Last Update: 31 Aug 2021

Category: Stocks
ETF: SPDR S&P MidCap 400 ETF (MDY)

In the last 10 years, the SPDR S&P MidCap 400 ETF (MDY) ETF obtained a 13.58% compound annual return, with a 16.51% standard deviation.

In the last 20 years, a 10.23% compound annual return, with a 17.42% standard deviation.

In 2020, the portfolio granted a 1.26% dividend yield. If you are interested in getting periodic income, please refer to the SPDR S&P MidCap 400 ETF (MDY): Dividend Yield page.

The ETF is related to the following investment themes:

  • Asset Class: Equity
  • Size: Mid 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 MidCap 400 ETF (MDY): Dividend Yield page.

Capital Growth:
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Period Returns
Aug 2021
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+2.01%
0.00%
1 - 0
3M
+0.91%
-1.36%
Jun 2021 - Jun 2021
2 - 1
6M
+10.63%
-1.36%
Jun 2021 - Jun 2021
5 - 1
YTD
+19.83%
-1.36%
Jun 2021 - Jun 2021
7 - 1
1Y
+44.13%
15.37%
-3.28%
Sep 2020 - Sep 2020
10 - 2
3Y
+11.88%
annualized
23.39%
-29.63%
Jan 2020 - Mar 2020
25 - 11
5Y
+13.43%
annualized
18.90%
-29.63%
Jan 2020 - Mar 2020
42 - 18
10Y
+13.58%
annualized
16.51%
-29.63%
Jan 2020 - Mar 2020
82 - 38
MAX
01 Sep 1995
+11.45%
annualized
17.67%
-49.74%
Jun 2007 - Feb 2009
198 - 114

* Annualized St.Dev. of monthly returns

Drawdowns

Drawdonws Chart:

Rolling Returns ( more details)

SPDR S&P MidCap 400 ETF (MDY) ETF: annualized rolling and average returns

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+12.60% +83.23%
Apr 2020 - Mar 2021
-42.24%
Mar 2008 - Feb 2009
22.59%
2 Years
+11.15% +48.00%
Mar 2009 - Feb 2011
-25.82%
Mar 2007 - Feb 2009
15.22%
3 Years
+10.54% +30.86%
Mar 2009 - Feb 2012
-15.51%
Mar 2006 - Feb 2009
12.27%
5 Years
+10.22% +26.46%
Mar 2009 - Feb 2014
-4.62%
Mar 2004 - Feb 2009
1.98%
7 Years
+9.91% +18.19%
Apr 2009 - Mar 2016
-0.61%
Mar 2002 - Feb 2009
0.87%
10 Years
+9.81% +16.97%
Mar 2009 - Feb 2019
+3.31%
Mar 1999 - Feb 2009
0.00%
15 Years
+9.62% +12.09%
Feb 2003 - Jan 2018
+6.68%
Apr 2005 - Mar 2020
0.00%
20 Years
+9.85% +11.71%
Sep 1998 - Aug 2018
+6.67%
Apr 2000 - Mar 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 MidCap 400 ETF (MDY) ETF: Rolling Returns page.

Seasonality and Yearly/Monthly Returns

In the table below, for the SPDR S&P MidCap 400 ETF (MDY) 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.

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Monthly Average Return (%) and Gain Frequency
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average
Win %
0.50
50%
1.00
62%
1.23
73%
2.97
69%
1.05
65%
0.07
58%
0.33
54%
-0.31
58%
0.09
54%
0.80
65%
2.94
85%
1.81
69%
Best
Year
10.3
2019
7.8
1998
8.5
2016
14.8
2009
8.6
2003
7.8
2019
9.6
1997
10.8
2000
12.5
1998
13.6
2011
14.3
2020
11.4
1998
Worst
Year
-6.7
2009
-9.5
2009
-20.2
2020
-3.7
2005
-8.1
2019
-7.5
2002
-9.6
2002
-20.1
1998
-12.5
2001
-21.6
2008
-9.5
2008
-11.3
2018

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

Investing in SPDR S&P MidCap 400 ETF (MDY) 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
+19.83% 1.4 6.8 4.9 4.3 0.2 -1.4 0.3 2.0
2020
+13.53% -2.6 -9.4 -20.2 14.1 7.2 1.3 4.7 3.5 -3.3 2.2 14.3 6.5
2019
+25.78% 10.3 4.3 -0.6 4.0 -8.1 7.8 0.9 -4.1 3.1 1.1 2.9 2.8
2018
-11.28% 2.8 -4.4 1.0 -0.4 4.1 0.4 1.7 3.2 -1.1 -9.6 3.2 -11.3
2017
+15.92% 1.7 2.6 -0.5 0.8 -0.5 1.5 0.9 -1.5 3.9 2.2 3.7 0.2
2016
+20.46% -5.5 1.2 8.5 1.2 2.3 0.5 4.2 0.5 -0.6 -2.7 7.9 2.2
2015
-2.50% -1.1 5.0 1.3 -1.5 1.7 -1.3 0.1 -5.7 -3.2 5.6 1.3 -4.2
2014
+9.40% -2.2 4.9 0.4 -1.5 1.6 4.2 -4.4 5.1 -4.5 3.5 1.8 0.8
2013
+33.06% 7.1 0.8 4.8 0.6 2.3 -2.3 6.7 -3.9 5.4 3.6 1.2 3.2
2012
+17.82% 6.6 4.5 1.9 -0.3 -6.5 1.9 0.0 3.5 1.7 -0.9 2.3 2.3
2011
-2.13% 1.9 4.5 2.6 2.6 -0.9 -2.5 -3.5 -7.2 -10.5 13.6 -0.2 -0.6
2010
+26.28% -3.2 5.1 7.2 4.2 -7.1 -6.6 6.8 -5.0 11.3 3.4 3.0 6.6
2009
+37.58% -6.7 -9.5 8.3 14.8 2.9 0.9 8.3 4.4 5.7 -4.5 4.2 6.1
2008
-36.44% -6.0 -1.1 -1.9 7.9 5.4 -7.1 -1.8 1.4 -10.8 -21.6 -9.5 4.4
2007
+7.22% 3.5 1.1 1.3 2.8 5.1 -2.2 -4.7 1.1 2.6 2.6 -4.9 -0.8
2006
+9.99% 5.3 -0.3 2.6 1.4 -4.3 -0.5 -2.7 1.2 0.7 4.1 3.1 -0.5
2005
+12.53% -2.4 3.6 -1.5 -3.7 5.7 2.6 5.1 -1.0 0.6 -3.0 5.7 0.6
2004
+15.90% 2.2 2.4 0.4 -3.6 2.5 2.0 -4.6 0.0 2.5 1.7 6.1 3.8
2003
+35.29% -2.6 -2.6 0.3 7.5 8.6 0.9 3.6 4.5 -1.4 7.7 3.6 1.4
2002
-14.53% -0.1 -0.2 6.9 -0.2 -1.6 -7.5 -9.6 0.2 -8.3 4.5 6.2 -4.3
2001
-0.84% 2.5 -6.2 -6.8 10.6 2.4 -0.1 -1.9 -3.1 -12.5 4.4 7.2 5.0
2000
+17.31% -2.2 7.8 6.9 -3.2 -0.8 1.4 1.4 10.8 -1.3 -3.3 -7.2 7.2
1999
+15.51% -2.5 -4.9 2.5 7.9 0.5 5.2 -2.3 -3.4 -2.7 4.9 5.3 5.2
1998
+17.08% -1.4 7.8 4.9 1.5 -5.0 1.5 -4.3 -20.1 12.5 7.9 3.6 11.4
1997
+31.15% 4.6 -1.1 -4.1 2.4 8.4 3.2 9.6 0.2 5.4 -3.8 1.6 2.1
1996
+15.47% 1.7 3.2 0.8 3.3 0.8 -2.0 -6.1 5.4 4.5 0.5 5.9 -2.6
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