Last Update: 31 Aug 2021

Category: Stocks
ETF: SPDR S&P 600 Small Cap Value ETF (SLYV)

In the last 10 years, the SPDR S&P 600 Small Cap Value ETF (SLYV) ETF obtained a 13.79% compound annual return, with a 19.92% standard deviation.

In the last 20 years, a 10.55% compound annual return, with a 19.93% standard deviation.

In 2020, the portfolio granted a 1.43% dividend yield. If you are interested in getting periodic income, please refer to the SPDR S&P 600 Small Cap Value ETF (SLYV): Dividend Yield page.

The ETF is related to the following investment themes:

  • Asset Class: Equity
  • Size: Micro 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 600 Small Cap Value ETF (SLYV): Dividend Yield page.

Capital Growth:
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Period Returns
Aug 2021
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+2.00%
0.00%
1 - 0
3M
-3.24%
-5.14%
Jun 2021 - Jul 2021
1 - 2
6M
+7.98%
-5.14%
Jun 2021 - Jul 2021
4 - 2
YTD
+27.23%
-5.14%
Jun 2021 - Jul 2021
6 - 2
1Y
+60.04%
21.98%
-5.23%
Sep 2020 - Sep 2020
9 - 3
3Y
+7.74%
annualized
28.26%
-40.05%
Sep 2018 - Mar 2020
24 - 12
5Y
+12.37%
annualized
23.41%
-40.05%
Sep 2018 - Mar 2020
41 - 19
10Y
+13.79%
annualized
19.92%
-40.05%
Sep 2018 - Mar 2020
83 - 37
MAX
01 Nov 2000
+11.56%
annualized
19.76%
-55.37%
Jun 2007 - Feb 2009
167 - 83

* Annualized St.Dev. of monthly returns

Drawdowns

Drawdonws Chart:

Rolling Returns ( more details)

SPDR S&P 600 Small Cap Value ETF (SLYV) ETF: annualized rolling and average returns

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+12.39% +103.96%
Apr 2020 - Mar 2021
-45.20%
Mar 2008 - Feb 2009
24.69%
2 Years
+10.35% +51.03%
Mar 2009 - Feb 2011
-30.74%
Mar 2007 - Feb 2009
16.74%
3 Years
+10.23% +33.44%
Mar 2009 - Feb 2012
-18.30%
Mar 2006 - Feb 2009
15.35%
5 Years
+9.95% +29.14%
Mar 2009 - Feb 2014
-7.68%
Mar 2004 - Feb 2009
5.76%
7 Years
+9.41% +19.34%
Apr 2009 - Mar 2016
-0.85%
Mar 2002 - Feb 2009
1.20%
10 Years
+9.90% +18.22%
Mar 2009 - Feb 2019
+6.16%
Apr 2010 - Mar 2020
0.00%
15 Years
+9.52% +12.14%
Feb 2003 - Jan 2018
+5.57%
Apr 2005 - Mar 2020
0.00%
20 Years
+10.39% +11.08%
Apr 2001 - Mar 2021
+9.37%
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 S&P 600 Small Cap Value ETF (SLYV) ETF: Rolling Returns page.

Seasonality and Yearly/Monthly Returns

In the table below, for the SPDR S&P 600 Small Cap Value ETF (SLYV) 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 %
0.11
48%
0.75
71%
1.06
71%
2.81
76%
0.75
67%
0.36
62%
0.75
57%
0.34
62%
-0.30
55%
0.71
70%
3.50
90%
2.05
71%
Best
Year
12.2
2019
10.8
2021
9.5
2016
19.8
2009
9.2
2003
7.7
2019
12.5
2009
6.3
2009
10.7
2010
15.6
2011
19.2
2020
11.4
2000
Worst
Year
-11.0
2009
-12.8
2009
-25.6
2020
-6.8
2004
-9.9
2019
-10.8
2008
-9.5
2002
-8.3
2011
-10.3
2011
-20.2
2008
-12.7
2008
-12.3
2018

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

Investing in SPDR S&P 600 Small Cap Value ETF (SLYV) 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
+27.23% 6.3 10.8 5.6 1.7 4.0 -0.8 -4.4 2.0
2020
+2.71% -6.4 -10.1 -25.6 13.8 2.5 3.6 2.7 5.1 -5.2 3.7 19.2 7.4
2019
+24.26% 12.2 4.2 -3.8 4.2 -9.9 7.7 1.2 -5.1 5.6 2.0 2.8 2.9
2018
-12.76% 1.4 -4.2 1.4 1.7 5.8 0.9 2.6 3.1 -3.0 -10.1 0.7 -12.3
2017
+11.66% -1.1 1.3 -0.6 0.5 -2.1 3.1 0.7 -2.9 8.7 0.6 3.8 -0.5
2016
+31.18% -5.8 2.2 9.5 2.0 0.5 0.5 5.4 1.2 0.8 -3.9 13.5 3.0
2015
-6.41% -5.1 6.1 1.0 -1.9 0.9 0.5 -3.0 -4.3 -3.8 6.4 2.6 -5.1
2014
+6.87% -3.8 4.6 1.2 -2.3 0.8 4.0 -5.1 4.5 -6.1 7.3 0.3 2.3
2013
+40.63% 6.1 1.5 4.0 0.2 4.3 -0.8 7.4 -3.4 6.7 3.6 4.1 1.4
2012
+17.38% 8.0 1.7 3.0 -1.9 -7.9 4.9 -0.3 3.7 3.4 -2.4 1.6 3.0
2011
-1.73% -0.3 4.0 2.4 1.5 -2.3 -1.4 -2.8 -8.3 -10.3 15.6 0.4 2.1
2010
+24.58% -1.9 4.7 7.8 6.6 -7.9 -8.5 7.8 -7.6 10.7 3.1 2.4 7.5
2009
+37.04% -11.0 -12.8 9.2 19.8 3.6 -0.4 12.5 6.3 5.0 -5.8 3.6 6.8
2008
-33.99% -3.8 -2.8 -0.7 4.0 3.2 -10.8 2.9 3.7 -6.7 -20.2 -12.7 7.0
2007
-4.60% 2.3 -0.5 1.3 2.0 4.0 -2.2 -7.1 1.5 1.2 1.1 -6.3 -1.4
2006
+19.80% 7.3 0.0 3.8 0.4 -3.5 0.8 -1.5 2.6 0.2 4.6 3.6 0.5
2005
+2.81% -5.3 1.9 -1.8 -5.5 6.6 3.5 6.1 -1.9 1.1 -2.5 4.0 -2.7
2004
+18.23% 2.9 3.1 0.7 -6.8 2.2 3.7 -5.1 0.8 4.0 1.8 7.6 2.8
2003
+42.98% -3.3 -2.8 0.3 10.5 9.2 1.4 4.2 2.6 -1.4 7.7 4.4 4.5
2002
-3.88% 1.2 2.6 7.0 2.2 -1.5 -3.9 -9.5 3.9 -7.5 0.1 5.2 -2.3
2001
+14.42% 2.3 0.3 -3.4 6.4 3.2 1.8 0.9 -0.3 -9.5 1.5 6.9 4.7
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