Performance analysis of EFIV (STATE STREET(R) SPDR(R) S&P 500(R) ESG ETF)
Annual Return
Over the past 3 years, EFIV has had an average annual return of +19.15%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, EFIV has had an average annual return of +13.34%, outperforming the benchmark SPY, which returned +12.55% annual.
Since Jul 28, 2020, EFIV has had an average annual return of +17.17%, outperforming the benchmark SPY, which returned +16.63% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +8.76% | +18.45% | +23.81% | +27.93% | -17.76% | +31.72% | +16.69% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.81% | -0.98% | -5.17% | +10.39% | +4.29% | +0.70% | -1.86% | +8.76% | |||||
| 2025 | +1.63% | -0.99% | -5.58% | -1.65% | +5.72% | +5.57% | +2.69% | +2.29% | +3.67% | +2.78% | +0.68% | +0.79% | +18.45% |
| 2024 | +1.47% | +4.97% | +3.22% | -3.52% | +5.42% | +3.43% | +1.17% | +2.16% | +1.92% | -1.10% | +5.91% | -2.99% | +23.81% |
| 2023 | +6.44% | -2.76% | +4.36% | +2.03% | +0.94% | +6.41% | +3.48% | -1.60% | -5.03% | -1.77% | +9.01% | +4.37% | +27.93% |
| 2022 | -4.96% | -2.68% | +3.99% | -9.38% | +0.54% | -8.03% | +8.97% | -4.30% | -9.55% | +8.82% | +5.51% | -5.76% | -17.76% |
| 2021 | -0.37% | +2.27% | +4.42% | +5.57% | +0.50% | +2.75% | +2.35% | +3.15% | -4.51% | +8.16% | +0.06% | +4.10% | +31.72% |
| 2020 | +1.62% | +8.28% | -4.21% | -3.29% | +10.71% | +3.40% | +16.69% |
Drawdown analysis of EFIV (STATE STREET(R) SPDR(R) S&P 500(R) ESG ETF)
The maximum drawdown for the EFIV was -24.53%, occurring on Sep 30, 2022. Recovery took 207 trading sessions.
The current EFIV drawdown is -2.38%.
Since Jul 28, 2020 EFIV has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -24.53% | Jan 3, 2022 | 187 | Sep 30, 2022 | 207 | Jul 31, 2023 | 394 |
| -19.24% | Dec 4, 2024 | 84 | Apr 8, 2025 | 56 | Jun 30, 2025 | 140 |
| -10.16% | Sep 2, 2020 | 14 | Sep 23, 2020 | 38 | Nov 16, 2020 | 52 |
| -9.90% | Jul 31, 2023 | 63 | Oct 27, 2023 | 23 | Nov 30, 2023 | 86 |
| -9.44% | Feb 9, 2026 | 34 | Mar 30, 2026 | 11 | Apr 15, 2026 | 45 |
| -9.01% | Jul 16, 2024 | 14 | Aug 5, 2024 | 35 | Sep 24, 2024 | 49 |
| -5.49% | Mar 27, 2024 | 16 | Apr 19, 2024 | 17 | May 14, 2024 | 33 |
| -4.97% | Sep 3, 2021 | 20 | Oct 4, 2021 | 11 | Oct 19, 2021 | 31 |
| -4.48% | Oct 29, 2025 | 16 | Nov 20, 2025 | 10 | Dec 5, 2025 | 26 |
| -4.19% | May 7, 2021 | 3 | May 12, 2021 | 20 | Jun 10, 2021 | 23 |
| -4.06% | Feb 16, 2021 | 12 | Mar 4, 2021 | 5 | Mar 11, 2021 | 17 |
| -3.73% | Jun 4, 2026 | 4 | Jun 10, 2026 | 3 | Jun 15, 2026 | 7 |
| -3.66% | Nov 24, 2021 | 4 | Dec 1, 2021 | 5 | Dec 8, 2021 | 9 |
| -3.45% | Dec 10, 2021 | 6 | Dec 20, 2021 | 3 | Dec 23, 2021 | 9 |
| -3.22% | Jan 25, 2021 | 4 | Jan 29, 2021 | 4 | Feb 4, 2021 | 8 |
| -2.89% | Oct 6, 2025 | 4 | Oct 10, 2025 | 6 | Oct 20, 2025 | 10 |
| -2.88% | Jul 12, 2021 | 5 | Jul 19, 2021 | 4 | Jul 23, 2021 | 9 |
| -2.82% | Oct 14, 2024 | 13 | Oct 31, 2024 | 4 | Nov 6, 2024 | 17 |
| -2.55% | Jun 15, 2026 | 6 | Jun 24, 2026 | Ongoing | Ongoing | Ongoing |
| -2.50% | Jan 9, 2026 | 6 | Jan 20, 2026 | 4 | Jan 26, 2026 | 10 |
| -2.22% | Feb 2, 2026 | 3 | Feb 5, 2026 | 2 | Feb 9, 2026 | 5 |
| -2.15% | Dec 11, 2025 | 4 | Dec 17, 2025 | 3 | Dec 22, 2025 | 7 |
| -2.10% | Jul 25, 2025 | 5 | Aug 1, 2025 | 5 | Aug 8, 2025 | 10 |
| -2.07% | Dec 28, 2023 | 4 | Jan 4, 2024 | 4 | Jan 10, 2024 | 8 |
| -1.94% | May 14, 2026 | 3 | May 19, 2026 | 8 | Jun 1, 2026 | 11 |