Performance analysis of SPYV (SPDR(R) PORTFOLIO S&P 500 VALUE ETF)
Annual Return
Over the past 3 years, SPYV has had an average annual return of +15.89%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, SPYV has had an average annual return of +10.84%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, SPYV has had an average annual return of +11.95%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Oct 2, 2000, SPYV has had an average annual return of +7.80%, underperforming the benchmark SPY, which returned +8.61% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +7.84% | +13.16% | +12.23% | +22.20% | -5.29% | +24.92% | +1.44% | +31.70% | -8.98% | +15.39% | +17.08% | -3.16% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +12.17% | +31.76% | +17.23% | -0.73% | +15.48% | +17.12% | -36.30% | +1.08% | +21.94% | +5.01% | +13.21% | +25.23% |
| 2002 | 2001 | 2000 | |||||||||
| -18.03% | -5.54% | +3.70% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.39% | +2.29% | -4.55% | +5.83% | +1.95% | -0.02% | +7.84% | ||||||
| 2025 | +2.86% | +0.46% | -3.01% | -3.60% | +2.94% | +3.79% | +0.94% | +3.43% | +1.74% | +1.17% | +1.61% | +0.43% | +13.16% |
| 2024 | +0.28% | +2.91% | +4.66% | -4.27% | +2.96% | -0.72% | +4.72% | +3% | +1.08% | -1.21% | +5.84% | -6.84% | +12.23% |
| 2023 | +6.97% | -2.98% | +1.35% | +1.74% | -1.88% | +6.78% | +3.45% | -2.73% | -4.64% | -1.74% | +9.52% | +5.55% | +22.20% |
| 2022 | -1.79% | -1.36% | +3.06% | -4.91% | +1.64% | -8.19% | +5.87% | -2.82% | -8.41% | +11.40% | +5.96% | -3.88% | -5.29% |
| 2021 | -1.54% | +5.97% | +6.31% | +3.80% | +2.24% | -1.19% | +0.81% | +1.68% | -3.32% | +4.59% | -3.29% | +7.14% | +24.92% |
| 2020 | -2.63% | -9.39% | -15.26% | +10.72% | +3.18% | -1.12% | +3.90% | +3.42% | -2.39% | -1.79% | +12.84% | +3.34% | +1.44% |
| 2019 | +8.54% | +2.17% | +1.11% | +4.06% | -7.58% | +8.12% | +1.69% | -2.67% | +3.86% | +2.69% | +3.87% | +3.03% | +31.70% |
| 2018 | +4.11% | -5.54% | -1.99% | +0.48% | +0.27% | +0.67% | +3.98% | +1.33% | +0.39% | -5.37% | +2.68% | -9.42% | -8.98% |
| 2017 | +0.76% | +3.85% | -1.07% | -0.26% | -0.18% | +1.87% | +1.26% | -1.30% | +3.32% | +1.26% | +3.42% | +1.65% | +15.39% |
Drawdown analysis of SPYV (SPDR(R) PORTFOLIO S&P 500 VALUE ETF)
The maximum drawdown for the SPYV was -58.47%, occurring on Mar 6, 2009. Recovery took 993 trading sessions.
The current SPYV drawdown is -0.21%.
Since Oct 2, 2000 SPYV has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 3 times
- 20% or more: 3 times
- 10% or more: 9 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -58.47% | Oct 9, 2007 | 354 | Mar 6, 2009 | 993 | Feb 14, 2013 | 1347 |
| -36.86% | Feb 12, 2020 | 27 | Mar 23, 2020 | 197 | Dec 31, 2020 | 224 |
| -33.69% | Dec 28, 2000 | 444 | Oct 9, 2002 | 325 | Jan 26, 2004 | 769 |
| -19.14% | Jan 26, 2018 | 229 | Dec 24, 2018 | 81 | Apr 23, 2019 | 310 |
| -17.91% | Apr 20, 2022 | 113 | Sep 30, 2022 | 84 | Feb 1, 2023 | 197 |
| -17.54% | Nov 29, 2024 | 87 | Apr 8, 2025 | 94 | Aug 22, 2025 | 181 |
| -14.71% | May 21, 2015 | 183 | Feb 11, 2016 | 79 | Jun 6, 2016 | 262 |
| -10.91% | Jul 31, 2023 | 63 | Oct 27, 2023 | 24 | Dec 1, 2023 | 87 |
| -10.38% | Jul 13, 2007 | 23 | Aug 15, 2007 | 38 | Oct 9, 2007 | 61 |
| -9.56% | Feb 2, 2023 | 26 | Mar 13, 2023 | 64 | Jun 13, 2023 | 90 |
| -7.70% | May 3, 2019 | 19 | May 31, 2019 | 21 | Jul 1, 2019 | 40 |
| -7.48% | Mar 5, 2004 | 45 | May 10, 2004 | 87 | Sep 14, 2004 | 132 |
| -7.39% | Sep 18, 2014 | 20 | Oct 16, 2014 | 15 | Nov 6, 2014 | 35 |
| -7.37% | May 5, 2006 | 27 | Jun 14, 2006 | 44 | Aug 16, 2006 | 71 |
| -7.27% | Jan 12, 2022 | 37 | Mar 8, 2022 | 30 | Apr 20, 2022 | 67 |
| -6.50% | Jul 26, 2019 | 13 | Aug 14, 2019 | 19 | Sep 11, 2019 | 32 |
| -6.23% | Feb 27, 2026 | 20 | Mar 27, 2026 | 23 | Apr 30, 2026 | 43 |
| -6.16% | Dec 31, 2013 | 22 | Feb 3, 2014 | 20 | Mar 4, 2014 | 42 |
| -6.15% | Sep 16, 2005 | 24 | Oct 20, 2005 | 22 | Nov 21, 2005 | 46 |
| -6.00% | Mar 4, 2005 | 32 | Apr 20, 2005 | 41 | Jun 17, 2005 | 73 |
| -5.90% | Dec 29, 2014 | 22 | Jan 30, 2015 | 51 | Apr 15, 2015 | 73 |
| -5.78% | Nov 8, 2021 | 16 | Dec 1, 2021 | 16 | Dec 23, 2021 | 32 |
| -5.71% | Feb 14, 2007 | 12 | Mar 5, 2007 | 29 | Apr 16, 2007 | 41 |
| -5.45% | Jun 8, 2016 | 13 | Jun 27, 2016 | 8 | Jul 8, 2016 | 21 |
| -5.45% | Mar 28, 2024 | 13 | Apr 17, 2024 | 59 | Jul 12, 2024 | 72 |