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SBLK vs SPY

Comparison between Star Bulk Carriers Corp (SBLK, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSBLK has outperformed SPY, delivering a return of +20.2% compared to +13.9%

SBLK vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
SBLK
$3.07B
Winner
SPY
$735B
Expense Ratio
SBLK
N/A
SPY
0.09%
Max Drawdown
SBLK
99.84%
Winner
SPY
56.47%
Sharpe Ratio
Winner
SBLK
1.98
SPY
1.96
5Y Beta
Winner
SBLK
0.76
SPY
1.00
Industry
SBLK
Marine Shipping
SPY
N/A
P/E Ratio
SBLK
36.47
Winner
SPY
28.62
Forward P/E
Winner
SBLK
7.43
SPY
22.09
PEG Ratio
SBLK
1.95
SPY
N/A
Dividend Yield
SBLK
1.97%
SPY
N/A
5Y Dividends CAGR
SBLK
N/A
SPY
5.43%
5Y EPS CAGR
Winner
SBLK
48.75%
SPY
26.35%
Debt to Equity
Winner
SBLK
0.00%
SPY
33.33%
Free Cash Flow Yield
SBLK
6.91%
SPY
N/A
P/S Ratio
Winner
SBLK
2.92
SPY
3.68
P/B Ratio
Winner
SBLK
1.19
SPY
5.52

SBLK vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SBLK
+12.08%
SPY
+4.95%
3M
Winner
SBLK
+11.83%
SPY
+9.19%
6M
Winner
SBLK
+42.50%
SPY
+11.06%
1Y
Winner
SBLK
+76.36%
SPY
+28.43%
5Y(CAGR)
Winner
SBLK
+20.21%
SPY
+13.92%
10Y(CAGR)
Winner
SBLK
+29.48%
SPY
+15.50%
Max(CAGR)
SBLK
-10.55%
Winner
SPY
+8.55%

SBLK vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSBLKSPY
2026+44.45%+10.17%
2025+26.10%+18.00%
2024-19.72%+25.59%
2023+24.28%+26.72%
2022+4.65%-18.64%
2021+184.64%+30.52%
2020-22.44%+17.28%
2019+25.54%+31.09%
2018-22.74%-5.24%
2017+98.24%+20.78%
2016+65.88%+13.59%
2015-90.11%+1.31%
2014-49.92%+14.56%
2013+116.40%+29.00%
2012-52.72%+14.17%
2011-63.12%+0.85%
2010-0.50%+13.14%
2009+1.80%+22.67%
2008-75.70%-36.25%
2007+30.19%+5.32%
2006+0.62%+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%

SBLK vs SPY Drawdown Comparison

The maximum drawdown for SBLK was -99.76%, occurring on Jan 11, 2016. 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 SBLK drawdown is -93.37%.

RankSBLKSPY
#1-99.76%
Dec 4, 2007 - Jan 11, 2016
-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-19.46%
Jul 25, 2007 - Oct 1, 2007
-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-8.47%
Oct 29, 2007 - Dec 4, 2007
-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-6.99%
Jun 30, 2006 - Mar 19, 2007
-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-6.50%
Jun 5, 2007 - Jul 2, 2007
-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-5.59%
Oct 12, 2007 - Oct 29, 2007
-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-4.54%
Mar 30, 2006 - Jun 30, 2006
-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-4.23%
May 14, 2007 - May 31, 2007
-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-3.43%
Jul 2, 2007 - Jul 13, 2007
-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-2.18%
Oct 10, 2007 - Oct 12, 2007
-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-1.96%
May 7, 2007 - May 14, 2007
-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-1.54%
Oct 1, 2007 - Oct 9, 2007
-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-1.54%
Jul 13, 2007 - Jul 17, 2007
-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-1.33%
Feb 27, 2006 - Mar 14, 2006
-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-1.05%
Jul 19, 2007 - Jul 24, 2007
-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between SBLK and SPY is -0.43 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.43
-101

Dividend Comparison (1999 - 2026)

SBLK vs SPY dividend yield comparison.

YearSBLKSPY
20261.34%0.24%
20251.56%1.07%
202416.72%1.21%
20237.38%1.40%
202233.80%1.65%
20219.93%1.20%
20200.57%1.52%
20190.42%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%
201210.92%2.18%
201122.47%2.05%
20107.49%1.80%
20093.55%1.95%
200838.18%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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