Find A Portfolio/Ticker
Comparison Box
MDY: SPDR S&P MidCap 400 ETF (ETF)
Basic Info 472.8 8.52(1.77%) January 25
| Asset Class: | MID-CAP BLEND |
| MyPlanIQ Rating: | (99%) |
| Start Date: | 08/21/1995 |
| Last Dividend Date: | 12/17/2021 |
| 12-Mo. Yield | 0.97% |
| Expenses | 0.25% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 01/25/2022)
Not up-to-date? Try| Last 1 Week* | YTD*(2022) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -4.7 | -8.7 | 8.6 | 14.3 | 10.3 | 12.3 | 9.4 | 11.1 | 25.3 | 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 | -4.83 | 0.41 | 0.5 | 0.43 | 0.62 | NA | 0.44 | 1.39 | 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 | 9.5 | 10.5 | 42.2 | 42.2 | 42.2 | NA | 55.3 | 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 |
| SD(%) | NA | 16.8 | 17.9 | 27.4 | 23.0 | 19.2 | NA | 21.9 | 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 |
| TR | NA | -0.94 | 0.07 | 0.13 | 0.09 | 0.11 | NA | 0.1 | 0.23 | 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 | -0.12 | -0.01 | -0.02 | -0.01 | -0.01 | NA | 0.01 | -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 | 0.86 | 1.07 | 1.1 | 1.08 | 1.06 | NA | 1.01 | 1.09 | 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 | 0.63 | 0.82 | 0.93 | 0.93 | 0.93 | NA | 0.88 | 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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/21/1995
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See MID-CAP BLEND Asset Class Trend Rankings |
Top Rated Funds in MID-CAP BLEND
Best Mutual Funds
- FEAFX (First Eagle Fund of America Y) 2.01% (100%)
- ARGFX (Ariel Investor) 1.44% (100%)
- VIMSX (Vanguard Mid Cap Index Inv) 1.80% (96%)
- VEXMX (Vanguard Extended Market Idx Inv) 2.06% (96%)
- LAVLX (Lord Abbett Mid Cap Stock A) 0.77% (92%)
- LLSCX (Longleaf Partners Small-Cap) 1.14% (92%)
- OSTFX (Osterweis) 1.74% (92%)
- RSVAX (RS Value A) 0.83% (91%)
- RVFCX (Royce Value Consult) 1.42% (91%)
- LVOYX (Lord Abbett Value Opportunities I) 1.44% (89%)
Best ETFs
- PWC (PowerShares Dynamic Market ETF) 1.85% (99%)
- MDY (SPDR S&P MidCap 400 ETF) 1.77% (99%)
- RYJ (Guggenheim Raymond James SB-1 Equity ETF) 0.71% (98%)
- CSD (Guggenheim Spin-Off ETF) 1.14% (96%)
- CZA (Guggenheim Mid-Cap Core ETF) 1.05% (95%)
- EZM (WisdomTree MidCap Earnings ETF) 1.29% (95%)
- FNX (First Trust Mid Cap Core AlphaDEX ETF) 1.17% (94%)
- IJH (iShares Core S&P Mid-Cap) 1.76% (94%)
- IWR (iShares Russell Mid-Cap) 1.62% (93%)
- VXF (Vanguard Extended Market ETF) 2.20% (93%)
Best Closed End Funds
- CET (Central Securities Corporation Common) 1.96% (98%)
- CUBA (Herzfeld Caribbean Basin Common) 3.40% (97%)
- FUND (Royce Focus Trust Common) 0.49% (97%)
Latest Articles Related to MDY
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
