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NVGS vs SPY

Comparison between Navigator Holdings Ltd (NVGS, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceNVGS has outperformed SPY, delivering a return of +17.5% compared to +13.3%

NVGS vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
NVGS
$1.47B
Winner
SPY
$735B
Expense Ratio
NVGS
N/A
SPY
0.09%
Max Drawdown
NVGS
87.68%
Winner
SPY
56.47%
Sharpe Ratio
Winner
NVGS
1.67
SPY
1.62
5Y Beta
Winner
NVGS
0.70
SPY
1.00
Industry
NVGS
Oil & Gas Midstream
SPY
N/A
P/E Ratio
Winner
NVGS
14.65
SPY
28.99
Forward P/E
Winner
NVGS
9.87
SPY
22.37
PEG Ratio
NVGS
0.60
SPY
N/A
Dividend Yield
NVGS
1.29%
SPY
N/A
5Y Dividends CAGR
NVGS
N/A
SPY
5.43%
5Y EPS CAGR
NVGS
N/A
SPY
26.05%
Debt to Equity
Winner
NVGS
13.70%
SPY
32.40%
Free Cash Flow Yield
NVGS
7.95%
SPY
N/A
P/S Ratio
Winner
NVGS
2.41
SPY
3.74
P/B Ratio
Winner
NVGS
1.16
SPY
5.61

NVGS vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
NVGS
-3.26%
Winner
SPY
+1.90%
3M
NVGS
+5.41%
Winner
SPY
+8.55%
6M
Winner
NVGS
+23.52%
SPY
+8.18%
1Y
Winner
NVGS
+56.79%
SPY
+25.79%
5Y(CAGR)
Winner
NVGS
+17.47%
SPY
+13.32%
10Y(CAGR)
NVGS
+5.14%
Winner
SPY
+15.19%
Max(CAGR)
NVGS
+4.38%
Winner
SPY
+8.47%

NVGS vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearNVGSSPY
2026+26.43%+8.26%
2025+9.44%+18.00%
2024+2.05%+25.59%
2023+26.88%+26.72%
2022+31.43%-18.64%
2021-14.96%+30.52%
2020-17.36%+17.28%
2019+38.15%+31.09%
2018-9.18%-5.24%
2017+4.23%+20.78%
2016-31.92%+13.59%
2015-32.39%+1.31%
2014-18.62%+14.56%
2013+130.91%+29.00%
2012+23.89%+14.17%
2011+76.56%+0.85%
2010-20.00%+13.14%
2009-46.31%+22.67%
2008-1.97%-36.25%
2007+28.25%+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%

NVGS vs SPY Drawdown Comparison

The maximum drawdown for NVGS was -87.68%, occurring on Mar 18, 2020. 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 NVGS drawdown is -27.98%. The current SPY drawdown is -2.90%.

RankNVGSSPY
#1-87.68%
Sep 22, 2014 - Mar 18, 2020		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-69.23%
Nov 30, 2007 - Jan 22, 2013		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-20.04%
Jan 17, 2014 - Jun 6, 2014		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-10.25%
Jun 19, 2014 - Sep 11, 2014		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-9.54%
Dec 31, 2013 - Jan 17, 2014		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-3.50%
Jul 31, 2013 - Sep 19, 2013		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-3.34%
Jun 10, 2014 - Jun 17, 2014		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-2.89%
May 8, 2013 - May 14, 2013		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-2.40%
Dec 24, 2013 - Dec 31, 2013		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-2.27%
Sep 12, 2014 - Sep 16, 2014		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-2.22%
Nov 29, 2013 - Dec 3, 2013		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-1.94%
Dec 10, 2013 - Dec 16, 2013		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-1.18%
Mar 22, 2013 - Apr 25, 2013		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-1.08%
Jun 4, 2013 - Jun 13, 2013		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-1.03%
Jul 19, 2013 - Jul 31, 2013		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between NVGS and SPY is 0.31 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.31
-101

Dividend Comparison (1999 - 2026)

NVGS vs SPY dividend yield comparison.

YearNVGSSPY
20260.64%0.24%
20251.27%1.07%
20241.30%1.21%
20230.69%1.40%
20220.00%1.65%
20210.00%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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