PRI vs SPY
Comparison between Primerica Inc (PRI, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed PRI, delivering a return of +13.7% compared to +12.8%
PRI vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
PRI vs SPY - Historical Returns
Returns include dividend reinvestment.
PRI vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | PRI | SPY |
|---|---|---|
| 2026 | +6.46% | +8.50% |
| 2025 | -3.45% | +18.00% |
| 2024 | +32.21% | +25.59% |
| 2023 | +46.97% | +26.72% |
| 2022 | -6.97% | -18.64% |
| 2021 | +19.48% | +30.52% |
| 2020 | +2.91% | +17.28% |
| 2019 | +36.13% | +31.09% |
| 2018 | -3.36% | -5.24% |
| 2017 | +46.54% | +20.78% |
| 2016 | +51.38% | +13.59% |
| 2015 | -11.13% | +1.31% |
| 2014 | +29.29% | +14.56% |
| 2013 | +41.25% | +29.00% |
| 2012 | +28.84% | +14.17% |
| 2011 | -3.95% | +0.85% |
| 2010 | +23.52% | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
PRI vs SPY Drawdown Comparison
The maximum drawdown for PRI was -54.46%, occurring on Mar 20, 2020. Recovery took 238 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current PRI drawdown is -8.26%. The current SPY drawdown is -1.20%.
| Rank | PRI | SPY |
|---|---|---|
| #1 | -54.46% Dec 16, 2019 - Nov 24, 2020 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -36.64% Nov 3, 2021 - Feb 24, 2023 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -28.29% Sep 14, 2018 - Mar 18, 2019 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -27.23% Dec 30, 2014 - May 25, 2016 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -25.54% Feb 8, 2011 - Mar 19, 2012 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -20.49% May 13, 2010 - Feb 7, 2011 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -19.55% Nov 26, 2024 - Apr 8, 2025 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -17.99% Mar 27, 2024 - Aug 14, 2024 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -17.63% Feb 28, 2023 - Jun 7, 2023 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -16.46% May 6, 2019 - Nov 18, 2019 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -16.38% May 8, 2017 - Oct 9, 2017 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -15.11% Jul 12, 2016 - Nov 9, 2016 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -13.96% Jun 8, 2021 - Oct 14, 2021 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -12.70% Jan 23, 2018 - Jul 18, 2018 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -12.63% Apr 27, 2012 - Jun 29, 2012 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between PRI and SPY is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (1999 - 2026)
PRI vs SPY dividend yield comparison.
| Year | PRI | SPY |
|---|---|---|
| 2026 | 0.44% | 0.24% |
| 2025 | 1.61% | 1.07% |
| 2024 | 1.22% | 1.21% |
| 2023 | 1.26% | 1.40% |
| 2022 | 1.55% | 1.65% |
| 2021 | 1.23% | 1.20% |
| 2020 | 1.19% | 1.52% |
| 2019 | 1.04% | 1.75% |
| 2018 | 1.02% | 2.04% |
| 2017 | 0.77% | 1.80% |
| 2016 | 1.01% | 2.03% |
| 2015 | 1.36% | 2.06% |
| 2014 | 0.88% | 1.87% |
| 2013 | 1.03% | 1.81% |
| 2012 | 0.80% | 2.18% |
| 2011 | 0.43% | 2.05% |
| 2010 | 0.08% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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