Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XMDYX (Mid Cap SPDR 400 Trust Series 1) | 13.88% | 25.04% | 16.17% | 8.03% | 10.91% | 10.60% | NA | … | … |
Data as of 06/03/2026, Common starting date is 01/09/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XMDYX (Mid Cap SPDR 400 Trust Series 1) | 01/09/2009 | 06/03/2026 |
| 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 (%) | 0.99 | 25.04 | 16.17 | 8.03 | 10.91 | 10.60 | NA | … | … | 13.88 | 7.20 | 13.59 | 16.06 | -13.22 | 24.49 | 13.47 | 25.86 | -11.28 | 15.88 | 18.65 | -3.66 | 9.43 | 33.08 | 16.71 | -2.89 | 24.74 | 36.84 |
| Sharpe Ratio | NA | 1.46 | 0.75 | 0.27 | 0.44 | NA | NA | … | … | 1.94 | 0.21 | 0.63 | 0.72 | -0.57 | 1.37 | 0.32 | 1.70 | -0.79 | 1.60 | 1.17 | -0.26 | 0.72 | 2.51 | 1.11 | -0.10 | 1.17 | 1.17 |
| Standard Deviation(%) | NA | 15.32 | 17.70 | 19.47 | 21.03 | NA | NA | … | … | 16.76 | 20.38 | 15.84 | 17.37 | 25.69 | 17.92 | 41.08 | 14.35 | 16.13 | 9.58 | 15.72 | 14.00 | 13.00 | 13.16 | 15.19 | 28.58 | 20.98 | 32.28 |
| Draw Down(%) | NA | 8.78 | 23.91 | 23.91 | 42.04 | NA | NA | … | … | 8.78 | 21.85 | 8.22 | 14.37 | 22.65 | 8.40 | 42.04 | 8.45 | 23.15 | 5.47 | 11.28 | 12.72 | 10.59 | 7.24 | 11.10 | 26.50 | 17.59 | 23.51 |
| Yield(%) | 0.00 | 1.28 | 1.48 | 1.27 | 1.84 | 2.17 | 2.95 | … | … | 0.25 | 1.21 | 1.33 | 1.40 | 1.16 | 1.20 | 1.25 | 1.67 | 1.20 | 1.35 | 0.00 | 0.00 | 1.28 | 1.37 | 0.51 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 01/09/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XMDYX (Mid Cap SPDR 400 Trust Series 1) |
-4.33%
Mar 2017 – Mar 2020 |
-0.20%
Mar 2015 – Mar 2020 |
7.01%
Mar 2010 – Mar 2020 |
9.63%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XMDYX (Mid Cap SPDR 400 Trust Series 1) |
29.51%
Feb 2009 – Feb 2012 |
25.46%
Feb 2009 – Feb 2014 |
16.19%
Feb 2009 – Feb 2019 |
14.13%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart