Performance analysis of SHE (STATE STREET(R) SPDR(R) MSCI USA GENDER DIVERSITY ETF)
Annual Return
Over the past 3 years, SHE has had an average annual return of +20.34%, outperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, SHE has had an average annual return of +9.31%, underperforming the benchmark SPY, which returned +12.55% annual.
Over the past 10 years, SHE has had an average annual return of +12%, underperforming the benchmark SPY, which returned +14.95% annual.
Since Mar 8, 2016, SHE has had an average annual return of +12.58%, underperforming the benchmark SPY, which returned +15.45% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +15.24% | +15.50% | +23.36% | +22.39% | -21.73% | +15.18% | +17.97% | +23.63% | -3.41% | +19.52% | +12.03% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.73% | -0.91% | -4.69% | +11.89% | +9.76% | -1.32% | -1.98% | +15.24% | |||||
| 2025 | +4.06% | +0.42% | -5.45% | -0.38% | +5.86% | +4.05% | -0.34% | +1.29% | +1.48% | +2.86% | -0.69% | +1.81% | +15.50% |
| 2024 | +2.56% | +5.76% | +2.96% | -4.72% | +3.52% | +4.51% | +0.81% | +2.93% | +0.92% | +0.15% | +6.58% | -4.13% | +23.36% |
| 2023 | +5.90% | -3.30% | +3.15% | +1.64% | -1.34% | +6.32% | +3.20% | -1.94% | -4.23% | -1.14% | +8.46% | +4.57% | +22.39% |
| 2022 | -7.88% | -3.38% | +1.74% | -9.07% | -1.35% | -7.91% | +7.75% | -2.98% | -7.99% | +10.89% | +3.74% | -5.44% | -21.73% |
| 2021 | -1.99% | +6.12% | +2.14% | +4.39% | +0.65% | +2.11% | +1.72% | +2.39% | -4.45% | +5.99% | -6.74% | +2.73% | +15.18% |
| 2020 | -1.04% | -8.49% | -15.10% | +13.44% | +5.79% | +0.85% | +3.23% | +6.98% | -2.14% | -2.76% | +14.08% | +5.77% | +17.97% |
| 2019 | +8% | +2.68% | +0.96% | +3.13% | -5.14% | +6.70% | +1.06% | -1.97% | +1.03% | +1.10% | +3.14% | +1.36% | +23.63% |
| 2018 | +4.51% | -3.21% | -1.80% | +1.16% | +1% | +1.56% | +3.35% | +2.13% | +1.28% | -6.91% | +3.31% | -8.85% | -3.41% |
| 2017 | +1.05% | +4.28% | -0.50% | +1.31% | +0.34% | +1.51% | +1.40% | +0.07% | +2.73% | +1.20% | +3.77% | +0.93% | +19.52% |
Drawdown analysis of SHE (STATE STREET(R) SPDR(R) MSCI USA GENDER DIVERSITY ETF)
The maximum drawdown for the SHE was -35.78%, occurring on Mar 23, 2020. Recovery took 114 trading sessions.
The current SHE drawdown is -4.17%.
Since Mar 8, 2016 SHE has experienced the following drawdowns:
- 30% or more: 2 times
- 20% or more: 2 times
- 10% or more: 5 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -35.78% | Feb 19, 2020 | 23 | Mar 23, 2020 | 114 | Sep 2, 2020 | 137 |
| -31.69% | Nov 16, 2021 | 219 | Sep 30, 2022 | 359 | Mar 7, 2024 | 578 |
| -18.16% | Sep 21, 2018 | 64 | Dec 24, 2018 | 86 | Apr 30, 2019 | 150 |
| -17.07% | Feb 19, 2025 | 34 | Apr 8, 2025 | 54 | Jun 26, 2025 | 88 |
| -10.28% | Jan 26, 2018 | 9 | Feb 8, 2018 | 115 | Jul 25, 2018 | 124 |
| -8.74% | Jul 16, 2024 | 14 | Aug 5, 2024 | 19 | Aug 30, 2024 | 33 |
| -8.54% | Jan 28, 2026 | 42 | Mar 30, 2026 | 11 | Apr 15, 2026 | 53 |
| -8.16% | Sep 2, 2020 | 14 | Sep 23, 2020 | 12 | Oct 9, 2020 | 26 |
| -7.80% | Oct 12, 2020 | 14 | Oct 30, 2020 | 6 | Nov 9, 2020 | 20 |
| -6.56% | Jul 26, 2019 | 13 | Aug 14, 2019 | 65 | Nov 14, 2019 | 78 |
| -5.83% | Aug 24, 2016 | 50 | Nov 3, 2016 | 13 | Nov 22, 2016 | 63 |
| -5.70% | Apr 28, 2016 | 41 | Jun 27, 2016 | 8 | Jul 8, 2016 | 49 |
| -5.68% | Nov 12, 2025 | 6 | Nov 20, 2025 | 14 | Dec 11, 2025 | 20 |
| -5.33% | Mar 27, 2024 | 24 | May 1, 2024 | 10 | May 15, 2024 | 34 |
| -5.24% | Dec 4, 2024 | 24 | Jan 10, 2025 | 17 | Feb 5, 2025 | 41 |
| -5.14% | Apr 30, 2019 | 22 | May 31, 2019 | 12 | Jun 18, 2019 | 34 |
| -5.12% | Feb 16, 2021 | 12 | Mar 4, 2021 | 6 | Mar 12, 2021 | 18 |
| -5.05% | Sep 3, 2021 | 20 | Oct 4, 2021 | 11 | Oct 19, 2021 | 31 |
| -4.74% | Jan 20, 2021 | 5 | Jan 27, 2021 | 6 | Feb 4, 2021 | 11 |
| -4.46% | Jun 2, 2026 | 6 | Jun 10, 2026 | Ongoing | Ongoing | Ongoing |
| -4.03% | Apr 29, 2021 | 9 | May 12, 2021 | 14 | Jun 2, 2021 | 23 |
| -3.88% | Aug 30, 2024 | 4 | Sep 6, 2024 | 9 | Sep 19, 2024 | 13 |
| -3.55% | Mar 15, 2021 | 7 | Mar 24, 2021 | 8 | Apr 6, 2021 | 15 |
| -3.47% | Jan 23, 2020 | 6 | Jan 31, 2020 | 4 | Feb 6, 2020 | 10 |
| -3.45% | Jul 25, 2025 | 11 | Aug 11, 2025 | 22 | Sep 11, 2025 | 33 |