OTTR vs SPY
Comparison between Otter Tail Corporation (OTTR, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceOTTR has outperformed SPY, delivering a return of +15.7% compared to +14.0%
OTTR vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
OTTR vs SPY - Historical Returns
Returns include dividend reinvestment.
OTTR vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | OTTR | SPY |
|---|---|---|
| 2026 | +8.66% | +9.45% |
| 2025 | +14.52% | +18.00% |
| 2024 | -11.95% | +25.59% |
| 2023 | +47.30% | +26.72% |
| 2022 | -13.45% | -18.64% |
| 2021 | +76.46% | +30.52% |
| 2020 | -14.66% | +17.28% |
| 2019 | +10.31% | +31.09% |
| 2018 | +16.76% | -5.24% |
| 2017 | +15.54% | +20.78% |
| 2016 | +60.66% | +13.59% |
| 2015 | -10.26% | +1.31% |
| 2014 | +12.14% | +14.56% |
| 2013 | +18.47% | +29.00% |
| 2012 | +18.49% | +14.17% |
| 2011 | +2.47% | +0.85% |
| 2010 | -5.41% | +13.14% |
| 2009 | +7.94% | +22.67% |
| 2008 | -27.30% | -36.25% |
| 2007 | +13.42% | +5.32% |
| 2006 | +9.88% | +13.85% |
| 2005 | +19.30% | +5.32% |
| 2004 | -1.15% | +10.75% |
| 2003 | +2.80% | +24.18% |
| 2002 | -2.23% | -22.42% |
| 2001 | +14.75% | -10.13% |
| 2000 | -21.53% | -8.84% |
| 1999 | -7.45% | +8.61% |
OTTR vs SPY Drawdown Comparison
The maximum drawdown for OTTR was -65.93%, occurring on Nov 20, 2008. Recovery took 1653 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current OTTR drawdown is -8.58%. The current SPY drawdown is -0.34%.
| Rank | OTTR | SPY |
|---|---|---|
| #1 | -65.93% Jul 30, 2008 - Feb 24, 2015 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -53.30% Feb 7, 2000 - Dec 5, 2006 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -41.50% Nov 1, 2019 - Aug 16, 2021 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -35.12% Aug 18, 2022 - Jul 12, 2023 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -27.11% Jul 26, 2024 - Jan 2, 2025 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -24.20% Aug 8, 2023 - Feb 1, 2024 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -23.00% Feb 24, 2015 - Jun 10, 2016 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -19.74% Apr 25, 2007 - Aug 16, 2007 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -18.32% Feb 12, 2024 - Jul 26, 2024 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -18.29% Dec 31, 2021 - Aug 1, 2022 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -17.52% Nov 29, 2017 - May 30, 2018 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -15.71% Aug 17, 2007 - Apr 25, 2008 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -14.14% Nov 10, 1999 - Feb 4, 2000 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -12.95% Dec 9, 2016 - Jun 9, 2017 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -9.77% Dec 12, 2018 - Mar 11, 2019 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between OTTR and SPY is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (1999 - 2026)
OTTR vs SPY dividend yield comparison.
| Year | OTTR | SPY |
|---|---|---|
| 2026 | 1.32% | 0.24% |
| 2025 | 2.60% | 1.07% |
| 2024 | 2.53% | 1.21% |
| 2023 | 2.06% | 1.40% |
| 2022 | 2.81% | 1.65% |
| 2021 | 2.18% | 1.20% |
| 2020 | 3.47% | 1.52% |
| 2019 | 2.73% | 1.75% |
| 2018 | 2.70% | 2.04% |
| 2017 | 2.88% | 1.80% |
| 2016 | 3.06% | 2.03% |
| 2015 | 4.62% | 2.06% |
| 2014 | 3.91% | 1.87% |
| 2013 | 4.07% | 1.81% |
| 2012 | 4.76% | 2.18% |
| 2011 | 5.40% | 2.05% |
| 2010 | 5.28% | 1.80% |
| 2009 | 4.79% | 1.95% |
| 2008 | 5.10% | 3.02% |
| 2007 | 3.38% | 1.85% |
| 2006 | 3.69% | 1.73% |
| 2005 | 3.86% | 1.73% |
| 2004 | 4.31% | 1.82% |
| 2003 | 4.04% | 1.47% |
| 2002 | 3.94% | 1.70% |
| 2001 | 3.57% | 1.25% |
| 2000 | 4.59% | 1.15% |
| 1999 | 1.32% | 0.24% |
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