Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SPSM (SPDR Portfolio S&P 600 Small Cap ETF) | 16.80% | 33.59% | 15.72% | 5.99% | 10.73% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/09/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SPSM (SPDR Portfolio S&P 600 Small 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 (%) | 0.33 | 33.59 | 15.72 | 5.99 | 10.73 | NA | NA | … | … | 16.80 | 6.11 | 8.55 | 16.11 | -16.12 | 26.68 | 11.45 | 25.86 | -11.15 | 15.43 | 20.06 | -3.32 | 4.85 | 15.61 |
| Sharpe Ratio | NA | 1.73 | 0.61 | 0.16 | 0.40 | NA | NA | … | … | 2.30 | 0.14 | 0.25 | 0.62 | -0.69 | 1.25 | 0.25 | 1.55 | -0.72 | 1.24 | 1.11 | -0.21 | 0.30 | 2.69 |
| Standard Deviation(%) | NA | 17.43 | 20.39 | 21.41 | 23.08 | NA | NA | … | … | 17.32 | 22.54 | 19.61 | 20.12 | 25.55 | 21.29 | 44.18 | 15.77 | 17.45 | 11.96 | 17.93 | 16.22 | 16.36 | 13.00 |
| Draw Down(%) | NA | 8.72 | 27.94 | 27.94 | 42.89 | NA | NA | … | … | 8.72 | 24.20 | 9.08 | 17.64 | 24.55 | 9.87 | 42.89 | 9.13 | 26.41 | 6.49 | 16.61 | 16.00 | 12.77 | 4.67 |
| Yield(%) | 0.00 | 1.85 | 2.06 | 1.56 | 2.49 | 2.30 | 1.72 | … | … | 0.35 | 1.69 | 1.98 | 1.84 | 1.13 | 1.77 | 1.28 | 1.95 | 1.58 | 1.71 | 1.83 | 2.25 | 1.78 | 0.78 |
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 |
|---|---|---|---|---|
| SPSM (SPDR Portfolio S&P 600 Small Cap ETF) |
-5.44%
Mar 2017 – Mar 2020 |
-0.69%
Mar 2015 – Mar 2020 |
6.42%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPSM (SPDR Portfolio S&P 600 Small Cap ETF) |
21.75%
Mar 2020 – Mar 2023 |
16.88%
Feb 2016 – Feb 2021 |
11.33%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart