SERV vs FTHY

Comparison between Serve Robotics Inc (SERV, Company) and First Trust High Yield Opportunities 2027 Term Fund (FTHY, Company).

SERV is from the Industrials sector, while FTHY is from the Financial Services sector.

SERV vs FTHY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SERV(COMPANY)	FTHY(COMPANY)
Market Cap	$502M	$501M
Max Drawdown	92.72%	41.62%
Sharpe Ratio	-0.50	-0.11
5Y Beta	2.94	0.31
Industry	Specialty Industrial Machinery	Asset Management
P/E Ratio	-3.40	10.98
PEG Ratio	-0.03	N/A
5Y Dividends CAGR	N/A	4.35%
Debt to Equity	0.00%	33.30%
Free Cash Flow Yield	-29.37%	6.03%
P/S Ratio	86.97	13.13
P/B Ratio	1.44	0.91

Market Cap

Winner

SERV

$502M

FTHY

$501M

Max Drawdown

SERV

92.72%

Winner

FTHY

41.62%

Sharpe Ratio

SERV

-0.50

Winner

FTHY

-0.11

5Y Beta

SERV

2.94

Winner

FTHY

0.31

Industry

SERV

Specialty Industrial Machinery

FTHY

Asset Management

P/E Ratio

Winner

SERV

-3.40

FTHY

10.98

PEG Ratio

SERV

-0.03

FTHY

N/A

5Y Dividends CAGR

SERV

N/A

FTHY

4.35%

Debt to Equity

Winner

SERV

0.00%

FTHY

33.30%

Free Cash Flow Yield

SERV

-29.37%

Winner

FTHY

6.03%

P/S Ratio

SERV

86.97

Winner

FTHY

13.13

P/B Ratio

SERV

1.44

Winner

FTHY

0.91

SERV vs FTHY - Historical Returns

Returns include dividend reinvestment.

Period	SERV	FTHY
1 month	-21.41%	+0.70%
3 months	-47.83%	+1.96%
6 months	-62.24%	+0.56%
1 year	-57.81%	+2.37%
5 years(CAGR)	N/A	+2.47%
Max(CAGR)	-49.98%	+3.31%

SERV

-21.41%

Winner

FTHY

+0.70%

SERV

-47.83%

Winner

FTHY

+1.96%

SERV

-62.24%

Winner

FTHY

+0.56%

SERV

-57.81%

Winner

FTHY

+2.37%

5Y(CAGR)

SERV

N/A

FTHY

+2.47%

Max(CAGR)

SERV

-49.98%

Winner

FTHY

+3.31%

SERV vs FTHY - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	SERV	FTHY
2026	-59.34%	+2.22%
2025	-29.67%	+7.39%
2024	-46.00%	+15.62%
2023	N/A	+14.12%
2022	N/A	-27.13%
2021	N/A	+9.39%
2020	N/A	+4.64%

SERV vs FTHY Drawdown Comparison

The maximum drawdown for SERV was -92.72%, occurring on Jun 26, 2024. This drawdown has not yet recovered.

The maximum drawdown for FTHY was -31.19%, occurring on Oct 14, 2022. Recovery took 851 trading sessions.

The current SERV drawdown is -80.76%. The current FTHY drawdown is -0.88%.

Rank	SERV	FTHY
#1	-92.72% Mar 7, 2024 - Jun 26, 2024	-31.19% Jan 11, 2022 - Jun 4, 2025
#2	N/A	-9.25% Jul 24, 2020 - Jul 12, 2021
#3	N/A	-5.68% Nov 9, 2021 - Jan 11, 2022
#4	N/A	-5.45% Feb 9, 2026 - May 29, 2026
#5	N/A	-4.31% Sep 9, 2025 - Feb 9, 2026
#6	N/A	-3.31% May 29, 2026 - Jun 29, 2026
#7	N/A	-3.28% Sep 27, 2021 - Oct 29, 2021
#8	N/A	-1.91% Jul 12, 2021 - Jul 22, 2021
#9	N/A	-1.69% Aug 30, 2021 - Sep 27, 2021
#10	N/A	-1.62% Jul 18, 2025 - Sep 8, 2025
#11	N/A	-1.47% Aug 2, 2021 - Aug 24, 2021
#12	N/A	-1.46% Jul 16, 2020 - Jul 24, 2020
#13	N/A	-1.36% Jul 3, 2025 - Jul 18, 2025
#14	N/A	-1.29% Jul 8, 2020 - Jul 15, 2020
#15	N/A	-1.27% Jul 22, 2021 - Aug 2, 2021