Performance analysis of SPTM (STATE STREET(R) SPDR(R) PORTFOLIO S&P 1500(R) COMPOSITE STOCK MARKET ETF)
Annual Return
Over the past 3 years, SPTM has had an average annual return of +19.04%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, SPTM has had an average annual return of +12.52%, underperforming the benchmark SPY, which returned +12.78% annual.
Over the past 10 years, SPTM has had an average annual return of +14.75%, underperforming the benchmark SPY, which returned +14.91% annual.
Since Oct 10, 2000, SPTM has had an average annual return of +8.79%, outperforming the benchmark SPY, which returned +8.67% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +9.88% | +16.92% | +23.87% | +25.54% | -17.75% | +28.58% | +17.96% | +31.34% | -5.29% | +21.17% | +12.23% | +0.25% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +13.42% | +33.54% | +15.86% | +0.78% | +16.85% | +27.97% | -36.69% | +5.19% | +14.78% | +6.66% | +10.58% | +26.97% |
| 2002 | 2001 | 2000 | |||||||||
| -21.59% | -10.12% | -2.67% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.65% | -0.47% | -5.00% | +10.36% | +5.02% | -0.64% | -0.73% | +9.88% | |||||
| 2025 | +2.79% | -1.59% | -5.57% | -0.99% | +6.21% | +5.05% | +2.16% | +2.29% | +3.35% | +2.13% | +0.36% | +0.09% | +16.92% |
| 2024 | +1.23% | +5.31% | +3.29% | -4.08% | +4.86% | +3.20% | +1.66% | +2.15% | +2.01% | -0.96% | +6.28% | -2.81% | +23.87% |
| 2023 | +6.49% | -2.34% | +2.94% | +1.41% | +0.25% | +6.60% | +3.44% | -1.71% | -4.81% | -2.48% | +9.12% | +5.05% | +25.54% |
| 2022 | -5.39% | -2.58% | +3.50% | -8.58% | +0.26% | -8.35% | +9.34% | -4.05% | -9.15% | +8.21% | +5.55% | -5.70% | -17.75% |
| 2021 | -0.69% | +3.23% | +4.45% | +5.02% | +0.83% | +2.03% | +2.11% | +2.94% | -4.50% | +6.78% | -0.80% | +4.52% | +28.58% |
| 2020 | -0.20% | -8.27% | -13.17% | +12.88% | +4.76% | +2.05% | +5.64% | +6.84% | -3.76% | -2.28% | +11.39% | +4.01% | +17.96% |
| 2019 | +8.77% | +3.60% | +1.43% | +3.98% | -6.43% | +7.02% | +1.48% | -2.05% | +1.82% | +2.18% | +3.76% | +2.86% | +31.34% |
| 2018 | +5.12% | -3.87% | -1.84% | +0.55% | +2.79% | +0.57% | +3.24% | +3.48% | +0.20% | -7.32% | +1.46% | -8.73% | -5.29% |
| 2017 | +1.88% | +3.64% | +0.15% | +0.99% | +1.01% | +1.01% | +1.69% | +0.17% | +2.43% | +2.21% | +3.12% | +1.11% | +21.17% |
Drawdown analysis of SPTM (STATE STREET(R) SPDR(R) PORTFOLIO S&P 1500(R) COMPOSITE STOCK MARKET ETF)
The maximum drawdown for the SPTM was -54.82%, occurring on Mar 9, 2009. Recovery took 760 trading sessions.
The current SPTM drawdown is -1.76%.
Since Oct 10, 2000 SPTM has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 3 times
- 20% or more: 5 times
- 10% or more: 8 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -54.82% | Oct 9, 2007 | 355 | Mar 9, 2009 | 760 | Mar 13, 2012 | 1115 |
| -40.95% | Nov 7, 2000 | 479 | Oct 9, 2002 | 788 | Nov 23, 2005 | 1267 |
| -34.65% | Feb 19, 2020 | 23 | Mar 23, 2020 | 102 | Aug 17, 2020 | 125 |
| -24.15% | Jan 4, 2022 | 194 | Oct 12, 2022 | 294 | Dec 13, 2023 | 488 |
| -20.19% | Sep 20, 2018 | 65 | Dec 24, 2018 | 75 | Apr 12, 2019 | 140 |
| -18.87% | Feb 19, 2025 | 34 | Apr 8, 2025 | 54 | Jun 26, 2025 | 88 |
| -14.80% | Jun 22, 2015 | 162 | Feb 11, 2016 | 81 | Jun 8, 2016 | 243 |
| -10.29% | Apr 2, 2012 | 43 | Jun 4, 2012 | 53 | Aug 17, 2012 | 96 |
| -9.79% | Jan 26, 2018 | 9 | Feb 8, 2018 | 115 | Jul 25, 2018 | 124 |
| -9.46% | Jul 19, 2007 | 19 | Aug 15, 2007 | 36 | Oct 5, 2007 | 55 |
| -9.44% | Sep 2, 2020 | 14 | Sep 23, 2020 | 33 | Nov 9, 2020 | 47 |
| -8.69% | Feb 9, 2026 | 34 | Mar 30, 2026 | 10 | Apr 14, 2026 | 44 |
| -8.36% | Jul 16, 2024 | 14 | Aug 5, 2024 | 32 | Sep 19, 2024 | 46 |
| -8.35% | May 8, 2006 | 26 | Jun 14, 2006 | 72 | Sep 26, 2006 | 98 |
| -7.50% | Sep 19, 2014 | 18 | Oct 15, 2014 | 12 | Oct 31, 2014 | 30 |
| -7.43% | Oct 5, 2012 | 27 | Nov 15, 2012 | 31 | Jan 2, 2013 | 58 |
| -6.80% | May 3, 2019 | 20 | Jun 3, 2019 | 13 | Jun 20, 2019 | 33 |
| -6.13% | Jul 26, 2019 | 13 | Aug 14, 2019 | 52 | Oct 28, 2019 | 65 |
| -5.89% | Feb 20, 2007 | 9 | Mar 5, 2007 | 29 | Apr 16, 2007 | 38 |
| -5.75% | Jan 15, 2014 | 12 | Feb 3, 2014 | 10 | Feb 18, 2014 | 22 |
| -5.72% | Jun 8, 2016 | 13 | Jun 27, 2016 | 8 | Jul 8, 2016 | 21 |
| -5.39% | Mar 27, 2024 | 16 | Apr 19, 2024 | 18 | May 15, 2024 | 34 |
| -5.22% | May 20, 2013 | 24 | Jun 24, 2013 | 12 | Jul 11, 2013 | 36 |
| -5.08% | Oct 28, 2025 | 17 | Nov 20, 2025 | 13 | Dec 10, 2025 | 30 |
| -4.93% | Sep 2, 2021 | 19 | Sep 30, 2021 | 14 | Oct 20, 2021 | 33 |