feb 16, 2007 - Jan 10, 2012		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-41.90%
Nov 8, 2017 - Dec 23, 2021		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-29.11%
Jun 7, 2002 - Mar 24, 2003		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-28.42%
Mar 31, 2025 - Apr 7, 2026		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-27.38%
Oct 2, 2000 - Jan 23, 2001		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-27.22%
Feb 14, 2005 - Feb 15, 2007		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-22.66%
Aug 20, 2001 - Feb 20, 2002		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-20.83%
Jan 23, 2001 - May 29, 2001		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-20.00%
Feb 9, 2000 - Mar 20, 2000		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-18.28%
Jul 12, 2001 - Aug 3, 2001		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-18.02%
Apr 14, 2022 - Aug 22, 2024		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-15.95%
Nov 6, 2003 - Jun 9, 2004		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-12.85%
Mar 20, 2000 - May 19, 2000		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-11.96%
Feb 12, 2013 - Mar 27, 2013		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-11.87%
Aug 17, 2016 - Mar 23, 2017		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between NEN and SPY is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89
-101

Dividend Comparison (1999 - 2026)

NEN vs SPY dividend yield comparison.

YearNENSPY
20260.70%0.24%
20257.44%1.07%
20243.87%1.21%
20234.02%1.40%
20223.61%1.65%
20211.89%1.20%
20202.55%1.52%
20192.06%1.75%
20182.14%2.04%
20172.92%1.80%
20162.96%2.03%
20151.97%2.06%
20142.05%1.87%
20132.25%1.81%
20123.37%2.18%
20113.93%2.05%
20104.24%1.80%
20095.33%1.95%
20085.16%3.02%
20074.08%1.85%
20063.41%1.73%
20053.50%1.73%
20043.07%1.82%
20035.39%1.47%
20026.15%1.70%
20013.70%1.25%
20006.20%1.15%
19990.00%0.24%

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