Performance analysis of SHM (SPDR Nuveen Bloomberg Short Term Municipal Bond ETF)
Annual Return
Over the past 3 years, SHM has had an average annual return of +2.92%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, SHM has had an average annual return of +0.91%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, SHM has had an average annual return of +1.19%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Oct 18, 2007, SHM has had an average annual return of +1.79%, underperforming the benchmark SPY, which returned +10.97% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.74% | +3.95% | +1.22% | +2.92% | -3.82% | -0.37% | +2.65% | +3.64% | +1.57% | +0.99% | -0.69% | +1.22% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | ||||
| +0.92% | +0.90% | +1.28% | +3.89% | +1.02% | +4.23% | +5.97% | +1.61% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.71% | +0.42% | -1.01% | +0.33% | +0.23% | +0.06% | +0.74% | ||||||
| 2025 | +0.71% | +0.60% | -0.45% | -0.28% | +0.66% | +0.74% | +0.56% | +0.73% | +0.18% | -0.13% | +0.16% | +0.38% | +3.95% |
| 2024 | -0.25% | +0.10% | -0.32% | -0.56% | -0.30% | +0.79% | +0.88% | +1.12% | +0.54% | -0.70% | +0.51% | -0.58% | +1.22% |
| 2023 | +1.47% | -1.99% | +1.95% | -0.63% | -0.99% | +0.82% | -0.05% | -0.21% | -1.21% | +0.14% | +2.57% | +1.12% | +2.92% |
| 2022 | -1.94% | -0.10% | -1.66% | -1.31% | +1.32% | +0.00782% | +1.13% | -1.66% | -1.78% | +0.02% | +1.84% | +0.33% | -3.82% |
| 2021 | +0.11% | -0.70% | +0.30% | +0.20% | -0.00751% | -0% | +0.26% | -0.12% | -0.27% | -0.18% | +0.08% | -0.03% | -0.37% |
| 2020 | +0.59% | +0.18% | -0.97% | +0.04% | +2.35% | -0.08% | +0.48% | -0.23% | +0.03% | -0.30% | +0.46% | +0.10% | +2.65% |
| 2019 | +0.42% | +0.41% | +0.29% | +0.17% | +0.70% | +0.40% | +0.67% | +0.20% | -0.39% | +0.26% | +0.09% | +0.36% | +3.64% |
| 2018 | +0.21% | +0.02% | -0.22% | -0.31% | +0.59% | +0.36% | +0.25% | -0.02% | -0.55% | -0.19% | +0.63% | +0.79% | +1.57% |
| 2017 | +0.71% | +0.41% | +0.11% | +0.29% | +0.62% | -0.53% | +0.67% | +0.37% | -0.57% | -0.11% | -1.07% | +0.11% | +0.99% |
Drawdown analysis of SHM (SPDR Nuveen Bloomberg Short Term Municipal Bond ETF)
The maximum drawdown for the SHM was -11.62%, occurring on Mar 19, 2020. Recovery took 42 trading sessions.
The current SHM drawdown is -0.41%.
Since Oct 18, 2007 SHM has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -11.62% | Mar 9, 2020 | 8 | Mar 19, 2020 | 42 | May 19, 2020 | 50 |
| -6.97% | Sep 23, 2008 | 6 | Oct 1, 2008 | 46 | Dec 5, 2008 | 52 |
| -6.68% | Aug 3, 2021 | 310 | Oct 25, 2022 | 467 | Sep 5, 2024 | 777 |
| -3.50% | Aug 31, 2010 | 95 | Jan 14, 2011 | 77 | May 6, 2011 | 172 |
| -3.08% | Feb 13, 2008 | 11 | Feb 29, 2008 | 12 | Mar 18, 2008 | 23 |
| -2.70% | Aug 22, 2016 | 70 | Nov 30, 2016 | 168 | Aug 2, 2017 | 238 |
| -2.63% | Apr 23, 2013 | 44 | Jun 25, 2013 | 84 | Oct 23, 2013 | 128 |
| -2.06% | Sep 5, 2017 | 161 | Apr 26, 2018 | 179 | Jan 11, 2019 | 340 |
| -1.87% | Feb 13, 2009 | 11 | Mar 3, 2009 | 31 | Apr 16, 2009 | 42 |
| -1.74% | Mar 18, 2008 | 68 | Jun 24, 2008 | 37 | Aug 15, 2008 | 105 |
| -1.67% | Apr 4, 2025 | 5 | Apr 11, 2025 | 42 | Jun 12, 2025 | 47 |
| -1.67% | Sep 6, 2011 | 22 | Oct 6, 2011 | 66 | Jan 11, 2012 | 88 |
| -1.32% | Oct 3, 2024 | 54 | Dec 19, 2024 | 43 | Feb 25, 2025 | 97 |
| -1.24% | Sep 17, 2008 | 3 | Sep 22, 2008 | 1 | Sep 23, 2008 | 4 |
| -1.14% | Feb 26, 2026 | 18 | Mar 24, 2026 | Ongoing | Ongoing | Ongoing |
| -1.12% | Feb 4, 2015 | 88 | Jun 11, 2015 | 71 | Sep 22, 2015 | 159 |
| -1.12% | Apr 22, 2009 | 41 | Jun 19, 2009 | 14 | Jul 10, 2009 | 55 |
| -1.10% | Aug 20, 2019 | 19 | Sep 17, 2019 | 69 | Dec 24, 2019 | 88 |
| -1.05% | Jan 20, 2009 | 3 | Jan 23, 2009 | 6 | Feb 2, 2009 | 9 |
| -1.02% | Mar 12, 2010 | 18 | Apr 8, 2010 | 32 | May 24, 2010 | 50 |
| -1.00% | Sep 30, 2009 | 14 | Oct 20, 2009 | 21 | Nov 18, 2009 | 35 |
| -0.98% | Mar 4, 2014 | 15 | Mar 25, 2014 | 85 | Jul 25, 2014 | 100 |
| -0.86% | Feb 24, 2012 | 16 | Mar 19, 2012 | 41 | May 16, 2012 | 57 |
| -0.84% | Feb 9, 2021 | 11 | Feb 25, 2021 | 106 | Jul 28, 2021 | 117 |
| -0.80% | Feb 16, 2016 | 13 | Mar 4, 2016 | 78 | Jun 24, 2016 | 91 |