Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SPTM (SPDR Portfolio S&P 1500 Composite Stock Market ETF) | 11.57% | 28.51% | 22.16% | 13.47% | 15.23% | 14.24% | 11.32% | … | … |
Data as of 06/04/2026, Common starting date is 10/10/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SPTM (SPDR Portfolio S&P 1500 Composite Stock Market ETF) | 10/10/2000 | 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 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.40 | 28.51 | 22.16 | 13.47 | 15.23 | 14.24 | 11.32 | … | … | 11.57 | 16.93 | 23.87 | 25.55 | -17.76 | 28.57 | 17.95 | 31.34 | -5.29 | 21.17 | 12.23 | 0.25 | 13.42 | 33.54 | 15.86 | 0.77 | 17.32 | 27.96 | -36.69 | 5.20 | 14.78 | 6.66 | 10.57 | 26.97 | -21.59 | -10.14 | -2.65 |
| Sharpe Ratio | NA | 2.26 | 1.32 | 0.66 | 0.76 | NA | NA | … | … | 2.07 | 0.76 | 1.60 | 1.67 | -0.80 | 2.18 | 0.51 | 2.34 | -0.40 | 2.77 | 0.92 | 0.02 | 1.11 | 3.13 | 1.21 | 0.03 | 0.94 | 1.04 | -0.84 | 0.13 | 1.09 | 0.42 | 0.92 | 1.59 | -0.89 | -0.63 | -0.66 |
| Standard Deviation(%) | NA | 11.88 | 14.77 | 16.85 | 18.08 | NA | NA | … | … | 13.41 | 18.61 | 12.62 | 13.20 | 24.09 | 13.07 | 34.57 | 12.74 | 16.61 | 7.43 | 13.06 | 13.93 | 12.05 | 10.72 | 13.15 | 23.82 | 18.38 | 26.85 | 44.45 | 15.34 | 10.45 | 10.36 | 10.43 | 16.52 | 25.65 | 20.31 | 23.78 |
| Draw Down(%) | NA | 8.68 | 18.87 | 24.16 | 34.65 | NA | NA | … | … | 8.68 | 18.87 | 8.36 | 10.31 | 24.16 | 4.93 | 34.65 | 6.79 | 20.19 | 2.78 | 11.34 | 11.73 | 7.50 | 5.23 | 10.29 | 19.69 | 15.93 | 27.10 | 48.15 | 9.74 | 8.35 | 6.67 | 7.31 | 13.63 | 31.97 | 26.43 | 9.59 |
| Yield(%) | 0.00 | 1.31 | 1.74 | 1.64 | 2.83 | 3.91 | 3.54 | … | … | 0.28 | 1.31 | 1.58 | 1.78 | 1.36 | 1.60 | 1.79 | 2.21 | 1.76 | 1.96 | 2.15 | 1.90 | 2.33 | 2.09 | 2.18 | 1.79 | 1.75 | 2.05 | 1.75 | 1.66 | 1.69 | 1.72 | 1.96 | 1.72 | 1.14 | 1.19 | 0.23 |
Data as of 06/04/2026, Common starting date is 10/10/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPTM (SPDR Portfolio S&P 1500 Composite Stock Market ETF) |
-15.08%
Feb 2006 – Feb 2009 |
-6.37%
Feb 2004 – Feb 2009 |
1.34%
Nov 2000 – Nov 2010 |
4.56%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPTM (SPDR Portfolio S&P 1500 Composite Stock Market ETF) |
26.01%
Feb 2009 – Feb 2012 |
23.49%
Feb 2009 – Feb 2014 |
16.68%
Feb 2009 – Feb 2019 |
15.86%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart
