Last Update: 31 Aug 2021

Category: Fixed Income
ETF: SPDR Portfolio Intermediate Term Treasury ETF (SPTI)

In the last 10 years, the SPDR Portfolio Intermediate Term Treasury ETF (SPTI) ETF obtained a 2.14% compound annual return, with a 2.64% standard deviation.

In 2020, the portfolio granted a 0.81% dividend yield. If you are interested in getting periodic income, please refer to the SPDR Portfolio Intermediate Term Treasury ETF (SPTI): Dividend Yield page.

The ETF is related to the following investment themes:

  • Asset Class: Bond
  • Region: North America
  • Country: U.S.
  • Bond - Duration: Intermediate-Term

Capital Growth and Historical Returns

Capital growth, returns, stats are calculated assuming a reinvestment of dividends.

If you are interested in getting periodic income, please refer to the SPDR Portfolio Intermediate Term Treasury ETF (SPTI): Dividend Yield page.

Capital Growth:
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Period Returns
Aug 2021
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
-0.29%
-0.29%
Aug 2021 - Aug 2021
0 - 1
3M
+1.00%
-0.29%
Aug 2021 - Aug 2021
2 - 1
6M
+0.83%
-1.14%
Mar 2021 - Mar 2021
4 - 2
YTD
-0.97%
-2.90%
Jan 2021 - Mar 2021
4 - 4
1Y
-1.31%
2.39%
-3.31%
Oct 2020 - Mar 2021
7 - 5
3Y
+5.02%
annualized
3.64%
-3.56%
Aug 2020 - Mar 2021
22 - 14
5Y
+2.73%
annualized
3.18%
-3.56%
Aug 2020 - Mar 2021
34 - 26
10Y
+2.14%
annualized
2.64%
-3.56%
Aug 2020 - Mar 2021
67 - 53
MAX
01 Jun 2007
+3.40%
annualized
3.11%
-3.56%
Aug 2020 - Mar 2021
103 - 68

* Annualized St.Dev. of monthly returns

Drawdowns

Drawdonws Chart:

Rolling Returns ( more details)

SPDR Portfolio Intermediate Term Treasury ETF (SPTI) ETF: annualized rolling and average returns

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+3.26% +12.06%
May 2019 - Apr 2020
-2.61%
Apr 2020 - Mar 2021
25.00%
2 Years
+3.09% +8.90%
Aug 2018 - Jul 2020
-1.25%
Aug 2016 - Jul 2018
7.43%
3 Years
+2.82% +7.30%
Jul 2007 - Jun 2010
+0.09%
Oct 2015 - Sep 2018
0.00%
5 Years
+2.43% +5.95%
Jul 2007 - Jun 2012
+0.43%
May 2013 - Apr 2018
0.00%
7 Years
+2.34% +4.30%
Jul 2007 - Jun 2014
+0.77%
Oct 2011 - Sep 2018
0.00%
10 Years
+2.53% +3.43%
Jul 2007 - Jun 2017
+1.76%
Dec 2008 - Nov 2018
0.00%

* Annualized rolling and average returns over full calendar month periods

If you need a deeper detail about rolling returns, please refer to the SPDR Portfolio Intermediate Term Treasury ETF (SPTI) ETF: Rolling Returns page.

Seasonality and Yearly/Monthly Returns

In the table below, for the SPDR Portfolio Intermediate Term Treasury ETF (SPTI) ETF, the average monthly return is represented.

Below each return, it's also mentioned the probability of obtaining a positive monthly result (Win %).

Both the Average Return and the Gain Frequency are useful to get an idea of what happened in the past.

Swipe left to see all data
Monthly Average Return (%) and Gain Frequency
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average
Win %
0.56
71%
0.05
50%
0.41
64%
0.09
57%
0.36
71%
0.13
47%
0.46
80%
0.68
60%
0.08
64%
0.13
50%
0.38
57%
0.04
50%
Best
Year
2.5
2008
2.2
2020
2.9
2020
1.0
2012
2.1
2019
1.5
2016
1.4
2007
2.7
2007
0.9
2013
1.1
2008
3.4
2008
2.3
2018
Worst
Year
-1.5
2009
-1.4
2021
-1.1
2021
-1.6
2008
-1.2
2008
-0.8
2013
-0.3
2018
-0.6
2013
-0.7
2018
-0.6
2020
-1.8
2016
-2.0
2009

For further information about the seasonality, check the Asset Class Seasonality page.

Investing in SPDR Portfolio Intermediate Term Treasury ETF (SPTI) ETF: detail of monthly returns

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Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2021
-0.97% -0.4 -1.4 -1.1 0.6 0.4 0.1 1.2 -0.3
2020
+7.71% 2.2 2.2 2.9 0.1 0.3 0.1 0.5 -0.4 0.1 -0.6 0.2 0.0
2019
+6.01% 0.3 -0.2 1.8 -0.1 2.1 1.0 -0.1 2.5 -0.7 0.3 -0.5 -0.3
2018
+2.27% -1.0 -0.3 0.5 -0.6 0.8 0.0 -0.3 0.7 -0.7 -0.1 1.0 2.3
2017
+1.04% 0.3 0.2 0.1 0.5 0.4 -0.3 0.4 0.6 -0.6 -0.1 -0.2 -0.1
2016
+0.43% 1.0 0.5 0.2 0.0 -0.1 1.5 0.1 -0.6 0.3 -0.5 -1.8 0.0
2015
+1.59% 1.6 -1.0 0.6 -0.2 0.1 -0.5 0.5 0.0 0.8 -0.4 -0.3 0.4
2014
+2.48% 0.8 0.2 -0.4 0.3 0.7 -0.1 -0.3 0.7 -0.4 0.7 0.4 -0.2
2013
-1.22% -0.2 0.4 0.1 0.5 -1.1 -0.8 0.1 -0.6 0.9 0.3 -0.1 -0.7
2012
+1.54% 0.5 -0.5 -0.4 1.0 0.7 -0.1 0.6 -0.1 0.0 -0.2 0.4 -0.3
2011
+6.50% 0.4 -0.3 0.0 1.0 1.3 0.1 1.2 1.8 0.4 -0.3 0.3 0.4
2010
+4.94% 1.3 0.3 -0.5 0.7 1.4 1.3 0.7 1.2 0.3 0.3 -0.6 -1.6
2009
-1.56% -1.5 -0.3 1.5 -1.0 -0.6 -0.5 0.2 0.8 0.6 0.2 1.1 -2.0
2008
+11.33% 2.5 1.1 0.6 -1.6 -1.2 0.7 0.6 1.1 0.5 1.1 3.4 2.1
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