Last Update: 31 Aug 2021

Category: Stocks
ETF: SPDR Portfolio S&P 500 Growth ETF (SPYG)

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.

Capital Growth:
Swipe left to see all data
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

Drawdonws Chart:

Rolling Returns ( more details)

SPDR Portfolio S&P 500 Growth ETF (SPYG) ETF: annualized rolling and average returns

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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.

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 %
0.28
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

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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
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