RJF vs SPY
Comparison between Raymond James Financial Inc (RJF, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed RJF, delivering a return of +13.3% compared to +12.7%
RJF vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
RJF vs SPY - Historical Returns
Returns include dividend reinvestment.
RJF vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | RJF | SPY |
|---|---|---|
| 2026 | -5.31% | +8.27% |
| 2025 | +4.63% | +18.00% |
| 2024 | +39.82% | +25.59% |
| 2023 | +6.85% | +26.72% |
| 2022 | +5.37% | -18.64% |
| 2021 | +61.61% | +30.52% |
| 2020 | +7.12% | +17.28% |
| 2019 | +22.83% | +31.09% |
| 2018 | -15.47% | -5.24% |
| 2017 | +29.22% | +20.78% |
| 2016 | +24.81% | +13.59% |
| 2015 | +2.79% | +1.31% |
| 2014 | +12.50% | +14.56% |
| 2013 | +32.21% | +29.00% |
| 2012 | +22.00% | +14.17% |
| 2011 | -4.67% | +0.85% |
| 2010 | +37.00% | +13.14% |
| 2009 | +34.87% | +22.67% |
| 2008 | -45.35% | -36.25% |
| 2007 | +7.34% | +5.32% |
| 2006 | +19.45% | +13.85% |
| 2005 | +24.72% | +5.32% |
| 2004 | +26.57% | +10.75% |
| 2003 | +26.41% | +24.18% |
| 2002 | -13.96% | -22.42% |
| 2001 | +1.54% | -10.13% |
| 2000 | +100.41% | -8.84% |
| 1999 | -6.74% | +8.61% |
RJF vs SPY Drawdown Comparison
The maximum drawdown for RJF was -69.67%, occurring on Mar 6, 2009. Recovery took 590 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current RJF drawdown is -11.64%.
| Rank | RJF | SPY |
|---|---|---|
| #1 | -69.67% Sep 19, 2008 - Jan 24, 2011 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -45.59% Feb 19, 2020 - Jan 6, 2021 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -44.37% Oct 31, 2007 - Sep 19, 2008 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -40.65% Jan 4, 2001 - Oct 6, 2003 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -38.15% Feb 18, 2011 - Sep 14, 2012 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -33.45% Jul 16, 2015 - Oct 27, 2016 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -32.11% Nov 10, 2022 - Mar 5, 2024 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -31.02% May 22, 2018 - Feb 18, 2020 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -28.12% Jan 24, 2025 - Sep 18, 2025 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -25.75% Feb 9, 2022 - Oct 28, 2022 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -22.11% Mar 24, 2000 - Jun 16, 2000 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -21.27% Nov 16, 1999 - Mar 24, 2000 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -19.64% Sep 29, 2025 - Mar 30, 2026 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -19.45% Nov 3, 2003 - Nov 3, 2004 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -19.02% Mar 18, 2005 - Oct 4, 2005 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between RJF and SPY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (1999 - 2026)
RJF vs SPY dividend yield comparison.
| Year | RJF | SPY |
|---|---|---|
| 2026 | 0.70% | 0.24% |
| 2025 | 1.25% | 1.07% |
| 2024 | 0.87% | 1.21% |
| 2023 | 1.53% | 1.40% |
| 2022 | 1.67% | 1.65% |
| 2021 | 1.04% | 1.20% |
| 2020 | 1.16% | 1.52% |
| 2019 | 1.93% | 1.75% |
| 2018 | 1.48% | 2.04% |
| 2017 | 0.74% | 1.80% |
| 2016 | 1.18% | 2.03% |
| 2015 | 1.28% | 2.06% |
| 2014 | 1.15% | 1.87% |
| 2013 | 1.11% | 1.81% |
| 2012 | 1.38% | 2.18% |
| 2011 | 1.68% | 2.05% |
| 2010 | 1.41% | 1.80% |
| 2009 | 1.85% | 1.95% |
| 2008 | 3.21% | 3.02% |
| 2007 | 0.92% | 1.85% |
| 2006 | 1.12% | 1.73% |
| 2005 | 0.96% | 1.73% |
| 2004 | 0.94% | 1.82% |
| 2003 | 0.96% | 1.47% |
| 2002 | 1.22% | 1.70% |
| 2001 | 1.27% | 1.25% |
| 2000 | 0.90% | 1.15% |
| 1999 | 0.40% | 0.24% |
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