Performance analysis of MDYV (SPDR(R) S & P 400 MID CAP VALUE ETF)
Annual Return
Over the past 3 years, MDYV has had an average annual return of +14.06%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, MDYV has had an average annual return of +7.63%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, MDYV has had an average annual return of +10.45%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Nov 15, 2005, MDYV has had an average annual return of +8.98%, underperforming the benchmark SPY, which returned +11.28% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +9.45% | +7.43% | +11.47% | +15.35% | -7.20% | +30.52% | +3.74% | +25.89% | -11.93% | +12.29% | +26.13% | -7.07% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | ||
| +12.32% | +34.16% | +17.76% | -2.86% | +21.09% | +34.67% | -35.60% | -1.96% | +16.29% | +2.32% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.11% | +2.39% | -5.21% | +7.50% | -0.07% | +0.82% | +9.45% | ||||||
| 2025 | +3.92% | -3.00% | -4.39% | -4.49% | +4.58% | +3.76% | +1.03% | +4.56% | -0.13% | -1.45% | +3.17% | +0.27% | +7.43% |
| 2024 | -3.11% | +1.83% | +5.38% | -6.00% | +4.80% | -2.06% | +7.58% | +0.65% | +1.07% | +0.09% | +8.91% | -6.86% | +11.47% |
| 2023 | +11.48% | -2.81% | -5.40% | -1.04% | -3.63% | +9.67% | +4.46% | -3.77% | -5.78% | -5.84% | +9.48% | +10.21% | +15.35% |
| 2022 | -4.11% | +1.33% | +2.23% | -6.71% | +2.09% | -9.24% | +9.18% | -2.82% | -9.47% | +11.52% | +6.34% | -5.13% | -7.20% |
| 2021 | +1.14% | +9.46% | +6.98% | +4.75% | +1.93% | -2.90% | -0.16% | +2.42% | -3.72% | +4.44% | -2.36% | +5.89% | +30.52% |
| 2020 | -4.10% | -10.49% | -24.27% | +14.35% | +5.19% | +1.11% | +2.70% | +3.84% | -4.21% | +3.32% | +16.64% | +6.61% | +3.74% |
| 2019 | +11.65% | +4.04% | -1.88% | +4.73% | -9.65% | +8.32% | +0.93% | -5.29% | +5.01% | +1.25% | +2.83% | +3.11% | +25.89% |
| 2018 | +1.30% | -5.03% | +1.01% | +0.39% | +4.30% | +0.39% | +2.11% | +2.56% | -0.97% | -8.93% | +2.88% | -11.26% | -11.93% |
| 2017 | +1.64% | +1.94% | -0.69% | -0.38% | -1.22% | +2.05% | +0.97% | -2.16% | +4.50% | +0.94% | +3.70% | +0.57% | +12.29% |
Drawdown analysis of MDYV (SPDR(R) S & P 400 MID CAP VALUE ETF)
The maximum drawdown for the MDYV was -60.74%, occurring on Mar 6, 2009. Recovery took 525 trading sessions.
Since Nov 15, 2005 MDYV has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 2 times
- 20% or more: 6 times
- 10% or more: 11 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -60.74% | Jun 4, 2007 | 443 | Mar 6, 2009 | 525 | Apr 5, 2011 | 968 |
| -45.87% | Jan 16, 2020 | 45 | Mar 23, 2020 | 179 | Dec 4, 2020 | 224 |
| -25.52% | Apr 28, 2011 | 102 | Sep 22, 2011 | 120 | Mar 15, 2012 | 222 |
| -22.81% | Aug 29, 2018 | 80 | Dec 24, 2018 | 218 | Nov 5, 2019 | 298 |
| -22.59% | Nov 25, 2024 | 90 | Apr 8, 2025 | 170 | Dec 10, 2025 | 260 |
| -21.23% | Jun 23, 2015 | 145 | Jan 20, 2016 | 97 | Jun 8, 2016 | 242 |
| -19.03% | Jan 4, 2022 | 186 | Sep 30, 2022 | 81 | Jan 27, 2023 | 267 |
| -18.70% | Feb 2, 2023 | 185 | Oct 27, 2023 | 36 | Dec 19, 2023 | 221 |
| -12.24% | Mar 19, 2012 | 53 | Jun 4, 2012 | 67 | Sep 7, 2012 | 120 |
| -10.53% | Feb 6, 2026 | 29 | Mar 20, 2026 | 50 | Jun 2, 2026 | 79 |
| -10.31% | Sep 2, 2014 | 29 | Oct 13, 2014 | 30 | Nov 24, 2014 | 59 |
| -9.35% | Jan 23, 2018 | 12 | Feb 8, 2018 | 82 | Jun 7, 2018 | 94 |
| -9.07% | May 7, 2021 | 49 | Jul 19, 2021 | 69 | Oct 25, 2021 | 118 |
| -9.01% | May 9, 2006 | 25 | Jun 14, 2006 | 85 | Oct 13, 2006 | 110 |
| -8.70% | Nov 15, 2021 | 11 | Dec 1, 2021 | 23 | Jan 4, 2022 | 34 |
| -7.45% | Mar 28, 2024 | 13 | Apr 17, 2024 | 20 | May 15, 2024 | 33 |
| -7.40% | Jun 8, 2016 | 13 | Jun 27, 2016 | 10 | Jul 12, 2016 | 23 |
| -7.38% | Jul 31, 2024 | 3 | Aug 5, 2024 | 14 | Aug 23, 2024 | 17 |
| -7.34% | Sep 17, 2012 | 41 | Nov 15, 2012 | 22 | Dec 18, 2012 | 63 |
| -6.44% | Mar 15, 2021 | 7 | Mar 24, 2021 | 15 | Apr 15, 2021 | 22 |
| -6.38% | Aug 1, 2013 | 22 | Sep 3, 2013 | 28 | Oct 11, 2013 | 50 |
| -6.29% | Jan 22, 2014 | 8 | Feb 3, 2014 | 14 | Feb 24, 2014 | 22 |
| -6.24% | Jul 25, 2017 | 19 | Aug 21, 2017 | 26 | Sep 27, 2017 | 45 |
| -6.16% | Feb 21, 2007 | 8 | Mar 5, 2007 | 29 | Apr 16, 2007 | 37 |
| -6.10% | May 21, 2013 | 23 | Jun 24, 2013 | 11 | Jul 10, 2013 | 34 |