Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMLV (SPDR SSGA US Small Cap Low Volatility Index ETF) | 14.58% | 24.52% | 16.97% | 8.07% | 10.02% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/22/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMLV (SPDR SSGA US Small Cap Low Volatility Index ETF) | 02/22/2013 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.19 | 24.52 | 16.97 | 8.07 | 10.02 | NA | NA | … | … | 14.58 | 5.67 | 16.76 | 7.51 | -7.69 | 27.66 | -1.54 | 24.10 | -6.62 | 5.67 | 27.94 | -1.69 | 13.22 | 21.07 |
| Sharpe Ratio | NA | 1.33 | 0.75 | 0.31 | 0.40 | NA | NA | … | … | 2.43 | 0.15 | 0.63 | 0.22 | -0.49 | 1.66 | -0.04 | 1.94 | -0.59 | 0.45 | 1.74 | -0.12 | 1.04 | 2.02 |
| Standard Deviation(%) | NA | 15.69 | 18.85 | 18.22 | 21.05 | NA | NA | … | … | 14.51 | 18.96 | 20.88 | 17.78 | 18.57 | 16.63 | 45.11 | 11.69 | 13.50 | 11.24 | 15.89 | 14.41 | 12.74 | 12.36 |
| Draw Down(%) | NA | 7.34 | 20.40 | 20.40 | 42.45 | NA | NA | … | … | 7.34 | 17.70 | 8.94 | 17.73 | 16.93 | 7.07 | 42.45 | 6.59 | 18.83 | 6.28 | 10.10 | 9.84 | 7.13 | 6.21 |
| Yield(%) | 0.00 | 2.80 | 3.25 | 2.66 | 4.06 | 4.25 | 3.19 | … | … | 0.54 | 2.84 | 3.05 | 2.80 | 2.16 | 2.70 | 2.37 | 3.16 | 2.85 | 7.70 | 2.47 | 2.54 | 3.09 | 2.82 |
Data as of 06/04/2026, Common starting date is 02/22/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMLV (SPDR SSGA US Small Cap Low Volatility Index ETF) |
-6.09%
Mar 2017 – Mar 2020 |
0.18%
Mar 2015 – Mar 2020 |
6.56%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMLV (SPDR SSGA US Small Cap Low Volatility Index ETF) |
19.75%
Mar 2020 – Mar 2023 |
16.24%
Mar 2020 – Mar 2025 |
10.49%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart