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MDY: SPDR S&P MidCap 400 ETF (ETF)
Basic Info 495.94 3.6(0.73%) April 16
| Asset Class: | MID-CAP BLEND |
| MyPlanIQ Rating: | (72%) |
| Start Date: | 08/21/1995 |
| Last Dividend Date: | 03/19/2021 |
| 12-Mo. Yield | 1.04% |
| Expenses | 0.25% |
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Performance Analytics (As of 04/16/2021)
| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 1.9 | 18.3 | 82.9 | 14.3 | 14.8 | 12.2 | 10.0 | 11.6 | 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 | -0.8 | 17.3 | 15.5 | 17.1 | 31.2 | 15.5 | 3.5 |
| SR | NA | 3.79 | 3.3 | 0.49 | 0.62 | 0.57 | NA | 0.46 | 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 | -1.44 | 0.79 | 0.43 |
| DD(%) | NA | 6.3 | 11.6 | 42.2 | 42.2 | 42.2 | NA | 55.3 | 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 |
| SD(%) | NA | 21.1 | 25.1 | 27.3 | 22.6 | 20.6 | NA | 22.0 | 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 |
| TR | NA | 0.72 | 0.72 | 0.12 | 0.13 | 0.11 | NA | 0.1 | 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 | 0.06 | 0.01 | -0.01 | 0.0 | 0.0 | NA | 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 | 1.11 | 1.15 | 1.09 | 1.08 | 1.06 | NA | 1.01 | 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 | 0.96 | 0.99 | 1.01 | 0.9 | 0.9 | 1.16 | NA | NA | NA |
| RS | NA | 0.82 | 0.88 | 0.94 | 0.94 | 0.95 | NA | 0.88 | 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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/21/1995
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See MID-CAP BLEND Asset Class Trend Rankings |
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Best ETFs
- VXF (Vanguard Extended Market ETF) 0.20% (99%)
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- TILT (FlexShares Mstar US Mkt Factors Tilt ETF) 0.43% (93%)
- IWR (iShares Russell Mid-Cap) 0.31% (89%)
- SCHM (Schwab US Mid-Cap ETF) 0.47% (83%)
- FNX (First Trust Mid Cap Core AlphaDEX ETF) 0.60% (83%)
- EZM (WisdomTree MidCap Earnings ETF) 0.88% (80%)
- IVOO (Vanguard S&P Mid-Cap 400 ETF) 0.74% (75%)
- IJH (iShares Core S&P Mid-Cap) 0.73% (75%)
- MDY (SPDR S&P MidCap 400 ETF) 0.73% (72%)
Best Closed End Funds
- CET (Central Securities Corporation Common) 0.23% (95%)
- FUND (Royce Focus Trust Common) 0.49% (58%)
- CUBA (Herzfeld Caribbean Basin Common) 0.98% (19%)
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