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OCFC vs SPY

Comparison between OceanFirst Financial Corp (OCFC, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed OCFC, delivering a return of +13.3% compared to +0.7%

OCFC vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
OCFC
$1.08B
Winner
SPY
$735B
Expense Ratio
OCFC
N/A
SPY
0.09%
Max Drawdown
OCFC
73.95%
Winner
SPY
56.47%
Sharpe Ratio
OCFC
0.43
Winner
SPY
1.62
5Y Beta
Winner
OCFC
0.94
SPY
1.00
Industry
OCFC
Banks - Regional
SPY
N/A
P/E Ratio
Winner
OCFC
15.45
SPY
28.99
Forward P/E
Winner
OCFC
10.50
SPY
22.37
PEG Ratio
OCFC
1.15
SPY
N/A
Dividend Yield
OCFC
4.49%
SPY
N/A
5Y Dividends CAGR
Winner
OCFC
8.02%
SPY
5.43%
5Y EPS CAGR
OCFC
-1.55%
Winner
SPY
26.05%
Debt to Equity
Winner
OCFC
0.00%
SPY
32.40%
Free Cash Flow Yield
OCFC
9.82%
SPY
N/A
P/S Ratio
Winner
OCFC
2.73
SPY
3.74
P/B Ratio
Winner
OCFC
0.65
SPY
5.61

OCFC vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
OCFC
-4.78%
Winner
SPY
+1.90%
3M
OCFC
-0.26%
Winner
SPY
+8.55%
6M
OCFC
-4.16%
Winner
SPY
+8.18%
1Y
OCFC
+12.86%
Winner
SPY
+25.79%
5Y(CAGR)
OCFC
+0.66%
Winner
SPY
+13.32%
10Y(CAGR)
OCFC
+3.64%
Winner
SPY
+15.19%
Max(CAGR)
OCFC
+5.50%
Winner
SPY
+8.47%

OCFC vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearOCFCSPY
2026+3.84%+8.26%
2025+5.51%+18.00%
2024+8.29%+25.59%
2023-15.52%+26.72%
2022-2.40%-18.64%
2021+26.58%+30.52%
2020-23.05%+17.28%
2019+15.70%+31.09%
2018-13.30%-5.24%
2017-10.41%+20.78%
2016+57.10%+13.59%
2015+23.71%+1.31%
2014+2.87%+14.56%
2013+24.17%+29.00%
2012+8.16%+14.17%
2011+0.91%+0.85%
2010+16.82%+13.14%
2009-28.65%+22.67%
2008+10.53%-36.25%
2007-27.01%+5.32%
2006+2.52%+13.85%
2005-2.43%+5.32%
2004-6.31%+10.75%
2003+26.91%+24.18%
2002+44.89%-22.42%
2001+10.58%-10.13%
2000+53.06%-8.84%
1999-2.81%+8.61%

OCFC vs SPY Drawdown Comparison

The maximum drawdown for OCFC was -67.78%, occurring on Mar 9, 2009. Recovery took 2573 trading sessions.

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

The current OCFC drawdown is -17.92%. The current SPY drawdown is -2.90%.

RankOCFCSPY
#1-67.78%
Dec 8, 2003 - Feb 28, 2014		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-59.02%
Jun 20, 2018 - Mar 18, 2020		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-29.35%
Aug 26, 2002 - May 30, 2003		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-22.02%
Nov 22, 1999 - Jun 28, 2000		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-21.59%
Dec 29, 2015 - Oct 31, 2016		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-19.31%
Jan 11, 2017 - Jun 1, 2018		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-18.89%
Jun 28, 2002 - Aug 26, 2002		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-16.59%
Feb 28, 2014 - Jun 23, 2015		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-12.87%
Aug 17, 2015 - Oct 28, 2015		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-12.86%
Jun 20, 2001 - Jan 30, 2002		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-12.22%
Dec 29, 2000 - Jun 1, 2001		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-9.13%
Sep 22, 2000 - Nov 7, 2000		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-8.18%
May 23, 2002 - Jun 26, 2002		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-7.43%
Jul 13, 2015 - Aug 14, 2015		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-6.08%
Sep 3, 2003 - Nov 12, 2003		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between OCFC and SPY is 0.72 which considered as a strong positive correlation - the stocks tend to move together.

0.72
-101

Dividend Comparison (1999 - 2026)

OCFC vs SPY dividend yield comparison.

YearOCFCSPY
20262.21%0.24%
20254.46%1.07%
20244.42%1.21%
20234.61%1.40%
20223.48%1.65%
20215.03%1.20%
20203.65%1.52%
20192.66%1.75%
20182.75%2.04%
20172.29%1.80%
20161.80%2.03%
20152.60%2.06%
20142.86%1.87%
20132.80%1.81%
20123.49%2.18%
20113.67%2.05%
20103.73%1.80%
20097.09%1.95%
20084.82%3.02%
20075.06%1.85%
20063.49%1.73%
20053.51%1.73%
20043.25%1.82%
20032.87%1.47%
20023.09%1.70%
20013.48%1.25%
20002.92%1.15%
19990.00%0.24%

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