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RMBI vs SPY

Comparison between Richmond Mutual Bancorporation Inc (RMBI, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed RMBI, delivering a return of +13.3% compared to +4.4%

RMBI vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
RMBI
$153M
Winner
SPY
$735B
Expense Ratio
RMBI
N/A
SPY
0.09%
Max Drawdown
Winner
RMBI
51.31%
SPY
56.47%
Sharpe Ratio
RMBI
0.62
Winner
SPY
1.62
5Y Beta
Winner
RMBI
0.40
SPY
1.00
Industry
RMBI
Banks - Regional
SPY
N/A
P/E Ratio
Winner
RMBI
12.27
SPY
28.99
Forward P/E
RMBI
N/A
SPY
22.37
PEG Ratio
RMBI
0.29
SPY
N/A
Dividend Yield
RMBI
4.13%
SPY
N/A
5Y Dividends CAGR
RMBI
-1.03%
Winner
SPY
5.43%
5Y EPS CAGR
RMBI
9.29%
Winner
SPY
26.05%
Debt to Equity
Winner
RMBI
0.00%
SPY
32.40%
Free Cash Flow Yield
RMBI
9.79%
SPY
N/A
P/S Ratio
Winner
RMBI
2.95
SPY
3.74
P/B Ratio
Winner
RMBI
0.99
SPY
5.61

RMBI vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
RMBI
-2.41%
Winner
SPY
+1.90%
3M
RMBI
+8.23%
Winner
SPY
+8.55%
6M
Winner
RMBI
+10.06%
SPY
+8.18%
1Y
RMBI
+18.17%
Winner
SPY
+25.79%
5Y(CAGR)
RMBI
+4.39%
Winner
SPY
+13.32%
10Y(CAGR)
RMBI
N/A
SPY
+15.19%
Max(CAGR)
RMBI
+4.81%
Winner
SPY
+8.47%

RMBI vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearRMBISPY
2026+7.08%+8.26%
2025+5.62%+18.00%
2024+26.62%+25.59%
2023-7.15%+26.72%
2022-16.96%-18.64%
2021+25.09%+30.52%
2020-12.90%+17.28%
2019+16.92%+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+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%

RMBI vs SPY Drawdown Comparison

The maximum drawdown for RMBI was -49.72%, occurring on May 4, 2023. Recovery took 1040 trading sessions.

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

The current RMBI drawdown is -6.17%. The current SPY drawdown is -2.90%.

RankRMBISPY
#1-49.72%
Mar 4, 2022 - Apr 28, 2026		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-42.79%
Dec 31, 2019 - Jul 15, 2021		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-11.38%
Apr 30, 2026 - May 15, 2026		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-6.15%
Jul 2, 2019 - Sep 16, 2019		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-3.73%
Aug 11, 2021 - Oct 4, 2021		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-3.63%
Sep 20, 2019 - Nov 18, 2019		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-3.10%
Nov 24, 2021 - Feb 2, 2022		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-2.90%
Jul 15, 2021 - Jul 20, 2021		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-2.41%
Oct 13, 2021 - Oct 26, 2021		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-2.10%
Nov 4, 2021 - Nov 17, 2021		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-1.97%
Oct 4, 2021 - Oct 13, 2021		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-1.94%
Nov 22, 2021 - Nov 24, 2021		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-1.92%
Feb 2, 2022 - Feb 15, 2022		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-1.90%
Nov 25, 2019 - Dec 6, 2019		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-1.69%
Jul 23, 2021 - Aug 6, 2021		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between RMBI and SPY is 0.67 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.67
-101

Dividend Comparison (1999 - 2026)

RMBI vs SPY dividend yield comparison.

YearRMBISPY
20262.04%0.24%
20254.27%1.07%
20243.96%1.21%
20234.87%1.40%
20223.07%1.65%
20214.86%1.20%
20201.10%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%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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