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SHEN vs SPY

Comparison between Shenandoah Telecommunications Company (SHEN, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed SHEN, delivering a return of +13.4% compared to -11.1%

SHEN vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
SHEN
$895M
Winner
SPY
$784B
Expense Ratio
SHEN
N/A
SPY
0.09%
Max Drawdown
SHEN
83.81%
Winner
SPY
56.47%
Sharpe Ratio
SHEN
0.53
Winner
SPY
1.56
5Y Beta
Winner
SHEN
0.57
SPY
1.00
Industry
SHEN
Telecom Services
SPY
N/A
P/E Ratio
Winner
SHEN
-22.52
SPY
28.29
Forward P/E
Winner
SHEN
3.60
SPY
21.75
PEG Ratio
SHEN
-0.73
SPY
N/A
Dividend Yield
SHEN
0.68%
SPY
N/A
5Y Dividends CAGR
SHEN
-17.62%
Winner
SPY
5.43%
5Y EPS CAGR
SHEN
N/A
SPY
25.98%
Debt to Equity
SHEN
80.04%
Winner
SPY
30.79%
Free Cash Flow Yield
SHEN
-27.57%
SPY
N/A
P/S Ratio
Winner
SHEN
2.49
SPY
3.79
P/B Ratio
Winner
SHEN
1.04
SPY
5.67

SHEN vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SHEN
+5.58%
SPY
+0.48%
3M
SHEN
+11.59%
Winner
SPY
+11.67%
6M
Winner
SHEN
+40.44%
SPY
+9.42%
1Y
SHEN
+19.78%
Winner
SPY
+24.27%
5Y(CAGR)
SHEN
-11.11%
Winner
SPY
+13.36%
10Y(CAGR)
SHEN
-1.74%
Winner
SPY
+15.42%
Max(CAGR)
Winner
SHEN
+11.46%
SPY
+8.49%

SHEN vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSHENSPY
2026+45.53%+8.88%
2025-5.38%+18.00%
2024-40.81%+25.59%
2023+32.63%+26.72%
2022-39.00%-18.64%
2021-3.89%+30.52%
2020+5.12%+17.28%
2019-7.34%+31.09%
2018+31.55%-5.24%
2017+17.77%+20.78%
2016+33.64%+13.59%
2015+38.57%+1.31%
2014+29.85%+14.56%
2013+69.65%+29.00%
2012+43.52%+14.17%
2011-44.49%+0.85%
2010-9.29%+13.14%
2009-22.88%+22.67%
2008+24.83%-36.25%
2007+60.85%+5.32%
2006+17.58%+13.85%
2005+36.95%+5.32%
2004+16.44%+10.75%
2003+7.11%+24.18%
2002+22.90%-22.42%
2001+33.97%-10.13%
2000-3.00%-8.84%
1999+35.00%+8.61%

SHEN vs SPY Drawdown Comparison

The maximum drawdown for SHEN was -72.81%, occurring on Nov 17, 2025. 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 SHEN drawdown is -54.79%. The current SPY drawdown is -2.35%.

RankSHENSPY
#1-72.81%
Jul 6, 2021 - Nov 17, 2025		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-65.81%
Jan 8, 2009 - Oct 11, 2013		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-50.18%
Dec 24, 2007 - Dec 8, 2008		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-49.21%
Jun 24, 2002 - Dec 29, 2003		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-49.09%
Mar 10, 2000 - May 31, 2002		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-43.17%
Jul 13, 2016 - Nov 6, 2018		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-41.57%
Feb 19, 2019 - Apr 6, 2020		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-33.24%
Apr 29, 2020 - Jul 6, 2021		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-28.43%
Aug 1, 2005 - Jun 21, 2007		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-27.74%
Mar 21, 2014 - Jan 22, 2015		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-25.60%
Apr 29, 2004 - Dec 1, 2004		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-24.42%
Dec 17, 2004 - Jun 7, 2005		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-20.07%
Dec 30, 2003 - Apr 22, 2004		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-20.01%
Nov 19, 2015 - Mar 16, 2016		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-19.20%
Nov 28, 2018 - Feb 19, 2019		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between SHEN and SPY is 0.65 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.65
-101

Dividend Comparison (1999 - 2026)

SHEN vs SPY dividend yield comparison.

YearSHENSPY
20260.00%0.24%
20250.95%1.07%
20240.79%1.21%
20230.42%1.40%
20220.50%1.65%
202173.80%1.20%
20200.79%1.52%
20190.70%1.75%
20180.61%2.04%
20170.77%1.80%
20160.92%2.03%
20151.11%2.06%
20141.50%1.87%
20131.40%1.81%
20122.16%2.18%
20113.15%2.05%
20101.76%1.80%
20091.57%1.95%
20081.07%3.02%
20071.13%1.85%
20061.60%1.73%
20051.16%1.73%
20041.44%1.82%
20031.52%1.47%
20021.52%1.70%
20011.78%1.25%
20002.05%1.15%
19990.00%0.24%

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