ROK vs SPY
Comparison between Rockwell Automation Inc (ROK, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed ROK, delivering a return of +13.3% compared to +12.8%
ROK vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
ROK vs SPY - Historical Returns
Returns include dividend reinvestment.
ROK vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | ROK | SPY |
|---|---|---|
| 2026 | +14.29% | +8.27% |
| 2025 | +40.76% | +18.00% |
| 2024 | -4.97% | +25.59% |
| 2023 | +20.81% | +26.72% |
| 2022 | -22.76% | -18.64% |
| 2021 | +43.68% | +30.52% |
| 2020 | +24.31% | +17.28% |
| 2019 | +37.50% | +31.09% |
| 2018 | -22.29% | -5.24% |
| 2017 | +44.42% | +20.78% |
| 2016 | +35.88% | +13.59% |
| 2015 | -5.42% | +1.31% |
| 2014 | -2.42% | +14.56% |
| 2013 | +40.22% | +29.00% |
| 2012 | +13.64% | +14.17% |
| 2011 | -0.24% | +0.85% |
| 2010 | +53.66% | +13.14% |
| 2009 | +42.90% | +22.67% |
| 2008 | -50.32% | -36.25% |
| 2007 | +15.19% | +5.32% |
| 2006 | +3.63% | +13.85% |
| 2005 | +23.28% | +5.32% |
| 2004 | +45.43% | +10.75% |
| 2003 | +72.41% | +24.18% |
| 2002 | +19.46% | -22.42% |
| 2001 | +1.22% | -10.13% |
| 2000 | -1.07% | -8.84% |
| 1999 | +1.23% | +8.61% |
ROK vs SPY Drawdown Comparison
The maximum drawdown for ROK was -75.84%, occurring on Mar 5, 2009. Recovery took 1168 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current ROK drawdown is -1.19%.
| Rank | ROK | SPY |
|---|---|---|
| #1 | -75.84% Apr 24, 2006 - Dec 10, 2010 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -46.74% Apr 26, 2011 - Jul 18, 2013 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -45.09% Dec 15, 2021 - Jul 13, 2023 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -44.80% Jan 19, 2000 - Feb 25, 2002 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -42.36% Feb 21, 2020 - May 26, 2020 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -34.84% Jul 18, 2023 - Jul 1, 2025 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -32.71% May 9, 2002 - Jan 10, 2003 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -30.40% Jan 12, 2018 - Nov 15, 2019 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -28.41% Jun 11, 2015 - Oct 21, 2016 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -26.65% Feb 25, 2005 - Jan 6, 2006 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -22.47% Jun 9, 2014 - May 18, 2015 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -22.08% Jan 16, 2004 - Jun 25, 2004 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -18.72% Feb 3, 2026 - May 5, 2026 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -18.56% Jan 15, 2003 - May 30, 2003 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -11.89% Sep 2, 2020 - Oct 8, 2020 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between ROK and SPY is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (1999 - 2026)
ROK vs SPY dividend yield comparison.
| Year | ROK | SPY |
|---|---|---|
| 2026 | 0.30% | 0.24% |
| 2025 | 1.36% | 1.07% |
| 2024 | 1.77% | 1.21% |
| 2023 | 1.54% | 1.40% |
| 2022 | 1.76% | 1.65% |
| 2021 | 1.24% | 1.20% |
| 2020 | 1.65% | 1.52% |
| 2019 | 1.94% | 1.75% |
| 2018 | 2.42% | 2.04% |
| 2017 | 1.59% | 1.80% |
| 2016 | 2.18% | 2.03% |
| 2015 | 2.61% | 2.06% |
| 2014 | 2.15% | 1.87% |
| 2013 | 1.77% | 1.81% |
| 2012 | 2.13% | 2.18% |
| 2011 | 2.11% | 2.05% |
| 2010 | 1.78% | 1.80% |
| 2009 | 2.47% | 1.95% |
| 2008 | 3.60% | 3.02% |
| 2007 | 1.68% | 1.85% |
| 2006 | 1.58% | 1.73% |
| 2005 | 1.42% | 1.73% |
| 2004 | 1.33% | 1.82% |
| 2003 | 2.32% | 1.47% |
| 2002 | 3.19% | 1.70% |
| 2001 | 2.98% | 1.25% |
| 2000 | 2.14% | 1.15% |
| 1999 | 0.53% | 0.24% |
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