Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
MDYG (SPDR S&P 400 Mid Cap Growth ETF) 16.12% 26.79% 17.38% 8.05% 11.27% 11.12% 10.26%
Data as of 06/05/2026, Common starting date is 11/15/2005
More Performance Analytics Comparison
Name Start Date End Date
MDYG (SPDR S&P 400 Mid Cap Growth ETF) 11/15/2005 06/05/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005
Annualized Return (%) -1.62 26.79 17.38 8.05 11.27 11.12 10.26 16.12 7.22 15.84 17.30 -18.93 18.45 22.58 26.10 -10.45 19.59 14.45 1.83 7.63 32.52 16.80 -1.30 27.32 56.08 -41.62 8.97 11.26 2.98
Sharpe Ratio NA 1.40 0.75 0.27 0.46 NA NA 1.96 0.20 0.74 0.85 -0.72 1.02 0.58 1.79 -0.69 2.05 0.93 0.12 0.56 2.44 1.09 -0.05 1.28 1.78 -1.02 0.38 0.54 3.01
Standard Deviation(%) NA 17.27 18.72 20.63 21.14 NA NA 19.96 21.96 16.53 16.14 28.44 17.99 38.56 13.73 17.15 9.26 15.23 14.70 13.67 13.30 15.45 29.09 21.22 31.42 41.71 15.54 14.68 7.98
Draw Down(%) NA 9.91 25.45 29.26 39.27 NA NA 9.91 23.51 9.06 12.65 27.16 8.37 39.27 7.06 24.00 4.98 12.13 10.80 10.61 7.58 11.44 26.20 17.38 24.20 56.43 12.02 13.93 1.32
Yield(%) 0.00 0.79 1.13 0.97 1.74 2.42 2.77 0.14 0.79 1.00 1.40 0.93 0.82 0.86 1.52 1.19 2.60 1.44 2.47 1.71 1.05 1.12 0.64 0.37 0.87 0.55 0.60 3.25 0.05
Data as of 06/05/2026, Common starting date is 11/15/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MDYG (SPDR S&P 400 Mid Cap Growth ETF) -15.37%
Feb 2006 – Feb 2009
2.04%
Mar 2015 – Mar 2020
7.64%
Jan 2006 – Jan 2016
7.81%
Sep 2007 – Sep 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MDYG (SPDR S&P 400 Mid Cap Growth ETF) 34.74%
Feb 2009 – Feb 2012
28.26%
Feb 2009 – Feb 2014
17.92%
Feb 2009 – Feb 2019
15.48%
Feb 2009 – Feb 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return