Last Update: 31 Aug 2021

Category: Stocks
ETF: SPDR S&P 400 Mid Cap Value ETF (MDYV)

In the last 10 years, the SPDR S&P 400 Mid Cap Value ETF (MDYV) ETF obtained a 13.23% compound annual return, with a 18.12% standard deviation.

In 2020, the portfolio granted a 1.74% dividend yield. If you are interested in getting periodic income, please refer to the SPDR S&P 400 Mid Cap Value ETF (MDYV): Dividend Yield page.

The ETF is related to the following investment themes:

  • Asset Class: Equity
  • Size: Small 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 S&P 400 Mid Cap Value ETF (MDYV): Dividend Yield page.

Capital Growth:
Swipe left to see all data
Period Returns
Aug 2021
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+2.42%
0.00%
1 - 0
3M
-0.71%
-3.06%
Jun 2021 - Jul 2021
1 - 2
6M
+13.41%
-3.06%
Jun 2021 - Jul 2021
4 - 2
YTD
+25.54%
-3.06%
Jun 2021 - Jul 2021
6 - 2
1Y
+54.50%
18.79%
-4.21%
Sep 2020 - Sep 2020
9 - 3
3Y
+10.39%
annualized
26.37%
-35.00%
Jan 2020 - Mar 2020
24 - 12
5Y
+12.09%
annualized
21.29%
-35.00%
Jan 2020 - Mar 2020
42 - 18
10Y
+13.23%
annualized
18.12%
-35.00%
Jan 2020 - Mar 2020
82 - 38
MAX
01 Dec 2005
+9.04%
annualized
19.05%
-55.44%
Jun 2007 - Feb 2009
126 - 63

* Annualized St.Dev. of monthly returns

Drawdowns

Drawdonws Chart:

Rolling Returns ( more details)

SPDR S&P 400 Mid Cap Value ETF (MDYV) ETF: annualized rolling and average returns

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+10.27% +89.00%
Apr 2020 - Mar 2021
-45.48%
Mar 2008 - Feb 2009
29.78%
2 Years
+7.98% +48.01%
Mar 2009 - Feb 2011
-30.56%
Mar 2007 - Feb 2009
21.69%
3 Years
+8.08% +30.16%
Mar 2009 - Feb 2012
-18.02%
Mar 2006 - Feb 2009
20.78%
5 Years
+9.83% +26.59%
Mar 2009 - Feb 2014
-1.60%
Apr 2015 - Mar 2020
3.85%
7 Years
+10.24% +18.25%
Apr 2009 - Mar 2016
+3.09%
Apr 2013 - Mar 2020
0.00%
10 Years
+9.75% +16.93%
Mar 2009 - Feb 2019
+5.59%
Feb 2006 - Jan 2016
0.00%
15 Years
+8.48% +9.20%
Jun 2006 - May 2021
+7.41%
Dec 2005 - Nov 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 S&P 400 Mid Cap Value ETF (MDYV) ETF: Rolling Returns page.

Seasonality and Yearly/Monthly Returns

In the table below, for the SPDR S&P 400 Mid Cap Value ETF (MDYV) 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 %
0.46
56%
0.81
75%
1.13
75%
3.68
69%
-0.37
63%
-0.26
56%
0.87
63%
0.06
56%
0.13
60%
0.17
67%
2.29
80%
1.58
81%
Best
Year
11.7
2019
9.5
2021
9.8
2016
16.2
2009
5.2
2020
8.3
2019
7.9
2009
9.5
2009
9.4
2010
14.2
2011
16.6
2020
7.3
2010
Worst
Year
-9.0
2009
-13.0
2009
-24.3
2020
-0.8
2012
-9.7
2019
-9.2
2008
-6.0
2007
-7.6
2011
-9.9
2011
-22.7
2008
-8.7
2008
-11.3
2018

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

Investing in SPDR S&P 400 Mid Cap Value ETF (MDYV) ETF: detail of monthly returns

Swipe left to see all data
Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2021
+25.54% 1.1 9.5 7.0 4.8 1.9 -2.9 -0.2 2.4
2020
+3.74% -4.1 -10.5 -24.3 14.4 5.2 1.1 2.7 3.8 -4.2 3.3 16.6 6.6
2019
+25.44% 11.7 4.0 -2.2 4.7 -9.7 8.3 0.9 -5.3 5.0 1.3 2.8 3.1
2018
-11.93% 1.3 -5.0 1.0 0.4 4.3 0.4 2.1 2.6 -1.0 -8.9 2.9 -11.3
2017
+12.29% 1.6 1.9 -0.7 -0.4 -1.2 2.1 1.0 -2.2 4.5 0.9 3.7 0.6
2016
+26.13% -5.6 2.5 9.8 2.0 1.4 0.1 4.5 0.3 0.1 -2.1 9.7 1.8
2015
-7.14% -3.3 5.7 0.1 -0.3 0.8 -1.4 -2.4 -4.6 -3.8 6.4 1.3 -5.2
2014
+12.32% -1.5 4.3 1.2 -0.4 1.7 4.3 -4.3 5.1 -5.0 3.8 1.7 1.3
2013
+34.15% 7.3 2.0 5.2 -0.3 3.1 -1.2 6.3 -4.5 4.7 4.5 0.9 2.5
2012
+17.77% 5.6 4.3 2.6 -0.8 -7.1 3.6 0.0 2.6 2.2 -0.9 1.9 3.1
2011
-2.86% 2.1 4.1 1.9 1.7 -2.3 -1.4 -4.1 -7.6 -9.9 14.2 -1.6 1.9
2010
+21.09% -3.5 4.4 7.8 4.2 -7.1 -5.6 5.8 -4.4 9.4 2.1 0.5 7.3
2009
+34.68% -9.0 -13.0 8.4 16.2 1.1 1.3 7.9 9.5 4.6 -4.3 4.2 7.1
2008
-35.60% -3.7 -2.9 -2.7 7.7 2.1 -9.2 1.1 2.5 -8.5 -22.7 -8.7 5.9
2007
-1.96% 2.4 1.2 0.8 4.4 2.9 -3.6 -6.0 -1.2 2.4 0.7 -4.5 -0.9
2006
+16.29% 5.0 0.4 2.2 0.6 -3.0 0.0 -1.5 1.8 1.5 4.1 2.9 1.4
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