Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MDY (SPDR S&P Midcap 400 ETF Trust) | 2.40% | 4.73% | 12.85% | 13.00% | 9.19% | 11.71% | 9.16% | 10.97% |
Data as of 07/17/2025, AR inception is 08/21/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MDY (SPDR S&P Midcap 400 ETF Trust) | 08/21/1995 | 07/17/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 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 (%) | -0.76 | 4.73 | 12.85 | 13.00 | 9.19 | 11.71 | 9.16 | 10.97 | 2.40 | 13.64 | 16.07 | -13.28 | 24.53 | 13.50 | 25.78 | -11.29 | 15.93 | 20.46 | -2.51 | 9.40 | 33.06 | 17.82 | -2.12 | 26.28 | 37.56 | -36.44 | 7.22 | 9.98 | 12.53 | 15.89 | 35.29 | -14.53 | -0.85 | 17.33 | 15.50 | 17.14 | 31.16 | 15.48 | 3.50 |
| Sharpe Ratio | NA | 0.18 | 0.48 | 0.58 | 0.36 | NA | NA | 0.41 | 0.05 | 0.63 | 0.71 | -0.57 | 1.35 | 0.32 | 1.67 | -0.79 | 1.58 | 1.27 | -0.17 | 0.72 | 2.44 | 1.18 | -0.08 | 1.25 | 1.18 | -0.81 | 0.25 | 0.47 | 0.84 | 1.11 | 2.12 | -0.61 | -0.14 | 0.47 | 0.72 | 0.54 | 1.64 | 0.78 | 0.42 |
| Standard Deviation(%) | NA | 21.93 | 19.89 | 20.35 | 21.43 | NA | NA | 21.80 | 25.32 | 15.96 | 17.59 | 25.90 | 18.14 | 41.54 | 14.54 | 16.20 | 9.71 | 15.90 | 15.07 | 13.02 | 13.51 | 15.20 | 28.49 | 20.92 | 31.76 | 46.04 | 16.68 | 14.10 | 12.29 | 13.47 | 16.28 | 25.51 | 23.77 | 28.00 | 16.79 | 25.47 | 16.67 | 15.11 | 14.66 |
| Draw Down(%) | NA | 24.03 | 24.03 | 24.03 | 42.22 | NA | NA | 55.33 | 21.93 | 8.37 | 14.42 | 22.65 | 8.51 | 42.22 | 8.56 | 23.17 | 5.53 | 11.20 | 12.55 | 10.55 | 7.19 | 11.12 | 26.19 | 17.36 | 27.49 | 53.07 | 11.07 | 12.52 | 7.99 | 10.49 | 13.28 | 32.02 | 25.46 | 13.95 | 13.25 | 27.73 | 9.72 | 12.37 | 6.89 |
| Yield(%) | 0.00 | 1.22 | 1.55 | 1.76 | 1.86 | 3.15 | 2.76 | 6.74 | 0.55 | 1.33 | 1.40 | 1.16 | 1.20 | 1.25 | 1.67 | 1.20 | 1.35 | 1.57 | 1.31 | 1.28 | 1.36 | 1.31 | 1.03 | 1.12 | 1.61 | 1.18 | 1.25 | 1.26 | 1.17 | 1.00 | 1.06 | 0.77 | 0.79 | 0.98 | 3.70 | 3.27 | 1.56 | 1.47 | 0.44 |
Data as of 07/17/2025, AR inception is 08/21/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDY (SPDR S&P Midcap 400 ETF Trust) |
-15.51%
Feb 2006 - Feb 2009 |
-4.62%
Feb 2004 - Feb 2009 |
3.31%
Feb 1999 - Feb 2009 |
6.68%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDY (SPDR S&P Midcap 400 ETF Trust) |
30.86%
Feb 2009 - Feb 2012 |
26.46%
Feb 2009 - Feb 2014 |
16.97%
Feb 2009 - Feb 2019 |
14.64%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart