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NUVL vs SPY

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

5-Year PerformanceNUVL has outperformed SPY, delivering a return of +42.5% compared to +13.7%

NUVL vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
NUVL
$8.28B
Winner
SPY
$735B
Expense Ratio
NUVL
N/A
SPY
0.09%
Max Drawdown
NUVL
80.70%
Winner
SPY
56.47%
Sharpe Ratio
NUVL
1.05
Winner
SPY
1.76
5Y Beta
NUVL
1.03
Winner
SPY
1.00
Industry
NUVL
Biotechnology
SPY
N/A
P/E Ratio
Winner
NUVL
-18.61
SPY
28.46
Forward P/E
NUVL
N/A
SPY
21.99
PEG Ratio
NUVL
-0.29
SPY
N/A
5Y Dividends CAGR
NUVL
N/A
SPY
5.43%
5Y EPS CAGR
NUVL
N/A
SPY
25.20%
Debt to Equity
Winner
NUVL
0.00%
SPY
33.33%
Free Cash Flow Yield
NUVL
-3.78%
SPY
N/A
P/S Ratio
NUVL
N/A
SPY
3.65
P/B Ratio
NUVL
7.08
Winner
SPY
5.50

NUVL vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
NUVL
-2.34%
Winner
SPY
+5.60%
3M
NUVL
+1.47%
Winner
SPY
+8.72%
6M
NUVL
+6.01%
Winner
SPY
+10.63%
1Y
Winner
NUVL
+44.08%
SPY
+26.62%
5Y(CAGR)
Winner
NUVL
+42.47%
SPY
+13.70%
10Y(CAGR)
NUVL
N/A
SPY
+15.47%
Max(CAGR)
Winner
NUVL
+42.47%
SPY
+8.50%

NUVL vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearNUVLSPY
2026+1.45%+8.50%
2025+25.75%+18.00%
2024+2.86%+25.59%
2023+154.02%+26.72%
2022+60.19%-18.64%
2021+1.55%+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-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%

NUVL vs SPY Drawdown Comparison

The maximum drawdown for NUVL was -80.70%, occurring on May 16, 2022. Recovery took 414 trading sessions.

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

The current NUVL drawdown is -8.80%. The current SPY drawdown is -1.20%.

RankNUVLSPY
#1-80.70%
Sep 7, 2021 - May 1, 2023
-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-47.12%
Sep 16, 2024 - Apr 8, 2025
-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-29.48%
Feb 27, 2024 - Sep 9, 2024
-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-22.09%
Oct 6, 2023 - Nov 30, 2023
-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-17.53%
Jul 31, 2023 - Oct 4, 2023
-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-16.05%
Aug 4, 2021 - Aug 17, 2021
-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-12.44%
Jun 15, 2023 - Jul 20, 2023
-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-12.17%
Dec 15, 2023 - Feb 8, 2024
-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-8.47%
Sep 9, 2024 - Sep 16, 2024
-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-7.64%
May 1, 2023 - May 9, 2023
-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-6.21%
Jun 2, 2023 - Jun 15, 2023
-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-5.13%
May 22, 2023 - May 30, 2023
-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-4.90%
Feb 16, 2024 - Feb 23, 2024
-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-4.47%
May 15, 2023 - May 22, 2023
-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-3.65%
Feb 12, 2024 - Feb 14, 2024
-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between NUVL and SPY is 0.90 which considered as a strong positive correlation - the stocks tend to move together.

0.90
-101

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