Performance analysis of SPTL (SPDR(R) PORTFOLIO LONG TERM TREASURY ETF)
Annual Return
Over the past 3 years, SPTL has had an average annual return of -0.57%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, SPTL has had an average annual return of -5.00%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, SPTL has had an average annual return of -1.08%, underperforming the benchmark SPY, which returned +15.53% annual.
Since May 30, 2007, SPTL has had an average annual return of +3.29%, underperforming the benchmark SPY, which returned +10.80% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.00540% | +5.28% | -6.23% | +3.31% | -29.45% | -5.00% | +18.07% | +13.74% | -1.56% | +9.02% | +0.92% | -1.64% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | ||||
| +25.31% | -12.25% | +2.86% | +30.37% | +8.75% | -13.11% | +23.90% | +9.65% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.11% | +4.22% | -3.93% | -0.75% | +0.46% | +0.28% | +0.00540% | ||||||
| 2025 | +0.53% | +5.15% | -0.90% | -0.98% | -2.98% | +2.56% | -0.91% | +0.24% | +3.15% | +1.26% | +0.42% | -2.09% | +5.28% |
| 2024 | -1.83% | -2.33% | +1.02% | -5.92% | +2.86% | +1.67% | +3.60% | +1.99% | +2.03% | -5.22% | +1.80% | -5.41% | -6.23% |
| 2023 | +7.13% | -4.81% | +4.82% | +0.44% | -2.86% | -0.00528% | -2.19% | -2.75% | -7.29% | -4.87% | +9.07% | +8.27% | +3.31% |
| 2022 | -3.70% | -1.45% | -5.17% | -9.07% | -1.94% | -1.38% | +2.62% | -4.50% | -7.98% | -5.35% | +6.91% | -2.28% | -29.45% |
| 2021 | -3.52% | -5.57% | -4.95% | +2.31% | -0.08% | +4.11% | +3.64% | -0.21% | -2.91% | +1.96% | +2.62% | -1.89% | -5.00% |
| 2020 | +7.59% | +6.38% | +6.54% | +1.13% | -1.64% | +0.28% | +4.29% | -4.85% | +0.80% | -3.33% | +1.57% | -1.18% | +18.07% |
| 2019 | +0.28% | -1.33% | +5.44% | -1.86% | +6.67% | +0.85% | +0.39% | +10.83% | -2.77% | -1.01% | -0.45% | -3.14% | +13.74% |
| 2018 | -3.39% | -2.96% | +2.75% | -2.04% | +1.95% | +0.60% | -1.41% | +1.31% | -2.73% | -2.85% | +1.78% | +5.86% | -1.56% |
| 2017 | +0.75% | +1.62% | -0.70% | +1.58% | +1.80% | +0.62% | -0.51% | +3.24% | -2.19% | -0.02% | +0.61% | +1.99% | +9.02% |
Drawdown analysis of SPTL (SPDR(R) PORTFOLIO LONG TERM TREASURY ETF)
The maximum drawdown for the SPTL was -46.19%, occurring on Oct 19, 2023. This drawdown has not yet recovered.
The current SPTL drawdown is -36.63%.
Since May 30, 2007 SPTL has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 7 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -46.19% | Aug 4, 2020 | 808 | Oct 19, 2023 | Ongoing | Ongoing | Ongoing |
| -18.61% | Dec 18, 2008 | 118 | Jun 10, 2009 | 298 | Aug 16, 2010 | 416 |
| -18.34% | Jul 25, 2012 | 269 | Aug 21, 2013 | 327 | Dec 8, 2014 | 596 |
| -17.07% | Jul 8, 2016 | 111 | Dec 14, 2016 | 631 | Jun 20, 2019 | 742 |
| -14.98% | Mar 9, 2020 | 7 | Mar 18, 2020 | 96 | Aug 4, 2020 | 103 |
| -14.50% | Jan 30, 2015 | 102 | Jun 26, 2015 | 158 | Feb 11, 2016 | 260 |
| -14.11% | Aug 31, 2010 | 113 | Feb 10, 2011 | 121 | Aug 4, 2011 | 234 |
| -9.52% | Oct 3, 2011 | 18 | Oct 27, 2011 | 36 | Dec 19, 2011 | 54 |
| -8.87% | Dec 19, 2011 | 61 | Mar 19, 2012 | 40 | May 15, 2012 | 101 |
| -8.02% | Aug 28, 2019 | 51 | Nov 8, 2019 | 69 | Feb 20, 2020 | 120 |
| -7.07% | Sep 16, 2008 | 33 | Oct 31, 2008 | 13 | Nov 19, 2008 | 46 |
| -6.73% | Mar 20, 2008 | 59 | Jun 13, 2008 | 58 | Sep 5, 2008 | 117 |
| -4.56% | Nov 26, 2007 | 21 | Dec 26, 2007 | 13 | Jan 15, 2008 | 34 |
| -4.44% | Feb 11, 2016 | 20 | Mar 11, 2016 | 58 | Jun 3, 2016 | 78 |
| -4.32% | Sep 22, 2011 | 4 | Sep 28, 2011 | 3 | Oct 3, 2011 | 7 |
| -4.03% | Jun 1, 2012 | 7 | Jun 12, 2012 | 28 | Jul 23, 2012 | 35 |
| -4.02% | Jan 22, 2008 | 19 | Feb 19, 2008 | 18 | Mar 14, 2008 | 37 |
| -3.79% | Aug 10, 2011 | 1 | Aug 11, 2011 | 5 | Aug 18, 2011 | 6 |
| -3.64% | Sep 10, 2007 | 8 | Sep 20, 2007 | 24 | Oct 24, 2007 | 32 |
| -3.52% | Aug 22, 2011 | 2 | Aug 24, 2011 | 7 | Sep 2, 2011 | 9 |
| -3.08% | May 30, 2007 | 10 | Jun 13, 2007 | 29 | Jul 25, 2007 | 39 |
| -2.93% | Jul 3, 2019 | 5 | Jul 11, 2019 | 15 | Aug 1, 2019 | 20 |
| -2.90% | Jun 16, 2016 | 5 | Jun 23, 2016 | 2 | Jun 27, 2016 | 7 |
| -2.72% | Dec 16, 2014 | 5 | Dec 23, 2014 | 7 | Jan 5, 2015 | 12 |
| -2.48% | Aug 26, 2010 | 1 | Aug 27, 2010 | 2 | Aug 31, 2010 | 3 |