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RA vs SPY

Comparison between Brookfield Real Assets Income Fund Inc (RA, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed RA, delivering a return of +13.3% compared to +0.8%

RA vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
RA
$794M
Winner
SPY
$735B
Expense Ratio
RA
N/A
SPY
0.09%
Max Drawdown
Winner
RA
54.93%
SPY
56.47%
Sharpe Ratio
RA
0.65
Winner
SPY
1.62
5Y Beta
Winner
RA
0.30
SPY
1.00
P/E Ratio
RA
N/A
SPY
28.99
Forward P/E
RA
N/A
SPY
22.37
5Y Dividends CAGR
RA
-8.47%
Winner
SPY
5.43%
5Y EPS CAGR
RA
N/A
SPY
26.05%
Debt to Equity
RA
N/A
SPY
32.40%
P/S Ratio
RA
N/A
SPY
3.74
P/B Ratio
RA
N/A
SPY
5.61

RA vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
RA
-1.19%
Winner
SPY
+1.90%
3M
RA
-1.94%
Winner
SPY
+8.55%
6M
RA
+1.22%
Winner
SPY
+8.18%
1Y
RA
+9.01%
Winner
SPY
+25.79%
5Y(CAGR)
RA
+0.78%
Winner
SPY
+13.32%
10Y(CAGR)
RA
+5.77%
Winner
SPY
+15.19%
Max(CAGR)
RA
+5.77%
Winner
SPY
+8.47%

RA vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearRASPY
2026+2.55%+8.26%
2025+7.65%+18.00%
2024+15.33%+25.59%
2023-11.07%+26.72%
2022-13.86%-18.64%
2021+33.09%+30.52%
2020-4.66%+17.28%
2019+22.50%+31.09%
2018-9.24%-5.24%
2017+15.68%+20.78%
2016+0.82%+13.59%
2015N/A+1.31%
2014N/A+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%

RA vs SPY Drawdown Comparison

The maximum drawdown for RA was -50.66%, occurring on Mar 18, 2020. Recovery took 254 trading sessions.

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

The current RA drawdown is -4.10%. The current SPY drawdown is -2.90%.

RankRASPY
#1-50.66%
Feb 19, 2020 - Feb 22, 2021		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-30.82%
May 4, 2022 - Feb 12, 2026		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-19.43%
Sep 14, 2018 - Apr 3, 2019		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-7.92%
Jan 26, 2018 - Jun 7, 2018		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-7.62%
Nov 4, 2021 - May 4, 2022		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-6.72%
Feb 18, 2026 - Mar 30, 2026		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-6.18%
May 7, 2021 - Jun 7, 2021		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-5.81%
Aug 6, 2021 - Nov 1, 2021		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-5.78%
Mar 15, 2021 - Apr 6, 2021		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-5.63%
Oct 28, 2019 - Feb 5, 2020		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-3.69%
Jun 14, 2021 - Jul 12, 2021		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-3.68%
May 1, 2019 - Jun 14, 2019		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-3.41%
Oct 16, 2017 - Jan 5, 2018		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-2.89%
Apr 19, 2021 - May 7, 2021		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-2.73%
Jul 12, 2021 - Aug 3, 2021		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between RA and SPY is 0.76 which considered as a strong positive correlation - the stocks tend to move together.

0.76
-101

Dividend Comparison (1999 - 2026)

RA vs SPY dividend yield comparison.

YearRASPY
20264.65%0.24%
202510.93%1.07%
202410.63%1.21%
202316.74%1.40%
202214.79%1.65%
202111.31%1.20%
202013.39%1.52%
201911.19%1.75%
201812.52%2.04%
201710.22%1.80%
20160.89%2.03%
20150.00%2.06%
20140.00%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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