Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SPMB (SPDR Portfolio Mortgage Backed Bond ETF) | 0.63% | 6.29% | 4.42% | 0.30% | 1.26% | 1.69% | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/02/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SPMB (SPDR Portfolio Mortgage Backed Bond ETF) | 02/02/2009 | 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 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.18 | 6.29 | 4.42 | 0.30 | 1.26 | 1.69 | NA | … | … | 0.63 | 8.31 | 1.35 | 5.16 | -12.07 | -1.49 | 4.16 | 6.16 | 1.00 | 2.14 | 1.15 | 1.74 | 5.97 | -1.80 | 2.11 | 7.64 | 4.81 | 4.87 |
| Sharpe Ratio | NA | 1.02 | 0.25 | -0.32 | -0.05 | NA | NA | … | … | -0.09 | 1.07 | -0.36 | 0.17 | -1.56 | -0.74 | 0.22 | 1.73 | -0.13 | 0.43 | 0.27 | 0.46 | 1.61 | -0.53 | 0.67 | 1.67 | 1.02 | 0.42 |
| Standard Deviation(%) | NA | 4.29 | 6.33 | 6.77 | 7.60 | NA | NA | … | … | 4.66 | 5.11 | 6.29 | 8.77 | 8.68 | 2.04 | 17.64 | 2.71 | 2.90 | 3.48 | 3.44 | 3.71 | 3.70 | 3.47 | 3.11 | 4.56 | 4.64 | 12.57 |
| Draw Down(%) | NA | 2.87 | 7.65 | 17.57 | 18.09 | NA | NA | … | … | 2.87 | 2.93 | 4.42 | 9.11 | 16.54 | 2.29 | 12.60 | 0.84 | 2.46 | 2.05 | 3.93 | 2.00 | 1.36 | 4.06 | 1.44 | 1.64 | 2.99 | 4.95 |
| Yield(%) | 0.31 | 4.17 | 3.77 | 2.92 | 2.89 | 2.84 | 2.70 | … | … | 1.57 | 4.14 | 3.69 | 3.25 | 2.55 | 2.49 | 2.98 | 3.33 | 3.28 | 3.10 | 3.20 | 3.02 | 3.62 | 0.95 | 2.36 | 3.97 | 4.22 | 3.58 |
Data as of 06/04/2026, Common starting date is 02/02/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPMB (SPDR Portfolio Mortgage Backed Bond ETF) |
-5.94%
Oct 2020 – Oct 2023 |
-1.34%
Oct 2017 – Oct 2022 |
0.22%
Oct 2012 – Oct 2022 |
1.57%
Apr 2009 – Apr 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPMB (SPDR Portfolio Mortgage Backed Bond ETF) |
5.87%
Oct 2022 – Oct 2025 |
3.97%
Jun 2009 – Jun 2014 |
3.20%
Jun 2009 – Jun 2019 |
2.04%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart