Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SPMD (SPDR Portfolio S&P 400 Mid Cap ETF) | 14.54% | 26.21% | 16.67% | 8.28% | 11.58% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/09/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SPMD (SPDR Portfolio S&P 400 Mid Cap ETF) | 07/09/2013 | 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 (%) | 1.29 | 26.21 | 16.67 | 8.28 | 11.58 | NA | NA | … | … | 14.54 | 7.44 | 13.91 | 16.48 | -13.12 | 24.80 | 13.45 | 25.19 | -10.35 | 15.12 | 21.20 | 3.72 | 20.59 | 5.33 |
| Sharpe Ratio | NA | 1.47 | 0.76 | 0.28 | 0.47 | NA | NA | … | … | 1.95 | 0.22 | 0.65 | 0.74 | -0.57 | 1.38 | 0.32 | 1.59 | -0.71 | 1.37 | 1.18 | 0.23 | 1.21 | 0.66 |
| Standard Deviation(%) | NA | 15.56 | 17.99 | 19.68 | 21.29 | NA | NA | … | … | 17.02 | 20.98 | 15.88 | 17.54 | 25.80 | 17.95 | 41.14 | 14.88 | 16.62 | 10.57 | 17.76 | 15.85 | 17.01 | 17.12 |
| Draw Down(%) | NA | 8.86 | 24.08 | 24.08 | 41.86 | NA | NA | … | … | 8.86 | 21.97 | 8.39 | 14.39 | 22.65 | 8.44 | 41.86 | 8.91 | 24.32 | 5.95 | 16.48 | 13.75 | 11.04 | 8.24 |
| Yield(%) | 0.00 | 1.52 | 1.78 | 1.53 | 2.66 | 3.89 | 2.92 | … | … | 0.31 | 1.47 | 1.60 | 1.69 | 1.40 | 1.55 | 1.45 | 1.93 | 1.61 | 2.22 | 5.05 | 12.29 | 16.50 | 0.00 |
Data as of 06/04/2026, Common starting date is 07/09/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPMD (SPDR Portfolio S&P 400 Mid Cap ETF) |
-4.06%
Mar 2017 – Mar 2020 |
1.82%
Mar 2015 – Mar 2020 |
8.53%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPMD (SPDR Portfolio S&P 400 Mid Cap ETF) |
21.98%
Mar 2020 – Mar 2023 |
16.85%
Mar 2020 – Mar 2025 |
12.42%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart