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OXBR vs SPY

Comparison between Oxbridge Re Holdings Ltd (OXBR, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed OXBR, delivering a return of +14.0% compared to -18.5%

OXBR vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
OXBR
$7.45M
Winner
SPY
$784B
Expense Ratio
OXBR
N/A
SPY
0.09%
Max Drawdown
OXBR
93.12%
Winner
SPY
56.47%
Sharpe Ratio
OXBR
-0.10
Winner
SPY
1.68
5Y Beta
OXBR
1.14
Winner
SPY
1.00
Industry
OXBR
Insurance - Reinsurance
SPY
N/A
P/E Ratio
Winner
OXBR
-3.71
SPY
28.06
Forward P/E
Winner
OXBR
7.86
SPY
21.47
PEG Ratio
OXBR
N/A
SPY
0.36
5Y Dividends CAGR
OXBR
N/A
SPY
6.00%
5Y EPS CAGR
Winner
OXBR
96.82%
SPY
25.05%
Debt to Equity
Winner
OXBR
0.00%
SPY
30.60%
Free Cash Flow Yield
OXBR
-19.14%
SPY
N/A

OXBR vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
OXBR
-0.79%
Winner
SPY
+1.35%
3M
OXBR
+8.18%
Winner
SPY
+13.50%
6M
OXBR
-27.11%
Winner
SPY
+11.30%
1Y
OXBR
-43.50%
Winner
SPY
+26.75%
5Y(CAGR)
OXBR
-18.53%
Winner
SPY
+14.01%
10Y(CAGR)
OXBR
-14.58%
Winner
SPY
+15.56%
Max(CAGR)
OXBR
-13.61%
Winner
SPY
+8.52%

OXBR vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearOXBRSPY
2026-27.11%+9.89%
2025-68.00%+18.00%
2024+292.43%+25.59%
2023-7.56%+26.72%
2022-77.10%-18.64%
2021+208.79%+30.52%
2020+133.72%+17.28%
2019-5.70%+31.09%
2018-71.36%-5.24%
2017-60.89%+20.78%
2016+25.96%+13.59%
2015-2.27%+1.31%
2014-18.58%+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%

OXBR vs SPY Drawdown Comparison

The maximum drawdown for OXBR was -91.67%, occurring on Dec 24, 2018. Recovery took 1200 trading sessions.

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

The current OXBR drawdown is -86.48%. The current SPY drawdown is -1.44%.

RankOXBRSPY
#1-91.67%
Mar 14, 2017 - Dec 16, 2021
-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-90.30%
Dec 27, 2021 - Apr 14, 2026
-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-33.51%
Apr 11, 2014 - Jul 28, 2014
-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-32.74%
Nov 7, 2014 - Feb 23, 2017
-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-21.53%
Jul 28, 2014 - Oct 30, 2014
-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-9.39%
Feb 23, 2017 - Mar 13, 2017
-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-6.36%
Mar 27, 2014 - Apr 11, 2014
-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-3.82%
Dec 17, 2021 - Dec 23, 2021
-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-2.65%
Oct 30, 2014 - Nov 5, 2014
-9.44%
Sep 2, 2020 - Nov 11, 2020
#10N/A-9.30%
Jan 19, 2000 - Mar 17, 2000
#11N/A-9.05%
Jul 19, 2007 - Oct 5, 2007
#12N/A-8.88%
Jan 27, 2026 - Apr 14, 2026
#13N/A-8.41%
Jul 16, 2024 - Sep 19, 2024
#14N/A-7.35%
Sep 14, 2012 - Jan 2, 2013
#15N/A-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between OXBR and SPY is -0.46 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.46
-101

Dividend Comparison (1999 - 2026)

OXBR vs SPY dividend yield comparison.

YearOXBRSPY
20260.00%0.50%
20250.00%1.07%
20240.00%1.21%
20230.00%1.40%
20220.00%1.65%
20210.00%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
201716.74%1.80%
20168.00%2.03%
20158.39%2.06%
20148.18%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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