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MDY: SPDR® S&P MIDCAP 400 ETF Trust (ETF)
Basic Info 613.85 2.01(0.33%) December 02
| Asset Class: | MID-CAP BLEND |
| MyPlanIQ Rating: | (100%) |
| Start Date: | 08/21/1995 |
| Last Dividend Date: | 09/20/2024 |
| 12-Mo. Yield | 1.41% |
| Expenses | 0.24% |
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Performance Analytics (As of 12/02/2024)
Not up-to-date? Try| Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.5 | 22.0 | 32.5 | 7.9 | 12.0 | 10.2 | 12.4 | 10.0 | 11.1 | 16.1 | -13.3 | 24.5 | 13.5 | 25.8 | -11.3 | 15.9 | 20.5 | -2.5 | 9.4 | 33.1 | 17.8 | -2.1 | 26.3 | 37.6 | -36.4 | 7.2 | 10.0 | 12.5 | 15.9 | 35.3 | -14.5 | -0.9 | 17.3 | 15.5 | 17.1 | 31.2 | 15.5 | 3.5 |
| Sharpe Ratio | NA | 1.12 | 1.68 | 0.2 | 0.39 | 0.42 | NA | NA | 0.43 | 0.68 | -0.57 | 1.35 | 0.32 | 1.68 | -0.78 | 1.58 | 1.27 | -0.17 | 0.72 | 2.44 | 1.18 | -0.08 | 1.25 | 1.18 | -0.81 | 0.25 | 0.48 | 0.84 | 1.11 | 2.12 | -0.61 | -0.14 | 0.47 | 0.73 | 0.54 | 1.65 | 0.79 | 0.43 |
| Draw Down(%) | NA | 7.9 | 7.9 | 22.7 | 42.2 | 42.2 | NA | NA | 55.3 | 14.4 | 22.7 | 8.5 | 42.2 | 8.6 | 23.2 | 5.5 | 11.2 | 12.5 | 10.6 | 7.2 | 11.1 | 26.2 | 17.4 | 27.5 | 53.1 | 11.1 | 12.5 | 8.0 | 10.5 | 13.3 | 32.0 | 25.5 | 14.0 | 13.3 | 27.7 | 9.7 | 12.4 | 6.9 |
| Standard Deviation(%) | NA | 15.9 | 16.1 | 20.5 | 25.6 | 20.8 | NA | NA | 21.8 | 17.6 | 25.9 | 18.1 | 41.5 | 14.5 | 16.2 | 9.7 | 15.9 | 15.1 | 13.0 | 13.5 | 15.2 | 28.5 | 20.9 | 31.8 | 46.0 | 16.7 | 14.1 | 12.3 | 13.5 | 16.3 | 25.5 | 23.8 | 28.0 | 16.8 | 25.5 | 16.7 | 15.1 | 14.7 |
| Treynor Ratio | NA | 0.14 | 0.22 | 0.04 | 0.09 | 0.08 | NA | NA | 0.09 | 0.11 | -0.15 | 0.22 | 0.12 | 0.22 | -0.13 | 0.13 | 0.2 | -0.03 | 0.09 | 0.31 | 0.18 | -0.02 | 0.27 | 0.39 | -0.37 | 0.04 | 0.06 | 0.11 | 0.15 | 0.36 | -0.16 | -0.03 | 0.15 | 0.14 | 0.12 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.02 | -0.02 | 0.01 | 0.0 | 0.0 | NA | NA | 0.01 | 0.0 | 0.03 | -0.01 | -0.02 | -0.02 | -0.01 | -0.02 | 0.03 | 0.0 | -0.02 | -0.01 | 0.01 | 0.0 | 0.01 | 0.0 | 0.04 | 0.01 | -0.02 | 0.0 | -0.02 | 0.01 | 0.0 | 0.01 | 0.03 | 0.02 | 0.03 | NA | NA | NA |
| Beta | NA | 1.24 | 1.24 | 1.04 | 1.08 | 1.06 | NA | NA | 1.01 | 1.1 | 0.99 | 1.1 | 1.1 | 1.08 | 0.97 | 1.16 | 1.01 | 0.96 | 1.01 | 1.05 | 1.0 | 1.04 | 0.96 | 0.97 | 1.0 | 0.96 | 1.08 | 0.96 | 1.02 | 0.97 | 0.99 | 1.01 | 0.9 | 0.9 | 1.16 | NA | NA | NA |
| RSquared | NA | 0.9 | 0.9 | 0.92 | 0.93 | 0.93 | NA | NA | 0.89 | 0.91 | 0.96 | 0.81 | 0.95 | 0.91 | 0.95 | 0.88 | 0.95 | 0.95 | 0.94 | 0.94 | 0.96 | 0.99 | 0.98 | 0.98 | 0.94 | 0.92 | 0.91 | 0.9 | 0.9 | 0.92 | 0.96 | 0.93 | 0.87 | 0.84 | 0.77 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.9 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 1.4 | 1.2 | 1.2 | 1.3 | 1.7 | 1.2 | 1.3 | 1.6 | 1.3 | 1.3 | 1.4 | 1.3 | 1.0 | 1.1 | 1.6 | 1.2 | 1.2 | 1.3 | 1.2 | 1.0 | 1.1 | 0.8 | 0.8 | 1.0 | 3.7 | 3.3 | 1.6 | 1.5 | 0.4 |
| Dividend Growth(%) | N/A | -24.2 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 1.7 | 22.4 | 4.9 | -6.5 | 20.2 | 2.5 | 3.8 | 14.5 | 11.1 | 18.9 | 22.9 | 23.7 | 14.0 | -6.5 | -11.6 | -0.8 | 6.4 | 23.2 | 32.5 | 22.9 | 19.6 | 0.4 | -8.5 | -71.2 | 29.2 | 172.6 | 19.4 | 250.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/04/1995
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See MID-CAP BLEND Asset Class Trend Rankings |
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