FundWatcher
SPYG
State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF
SPDR SERIES TRUST
ETFIndex fund

Average annual returns

Through 2025 · incl. N-PORT-derived 2025
1 year
22.11%
3 year
29.23%
5 year
14.98%
10 year
16.90%

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.)
14.37%
Sharpe
1.52
Sortino
2.95
Max drawdown
-30.41%
Best month
14.43%
Worst month
-12.48%
Beta vs VTSAX
1.04
Correlation
0.91

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

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