Performance analysis of SMLV (SPDR SSGA US SMALL CAP LOW VOLATILITY INDEX ETF)
Annual Return
Over the past 3 years, SMLV has had an average annual return of +15.67%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, SMLV has had an average annual return of +7.77%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, SMLV has had an average annual return of +10.05%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Feb 21, 2013, SMLV has had an average annual return of +10.54%, underperforming the benchmark SPY, which returned +14.86% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +12.87% | +5.63% | +16.77% | +7.55% | -7.69% | +27.69% | -1.49% | +24.10% | -6.61% | +5.57% | +29.38% | -1.69% |
| 2014 | 2013 | ||||||||||
| +13.23% | +23.62% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +5.85% | +2% | -2.66% | +6.55% | +1.80% | -0.99% | +12.87% | ||||||
| 2025 | +3.03% | -0.44% | -5.50% | -3.11% | +3.79% | +1.93% | -1.15% | +7.38% | -1.65% | -2.51% | +3.51% | +0.94% | +5.63% |
| 2024 | -4.19% | +1.11% | +3.32% | -5.35% | +3.84% | +0.75% | +15.02% | -0.41% | -0.73% | +0.83% | +11.01% | -7.43% | +16.77% |
| 2023 | +5.31% | -0.92% | -5.63% | -3.82% | -2.70% | +5.63% | +5.56% | -3.61% | -5.29% | -4.07% | +7.10% | +11.60% | +7.55% |
| 2022 | -4.95% | +0.12% | +0.81% | -5.97% | +2.44% | -4.55% | +6.85% | -3.73% | -7.45% | +11.91% | +3.14% | -4.77% | -7.69% |
| 2021 | +1.57% | +10.43% | +4.21% | +2.25% | +1.05% | -1.59% | -0.04% | +2.43% | -2.16% | +3.87% | -2.66% | +6.07% | +27.69% |
| 2020 | -3.13% | -9.22% | -24.34% | +11.59% | +0.61% | +3.67% | +0.44% | +4.40% | -5.05% | +1.40% | +17.17% | +7.51% | -1.49% |
| 2019 | +8.75% | +3.60% | -1.56% | +2.87% | -5.35% | +5.29% | +2.49% | -3.50% | +4.02% | +2.56% | +1.67% | +1.75% | +24.10% |
| 2018 | -0.26% | -3.93% | +1.88% | +0.69% | +4.79% | +2.35% | +1.24% | +3.46% | -2.14% | -6.81% | +2.29% | -9.33% | -6.61% |
| 2017 | -2.16% | +0.76% | -0.22% | +1.55% | -2.57% | +2.41% | +0.83% | -1.87% | +5.51% | +0.35% | +2.88% | -1.73% | +5.57% |
Drawdown analysis of SMLV (SPDR SSGA US SMALL CAP LOW VOLATILITY INDEX ETF)
The maximum drawdown for the SMLV was -42.43%, occurring on Mar 23, 2020. Recovery took 200 trading sessions.
The current SMLV drawdown is -1.48%.
Since Feb 21, 2013 SMLV has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 2 times
- 10% or more: 5 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -42.43% | Jan 16, 2020 | 45 | Mar 23, 2020 | 200 | Jan 6, 2021 | 245 |
| -20.42% | Nov 25, 2024 | 90 | Apr 8, 2025 | 191 | Jan 12, 2026 | 281 |
| -18.95% | Jan 4, 2022 | 456 | Oct 27, 2023 | 175 | Jul 11, 2024 | 631 |
| -18.82% | Aug 31, 2018 | 78 | Dec 24, 2018 | 181 | Sep 13, 2019 | 259 |
| -14.30% | Dec 1, 2015 | 34 | Jan 21, 2016 | 67 | Apr 27, 2016 | 101 |
| -9.85% | Apr 2, 2015 | 100 | Aug 25, 2015 | 66 | Nov 27, 2015 | 166 |
| -8.93% | Jul 26, 2024 | 8 | Aug 7, 2024 | 30 | Sep 19, 2024 | 38 |
| -8.38% | Nov 29, 2017 | 49 | Feb 9, 2018 | 73 | May 25, 2018 | 122 |
| -7.34% | Feb 6, 2026 | 29 | Mar 20, 2026 | 13 | Apr 9, 2026 | 42 |
| -7.13% | Sep 3, 2014 | 28 | Oct 13, 2014 | 12 | Oct 29, 2014 | 40 |
| -7.06% | Nov 5, 2021 | 17 | Dec 1, 2021 | 23 | Jan 4, 2022 | 40 |
| -6.76% | Mar 12, 2021 | 8 | Mar 24, 2021 | 52 | Jun 8, 2021 | 60 |
| -6.75% | Jun 8, 2021 | 28 | Jul 19, 2021 | 66 | Oct 20, 2021 | 94 |
| -6.43% | Jun 8, 2016 | 13 | Jun 27, 2016 | 9 | Jul 11, 2016 | 22 |
| -6.29% | Jan 4, 2017 | 53 | Mar 22, 2017 | 24 | Apr 26, 2017 | 77 |
| -6.21% | May 21, 2013 | 23 | Jun 24, 2013 | 12 | Jul 11, 2013 | 35 |
| -6.19% | Jul 3, 2014 | 20 | Aug 1, 2014 | 22 | Sep 3, 2014 | 42 |
| -5.96% | Jan 22, 2014 | 8 | Feb 3, 2014 | 14 | Feb 24, 2014 | 22 |
| -5.93% | Aug 5, 2013 | 20 | Sep 3, 2013 | 13 | Sep 20, 2013 | 33 |
| -5.92% | Apr 2, 2014 | 30 | May 15, 2014 | 16 | Jun 9, 2014 | 46 |
| -5.73% | Sep 7, 2016 | 40 | Nov 2, 2016 | 6 | Nov 10, 2016 | 46 |
| -5.29% | Apr 26, 2017 | 15 | May 17, 2017 | 91 | Sep 26, 2017 | 106 |
| -5.05% | Sep 19, 2024 | 10 | Oct 3, 2024 | 9 | Oct 16, 2024 | 19 |
| -4.95% | Dec 29, 2014 | 12 | Jan 15, 2015 | 44 | Mar 20, 2015 | 56 |
| -4.65% | Jan 22, 2021 | 5 | Jan 29, 2021 | 4 | Feb 4, 2021 | 9 |