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SPMD: SPDR Portfolio S&P 400 Mid Cap ETF (ETF)
Basic Info 64.84 1.28(1.94%) June 05
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (96%) |
| Start Date: | 07/09/2013 |
| Last Dividend Date: | 03/23/2026 |
| 12-Mo. Yield | 1.52% |
| Expenses | - |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.9 | 12.3 | 23.9 | 15.9 | 7.9 | 11.5 | 11.5 | 7.4 | 13.9 | 16.5 | -13.1 | 24.8 | 13.5 | 25.2 | -10.3 | 15.1 | 21.2 | 3.7 | 20.6 | 5.3 |
| Sharpe Ratio | NA | 1.69 | 1.36 | 0.71 | 0.27 | 0.46 | 0.5 | 0.22 | 0.65 | 0.74 | -0.57 | 1.38 | 0.32 | 1.59 | -0.71 | 1.37 | 1.18 | 0.23 | 1.21 | 0.66 |
| Draw Down(%) | NA | 8.9 | 8.9 | 24.1 | 24.1 | 41.9 | 41.9 | 22.0 | 8.4 | 14.4 | 22.6 | 8.4 | 41.9 | 8.9 | 24.3 | 6.0 | 16.5 | 13.8 | 11.0 | 8.2 |
| Standard Deviation(%) | NA | 17.0 | 15.7 | 17.9 | 19.7 | 21.3 | 20.5 | 21.0 | 15.9 | 17.5 | 25.8 | 17.9 | 41.1 | 14.9 | 16.6 | 10.6 | 17.8 | 15.9 | 17.0 | 17.1 |
| Treynor Ratio | NA | 0.28 | 0.2 | 0.12 | 0.05 | 0.09 | 0.1 | 0.04 | 0.1 | 0.11 | -0.15 | 0.22 | 0.12 | 0.22 | -0.13 | 0.13 | 0.2 | 0.05 | 0.21 | 0.12 |
| Alpha | NA | 0.03 | -0.01 | -0.02 | -0.01 | -0.01 | -0.01 | -0.03 | -0.03 | -0.04 | 0.03 | -0.01 | -0.02 | -0.02 | -0.02 | -0.03 | 0.03 | 0.02 | 0.03 | -0.05 |
| Beta | NA | 1.03 | 1.06 | 1.04 | 1.03 | 1.04 | 1.02 | 1.02 | 1.03 | 1.13 | 0.99 | 1.13 | 1.07 | 1.08 | 0.92 | 1.13 | 1.05 | 0.78 | 0.97 | 0.94 |
| RSquared | NA | 0.75 | 0.72 | 0.77 | 0.83 | 0.82 | 0.77 | 0.85 | 0.71 | 0.76 | 0.92 | 0.75 | 0.85 | 0.85 | 0.88 | 0.57 | 0.64 | 0.57 | 0.44 | 0.32 |
| Yield(%) | N/A | 0.3 | N/A | N/A | N/A | N/A | N/A | 1.5 | 1.6 | 1.7 | 1.4 | 1.6 | 1.4 | 1.9 | 1.6 | 2.2 | 5.0 | 12.3 | 16.5 | 0.0 |
| Dividend Growth(%) | N/A | -77.0 | N/A | N/A | N/A | N/A | N/A | 3.5 | 8.2 | 2.9 | 12.9 | 17.6 | -7.7 | 4.4 | -17.1 | -48.1 | -62.8 | -24.1 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/15/2005
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