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RMM vs SPY

Comparison between RiverNorth Managed Duration Municipal Income Fund Inc (RMM, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed RMM, delivering a return of +13.3% compared to -0.6%

RMM vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
RMM
$284M
Winner
SPY
$795B
Expense Ratio
RMM
N/A
SPY
0.09%
Max Drawdown
Winner
RMM
42.42%
SPY
56.47%
Sharpe Ratio
RMM
0.82
Winner
SPY
1.42
5Y Beta
Winner
RMM
0.17
SPY
1.00
Industry
RMM
Asset Management
SPY
N/A
P/E Ratio
Winner
RMM
-25.43
SPY
26.48
Forward P/E
RMM
N/A
SPY
21.06
PEG Ratio
RMM
N/A
SPY
0.30
5Y Dividends CAGR
RMM
-0.96%
Winner
SPY
6.00%
5Y EPS CAGR
RMM
N/A
SPY
26.40%
Debt to Equity
RMM
68.56%
Winner
SPY
48.17%
Free Cash Flow Yield
RMM
17.75%
SPY
N/A
P/S Ratio
RMM
239.90
Winner
SPY
3.72
P/B Ratio
Winner
RMM
0.95
SPY
5.55

RMM vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
RMM
-2.65%
Winner
SPY
+2.39%
3M
RMM
+2.04%
Winner
SPY
+4.83%
6M
RMM
+3.16%
Winner
SPY
+12.29%
1Y
RMM
+12.40%
Winner
SPY
+22.90%
5Y(CAGR)
RMM
-0.64%
Winner
SPY
+13.32%
10Y(CAGR)
RMM
N/A
SPY
+15.36%
Max(CAGR)
RMM
+2.09%
Winner
SPY
+8.61%

RMM vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearRMMSPY
2026+10.02%+13.76%
2025+0.96%+18.00%
2024+7.96%+25.59%
2023+2.21%+26.72%
2022-23.50%-18.64%
2021+19.34%+30.52%
2020-2.99%+17.28%
2019-1.46%+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%

RMM vs SPY Drawdown Comparison

The maximum drawdown for RMM was -35.96%, occurring on Mar 23, 2020. Recovery took 304 trading sessions.

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

The current RMM drawdown is -4.66%. The current SPY drawdown is -0.03%.

RankRMMSPY
#1-35.96%
Feb 7, 2020 - Apr 23, 2021		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-33.26%
Sep 2, 2021 - Oct 25, 2023		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-4.84%
Sep 3, 2019 - Jan 24, 2020		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-2.48%
Aug 21, 2019 - Sep 3, 2019		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-2.40%
Jul 14, 2021 - Jul 23, 2021		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-1.76%
May 11, 2021 - Jun 4, 2021		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-1.48%
Aug 13, 2021 - Sep 1, 2021		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-1.16%
Jan 27, 2020 - Feb 4, 2020		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-0.98%
Aug 8, 2019 - Aug 21, 2019		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-0.75%
Jul 30, 2021 - Aug 12, 2021		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-0.66%
Jul 23, 2021 - Jul 30, 2021		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-0.55%
May 3, 2021 - May 7, 2021		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-0.54%
Jun 28, 2021 - Jul 2, 2021		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-0.49%
Jun 15, 2021 - Jun 28, 2021		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-0.20%
Jul 26, 2019 - Jul 31, 2019		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between RMM and SPY is 0.55 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.55
-101

Dividend Comparison (1999 - 2026)

RMM vs SPY dividend yield comparison.

YearRMMSPY
20264.09%0.48%
20257.98%1.07%
20247.63%1.21%
20237.71%1.40%
20227.74%1.65%
20215.46%1.20%
20206.18%1.52%
20191.90%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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