Last Update: 31 Aug 2021

Category: Stocks
ETF: SPDR Portfolio S&P 500 Value ETF (SPYV)

In the last 10 years, the SPDR Portfolio S&P 500 Value ETF (SPYV) ETF obtained a 13.16% compound annual return, with a 14.25% standard deviation.

In the last 20 years, a 7.59% compound annual return, with a 15.01% standard deviation.

In 2020, the portfolio granted a 2.37% dividend yield. If you are interested in getting periodic income, please refer to the SPDR Portfolio S&P 500 Value ETF (SPYV): Dividend Yield page.

The ETF is related to the following investment themes:

  • Asset Class: Equity
  • Size: Large Cap
  • Style: Blend
  • 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 Value ETF (SPYV): Dividend Yield page.

Capital Growth:
Swipe left to see all data
Period Returns
Aug 2021
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+1.68%
0.00%
1 - 0
3M
+1.29%
-1.18%
Jun 2021 - Jun 2021
2 - 1
6M
+14.27%
-1.18%
Jun 2021 - Jun 2021
5 - 1
YTD
+19.22%
-1.54%
Jan 2021 - Jan 2021
6 - 2
1Y
+33.27%
14.56%
-4.15%
Sep 2020 - Oct 2020
8 - 4
3Y
+12.07%
annualized
19.36%
-25.24%
Jan 2020 - Mar 2020
24 - 12
5Y
+12.31%
annualized
15.92%
-25.24%
Jan 2020 - Mar 2020
40 - 20
10Y
+13.16%
annualized
14.25%
-25.24%
Jan 2020 - Mar 2020
83 - 37
MAX
01 Nov 2000
+7.17%
annualized
14.87%
-53.68%
Jun 2007 - Feb 2009
161 - 89

* Annualized St.Dev. of monthly returns

Drawdowns

Drawdonws Chart:

Rolling Returns ( more details)

SPDR Portfolio S&P 500 Value ETF (SPYV) ETF: annualized rolling and average returns

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+8.17% +50.49%
Apr 2020 - Mar 2021
-45.85%
Mar 2008 - Feb 2009
24.27%
2 Years
+7.57% +36.13%
Mar 2009 - Feb 2011
-28.74%
Mar 2007 - Feb 2009
18.50%
3 Years
+7.63% +23.42%
Mar 2009 - Feb 2012
-16.04%
Mar 2006 - Feb 2009
17.67%
5 Years
+7.48% +21.51%
Mar 2009 - Feb 2014
-6.80%
Mar 2004 - Feb 2009
19.90%
7 Years
+7.01% +15.62%
Mar 2009 - Feb 2016
-3.61%
Mar 2002 - Feb 2009
4.19%
10 Years
+7.28% +14.69%
Mar 2009 - Feb 2019
+1.73%
Dec 2000 - Nov 2010
0.00%
15 Years
+7.14% +9.38%
Feb 2003 - Jan 2018
+4.57%
Feb 2001 - Jan 2016
0.00%
20 Years
+6.81% +7.59%
Sep 2001 - Aug 2021
+5.72%
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 Value ETF (SPYV) ETF: Rolling Returns page.

Seasonality and Yearly/Monthly Returns

In the table below, for the SPDR Portfolio S&P 500 Value ETF (SPYV) 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 %
-0.54
43%
0.03
67%
0.94
62%
2.46
76%
0.31
67%
-0.56
48%
1.02
71%
-0.12
62%
-0.22
55%
0.98
60%
2.41
81%
1.34
81%
Best
Year
8.5
2019
6.0
2021
8.9
2009
10.7
2020
6.8
2009
8.1
2019
7.4
2009
3.9
2009
7.1
2010
12.5
2011
12.9
2020
7.6
2010
Worst
Year
-11.1
2009
-12.3
2009
-15.3
2020
-5.9
2002
-7.6
2019
-10.0
2008
-8.5
2002
-6.4
2011
-10.4
2002
-16.8
2008
-5.7
2008
-9.4
2018

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

Investing in SPDR Portfolio S&P 500 Value ETF (SPYV) 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
+19.22% -1.5 6.0 6.3 3.8 2.2 -1.2 0.8 1.7
2020
+1.44% -2.6 -9.4 -15.3 10.7 3.2 -1.1 3.9 3.4 -2.4 -1.8 12.9 3.3
2019
+31.70% 8.5 2.2 1.1 4.1 -7.6 8.1 1.7 -2.7 3.9 2.7 3.9 3.0
2018
-8.98% 4.1 -5.5 -2.0 0.5 0.3 0.7 4.0 1.3 0.4 -5.4 2.7 -9.4
2017
+15.39% 0.8 3.8 -1.1 -0.3 -0.2 1.9 1.3 -1.3 3.3 1.3 3.4 1.7
2016
+17.07% -5.1 0.8 7.0 2.0 0.9 0.7 2.8 0.6 -0.2 -1.6 6.3 2.4
2015
-3.16% -4.5 5.7 -1.5 1.3 0.9 -2.1 0.4 -6.1 -3.2 7.9 0.5 -1.8
2014
+12.16% -3.7 3.5 2.8 1.1 1.4 1.8 -1.4 3.3 -1.4 1.6 2.3 0.5
2013
+31.76% 6.8 1.1 3.7 1.8 3.3 -1.7 6.0 -4.3 2.5 4.6 3.2 1.7
2012
+17.23% 4.8 4.2 3.3 -1.4 -6.4 4.4 1.0 2.1 3.1 -0.6 0.0 2.1
2011
-0.74% 3.1 3.7 0.0 2.1 -1.9 -2.0 -3.7 -6.4 -7.1 12.5 -1.6 1.8
2010
+15.48% -2.2 2.2 6.2 1.9 -7.5 -4.9 6.8 -3.6 7.1 3.0 -0.7 7.6
2009
+17.12% -11.1 -12.3 8.9 8.0 6.8 -0.6 7.4 3.9 3.2 -1.9 5.9 0.6
2008
-36.29% -4.3 -4.1 -0.6 4.2 -0.5 -10.0 0.7 1.5 -7.7 -16.8 -5.7 1.0
2007
+1.38% 1.1 -1.9 1.6 4.3 3.5 -2.1 -4.4 1.9 3.4 0.0 -4.2 -1.4
2006
+21.57% 2.8 0.7 1.5 2.2 -2.4 0.8 2.4 2.1 2.6 2.9 2.4 2.0
2005
+5.35% -2.3 3.0 -1.2 -1.5 1.8 0.6 2.0 -1.3 2.4 -1.4 3.0 0.3
2004
+13.21% 2.1 1.8 -2.1 -1.1 0.0 2.4 -1.5 1.7 0.6 1.1 4.3 3.3
2003
+25.21% -3.2 -3.2 1.0 9.0 5.6 2.9 -0.7 0.4 -0.4 4.5 0.5 7.0
2002
-17.99% -4.2 1.2 4.2 -5.9 1.5 -7.5 -8.5 2.6 -10.4 7.8 5.7 -4.2
2001
-5.60% -0.8 -2.9 -4.2 4.8 1.7 -2.8 0.4 -3.5 -3.9 -0.9 4.2 2.6
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