NJR vs SPY
Comparison between New Jersey Resources Corporation (NJR, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed NJR, delivering a return of +13.8% compared to +10.4%
NJR vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
NJR vs SPY - Historical Returns
Returns include dividend reinvestment.
NJR vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | NJR | SPY |
|---|---|---|
| 2026 | +27.67% | +7.70% |
| 2025 | +3.35% | +18.00% |
| 2024 | +7.08% | +25.59% |
| 2023 | -6.14% | +26.72% |
| 2022 | +25.57% | -18.64% |
| 2021 | +23.33% | +30.52% |
| 2020 | -16.17% | +17.28% |
| 2019 | +2.75% | +31.09% |
| 2018 | +17.57% | -5.24% |
| 2017 | +17.53% | +20.78% |
| 2016 | +11.44% | +13.59% |
| 2015 | +11.22% | +1.31% |
| 2014 | +42.32% | +14.56% |
| 2013 | +20.07% | +29.00% |
| 2012 | -16.57% | +14.17% |
| 2011 | +15.86% | +0.85% |
| 2010 | +17.96% | +13.14% |
| 2009 | -1.12% | +22.67% |
| 2008 | +24.93% | -36.25% |
| 2007 | +6.79% | +5.32% |
| 2006 | +16.82% | +13.85% |
| 2005 | +0.66% | +5.32% |
| 2004 | +15.45% | +10.75% |
| 2003 | +23.20% | +24.18% |
| 2002 | +6.16% | -22.42% |
| 2001 | +17.44% | -10.13% |
| 2000 | +20.95% | -8.84% |
| 1999 | -1.30% | +8.61% |
NJR vs SPY Drawdown Comparison
The maximum drawdown for NJR was -50.63%, occurring on Mar 18, 2020. Recovery took 698 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current SPY drawdown is -1.93%.
| Rank | NJR | SPY |
|---|---|---|
| #1 | -50.63% Jun 21, 2019 - Mar 29, 2022 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -27.78% Apr 11, 2023 - Feb 2, 2026 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -25.39% Feb 2, 2009 - Sep 24, 2010 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -24.47% Sep 18, 2008 - Nov 21, 2008 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -21.15% Apr 16, 2002 - Aug 21, 2002 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -19.31% Dec 29, 2011 - Nov 4, 2013 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -19.15% Jul 6, 2016 - Feb 21, 2017 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -18.90% Nov 14, 2017 - May 30, 2018 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -17.53% May 14, 2007 - Aug 12, 2008 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -17.24% Aug 19, 2022 - Nov 18, 2022 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -17.16% Feb 5, 2015 - Dec 24, 2015 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -16.04% Dec 28, 2000 - May 18, 2001 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -14.71% Jun 27, 2014 - Oct 28, 2014 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -14.59% Jul 8, 2005 - Jul 19, 2006 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -13.31% Jul 21, 2011 - Aug 29, 2011 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between NJR and SPY is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (1999 - 2026)
NJR vs SPY dividend yield comparison.
| Year | NJR | SPY |
|---|---|---|
| 2026 | 0.82% | 0.24% |
| 2025 | 4.01% | 1.07% |
| 2024 | 3.73% | 1.21% |
| 2023 | 3.63% | 1.40% |
| 2022 | 3.03% | 1.65% |
| 2021 | 3.39% | 1.20% |
| 2020 | 3.63% | 1.52% |
| 2019 | 2.71% | 1.75% |
| 2018 | 2.47% | 2.04% |
| 2017 | 2.62% | 1.80% |
| 2016 | 2.79% | 2.03% |
| 2015 | 2.82% | 2.06% |
| 2014 | 3.53% | 1.87% |
| 2013 | 3.55% | 1.81% |
| 2012 | 4.90% | 2.18% |
| 2011 | 2.97% | 2.05% |
| 2010 | 3.20% | 1.80% |
| 2009 | 3.40% | 1.95% |
| 2008 | 2.92% | 3.02% |
| 2007 | 3.08% | 1.85% |
| 2006 | 3.01% | 1.73% |
| 2005 | 3.29% | 1.73% |
| 2004 | 3.03% | 1.82% |
| 2003 | 3.26% | 1.47% |
| 2002 | 3.83% | 1.70% |
| 2001 | 3.78% | 1.25% |
| 2000 | 5.00% | 1.15% |
| 1999 | 1.10% | 0.24% |
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