RBCP vs SPY

Comparison between RBC Bearings Incorporated 5.00 Series A Mandatory Convertible Preferred Stock (RBCP, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

RBCP vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	RBCP(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$3.64B	$735B
Expense Ratio	N/A	0.09%
Max Drawdown	18.25%	56.47%
Sharpe Ratio	0.45	1.91
5Y Beta	N/A	1.00
P/E Ratio	16.21	28.68
Forward P/E	N/A	22.19
5Y Dividends CAGR	N/A	5.43%
5Y EPS CAGR	N/A	26.37%
Debt to Equity	38.20%	34.04%
Free Cash Flow Yield	7.49%	N/A
P/S Ratio	2.28	3.76
P/B Ratio	1.26	5.55

Market Cap / Net Assets

RBCP

$3.64B

Winner

SPY

$735B

Expense Ratio

RBCP

N/A

SPY

0.09%

Max Drawdown

Winner

RBCP

18.25%

SPY

56.47%

Sharpe Ratio

RBCP

0.45

Winner

SPY

1.91

5Y Beta

RBCP

N/A

SPY

1.00

P/E Ratio

Winner

RBCP

16.21

SPY

28.68

Forward P/E

RBCP

N/A

SPY

22.19

5Y Dividends CAGR

RBCP

N/A

SPY

5.43%

5Y EPS CAGR

RBCP

N/A

SPY

26.37%

Debt to Equity

RBCP

38.20%

Winner

SPY

34.04%

Free Cash Flow Yield

RBCP

7.49%

SPY

N/A

P/S Ratio

Winner

RBCP

2.28

SPY

3.76

P/B Ratio

Winner

RBCP

1.26

SPY

5.55

RBCP vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	RBCP	SPY
1 month	-2.23%	+4.84%
3 months	-4.07%	+9.57%
6 months	+9.44%	+13.79%
1 year	+13.44%	+29.34%
5 years(CAGR)	N/A	+13.98%
10 years(CAGR)	N/A	+15.66%
Max(CAGR)	+13.56%	+8.53%

RBCP

-2.23%

Winner

SPY

+4.84%

RBCP

-4.07%

Winner

SPY

+9.57%

RBCP

+9.44%

Winner

SPY

+13.79%

RBCP

+13.44%

Winner

SPY

+29.34%

5Y(CAGR)

RBCP

N/A

SPY

+13.98%

10Y(CAGR)

RBCP

N/A

SPY

+15.66%

Max(CAGR)

Winner

RBCP

+13.56%

SPY

+8.53%

RBCP vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	RBCP	SPY
2026	N/A	+9.45%
2025	N/A	+18.00%
2024	-0.57%	+25.59%
2023	+31.44%	+26.72%
2022	-0.24%	-18.64%
2021	N/A	+30.52%
2020	N/A	+17.28%
2019	N/A	+31.09%
2018	N/A	-5.24%
2017	N/A	+20.78%
2016	N/A	+13.59%
2015	N/A	+1.31%
2014	N/A	+14.56%
2013	N/A	+29.00%
2012	N/A	+14.17%
2011	N/A	+0.85%
2010	N/A	+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%

RBCP vs SPY Drawdown Comparison

The maximum drawdown for RBCP was -16.69%, occurring on Dec 16, 2022. Recovery took 271 trading sessions.

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

The current RBCP drawdown is -7.42%. The current SPY drawdown is -0.34%.

Rank	RBCP	SPY
#1	-16.69% Oct 31, 2022 - Nov 29, 2023	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-13.38% Dec 28, 2023 - May 17, 2024	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-9.72% Jul 16, 2024 - Aug 12, 2024	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-9.04% May 20, 2024 - Jul 16, 2024	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-3.69% Oct 6, 2022 - Oct 19, 2022	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-2.46% Dec 4, 2023 - Dec 14, 2023	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-1.26% Dec 14, 2023 - Dec 19, 2023	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-1.22% Sep 27, 2022 - Sep 29, 2022	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-0.82% Sep 29, 2022 - Oct 3, 2022	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-0.31% Dec 19, 2023 - Dec 21, 2023	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	N/A	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	N/A	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	N/A	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	N/A	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	N/A	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between RBCP and SPY is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86

-101

Dividend Comparison (1999 - 2026)

RBCP vs SPY dividend yield comparison.

Year	RBCP	SPY
2026	0.00%	0.24%
2025	0.00%	1.07%
2024	3.02%	1.21%
2023	3.85%	1.40%
2022	2.44%	1.65%
2021	0.00%	1.20%
2020	0.00%	1.52%
2019	0.00%	1.75%
2018	0.00%	2.04%
2017	0.00%	1.80%
2016	0.00%	2.03%
2015	0.00%	2.06%
2014	0.00%	1.87%
2013	0.00%	1.81%
2012	0.00%	2.18%
2011	0.00%	2.05%
2010	0.00%	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%