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WVVI vs SPY

Comparison between Willamette Valley Vineyard Inc (WVVI, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed WVVI, delivering a return of +13.5% compared to -28.3%

WVVI vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
WVVI
$14M
Winner
SPY
$784B
Expense Ratio
WVVI
N/A
SPY
0.09%
Max Drawdown
WVVI
85.57%
Winner
SPY
56.47%
Sharpe Ratio
WVVI
-1.07
Winner
SPY
1.68
5Y Beta
Winner
WVVI
-0.12
SPY
1.00
Industry
WVVI
Beverages - Wineries & Distilleries
SPY
N/A
P/E Ratio
Winner
WVVI
-35.42
SPY
28.06
Forward P/E
Winner
WVVI
11.25
SPY
21.47
PEG Ratio
Winner
WVVI
-0.15
SPY
0.36
5Y Dividends CAGR
WVVI
N/A
SPY
6.00%
5Y EPS CAGR
WVVI
N/A
SPY
25.05%
Debt to Equity
Winner
WVVI
21.81%
SPY
30.60%
Free Cash Flow Yield
WVVI
-0.38%
SPY
N/A
P/S Ratio
WVVI
0.37
SPY
N/A
P/B Ratio
WVVI
0.64
SPY
N/A

WVVI vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
WVVI
-8.83%
Winner
SPY
+0.09%
3M
WVVI
-2.64%
Winner
SPY
+13.87%
6M
WVVI
-15.41%
Winner
SPY
+9.28%
1Y
WVVI
-53.09%
Winner
SPY
+25.40%
5Y(CAGR)
WVVI
-28.29%
Winner
SPY
+13.49%
10Y(CAGR)
WVVI
-11.27%
Winner
SPY
+15.44%
Max(CAGR)
WVVI
+0.21%
Winner
SPY
+8.50%

WVVI vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearWVVISPY
2026-18.61%+9.54%
2025-10.44%+18.00%
2024-37.40%+25.59%
2023-10.19%+26.72%
2022-34.50%-18.64%
2021+36.81%+30.52%
2020-9.11%+17.28%
2019-3.08%+31.09%
2018-16.48%-5.24%
2017+2.88%+20.78%
2016+14.95%+13.59%
2015+19.59%+1.31%
2014-5.48%+14.56%
2013+59.64%+29.00%
2012+20.59%+14.17%
2011-8.54%+0.85%
2010+1.74%+13.14%
2009+14.75%+22.67%
2008-51.78%-36.25%
2007-4.02%+5.32%
2006+36.40%+13.85%
2005+63.88%+5.32%
2004+34.68%+10.75%
2003+41.33%+24.18%
2002-11.76%-22.42%
2001+21.53%-10.13%
2000-26.50%-8.84%
1999-18.03%+8.61%

WVVI vs SPY Drawdown Comparison

The maximum drawdown for WVVI was -85.57%, occurring on Mar 20, 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 WVVI drawdown is -85.10%. The current SPY drawdown is -1.75%.

RankWVVISPY
#1-85.57%
Nov 8, 2021 - Mar 20, 2026
-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-79.50%
Jun 26, 2006 - Mar 22, 2021
-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-53.44%
Nov 8, 1999 - Mar 4, 2004
-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-44.13%
Nov 10, 2005 - Jun 26, 2006
-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-22.22%
Mar 4, 2004 - Nov 1, 2004
-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-22.06%
Nov 8, 2004 - Apr 4, 2005
-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-19.55%
May 6, 2021 - Nov 1, 2021
-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-10.89%
Apr 4, 2005 - Apr 21, 2005
-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-10.11%
Aug 17, 2005 - Sep 26, 2005
-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-9.93%
May 27, 2005 - Aug 15, 2005
-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-9.44%
May 16, 2005 - May 20, 2005
-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-7.79%
Nov 1, 1999 - Nov 8, 1999
-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-7.42%
Apr 21, 2005 - May 16, 2005
-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-6.08%
Oct 4, 2005 - Oct 27, 2005
-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-3.42%
Mar 22, 2021 - Apr 13, 2021
-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between WVVI and SPY is 0.32 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.32
-101

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