Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MDYG (SPDR S&P 400 Mid Cap Growth ETF) | -0.95% | 3.05% | 8.94% | 9.62% | 8.86% | 11.79% | NA | 9.83% |
Data as of 06/06/2025, AR inception is 11/15/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MDYG (SPDR S&P 400 Mid Cap Growth ETF) | 11/15/2005 | 06/06/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.09 | 3.05 | 8.94 | 9.62 | 8.86 | 11.79 | NA | 9.83 | -0.95 | 15.84 | 17.30 | -18.93 | 18.45 | 22.58 | 26.10 | -10.45 | 19.59 | 14.45 | 1.83 | 7.63 | 32.52 | 16.80 | -1.30 | 27.32 | 56.08 | -41.62 | 8.97 | 11.26 | 2.98 |
| Sharpe Ratio | NA | -0.01 | 0.27 | 0.37 | 0.35 | NA | NA | 0.38 | -0.18 | 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 |
| Standard Deviation(%) | NA | 22.99 | 21.07 | 21.24 | 21.11 | NA | NA | 22.19 | 28.82 | 16.53 | 16.14 | 28.44 | 17.99 | 38.56 | 13.73 | 17.15 | 9.26 | 15.23 | 14.70 | 13.67 | 13.30 | 15.45 | 29.09 | 21.22 | 31.42 | 41.71 | 15.54 | 14.68 | 7.98 |
| Draw Down(%) | NA | 25.45 | 25.45 | 29.26 | 39.27 | NA | NA | 59.09 | 23.51 | 9.06 | 12.65 | 27.16 | 8.37 | 39.27 | 7.06 | 24.00 | 4.98 | 12.13 | 10.80 | 10.61 | 7.58 | 11.44 | 26.20 | 17.38 | 24.20 | 56.43 | 12.02 | 13.93 | 1.32 |
| Yield(%) | 0.00 | 0.91 | 1.18 | 1.23 | 1.79 | 3.12 | 2.75 | 2.90 | 0.17 | 1.00 | 1.40 | 0.93 | 0.82 | 0.86 | 1.52 | 1.19 | 2.60 | 1.44 | 2.47 | 1.71 | 1.05 | 1.12 | 0.64 | 0.37 | 0.87 | 0.55 | 0.60 | 3.25 | 0.05 |
Data as of 06/06/2025, AR inception is 11/15/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDYG (SPDR S&P 400 Mid Cap Growth ETF) |
-15.37%
Feb 2006 - Feb 2009 |
2.04%
Mar 2015 - Mar 2020 |
7.64%
Jan 2006 - Jan 2016 |
7.81%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDYG (SPDR S&P 400 Mid Cap Growth ETF) |
34.74%
Feb 2009 - Feb 2012 |
28.26%
Feb 2009 - Feb 2014 |
17.92%
Feb 2009 - Feb 2019 |
15.48%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart