RGCO vs SPY

Comparison between RGC Resources Inc (RGCO, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed RGCO, delivering a return of +13.4% compared to +4.6%

RGCO vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	RGCO(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$247M	$784B
Expense Ratio	N/A	0.09%
Max Drawdown	50.39%	56.47%
Sharpe Ratio	0.54	1.56
5Y Beta	0.55	1.00
Industry	Utilities - Regulated Gas	N/A
P/E Ratio	17.65	28.29
Forward P/E	18.08	21.75
PEG Ratio	3.98	N/A
Dividend Yield	3.58%	N/A
5Y Dividends CAGR	7.99%	5.43%
5Y EPS CAGR	1.22%	25.98%
Debt to Equity	118.28%	30.79%
Free Cash Flow Yield	1.51%	N/A
P/S Ratio	2.29	3.79
P/B Ratio	1.99	5.67

Market Cap / Net Assets

RGCO

$247M

Winner

SPY

$784B

Expense Ratio

RGCO

N/A

SPY

0.09%

Max Drawdown

Winner

RGCO

50.39%

SPY

56.47%

Sharpe Ratio

RGCO

0.54

Winner

SPY

1.56

5Y Beta

Winner

RGCO

0.55

SPY

1.00

Industry

RGCO

Utilities - Regulated Gas

SPY

N/A

P/E Ratio

Winner

RGCO

17.65

SPY

28.29

Forward P/E

Winner

RGCO

18.08

SPY

21.75

PEG Ratio

RGCO

3.98

SPY

N/A

Dividend Yield

RGCO

3.58%

SPY

N/A

5Y Dividends CAGR

Winner

RGCO

7.99%

SPY

5.43%

5Y EPS CAGR

RGCO

1.22%

Winner

SPY

25.98%

Debt to Equity

RGCO

118.28%

Winner

SPY

30.79%

Free Cash Flow Yield

RGCO

1.51%

SPY

N/A

P/S Ratio

Winner

RGCO

2.29

SPY

3.79

P/B Ratio

Winner

RGCO

1.99

SPY

5.67

RGCO vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	RGCO	SPY
1 month	+2.09%	+0.48%
3 months	+10.37%	+11.67%
6 months	+7.60%	+9.42%
1 year	+20.47%	+24.27%
5 years(CAGR)	+4.56%	+13.36%
10 years(CAGR)	+7.28%	+15.42%
Max(CAGR)	+9.85%	+8.49%

Winner

RGCO

+2.09%

SPY

+0.48%

RGCO

+10.37%

Winner

SPY

+11.67%

RGCO

+7.60%

Winner

SPY

+9.42%

RGCO

+20.47%

Winner

SPY

+24.27%

5Y(CAGR)

RGCO

+4.56%

Winner

SPY

+13.36%

10Y(CAGR)

RGCO

+7.28%

Winner

SPY

+15.42%

Max(CAGR)

Winner

RGCO

+9.85%

SPY

+8.49%

RGCO vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	RGCO	SPY
2026	+14.09%	+8.88%
2025	+10.78%	+18.00%
2024	+3.31%	+25.59%
2023	-4.91%	+26.72%
2022	-1.42%	-18.64%
2021	-1.93%	+30.52%
2020	-13.21%	+17.28%
2019	-1.83%	+31.09%
2018	+16.45%	-5.24%
2017	+67.19%	+20.78%
2016	+22.32%	+13.59%
2015	-0.23%	+1.31%
2014	+19.72%	+14.56%
2013	+6.19%	+29.00%
2012	+10.81%	+14.17%
2011	+16.67%	+0.85%
2010	+8.26%	+13.14%
2009	+19.42%	+22.67%
2008	-14.63%	-36.25%
2007	+27.29%	+5.32%
2006	+6.27%	+13.85%
2005	+4.10%	+5.32%
2004	+41.39%	+10.75%
2003	+34.11%	+24.18%
2002	+0.06%	-22.42%
2001	+5.93%	-10.13%
2000	-5.28%	-8.84%
1999	+2.32%	+8.61%

RGCO vs SPY Drawdown Comparison

The maximum drawdown for RGCO was -41.76%, occurring on Oct 27, 2023. Recovery took 1716 trading sessions.

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

The current RGCO drawdown is -1.89%. The current SPY drawdown is -2.35%.

Rank	RGCO	SPY
#1	-41.76% Jul 3, 2019 - May 1, 2026	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-27.31% Oct 11, 2017 - Jul 5, 2018	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-25.46% Nov 23, 2007 - Dec 24, 2009	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-22.90% Feb 1, 2000 - Mar 8, 2001	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-17.99% Jul 14, 2017 - Sep 27, 2017	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-16.13% Jul 5, 2018 - Jun 28, 2019	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-15.18% May 15, 2002 - Apr 14, 2003	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-14.69% May 2, 2013 - Aug 26, 2014	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-14.58% Mar 17, 2017 - Apr 12, 2017	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-12.89% Mar 8, 2001 - Dec 26, 2001	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-12.14% May 13, 2005 - Sep 7, 2006	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-11.68% Feb 19, 2015 - Nov 4, 2015	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-11.20% Sep 21, 2004 - Dec 8, 2004	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-10.62% Feb 11, 2005 - May 13, 2005	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-10.23% Nov 2, 1999 - Jan 26, 2000	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between RGCO and SPY is 0.83 which considered as a strong positive correlation - the stocks tend to move together.

0.83

-101

Dividend Comparison (1999 - 2026)

RGCO vs SPY dividend yield comparison.

Year	RGCO	SPY
2026	1.82%	0.24%
2025	3.90%	1.07%
2024	3.99%	1.21%
2023	3.88%	1.40%
2022	3.54%	1.65%
2021	3.22%	1.20%
2020	2.94%	1.52%
2019	2.31%	1.75%
2018	2.07%	2.04%
2017	2.14%	1.80%
2016	3.24%	2.03%
2015	3.61%	2.06%
2014	3.36%	1.87%
2013	3.79%	1.81%
2012	9.22%	2.18%
2011	3.83%	2.05%
2010	4.16%	1.80%
2009	4.42%	1.95%
2008	4.90%	3.02%
2007	3.90%	1.85%
2006	4.73%	1.73%
2005	4.67%	1.73%
2004	21.90%	1.82%
2003	5.02%	1.47%
2002	6.20%	1.70%
2001	5.60%	1.25%
2000	5.72%	1.15%
1999	0.00%	0.24%

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RGCO vs SPY

RGCO vs SPY - Performance Comparison

Key Characteristics

RGCO vs SPY - Historical Returns

RGCO vs SPY - Annual Returns (1999 - 2026)

RGCO vs SPY Drawdown Comparison

Correlation

Dividend Comparison (1999 - 2026)

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