Select Page
Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
SPLG (SPDR Portfolio S&P 500 ETF) 3.02% 12.00% 18.38% 15.69% 12.50% 13.33% NA 9.89%
Data as of 06/23/2025, AR inception is 11/15/2005
More Performance Analytics Comparison
Name Start Date End Date
SPLG (SPDR Portfolio S&P 500 ETF) 11/15/2005 06/23/2025
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 (%) -0.16 12.00 18.38 15.69 12.50 13.33 NA 9.89 3.02 25.00 26.23 -18.09 28.76 18.52 31.99 -4.77 20.06 10.10 -0.32 12.11 31.31 13.36 0.27 14.34 25.32 -37.99 4.38 12.63 1.97
Sharpe Ratio NA 0.37 0.93 0.79 0.60 NA NA 0.45 0.05 1.47 1.70 -0.81 2.23 0.53 2.43 -0.36 2.77 0.74 -0.02 1.12 2.78 1.09 0.01 0.81 0.95 -1.20 0.10 0.92 2.28
Standard Deviation(%) NA 19.60 17.28 17.39 18.42 NA NA 18.66 24.67 12.53 13.04 24.11 12.88 34.51 12.58 17.07 7.03 13.34 15.23 10.80 11.27 12.27 23.76 17.70 26.67 32.45 14.47 10.20 6.32
Draw Down(%) NA 18.72 18.72 24.49 33.86 NA NA 55.47 18.72 8.43 9.91 24.49 5.09 33.86 6.70 19.77 2.90 11.24 11.92 7.73 6.40 9.91 20.84 15.59 26.49 46.67 9.35 7.67 1.32
Yield(%) 0.00 1.40 1.73 2.01 2.32 3.28 2.32 2.44 0.32 1.58 1.80 1.35 1.61 1.78 2.32 2.06 0.97 0.56 0.49 0.50 0.54 0.58 0.46 0.46 0.52 0.46 0.45 0.58 0.05
Data as of 06/23/2025, 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
SPLG (SPDR Portfolio S&P 500 ETF) -16.31%
Feb 2006 - Feb 2009 		-2.07%
May 2007 - May 2012 		4.77%
Jan 2006 - Jan 2016 		7.00%
Sep 2007 - Sep 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SPLG (SPDR Portfolio S&P 500 ETF) 26.29%
Dec 2018 - Dec 2021 		21.33%
Feb 2009 - Feb 2014 		15.48%
Dec 2011 - Dec 2021 		14.94%
Feb 2009 - Feb 2024
Annualized Rolling Returns Comparison Chart