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NWN vs SPY

Comparison between Northwest Natural Holding Company (NWN, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed NWN, delivering a return of +13.4% compared to +2.4%

NWN vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
NWN
$2.10B
Winner
SPY
$784B
Expense Ratio
NWN
N/A
SPY
0.09%
Max Drawdown
Winner
NWN
54.55%
SPY
56.47%
Sharpe Ratio
NWN
1.12
Winner
SPY
1.50
5Y Beta
Winner
NWN
0.12
SPY
1.00
Industry
NWN
Utilities - Regulated Gas
SPY
N/A
P/E Ratio
Winner
NWN
17.09
SPY
28.29
Forward P/E
Winner
NWN
16.26
SPY
21.76
PEG Ratio
NWN
1.16
SPY
N/A
Dividend Yield
NWN
3.93%
SPY
N/A
5Y Dividends CAGR
NWN
5.09%
Winner
SPY
5.43%
5Y EPS CAGR
NWN
0.19%
Winner
SPY
25.98%
Debt to Equity
NWN
154.30%
Winner
SPY
30.79%
Free Cash Flow Yield
NWN
-12.96%
SPY
N/A
P/S Ratio
Winner
NWN
1.63
SPY
3.79
P/B Ratio
Winner
NWN
1.33
SPY
5.67

NWN vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
NWN
-0.60%
Winner
SPY
+0.48%
3M
NWN
-3.11%
Winner
SPY
+11.67%
6M
NWN
+8.71%
Winner
SPY
+9.42%
1Y
Winner
NWN
+29.19%
SPY
+24.27%
5Y(CAGR)
NWN
+2.37%
Winner
SPY
+13.36%
10Y(CAGR)
NWN
+2.07%
Winner
SPY
+15.42%
Max(CAGR)
NWN
+6.73%
Winner
SPY
+8.49%

NWN vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearNWNSPY
2026+8.81%+8.88%
2025+23.89%+18.00%
2024+4.83%+25.59%
2023-15.69%+26.72%
2022+1.45%-18.64%
2021+11.11%+30.52%
2020-35.46%+17.28%
2019+29.83%+31.09%
2018+5.99%-5.24%
2017+3.52%+20.78%
2016+23.95%+13.59%
2015+5.83%+1.31%
2014+23.45%+14.56%
2013-0.56%+29.00%
2012-5.09%+14.17%
2011+6.28%+0.85%
2010+5.77%+13.14%
2009+7.23%+22.67%
2008-5.50%-36.25%
2007+18.74%+5.32%
2006+23.95%+13.85%
2005+6.62%+5.32%
2004+14.76%+10.75%
2003+18.07%+24.18%
2002+9.21%-22.42%
2001+3.81%-10.13%
2000+31.33%-8.84%
1999-14.56%+8.61%

NWN vs SPY Drawdown Comparison

The maximum drawdown for NWN was -46.27%, occurring on Feb 9, 2024. 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 NWN drawdown is -15.42%. The current SPY drawdown is -2.35%.

RankNWNSPY
#1-46.27%
Feb 18, 2020 - Feb 9, 2024		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-29.70%
Nov 5, 1999 - Dec 11, 2000		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-27.57%
Sep 18, 2008 - Oct 14, 2010		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-24.25%
Nov 30, 2017 - Sep 13, 2018		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-20.36%
May 8, 2007 - Sep 18, 2008		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-20.08%
Jul 1, 2002 - Oct 1, 2002		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-18.99%
Nov 1, 2002 - Sep 2, 2003		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-18.17%
Oct 8, 2012 - Oct 30, 2014		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-18.16%
Oct 9, 2018 - May 7, 2019		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-18.07%
Dec 29, 2014 - Dec 23, 2015		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-17.81%
Oct 18, 2010 - Dec 27, 2011		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-17.67%
Dec 27, 2000 - Dec 26, 2001		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-15.09%
Jul 25, 2016 - Aug 1, 2017		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-14.53%
Aug 2, 2005 - Jul 28, 2006		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-13.74%
Mar 5, 2004 - Sep 9, 2004		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between NWN and SPY is 0.70 which considered as a strong positive correlation - the stocks tend to move together.

0.70
-101

Dividend Comparison (1999 - 2026)

NWN vs SPY dividend yield comparison.

YearNWNSPY
20261.98%0.24%
20254.20%1.07%
20244.94%1.21%
20234.99%1.40%
20224.06%1.65%
20213.94%1.20%
20204.16%1.52%
20192.58%1.75%
20183.13%2.04%
20173.16%1.80%
20163.13%2.03%
20153.68%2.06%
20143.70%1.87%
20134.26%1.81%
20123.02%2.18%
20113.65%2.05%
20103.62%1.80%
20093.55%1.95%
20084.28%3.02%
20072.96%1.85%
20063.29%1.73%
20053.86%1.73%
20043.85%1.82%
20035.20%1.47%
20025.84%1.70%
20014.88%1.25%
20004.68%1.15%
19990.05%0.24%

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