Last Update: 31 Aug 2021
In the last 10 years, the SPDR Portfolio S&P 500 Growth ETF (SPYG) ETF obtained a 18.68% compound annual return, with a 13.54% standard deviation.
In the last 20 years, a 9.92% compound annual return, with a 15.73% standard deviation.
In 2020, the portfolio granted a 1.19% dividend yield. If you are interested in getting periodic income, please refer to the SPDR Portfolio S&P 500 Growth ETF (SPYG): Dividend Yield page.
The ETF is related to the following investment themes:
- Asset Class: Equity
- Size: Large Cap
- Style: Growth
- Region: North America
- Country: U.S.
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 S&P 500 Growth ETF (SPYG): Dividend Yield page.
| Period | Returns Aug 2021 |
Standard Deviation * |
Max Drawdown |
Months Pos - Neg |
|---|---|---|---|---|
|
1M
|
+4.15%
|
0.00%
|
1 - 0 | |
|
3M
|
+14.18%
|
0.00%
|
3 - 0 | |
|
6M
|
+24.21%
|
-0.86%
May 2021 - May 2021
|
5 - 1 | |
|
YTD
|
+23.60%
|
-0.86%
May 2021 - May 2021
|
5 - 3 | |
|
1Y
|
+30.44%
|
13.91%
|
-7.47%
Sep 2020 - Oct 2020
|
7 - 5 |
|
3Y
|
+22.90%
annualized
|
18.32%
|
-16.31%
Feb 2020 - Mar 2020
|
25 - 11 |
|
5Y
|
+22.59%
annualized
|
15.05%
|
-16.31%
Feb 2020 - Mar 2020
|
45 - 15 |
|
10Y
|
+18.68%
annualized
|
13.54%
|
-16.31%
Feb 2020 - Mar 2020
|
81 - 39 |
|
MAX
01 Nov 2000
|
+6.91%
annualized
|
17.03%
|
-60.59%
Nov 2000 - Feb 2009
|
152 - 98 |
* Annualized St.Dev. of monthly returns
Drawdowns
Rolling Returns ( more details)
SPDR Portfolio S&P 500 Growth ETF (SPYG) ETF: annualized rolling and average returns
| Return (*) | Negative Periods |
|||
|---|---|---|---|---|
| Rolling Period | Average | Best | Worst | |
| 1 Year |
+9.67% |
+59.29% Apr 2020 - Mar 2021 |
-42.74% Nov 2000 - Oct 2001 |
20.08% |
| 2 Years |
+9.20% |
+38.05% Mar 2009 - Feb 2011 |
-33.38% Nov 2000 - Oct 2002 |
18.50% |
| 3 Years |
+9.28% |
+27.41% Mar 2009 - Feb 2012 |
-19.12% Nov 2000 - Oct 2003 |
21.40% |
| 5 Years |
+9.25% |
+24.08% Mar 2009 - Feb 2014 |
-10.41% Nov 2000 - Oct 2005 |
10.99% |
| 7 Years |
+9.13% |
+18.48% Mar 2009 - Feb 2016 |
-5.51% Mar 2002 - Feb 2009 |
10.78% |
| 10 Years |
+9.50% |
+18.68% Sep 2011 - Aug 2021 |
-3.89% Nov 2000 - Oct 2010 |
3.82% |
| 15 Years |
+8.98% |
+13.53% Sep 2006 - Aug 2021 |
+2.23% Nov 2000 - Oct 2015 |
0.00% |
| 20 Years |
+7.73% |
+9.92% Sep 2001 - Aug 2021 |
+5.38% Nov 2000 - Oct 2020 |
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 S&P 500 Growth ETF (SPYG) ETF: Rolling Returns page.
Seasonality and Yearly/Monthly Returns
In the table below, for the SPDR Portfolio S&P 500 Growth ETF (SPYG) 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.
| Monthly Average Return (%) and Gain Frequency | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Return (%) | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| Average Win % |
0.28 52% |
-0.49 48% |
0.41 62% |
2.95 71% |
0.83 62% |
-0.33 48% |
1.40 62% |
0.21 57% |
-0.84 60% |
1.62 70% |
1.78 81% |
0.33 57% |
| Best Year |
7.5 2019 |
6.0 2015 |
7.8 2009 |
14.3 2020 |
6.0 2005 |
6.1 2019 |
7.6 2009 |
9.4 2020 |
11.7 2010 |
10.5 2002 |
10.6 2001 |
5.5 2010 |
| Worst Year |
-8.2 2008 |
-16.9 2001 |
-14.1 2001 |
-9.6 2002 |
-8.2 2010 |
-10.6 2002 |
-7.4 2002 |
-11.3 2001 |
-11.8 2001 |
-17.9 2008 |
-10.1 2000 |
-9.5 2002 |
For further information about the seasonality, check the Asset Class Seasonality page.
Investing in SPDR Portfolio S&P 500 Growth ETF (SPYG) ETF: detail of monthly returns
| Months | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Year | Return | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| 2021 |
+23.60% | -0.5 | 0.0 | 2.7 | 6.8 | -0.9 | 5.6 | 3.8 | 4.2 | ||||
| 2020 |
+33.47% | 2.3 | -7.0 | -10.0 | 14.3 | 5.9 | 4.2 | 7.1 | 9.4 | -4.6 | -3.0 | 9.7 | 4.0 |
| 2019 |
+30.84% | 7.5 | 4.1 | 2.7 | 4.0 | -5.3 | 6.1 | 1.1 | -0.7 | 0.3 | 1.8 | 3.4 | 2.8 |
| 2018 |
-0.10% | 7.2 | -2.1 | -2.9 | 0.2 | 4.4 | 0.6 | 3.4 | 4.8 | 0.7 | -8.1 | 1.5 | -8.5 |
| 2017 |
+27.23% | 2.9 | 4.1 | 1.2 | 1.9 | 3.0 | -0.6 | 2.6 | 1.4 | 1.1 | 3.3 | 2.8 | 0.7 |
| 2016 |
+6.84% | -5.2 | -0.8 | 7.0 | -1.6 | 2.7 | -0.3 | 4.6 | -0.3 | 0.3 | -2.1 | 1.3 | 1.5 |
| 2015 |
+5.09% | -1.9 | 6.0 | -1.7 | 0.4 | 1.9 | -1.8 | 3.5 | -6.1 | -2.4 | 9.5 | 0.2 | -1.6 |
| 2014 |
+14.80% | -3.1 | 5.2 | -0.7 | 0.2 | 3.4 | 2.0 | -1.2 | 4.3 | -0.9 | 2.8 | 3.1 | -0.7 |
| 2013 |
+32.60% | 3.9 | 1.2 | 3.8 | 1.9 | 2.3 | -1.9 | 5.3 | -2.2 | 3.7 | 5.0 | 3.0 | 2.8 |
| 2012 |
+14.18% | 3.9 | 4.5 | 3.3 | -0.2 | -5.2 | 3.4 | 2.0 | 2.1 | 2.2 | -3.0 | 1.1 | -0.2 |
| 2011 |
+4.64% | 1.4 | 3.2 | 0.5 | 3.2 | -0.9 | -1.0 | -0.5 | -4.7 | -6.2 | 10.1 | -0.6 | 0.9 |
| 2010 |
+16.24% | -4.3 | 3.7 | 5.8 | 1.5 | -8.2 | -5.7 | 6.9 | -5.3 | 11.7 | 4.4 | 1.2 | 5.5 |
| 2009 |
+37.00% | -5.3 | -7.7 | 7.8 | 11.3 | 3.6 | 1.2 | 7.6 | 2.2 | 5.0 | -1.8 | 5.0 | 4.7 |
| 2008 |
-37.42% | -8.2 | -1.4 | -0.4 | 5.6 | 4.0 | -6.4 | -2.8 | 1.9 | -11.5 | -17.9 | -8.2 | 2.3 |
| 2007 |
+10.75% | 2.6 | -1.9 | 0.6 | 4.2 | 3.4 | -1.4 | -2.2 | 1.6 | 4.0 | 3.3 | -3.6 | 0.0 |
| 2006 |
+9.01% | 3.4 | -1.5 | 1.7 | -0.1 | -3.6 | 0.1 | -2.0 | 2.7 | 2.3 | 3.3 | 2.5 | 0.2 |
| 2005 |
+2.78% | -3.1 | 0.0 | -2.2 | -3.0 | 6.0 | -1.5 | 5.0 | -1.8 | 0.3 | 0.3 | 3.4 | 0.0 |
| 2004 |
+5.27% | 2.0 | 0.5 | -1.7 | -0.3 | 1.0 | 1.2 | -5.4 | -1.2 | 0.9 | 1.4 | 3.4 | 3.9 |
| 2003 |
+28.34% | -3.0 | 0.4 | 3.4 | 7.3 | 2.7 | 1.3 | 3.4 | 1.3 | -1.2 | 5.8 | 0.9 | 3.3 |
| 2002 |
-32.14% | -3.9 | -3.7 | 2.0 | -9.6 | -1.2 | -10.6 | -7.4 | 2.0 | -10.8 | 10.5 | 7.0 | -9.5 |
| 2001 |
-25.90% | 7.1 | -16.9 | -14.1 | 14.1 | -1.4 | -1.5 | -5.6 | -11.3 | -11.8 | 7.1 | 10.6 | 0.0 |