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PHX vs SPY

Comparison between PHX Minerals Inc - Class A (PHX, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed PHX, delivering a return of +13.4% compared to +11.2%

PHX vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
PHX
$165M
Winner
SPY
$735B
Expense Ratio
PHX
N/A
SPY
0.09%
Max Drawdown
PHX
95.75%
Winner
SPY
56.47%
Sharpe Ratio
PHX
1.04
Winner
SPY
1.62
5Y Beta
PHX
N/A
SPY
1.00
P/E Ratio
Winner
PHX
23.68
SPY
28.99
Forward P/E
PHX
N/A
SPY
22.37
PEG Ratio
PHX
0.40
SPY
N/A
5Y Dividends CAGR
PHX
2.25%
Winner
SPY
5.43%
5Y EPS CAGR
PHX
N/A
SPY
26.05%
Debt to Equity
Winner
PHX
15.73%
SPY
32.40%
Free Cash Flow Yield
PHX
10.29%
SPY
N/A
P/S Ratio
PHX
4.40
Winner
SPY
3.74
P/B Ratio
Winner
PHX
1.32
SPY
5.61

PHX vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
PHX
+0.93%
SPY
+0.22%
3M
PHX
+6.82%
Winner
SPY
+9.29%
6M
Winner
PHX
+18.57%
SPY
+8.75%
1Y
Winner
PHX
+42.15%
SPY
+24.68%
5Y(CAGR)
PHX
+11.20%
Winner
SPY
+13.40%
10Y(CAGR)
PHX
-12.84%
Winner
SPY
+15.16%
Max(CAGR)
PHX
+7.46%
Winner
SPY
+8.48%

PHX vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearPHXSPY
2026N/A+8.50%
2025+11.70%+18.00%
2024+27.10%+25.59%
2023-10.73%+26.72%
2022+75.38%-18.64%
2021-6.76%+30.52%
2020-78.81%+17.28%
2019-30.22%+31.09%
2018-24.65%-5.24%
2017-12.60%+20.78%
2016+41.96%+13.59%
2015-28.12%+1.31%
2014+43.54%+14.56%
2013+10.70%+29.00%
2012-14.15%+14.17%
2011+17.19%+0.85%
2010+1.71%+13.14%
2009+21.52%+22.67%
2008-29.90%-36.25%
2007+38.41%+5.32%
2006-6.99%+13.85%
2005+78.33%+5.32%
2004+47.64%+10.75%
2003+75.02%+24.18%
2002+27.66%-22.42%
2001+8.27%-10.13%
2000+101.15%-8.84%
1999-9.40%+8.61%

PHX vs SPY Drawdown Comparison

The maximum drawdown for PHX was -95.48%, occurring on Sep 30, 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 PHX drawdown is -84.27%. The current SPY drawdown is -2.68%.

RankPHXSPY
#1-95.48%
Jul 22, 2014 - Sep 30, 2020		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-66.52%
Aug 11, 2008 - Jan 21, 2014		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-45.50%
May 14, 2001 - Jun 11, 2003		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-32.08%
Sep 1, 2005 - Feb 6, 2006		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-28.69%
Mar 9, 2005 - Aug 12, 2005		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-26.06%
Mar 8, 2004 - Oct 14, 2004		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-24.21%
Apr 19, 2006 - May 2, 2007		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-23.43%
Sep 21, 2000 - Feb 9, 2001		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-19.87%
Feb 6, 2006 - Apr 19, 2006		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-18.74%
Jun 22, 2007 - Jan 10, 2008		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-18.68%
Jun 23, 2008 - Aug 11, 2008		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-17.21%
Mar 5, 2008 - Apr 30, 2008		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-16.90%
Nov 3, 1999 - Apr 13, 2000		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-16.67%
Nov 29, 2004 - Feb 22, 2005		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-15.69%
Dec 31, 2003 - Mar 1, 2004		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between PHX and SPY is -0.16 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.16
-101

Dividend Comparison (1999 - 2026)

PHX vs SPY dividend yield comparison.

YearPHXSPY
20260.00%0.24%
20251.84%1.07%
20243.50%1.21%
20233.03%1.40%
20221.93%1.65%
20211.84%1.20%
20203.04%1.52%
20191.43%1.75%
20181.03%2.04%
20170.78%1.80%
20160.68%2.03%
20150.99%2.06%
20140.69%1.87%
20130.87%1.81%
20120.99%2.18%
20110.85%2.05%
20101.02%1.80%
20091.08%1.95%
20081.56%3.02%
20071.09%1.85%
20061.06%1.73%
20050.49%1.73%
20040.83%1.82%
20030.92%1.47%
20021.53%1.70%
20012.39%1.25%
20002.03%1.15%
19990.95%0.24%

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