Performance analysis of SPMD (STATE STREET(R) SPDR(R) PORTFOLIO S&P 400(TM) MID CAP ETF)
Annual Return
Over the past 3 years, SPMD has had an average annual return of +13.53%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, SPMD has had an average annual return of +9.04%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, SPMD has had an average annual return of +11.19%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Nov 15, 2005, SPMD has had an average annual return of +9.84%, underperforming the benchmark SPY, which returned +11.14% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +15.30% | +7.42% | +13.91% | +16.47% | -13.13% | +24.77% | +13.49% | +25.19% | -10.33% | +15.10% | +18.24% | -4.16% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | ||
| +8.17% | +38.67% | +16.95% | -1.19% | +24.60% | +45.14% | -38.44% | +4.96% | +12.70% | +3.21% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.04% | +4.12% | -5.30% | +7.75% | +2.51% | +3.62% | -1.79% | +15.30% | |||||
| 2025 | +3.71% | -4.21% | -5.48% | -2.42% | +5.51% | +3.62% | +1.60% | +3.37% | +0.48% | -0.49% | +2.11% | +0.02% | +7.42% |
| 2024 | -1.72% | +5.76% | +5.67% | -5.96% | +4.43% | -1.67% | +5.89% | -0.17% | +1.19% | -0.73% | +8.95% | -7.17% | +13.91% |
| 2023 | +9.29% | -1.85% | -3.25% | -0.75% | -3.14% | +9.11% | +4.16% | -2.97% | -5.21% | -5.30% | +8.51% | +8.69% | +16.47% |
| 2022 | -7.22% | +1.08% | +1.41% | -7.15% | +0.80% | -9.65% | +10.91% | -3.11% | -9.17% | +10.45% | +6.15% | -5.61% | -13.13% |
| 2021 | +1.53% | +6.68% | +4.86% | +4.41% | +0.19% | -1.04% | +0.32% | +1.99% | -3.96% | +5.87% | -2.95% | +5.11% | +24.77% |
| 2020 | -2.76% | -9.40% | -20.14% | +13.94% | +7.35% | +1.29% | +4.54% | +3.55% | -3.27% | +2.18% | +14.34% | +6.43% | +13.49% |
| 2019 | +10.61% | +4.24% | -1.42% | +3.87% | -8.15% | +7.60% | +1.05% | -4.18% | +3.15% | +1.39% | +3% | +2.87% | +25.19% |
| 2018 | +2.73% | -4.20% | +1.33% | +0.09% | +4.82% | +0.63% | +2.09% | +3.79% | -1.81% | -9.85% | +2.73% | -11.61% | -10.33% |
| 2017 | +1.10% | +2.32% | -0.47% | +0.96% | -1.48% | +2.95% | +0.17% | -1.85% | +5.13% | +2.06% | +3.56% | -0.07% | +15.10% |
Drawdown analysis of SPMD (STATE STREET(R) SPDR(R) PORTFOLIO S&P 400(TM) MID CAP ETF)
The maximum drawdown for the SPMD was -57.65%, occurring on Mar 9, 2009. Recovery took 450 trading sessions.
The current SPMD drawdown is -1.79%.
Since Nov 15, 2005 SPMD has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 2 times
- 20% or more: 7 times
- 10% or more: 10 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -57.65% | Jul 17, 2007 | 414 | Mar 9, 2009 | 450 | Dec 17, 2010 | 864 |
| -41.85% | Feb 20, 2020 | 22 | Mar 23, 2020 | 161 | Nov 9, 2020 | 183 |
| -27.47% | Apr 29, 2011 | 109 | Oct 4, 2011 | 112 | Mar 15, 2012 | 221 |
| -24.97% | Jun 22, 2015 | 162 | Feb 11, 2016 | 192 | Nov 14, 2016 | 354 |
| -24.31% | Aug 29, 2018 | 80 | Dec 24, 2018 | 249 | Dec 19, 2019 | 329 |
| -24.09% | Nov 25, 2024 | 90 | Apr 8, 2025 | 170 | Dec 10, 2025 | 260 |
| -23.70% | Nov 16, 2021 | 146 | Jun 16, 2022 | 414 | Feb 9, 2024 | 560 |
| -12.21% | Mar 19, 2012 | 53 | Jun 4, 2012 | 71 | Sep 13, 2012 | 124 |
| -11.86% | May 8, 2006 | 52 | Jul 21, 2006 | 82 | Nov 15, 2006 | 134 |
| -11.64% | Jul 2, 2014 | 71 | Oct 13, 2014 | 31 | Nov 25, 2014 | 102 |
| -9.37% | Jan 26, 2018 | 9 | Feb 8, 2018 | 70 | May 21, 2018 | 79 |
| -8.86% | Feb 20, 2026 | 26 | Mar 30, 2026 | 13 | Apr 17, 2026 | 39 |
| -7.83% | Jul 16, 2024 | 14 | Aug 5, 2024 | 32 | Sep 19, 2024 | 46 |
| -7.15% | Sep 14, 2012 | 41 | Nov 14, 2012 | 23 | Dec 18, 2012 | 64 |
| -7.13% | Mar 28, 2024 | 14 | Apr 18, 2024 | 19 | May 15, 2024 | 33 |
| -6.96% | May 21, 2013 | 23 | Jun 24, 2013 | 13 | Jul 12, 2013 | 36 |
| -6.95% | Mar 4, 2014 | 29 | Apr 14, 2014 | 44 | Jun 17, 2014 | 73 |
| -6.95% | May 7, 2021 | 49 | Jul 19, 2021 | 29 | Aug 27, 2021 | 78 |
| -6.61% | Jan 22, 2014 | 8 | Feb 3, 2014 | 13 | Feb 21, 2014 | 21 |
| -6.22% | Mar 15, 2021 | 7 | Mar 24, 2021 | 14 | Apr 14, 2021 | 21 |
| -6.21% | Feb 22, 2007 | 7 | Mar 5, 2007 | 28 | Apr 13, 2007 | 35 |
| -5.95% | Jul 25, 2017 | 18 | Aug 18, 2017 | 27 | Sep 27, 2017 | 45 |
| -5.67% | Feb 17, 2011 | 18 | Mar 16, 2011 | 11 | Mar 31, 2011 | 29 |
| -5.31% | Nov 26, 2014 | 13 | Dec 16, 2014 | 5 | Dec 23, 2014 | 18 |
| -5.20% | Jan 20, 2021 | 7 | Jan 29, 2021 | 5 | Feb 5, 2021 | 12 |