Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MDYV (SPDR S&P 400 Mid Cap Value ETF) | 8.37% | 20.72% | 14.10% | 7.39% | 10.19% | 10.70% | 8.72% | … | … |
Data as of 06/05/2026, Common starting date is 11/15/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MDYV (SPDR S&P 400 Mid Cap Value ETF) | 11/15/2005 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.19 | 20.72 | 14.10 | 7.39 | 10.19 | 10.70 | 8.72 | … | … | 8.37 | 7.45 | 11.48 | 15.35 | -7.19 | 30.51 | 3.68 | 25.89 | -11.93 | 12.29 | 26.13 | -7.14 | 12.32 | 34.15 | 17.77 | -2.86 | 21.09 | 34.68 | -35.60 | -1.96 | 16.29 | 2.32 |
| Sharpe Ratio | NA | 1.17 | 0.64 | 0.26 | 0.40 | NA | NA | … | … | 1.26 | 0.22 | 0.49 | 0.62 | -0.37 | 1.57 | 0.08 | 1.57 | -0.85 | 1.12 | 1.61 | -0.47 | 1.05 | 2.82 | 1.18 | -0.11 | 1.04 | 1.05 | -0.99 | -0.33 | 1.11 | 2.28 |
| Standard Deviation(%) | NA | 15.23 | 17.99 | 19.48 | 21.99 | NA | NA | … | … | 15.68 | 20.46 | 16.08 | 19.17 | 23.61 | 19.46 | 45.07 | 15.58 | 15.75 | 10.45 | 16.07 | 15.31 | 11.76 | 12.10 | 15.16 | 27.32 | 20.18 | 32.79 | 36.92 | 15.67 | 11.61 | 7.72 |
| Draw Down(%) | NA | 10.53 | 22.58 | 22.58 | 45.90 | NA | NA | … | … | 10.53 | 20.37 | 8.81 | 18.70 | 19.01 | 9.06 | 45.90 | 10.07 | 22.81 | 6.24 | 11.18 | 14.61 | 10.31 | 6.39 | 12.24 | 25.52 | 17.03 | 31.53 | 49.36 | 16.56 | 9.01 | 1.19 |
| Yield(%) | 0.00 | 2.06 | 2.19 | 1.91 | 2.81 | 4.06 | 3.69 | … | … | 0.44 | 1.82 | 2.06 | 1.80 | 1.72 | 2.27 | 1.72 | 2.26 | 1.95 | 2.69 | 2.29 | 3.79 | 4.42 | 1.82 | 2.38 | 1.65 | 2.63 | 3.03 | 2.72 | 2.07 | 3.93 | 0.32 |
Data as of 06/05/2026, Common starting date is 11/15/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDYV (SPDR S&P 400 Mid Cap Value ETF) |
-18.02%
Feb 2006 – Feb 2009 |
-1.54%
Mar 2015 – Mar 2020 |
5.59%
Jan 2006 – Jan 2016 |
7.06%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDYV (SPDR S&P 400 Mid Cap Value ETF) |
30.16%
Feb 2009 – Feb 2012 |
26.59%
Feb 2009 – Feb 2014 |
16.93%
Feb 2009 – Feb 2019 |
14.28%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart