Performance analysis of SDY (STATE STREET(R) SPDR(R) S&P(R) DIVIDEND ETF)
Annual Return
Over the past 3 years, SDY has had an average annual return of +9.64%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, SDY has had an average annual return of +7.66%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, SDY has had an average annual return of +9.17%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Nov 15, 2005, SDY has had an average annual return of +9.01%, underperforming the benchmark SPY, which returned +11.14% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +11.78% | +8.17% | +8.44% | +2.63% | -0.53% | +25.37% | +1.79% | +23.29% | -2.74% | +15.78% | +20.29% | -0.73% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | ||
| +13.80% | +30.08% | +11.61% | +7.14% | +16.40% | +19.22% | -22.84% | -6.74% | +17.72% | +1.10% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +6.88% | +4.84% | -5.84% | +2.83% | -0.54% | +2.62% | +0.95% | +11.78% | |||||
| 2025 | +1.85% | +2.79% | -1.29% | -3.42% | +2.79% | +1.46% | +0.91% | +3.20% | -0.29% | -2.02% | +2.57% | -0.41% | +8.17% |
| 2024 | -1.15% | +1.74% | +5% | -3.05% | +2.26% | -1.60% | +6.02% | +3.75% | +2.11% | -2.72% | +4.21% | -7.55% | +8.44% |
| 2023 | +3.47% | -2.77% | -1.13% | +1.02% | -6.14% | +5.19% | +3.47% | -3.62% | -5.30% | -2.67% | +6.89% | +5.27% | +2.63% |
| 2022 | -2.16% | -1.05% | +3.12% | -3.19% | +2.42% | -5.93% | +6.63% | -2.26% | -9.29% | +10.31% | +6.76% | -4.03% | -0.53% |
| 2021 | -0.62% | +5.25% | +7.26% | +4% | +2.17% | -1.88% | +0.69% | +1.31% | -5.08% | +4.77% | -2.02% | +7.83% | +25.37% |
| 2020 | -2.88% | -8.92% | -15.30% | +10.11% | +3.30% | +1.15% | +2.59% | +2.99% | -3.41% | +0.07% | +12.26% | +3.01% | +1.79% |
| 2019 | +6.27% | +4.25% | +0.78% | +2.12% | -5.57% | +5.88% | +0.94% | -2.40% | +3.93% | +1.63% | +1.91% | +1.98% | +23.29% |
| 2018 | +1.95% | -4.88% | +0.13% | -0.35% | +1.27% | +1.41% | +3.93% | +2% | +0.25% | -4.80% | +4.92% | -7.79% | -2.74% |
| 2017 | +0.72% | +3% | -0.22% | +0.59% | +0.09% | +0.74% | +1.13% | -0.91% | +3.11% | +1.26% | +4.15% | +1.19% | +15.78% |
Drawdown analysis of SDY (STATE STREET(R) SPDR(R) S&P(R) DIVIDEND ETF)
The maximum drawdown for the SDY was -54.79%, occurring on Mar 9, 2009. Recovery took 540 trading sessions.
The current SDY drawdown is -1.39%.
Since Nov 15, 2005 SDY has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 2 times
- 20% or more: 2 times
- 10% or more: 9 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -54.79% | Jun 1, 2007 | 445 | Mar 9, 2009 | 540 | Apr 28, 2011 | 985 |
| -36.66% | Feb 14, 2020 | 25 | Mar 23, 2020 | 172 | Nov 24, 2020 | 197 |
| -16.07% | Jul 7, 2011 | 22 | Aug 8, 2011 | 107 | Jan 10, 2012 | 129 |
| -15.21% | Aug 16, 2022 | 32 | Sep 30, 2022 | 44 | Dec 2, 2022 | 76 |
| -15.02% | Feb 2, 2023 | 185 | Oct 27, 2023 | 92 | Mar 12, 2024 | 277 |
| -14.39% | Nov 29, 2024 | 87 | Apr 8, 2025 | 87 | Aug 13, 2025 | 174 |
| -14.22% | Sep 21, 2018 | 64 | Dec 24, 2018 | 37 | Feb 19, 2019 | 101 |
| -13.20% | Apr 20, 2022 | 41 | Jun 17, 2022 | 39 | Aug 15, 2022 | 80 |
| -10.85% | Dec 29, 2014 | 165 | Aug 25, 2015 | 48 | Nov 2, 2015 | 213 |
| -9.42% | Jan 26, 2018 | 9 | Feb 8, 2018 | 123 | Aug 6, 2018 | 132 |
| -9.33% | Nov 3, 2015 | 52 | Jan 20, 2016 | 28 | Mar 1, 2016 | 80 |
| -7.67% | Feb 27, 2026 | 15 | Mar 20, 2026 | 71 | Jul 2, 2026 | 86 |
| -6.96% | Jan 7, 2022 | 31 | Feb 23, 2022 | 24 | Mar 29, 2022 | 55 |
| -6.93% | May 21, 2013 | 23 | Jun 24, 2013 | 17 | Jul 18, 2013 | 40 |
| -6.88% | May 10, 2021 | 93 | Sep 21, 2021 | 31 | Nov 3, 2021 | 124 |
| -6.72% | Jul 26, 2016 | 71 | Nov 3, 2016 | 22 | Dec 6, 2016 | 93 |
| -6.58% | Apr 2, 2012 | 43 | Jun 4, 2012 | 38 | Jul 27, 2012 | 81 |
| -6.11% | Oct 18, 2012 | 18 | Nov 15, 2012 | 24 | Dec 20, 2012 | 42 |
| -6.04% | Jul 30, 2019 | 11 | Aug 14, 2019 | 19 | Sep 11, 2019 | 30 |
| -5.88% | May 3, 2019 | 19 | May 31, 2019 | 14 | Jun 20, 2019 | 33 |
| -5.73% | Aug 1, 2013 | 21 | Aug 30, 2013 | 33 | Oct 17, 2013 | 54 |
| -5.72% | Nov 15, 2021 | 11 | Dec 1, 2021 | 10 | Dec 15, 2021 | 21 |
| -5.58% | Dec 31, 2013 | 22 | Feb 3, 2014 | 17 | Feb 27, 2014 | 39 |
| -5.52% | May 12, 2011 | 20 | Jun 10, 2011 | 18 | Jul 7, 2011 | 38 |
| -5.51% | Sep 5, 2014 | 26 | Oct 13, 2014 | 11 | Oct 28, 2014 | 37 |