FundWatcher
MMTM
State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF
SPDR SERIES TRUST
ETFIndex fund

Average annual returns

Through 2025 · incl. N-PORT-derived 2025
1 year
13.16%
3 year
21.65%
5 year
13.77%
10 year
14.30%

Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.

Calendar-year returns

2025 onward derived from N-PORT monthly returns

Risk statistics

81 months through March 31, 2026
Volatility (ann.)
13.45%
Sharpe
1.45
Sortino
2.82
Max drawdown
-22.89%
Best month
11.50%
Worst month
-11.97%
Beta vs VTSAX
1.04
Correlation
0.97

Derived from N-PORT monthly total returns; distinct from the prospectus returns above.

Machine-readable: JSON · Markdown. Programmatic access via the agent surface.