RJF-P-B vs SPY
Comparison between Raymond James Financial Inc (RJF-P-B, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
RJF-P-B vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
RJF-P-B
$4.86B
Winner
SPY
$735B
Expense Ratio
RJF-P-B
N/A
SPY
0.09%
Max Drawdown
Winner
RJF-P-B
7.61%
SPY
56.47%
Sharpe Ratio
RJF-P-B
0.68
Winner
SPY
1.67
5Y Beta
RJF-P-B
N/A
SPY
1.00
P/E Ratio
Winner
RJF-P-B
2.30
SPY
28.81
Forward P/E
RJF-P-B
N/A
SPY
22.07
PEG Ratio
RJF-P-B
1.57
SPY
N/A
5Y Dividends CAGR
RJF-P-B
N/A
SPY
5.43%
5Y EPS CAGR
RJF-P-B
16.38%
Winner
SPY
25.84%
Debt to Equity
Winner
RJF-P-B
0.00%
SPY
34.16%
Free Cash Flow Yield
RJF-P-B
49.01%
SPY
N/A
P/S Ratio
RJF-P-B
N/A
SPY
3.69
P/B Ratio
RJF-P-B
N/A
SPY
5.54
RJF-P-B vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
RJF-P-B
+0.15%
Winner
SPY
+4.59%
3M
RJF-P-B
+1.10%
Winner
SPY
+7.81%
6M
RJF-P-B
+2.57%
Winner
SPY
+14.24%
1Y
RJF-P-B
+6.09%
Winner
SPY
+26.47%
5Y(CAGR)
RJF-P-B
N/A
SPY
+13.84%
10Y(CAGR)
RJF-P-B
N/A
SPY
+15.57%
Max(CAGR)
RJF-P-B
+6.66%
Winner
SPY
+8.50%
RJF-P-B vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | RJF-P-B | SPY |
|---|---|---|
| 2026 | N/A | +8.80% |
| 2025 | +5.82% | +18.00% |
| 2024 | +6.46% | +25.59% |
| 2023 | +7.38% | +26.72% |
| 2022 | +3.83% | -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% |
RJF-P-B vs SPY Drawdown Comparison
The maximum drawdown for RJF-P-B was -6.12%, occurring on Jun 16, 2022. Recovery took 17 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current RJF-P-B drawdown is -0.04%. The current SPY drawdown is -0.92%.
| Rank | RJF-P-B | SPY |
|---|---|---|
| #1 | -6.12% Jun 8, 2022 - Jul 5, 2022 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -4.53% Aug 1, 2022 - Nov 21, 2022 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -3.20% Mar 8, 2023 - Apr 11, 2023 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -2.73% Apr 12, 2023 - Jun 5, 2023 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -2.33% Nov 21, 2022 - Dec 9, 2022 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -1.97% Dec 27, 2022 - Feb 7, 2023 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -1.80% Dec 9, 2022 - Dec 20, 2022 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -1.56% Sep 27, 2023 - Dec 4, 2023 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -1.40% Feb 7, 2023 - Mar 8, 2023 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -1.30% Mar 26, 2025 - May 8, 2025 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -1.30% Jul 31, 2023 - Sep 18, 2023 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -1.26% Jun 3, 2022 - Jun 8, 2022 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -1.07% Jul 14, 2022 - Jul 26, 2022 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -0.99% Jul 12, 2023 - Jul 31, 2023 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -0.87% May 8, 2025 - May 22, 2025 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between RJF-P-B and SPY is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (1999 - 2026)
RJF-P-B vs SPY dividend yield comparison.
| Year | RJF-P-B | SPY |
|---|---|---|
| 2026 | 0.00% | 0.24% |
| 2025 | 6.38% | 1.07% |
| 2024 | 6.35% | 1.21% |
| 2023 | 6.35% | 1.40% |
| 2022 | 4.80% | 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% |
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