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MDYG: SPDR S&P 400 Mid Cap Growth ETF (ETF)
Basic Info 88.7 0.57(0.65%) July 03
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: | (23%) |
| Start Date: | 11/15/2005 |
| Last Dividend Date: | 06/23/2025 |
| 12-Mo. Yield | 0.89% |
| Expenses | 0.15% |
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Performance Analytics (As of 07/03/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 11/15/2005 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.7 | 2.5 | 6.6 | 14.1 | 11.6 | 9.2 | 12.3 | 9.7 | 15.8 | 17.3 | -18.9 | 18.5 | 22.6 | 26.1 | -10.4 | 19.6 | 14.4 | 1.8 | 7.6 | 32.5 | 16.8 | -1.3 | 27.3 | 56.1 | -41.6 | 9.0 | 11.3 | 3.0 |
| Sharpe Ratio | NA | 0.07 | 0.15 | 0.53 | 0.45 | 0.37 | NA | 0.39 | 0.74 | 0.85 | -0.72 | 1.02 | 0.58 | 1.79 | -0.69 | 2.05 | 0.93 | 0.12 | 0.56 | 2.44 | 1.09 | -0.05 | 1.28 | 1.78 | -1.02 | 0.38 | 0.54 | 3.01 |
| Draw Down(%) | NA | 23.5 | 25.5 | 25.5 | 29.3 | 39.3 | NA | 59.1 | 9.1 | 12.6 | 27.2 | 8.4 | 39.3 | 7.1 | 24.0 | 5.0 | 12.1 | 10.8 | 10.6 | 7.6 | 11.4 | 26.2 | 17.4 | 24.2 | 56.4 | 12.0 | 13.9 | 1.3 |
| Standard Deviation(%) | NA | 27.1 | 23.0 | 20.4 | 20.9 | 21.1 | NA | 22.2 | 16.5 | 16.1 | 28.4 | 18.0 | 38.6 | 13.7 | 17.1 | 9.3 | 15.2 | 14.7 | 13.7 | 13.3 | 15.4 | 29.1 | 21.2 | 31.4 | 41.7 | 15.5 | 14.7 | 8.0 |
| Treynor Ratio | NA | 0.02 | 0.03 | 0.12 | 0.11 | 0.08 | NA | 0.09 | 0.12 | 0.16 | -0.24 | 0.21 | 0.22 | 0.27 | -0.13 | 0.19 | 0.16 | 0.02 | 0.08 | 0.35 | 0.2 | -0.01 | 0.29 | 0.55 | -0.52 | 0.07 | 0.09 | 0.0 |
| Alpha | NA | -0.08 | -0.06 | -0.01 | 0.0 | 0.0 | NA | 0.0 | 0.0 | -0.01 | 0.03 | 0.0 | -0.03 | -0.02 | -0.02 | -0.01 | 0.03 | 0.01 | -0.02 | 0.01 | 0.01 | 0.01 | 0.0 | 0.04 | -0.01 | -0.02 | 0.01 | NA |
| Beta | NA | 0.99 | 0.99 | 0.93 | 0.88 | 0.92 | NA | 0.9 | 0.99 | 0.85 | 0.85 | 0.86 | 0.99 | 0.93 | 0.9 | 1.01 | 0.92 | 0.88 | 0.94 | 0.94 | 0.83 | 0.96 | 0.94 | 1.01 | 0.81 | 0.8 | 0.86 | NA |
| RSquared | NA | 0.94 | 0.91 | 0.88 | 0.85 | 0.86 | NA | 0.84 | 0.83 | 0.8 | 0.92 | 0.76 | 0.84 | 0.88 | 0.92 | 0.8 | 0.91 | 0.89 | 0.88 | 0.87 | 0.76 | 0.88 | 0.95 | 0.93 | 0.83 | 0.78 | 0.15 | 0.0 |
| Yield(%) | N/A | 0.4 | 0.9 | 1.3 | 1.3 | 1.8 | 3.3 | N/A | 1.0 | 1.4 | 0.9 | 0.8 | 0.9 | 1.5 | 1.2 | 2.6 | 1.4 | 2.5 | 1.7 | 1.0 | 1.1 | 0.6 | 0.4 | 0.9 | 0.5 | 0.6 | 3.3 | 0.1 |
| Dividend Growth(%) | N/A | -55.2 | -12.1 | 38.8 | -10.9 | N/A | N/A | N/A | -16.7 | 19.1 | 35.1 | 14.0 | -28.7 | 11.0 | -46.1 | 108.0 | -42.9 | 54.2 | 106.9 | 10.6 | 69.9 | 119.9 | -36.3 | -2.8 | -1.4 | -80.2 | 6007.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/15/2005
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