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SGRY vs SPY

Comparison between Surgery Partners Inc (SGRY, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed SGRY, delivering a return of +13.3% compared to -25.7%

SGRY vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
SGRY
$1.76B
Winner
SPY
$735B
Expense Ratio
SGRY
N/A
SPY
0.09%
Max Drawdown
SGRY
82.86%
Winner
SPY
56.47%
Sharpe Ratio
SGRY
-0.95
Winner
SPY
1.62
5Y Beta
Winner
SGRY
0.83
SPY
1.00
Industry
SGRY
Medical Care Facilities
SPY
N/A
P/E Ratio
Winner
SGRY
-23.01
SPY
28.99
Forward P/E
Winner
SGRY
19.16
SPY
22.37
PEG Ratio
SGRY
1.66
SPY
N/A
5Y Dividends CAGR
SGRY
N/A
SPY
5.43%
5Y EPS CAGR
SGRY
-22.56%
Winner
SPY
26.05%
Debt to Equity
Winner
SGRY
0.00%
SPY
32.40%
Free Cash Flow Yield
SGRY
11.80%
SPY
N/A
P/S Ratio
Winner
SGRY
0.52
SPY
3.74
P/B Ratio
Winner
SGRY
1.04
SPY
5.61

SGRY vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
SGRY
-3.86%
Winner
SPY
+1.90%
3M
SGRY
-2.83%
Winner
SPY
+8.55%
6M
SGRY
-20.24%
Winner
SPY
+8.18%
1Y
SGRY
-40.83%
Winner
SPY
+25.79%
5Y(CAGR)
SGRY
-25.69%
Winner
SPY
+13.32%
10Y(CAGR)
SGRY
-0.47%
Winner
SPY
+15.19%
Max(CAGR)
SGRY
-2.57%
Winner
SPY
+8.47%

SGRY vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSGRYSPY
2026-10.16%+8.26%
2025-27.43%+18.00%
2024-33.07%+25.59%
2023+21.63%+26.72%
2022-49.41%-18.64%
2021+93.51%+30.52%
2020+77.87%+17.28%
2019+55.31%+31.09%
2018-26.67%-5.24%
2017-21.94%+20.78%
2016-18.68%+13.59%
2015+13.14%+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%

SGRY vs SPY Drawdown Comparison

The maximum drawdown for SGRY was -82.86%, occurring on Mar 27, 2026. 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 SGRY drawdown is -79.55%. The current SPY drawdown is -2.90%.

RankSGRYSPY
#1-82.86%
Jun 25, 2021 - Mar 27, 2026		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-80.21%
Jun 29, 2017 - Sep 16, 2020		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-43.25%
Dec 11, 2015 - Feb 22, 2017		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-23.56%
Feb 28, 2017 - Jun 1, 2017		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-21.60%
Sep 16, 2020 - Oct 5, 2020		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-16.51%
Oct 20, 2015 - Dec 7, 2015		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-14.28%
Feb 1, 2021 - Mar 1, 2021		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-12.48%
Nov 10, 2020 - Dec 3, 2020		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-10.07%
Oct 5, 2020 - Nov 3, 2020		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-8.99%
Mar 3, 2021 - Mar 10, 2021		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-8.36%
Nov 3, 2020 - Nov 9, 2020		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-8.00%
Mar 15, 2021 - Mar 25, 2021		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-7.47%
Apr 8, 2021 - Apr 21, 2021		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-7.32%
Jan 11, 2021 - Jan 28, 2021		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-6.28%
Jun 1, 2017 - Jun 28, 2017		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between SGRY and SPY is 0.30 which considered as a very weak or no correlation - the stocks move independently of each other.

0.30
-101

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