RMR vs SPY
Comparison between RMR Group Inc (The) - Class A (RMR, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed RMR, delivering a return of +14.0% compared to -2.6%
RMR vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
RMR vs SPY - Historical Returns
Returns include dividend reinvestment.
RMR vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | RMR | SPY |
|---|---|---|
| 2026 | +39.82% | +10.71% |
| 2025 | -17.92% | +18.00% |
| 2024 | -22.54% | +25.59% |
| 2023 | +6.02% | +26.72% |
| 2022 | -15.42% | -18.64% |
| 2021 | +16.75% | +30.52% |
| 2020 | -10.02% | +17.28% |
| 2019 | -13.53% | +31.09% |
| 2018 | -9.55% | -5.24% |
| 2017 | +49.07% | +20.78% |
| 2016 | +158.82% | +13.59% |
| 2015 | +10.85% | +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% |
RMR vs SPY Drawdown Comparison
The maximum drawdown for RMR was -75.76%, occurring on Mar 20, 2020. This drawdown has not yet recovered.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current RMR drawdown is -60.77%. The current SPY drawdown is -0.70%.
| Rank | RMR | SPY |
|---|---|---|
| #1 | -75.76% Sep 10, 2018 - Mar 20, 2020 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -20.53% Dec 18, 2015 - Jan 12, 2016 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -17.90% May 8, 2017 - Nov 6, 2017 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -16.01% Jan 23, 2018 - Mar 7, 2018 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -15.25% Jan 26, 2016 - Feb 19, 2016 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -14.40% Sep 23, 2016 - Nov 22, 2016 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -11.45% Dec 13, 2016 - Jan 24, 2017 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -9.37% May 11, 2018 - Jul 18, 2018 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -9.32% Mar 9, 2018 - Apr 4, 2018 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -8.54% Feb 22, 2017 - Apr 19, 2017 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -7.33% Apr 17, 2018 - May 4, 2018 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -6.65% Aug 10, 2018 - Aug 22, 2018 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -6.37% Sep 8, 2016 - Sep 21, 2016 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -5.82% Feb 6, 2017 - Feb 13, 2017 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -5.57% Jan 14, 2016 - Jan 22, 2016 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between RMR and SPY is -0.39 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.
Dividend Comparison (1999 - 2026)
RMR vs SPY dividend yield comparison.
| Year | RMR | SPY |
|---|---|---|
| 2026 | 4.50% | 0.24% |
| 2025 | 12.08% | 1.07% |
| 2024 | 8.48% | 1.21% |
| 2023 | 5.67% | 1.40% |
| 2022 | 5.59% | 1.65% |
| 2021 | 24.57% | 1.20% |
| 2020 | 3.94% | 1.52% |
| 2019 | 3.13% | 1.75% |
| 2018 | 2.07% | 2.04% |
| 2017 | 1.69% | 1.80% |
| 2016 | 2.02% | 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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