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TWN vs SPY

Comparison between Taiwan Fund Inc (TWN, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceTWN has outperformed SPY, delivering a return of +33.5% compared to +12.9%

TWN vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
TWN
$589M
Winner
SPY
$795B
Expense Ratio
TWN
N/A
SPY
0.09%
Max Drawdown
TWN
71.62%
Winner
SPY
56.47%
Sharpe Ratio
Winner
TWN
2.62
SPY
1.25
5Y Beta
Winner
TWN
0.95
SPY
1.00
P/E Ratio
TWN
N/A
SPY
26.08
Forward P/E
TWN
N/A
SPY
20.91
PEG Ratio
TWN
N/A
SPY
0.37
5Y Dividends CAGR
Winner
TWN
13.36%
SPY
6.00%
5Y EPS CAGR
TWN
N/A
SPY
26.38%
Debt to Equity
TWN
N/A
SPY
45.86%
P/S Ratio
TWN
N/A
SPY
3.75
P/B Ratio
TWN
N/A
SPY
5.57

TWN vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
TWN
+20.58%
SPY
+4.33%
3M
TWN
+1.61%
Winner
SPY
+3.01%
6M
Winner
TWN
+55.38%
SPY
+13.01%
1Y
Winner
TWN
+128.07%
SPY
+20.57%
5Y(CAGR)
Winner
TWN
+33.53%
SPY
+12.88%
10Y(CAGR)
Winner
TWN
+28.56%
SPY
+15.34%
Max(CAGR)
Winner
TWN
+11.34%
SPY
+8.59%

TWN vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearTWNSPY
2026+87.94%+13.47%
2025+54.22%+18.00%
2024+35.45%+25.59%
2023+51.64%+26.72%
2022-40.37%-18.64%
2021+55.56%+30.52%
2020+36.34%+17.28%
2019+48.10%+31.09%
2018-19.52%-5.24%
2017+32.76%+20.78%
2016+11.50%+13.59%
2015-8.90%+1.31%
2014-0.30%+14.56%
2013+16.46%+29.00%
2012+12.23%+14.17%
2011-23.34%+0.85%
2010+31.46%+13.14%
2009+52.57%+22.67%
2008-45.73%-36.25%
2007+12.03%+5.32%
2006+19.43%+13.85%
2005+14.40%+5.32%
2004+7.28%+10.75%
2003+30.77%+24.18%
2002-26.97%-22.42%
2001+10.64%-10.13%
2000-49.79%-8.84%
1999+13.98%+8.61%

TWN vs SPY Drawdown Comparison

The maximum drawdown for TWN was -71.07%, occurring on Sep 20, 2001. Recovery took 2057 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current SPY drawdown is -0.87%.

RankTWNSPY
#1-71.07%
Feb 8, 2000 - Apr 16, 2008		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-64.47%
Apr 16, 2008 - May 8, 2014		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-51.72%
Jan 3, 2022 - Feb 12, 2024		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-36.26%
Jan 17, 2020 - Jul 2, 2020		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-29.83%
Jan 6, 2025 - Jun 9, 2025		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-27.91%
Jan 25, 2018 - Oct 17, 2019		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-27.43%
May 11, 2015 - Mar 29, 2017		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-23.58%
Jun 1, 2026 - Aug 27, 2026		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-17.72%
Jul 10, 2024 - Oct 22, 2024		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-15.08%
Jul 3, 2014 - May 11, 2015		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-13.79%
May 7, 2021 - Jun 1, 2021		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-12.57%
Jul 14, 2021 - Nov 9, 2021		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-9.61%
Mar 7, 2024 - Jun 12, 2024		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-9.09%
Oct 29, 2025 - Dec 9, 2025		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-9.07%
May 6, 2026 - May 26, 2026		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between TWN and SPY is 0.90 which considered as a strong positive correlation - the stocks tend to move together.

0.90
-101

Dividend Comparison (1999 - 2026)

TWN vs SPY dividend yield comparison.

YearTWNSPY
20260.00%0.48%
202511.62%1.07%
202419.14%1.21%
20231.26%1.40%
20220.00%1.65%
20217.78%1.20%
202012.91%1.52%
20198.26%1.75%
201811.27%2.04%
20173.16%1.80%
20160.00%2.03%
20150.00%2.06%
201416.11%1.87%
20130.00%1.81%
20120.00%2.18%
20113.87%2.05%
20100.42%1.80%
20090.49%1.95%
20081.86%3.02%
200718.04%1.85%
20060.00%1.73%
20050.35%1.73%
20040.23%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20001.96%1.15%
19990.00%0.24%

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