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

Average annual returns

Through 2025 · incl. N-PORT-derived 2025
1 year
17.84%
3 year
22.97%
5 year
14.39%
10 year
14.81%

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.)
12.04%
Sharpe
1.52
Sortino
3.00
Max drawdown
-23.89%
Best month
12.81%
Worst month
-12.40%
Beta vs VTSAX
0.95
Correlation
1.00

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

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