Performance analysis of MDY (S&P MidCap 400 ETF)
Annual Return
Over the past 3 years, MDY has had an average annual return of +12.82%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, MDY has had an average annual return of +8.54%, underperforming the benchmark SPY, which returned +12.55% annual.
Over the past 10 years, MDY has had an average annual return of +10.65%, underperforming the benchmark SPY, which returned +14.95% annual.
Since Nov 1, 1999, MDY has had an average annual return of +9.98%, outperforming the benchmark SPY, which returned +8.46% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +13.84% | +7.19% | +13.63% | +16.09% | -13.28% | +24.54% | +13.53% | +25.78% | -11.28% | +15.92% | +20.47% | -2.50% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +9.40% | +33.06% | +17.82% | -2.13% | +26.28% | +37.58% | -36.45% | +7.04% | +10.18% | +12.53% | +15.90% | +35.29% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -14.53% | -0.86% | +17.31% | +10.57% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.03% | +4.02% | -5.29% | +7.69% | +2.48% | +3.59% | -2.84% | +13.84% | |||||
| 2025 | +3.71% | -4.21% | -5.48% | -2.38% | +5.36% | +3.57% | +1.61% | +3.39% | +0.42% | -0.51% | +2.11% | -0.00716% | +7.19% |
| 2024 | -1.74% | +5.91% | +5.58% | -6.05% | +4.48% | -1.67% | +5.80% | -0.14% | +1.07% | -0.71% | +8.89% | -7.18% | +13.63% |
| 2023 | +9.25% | -1.86% | -3.18% | -0.80% | -3.21% | +9.16% | +4.06% | -2.96% | -5.26% | -5.28% | +8.39% | +8.63% | +16.09% |
| 2022 | -7.27% | +1.12% | +1.27% | -7.06% | +0.75% | -9.65% | +10.92% | -3.17% | -9.17% | +10.48% | +6.02% | -5.53% | -13.28% |
| 2021 | +1.44% | +6.78% | +4.85% | +4.31% | +0.24% | -1.09% | +0.28% | +2.01% | -4.00% | +5.88% | -3.01% | +5.15% | +24.54% |
| 2020 | -2.64% | -9.40% | -20.22% | +14.05% | +7.25% | +1.27% | +4.66% | +3.47% | -3.28% | +2.20% | +14.30% | +6.47% | +13.53% |
| 2019 | +10.28% | +4.32% | -0.56% | +3.97% | -8.07% | +7.82% | +0.94% | -4.13% | +3.12% | +1.07% | +2.92% | +2.78% | +25.78% |
| 2018 | +2.78% | -4.43% | +0.98% | -0.36% | +4.12% | +0.41% | +1.70% | +3.16% | -1.07% | -9.61% | +3.19% | -11.31% | -11.28% |
| 2017 | +1.65% | +2.59% | -0.45% | +0.78% | -0.47% | +1.52% | +0.91% | -1.54% | +3.88% | +2.23% | +3.68% | +0.23% | +15.92% |
Drawdown analysis of MDY (S&P MidCap 400 ETF)
The maximum drawdown for the MDY was -55.33%, occurring on Mar 9, 2009. Recovery took 441 trading sessions.
The current MDY drawdown is -2.84%.
Since Nov 1, 1999 MDY has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 3 times
- 20% or more: 8 times
- 10% or more: 14 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -55.33% | Jul 13, 2007 | 416 | Mar 9, 2009 | 441 | Dec 6, 2010 | 857 |
| -42.21% | Feb 20, 2020 | 22 | Mar 23, 2020 | 161 | Nov 9, 2020 | 183 |
| -32.03% | Apr 16, 2002 | 123 | Oct 9, 2002 | 254 | Oct 13, 2003 | 377 |
| -26.19% | Apr 29, 2011 | 108 | Oct 3, 2011 | 120 | Mar 26, 2012 | 228 |
| -25.60% | Sep 7, 2000 | 258 | Sep 21, 2001 | 137 | Apr 10, 2002 | 395 |
| -24.04% | Nov 25, 2024 | 90 | Apr 8, 2025 | 170 | Dec 10, 2025 | 260 |
| -23.79% | Nov 16, 2021 | 146 | Jun 16, 2022 | 415 | Feb 12, 2024 | 561 |
| -23.16% | Aug 29, 2018 | 80 | Dec 24, 2018 | 233 | Nov 26, 2019 | 313 |
| -19.27% | Jun 23, 2015 | 161 | Feb 11, 2016 | 103 | Jul 11, 2016 | 264 |
| -13.95% | Mar 24, 2000 | 15 | Apr 14, 2000 | 33 | Jun 2, 2000 | 48 |
| -12.52% | May 8, 2006 | 52 | Jul 21, 2006 | 94 | Dec 4, 2006 | 146 |
| -11.12% | Mar 26, 2012 | 48 | Jun 4, 2012 | 67 | Sep 7, 2012 | 115 |
| -10.55% | Jul 1, 2014 | 72 | Oct 13, 2014 | 29 | Nov 21, 2014 | 101 |
| -10.49% | Apr 5, 2004 | 90 | Aug 13, 2004 | 58 | Nov 4, 2004 | 148 |
| -9.68% | Jan 26, 2018 | 9 | Feb 8, 2018 | 81 | Jun 6, 2018 | 90 |
| -8.82% | Feb 20, 2026 | 26 | Mar 30, 2026 | 13 | Apr 17, 2026 | 39 |
| -7.99% | Mar 7, 2005 | 37 | Apr 28, 2005 | 31 | Jun 13, 2005 | 68 |
| -7.92% | Jul 16, 2024 | 14 | Aug 5, 2024 | 32 | Sep 19, 2024 | 46 |
| -7.71% | Sep 14, 2012 | 42 | Nov 15, 2012 | 22 | Dec 18, 2012 | 64 |
| -7.45% | Feb 22, 2007 | 7 | Mar 5, 2007 | 29 | Apr 16, 2007 | 36 |
| -7.24% | Aug 2, 2005 | 51 | Oct 13, 2005 | 25 | Nov 17, 2005 | 76 |
| -7.19% | May 21, 2013 | 23 | Jun 24, 2013 | 12 | Jul 11, 2013 | 35 |
| -7.16% | Mar 28, 2024 | 14 | Apr 18, 2024 | 59 | Jul 15, 2024 | 73 |
| -6.97% | May 7, 2021 | 49 | Jul 19, 2021 | 29 | Aug 27, 2021 | 78 |
| -6.89% | Jul 17, 2000 | 9 | Jul 28, 2000 | 11 | Aug 14, 2000 | 20 |