Performance analysis of SPSM (STATE STREET(R) SPDR(R) PORTFOLIO S&P 600(TM) SMALL CAP ETF)
Annual Return
Over the past 3 years, SPSM has had an average annual return of +13.96%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, SPSM has had an average annual return of +7.54%, underperforming the benchmark SPY, which returned +12.78% annual.
Over the past 10 years, SPSM has had an average annual return of +10.91%, underperforming the benchmark SPY, which returned +14.91% annual.
Since Jul 9, 2013, SPSM has had an average annual return of +10.07%, underperforming the benchmark SPY, which returned +14.14% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +21.25% | +6.09% | +8.54% | +16.09% | -16.13% | +26.69% | +11.70% | +25.86% | -11.15% | +15.42% | +20.06% | -3.32% |
| 2014 | 2013 | ||||||||||
| +4.85% | +15.61% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +5.55% | +2.21% | -4.08% | +10.43% | +1.07% | +7.32% | -2.17% | +21.25% | |||||
| 2025 | +2.94% | -5.64% | -6.24% | -4.07% | +5.12% | +4.10% | +0.89% | +7.12% | +1% | -0.86% | +2.59% | -0.04% | +6.09% |
| 2024 | -3.98% | +3.21% | +3.33% | -5.51% | +4.92% | -2.19% | +10.79% | -1.61% | +0.97% | -2.59% | +10.94% | -8.09% | +8.54% |
| 2023 | +9.52% | -1.26% | -5.18% | -2.76% | -1.74% | +8.15% | +5.61% | -4.24% | -5.91% | -5.77% | +8.31% | +12.81% | +16.09% |
| 2022 | -7.39% | +1.50% | +0.29% | -7.77% | +1.93% | -8.63% | +10.09% | -4.34% | -9.75% | +12.12% | +4.19% | -6.72% | -16.13% |
| 2021 | +6.15% | +7.63% | +3.60% | +1.82% | +2.16% | +0.21% | -2.39% | +2.01% | -2.33% | +3.41% | -2.34% | +4.55% | +26.69% |
| 2020 | -3.95% | -9.38% | -22.69% | +12.87% | +4.34% | +3.72% | +4.21% | +3.79% | -4.31% | +2.63% | +18% | +8.43% | +11.70% |
| 2019 | +12.07% | +4.74% | -1.97% | +3.37% | -8.00% | +7.03% | +0.85% | -4.63% | +2.21% | +2.37% | +3.78% | +2.89% | +25.86% |
| 2018 | +2.49% | -4.27% | +1.32% | +1% | +6.02% | +1.13% | +1.21% | +4.38% | -2.12% | -10.65% | +1.58% | -12.07% | -11.15% |
| 2017 | +0.09% | +2.41% | +0.20% | +0.96% | -1.99% | +3.59% | +0.66% | -1.28% | +6.10% | +1.01% | +2.72% | +0.22% | +15.42% |
Drawdown analysis of SPSM (STATE STREET(R) SPDR(R) PORTFOLIO S&P 600(TM) SMALL CAP ETF)
The maximum drawdown for the SPSM was -42.89%, occurring on Mar 23, 2020. Recovery took 167 trading sessions.
The current SPSM drawdown is -2.17%.
Since Jul 9, 2013 SPSM has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 5 times
- 10% or more: 7 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -42.89% | Jan 16, 2020 | 45 | Mar 23, 2020 | 167 | Nov 17, 2020 | 212 |
| -27.95% | Nov 25, 2024 | 90 | Apr 8, 2025 | 171 | Dec 11, 2025 | 261 |
| -26.41% | Aug 31, 2018 | 78 | Dec 24, 2018 | 267 | Jan 16, 2020 | 345 |
| -26.41% | Nov 8, 2021 | 221 | Sep 26, 2022 | 452 | Jul 16, 2024 | 673 |
| -25.40% | Jun 23, 2015 | 161 | Feb 11, 2016 | 191 | Nov 11, 2016 | 352 |
| -12.78% | Jul 1, 2014 | 72 | Oct 13, 2014 | 50 | Dec 23, 2014 | 122 |
| -10.08% | Mar 4, 2014 | 51 | May 15, 2014 | 32 | Jul 1, 2014 | 83 |
| -9.88% | Jun 8, 2021 | 28 | Jul 19, 2021 | 74 | Nov 1, 2021 | 102 |
| -9.27% | Mar 12, 2021 | 8 | Mar 24, 2021 | 47 | Jun 1, 2021 | 55 |
| -9.11% | Jan 23, 2018 | 12 | Feb 8, 2018 | 67 | May 16, 2018 | 79 |
| -9.09% | Jul 31, 2024 | 3 | Aug 5, 2024 | 51 | Oct 16, 2024 | 54 |
| -8.72% | Feb 10, 2026 | 27 | Mar 20, 2026 | 16 | Apr 14, 2026 | 43 |
| -7.21% | Jan 22, 2014 | 10 | Feb 5, 2014 | 14 | Feb 26, 2014 | 24 |
| -6.49% | Jul 25, 2017 | 17 | Aug 17, 2017 | 26 | Sep 25, 2017 | 43 |
| -5.13% | Apr 15, 2015 | 14 | May 5, 2015 | 31 | Jun 18, 2015 | 45 |
| -5.12% | Dec 29, 2014 | 12 | Jan 15, 2015 | 20 | Feb 13, 2015 | 32 |
| -4.67% | Aug 5, 2013 | 16 | Aug 27, 2013 | 13 | Sep 16, 2013 | 29 |
| -4.64% | Mar 1, 2017 | 14 | Mar 21, 2017 | 24 | Apr 25, 2017 | 38 |
| -4.44% | Nov 11, 2024 | 4 | Nov 15, 2024 | 6 | Nov 25, 2024 | 10 |
| -4.38% | Apr 27, 2017 | 14 | May 17, 2017 | 16 | Jun 9, 2017 | 30 |
| -4.14% | May 6, 2026 | 9 | May 19, 2026 | 4 | May 26, 2026 | 13 |
| -4.07% | Oct 16, 2024 | 11 | Oct 31, 2024 | 4 | Nov 6, 2024 | 15 |
| -4.02% | Nov 29, 2013 | 8 | Dec 11, 2013 | 8 | Dec 23, 2013 | 16 |
| -4.01% | Feb 24, 2021 | 6 | Mar 4, 2021 | 2 | Mar 8, 2021 | 8 |
| -3.70% | Dec 11, 2025 | 13 | Dec 31, 2025 | 5 | Jan 8, 2026 | 18 |