Performance analysis of SPHY (STATE STREET(R) SPDR(R) PORTFOLIO HIGH YIELD BOND ETF)
Annual Return
Over the past 3 years, SPHY has had an average annual return of +8.51%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, SPHY has had an average annual return of +4.27%, underperforming the benchmark SPY, which returned +12.78% annual.
Over the past 10 years, SPHY has had an average annual return of +4.92%, underperforming the benchmark SPY, which returned +14.91% annual.
Since Jun 19, 2012, SPHY has had an average annual return of +4.94%, underperforming the benchmark SPY, which returned +14.78% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +2.10% | +8.59% | +8.53% | +12.80% | -10.58% | +5.60% | +6.65% | +13.16% | -3.35% | +7.34% | +12.22% | -3.56% |
| 2014 | 2013 | 2012 | |||||||||
| +7.42% | -1.34% | +7.21% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.64% | +0.07% | -1.02% | +1.59% | +0.50% | +0.20% | +0.12% | +2.10% | |||||
| 2025 | +1.32% | +0.90% | -1.15% | -0.10% | +1.72% | +1.91% | +0.19% | +1.22% | +1.04% | +0.02% | +0.69% | +0.55% | +8.59% |
| 2024 | +0.34% | +0.13% | +1.23% | -1.10% | +1.58% | +0.52% | +2.22% | +1.54% | +1.72% | -0.92% | +1.72% | -0.70% | +8.53% |
| 2023 | +3.71% | -1.48% | +1.83% | +0.40% | -1.19% | +2.01% | +1.40% | +0.17% | -1.56% | -0.88% | +4.50% | +3.42% | +12.80% |
| 2022 | -2.48% | -0.86% | -1.46% | -3.74% | +1.15% | -6.86% | +6.46% | -3.47% | -3.88% | +3.11% | +3.27% | -1.59% | -10.58% |
| 2021 | +0.09% | +0.34% | +0.74% | +0.94% | +0.21% | +1.45% | +0.31% | +0.48% | -0.00621% | -0.04% | -1.28% | +2.26% | +5.60% |
| 2020 | -0.30% | -1.08% | -12.36% | +5.38% | +3.93% | +0.83% | +4.84% | +0.62% | -0.76% | +0.71% | +3.71% | +2.18% | +6.65% |
| 2019 | +3.41% | +0.64% | +2.02% | +1.11% | -1.69% | +2.53% | +0.57% | +0.27% | +0.83% | -0.01% | +0.56% | +2.30% | +13.16% |
| 2018 | -0.83% | -1.50% | -0.54% | -0.22% | +0.16% | -0.55% | +1.25% | +0.70% | -0.03% | -1.57% | -0.27% | +0.03% | -3.35% |
| 2017 | +1.42% | +0.76% | -0.23% | +1.35% | +1.07% | +0.19% | +0.37% | +0.88% | +0.54% | -0.06% | -0.07% | +0.90% | +7.34% |
Drawdown analysis of SPHY (STATE STREET(R) SPDR(R) PORTFOLIO HIGH YIELD BOND ETF)
The maximum drawdown for the SPHY was -21.97%, occurring on Mar 23, 2020. Recovery took 139 trading sessions.
The current SPHY drawdown is -0.17%.
Since Jun 19, 2012 SPHY has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -21.97% | Feb 14, 2020 | 25 | Mar 23, 2020 | 139 | Oct 8, 2020 | 164 |
| -15.29% | Dec 28, 2021 | 188 | Sep 27, 2022 | 306 | Dec 14, 2023 | 494 |
| -8.30% | Apr 16, 2015 | 206 | Feb 9, 2016 | 52 | Apr 25, 2016 | 258 |
| -7.23% | May 2, 2013 | 77 | Aug 21, 2013 | 127 | Feb 24, 2014 | 204 |
| -4.86% | Feb 26, 2025 | 29 | Apr 8, 2025 | 23 | May 12, 2025 | 52 |
| -4.20% | Dec 29, 2017 | 247 | Dec 24, 2018 | 36 | Feb 15, 2019 | 283 |
| -4.17% | Oct 24, 2016 | 26 | Nov 30, 2016 | 32 | Jan 18, 2017 | 58 |
| -2.48% | Aug 21, 2014 | 81 | Dec 16, 2014 | 19 | Jan 14, 2015 | 100 |
| -2.41% | Feb 20, 2026 | 25 | Mar 27, 2026 | 10 | Apr 13, 2026 | 35 |
| -2.36% | Nov 9, 2021 | 12 | Nov 26, 2021 | 19 | Dec 23, 2021 | 31 |
| -2.29% | Mar 27, 2024 | 13 | Apr 16, 2024 | 13 | May 3, 2024 | 26 |
| -2.28% | Jan 29, 2013 | 12 | Feb 14, 2013 | 45 | Apr 22, 2013 | 57 |
| -2.07% | Sep 17, 2012 | 1 | Sep 18, 2012 | 17 | Oct 11, 2012 | 18 |
| -1.99% | Mar 1, 2017 | 6 | Mar 9, 2017 | 22 | Apr 10, 2017 | 28 |
| -1.84% | Feb 27, 2015 | 8 | Mar 11, 2015 | 24 | Apr 15, 2015 | 32 |
| -1.83% | Jun 26, 2017 | 8 | Jul 7, 2017 | 31 | Aug 21, 2017 | 39 |
| -1.83% | Apr 30, 2019 | 23 | Jun 3, 2019 | 11 | Jun 18, 2019 | 34 |
| -1.66% | Dec 4, 2024 | 11 | Dec 19, 2024 | 18 | Jan 17, 2025 | 29 |
| -1.64% | Feb 12, 2021 | 23 | Mar 18, 2021 | 11 | Apr 5, 2021 | 34 |
| -1.62% | Sep 6, 2016 | 6 | Sep 14, 2016 | 10 | Sep 28, 2016 | 16 |
| -1.57% | Nov 6, 2017 | 6 | Nov 14, 2017 | 29 | Dec 27, 2017 | 35 |
| -1.54% | Jun 23, 2016 | 2 | Jun 27, 2016 | 5 | Jul 5, 2016 | 7 |
| -1.53% | Dec 27, 2023 | 5 | Jan 4, 2024 | 19 | Feb 1, 2024 | 24 |
| -1.49% | Jan 24, 2013 | 2 | Jan 28, 2013 | 1 | Jan 29, 2013 | 3 |
| -1.44% | Oct 22, 2020 | 4 | Oct 28, 2020 | 5 | Nov 4, 2020 | 9 |