SPDR S&P 400 Mid Cap Value ETF (MDYV)

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The chart shows the growth of an initial investment of $10,000 in SPDR S&P 400 Mid Cap Value ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

SPDR S&P 400 Mid Cap Value ETF (MDYV) has returned 1.05% so far this year and 12.66% over the past 12 months. Over the last ten years, MDYV has returned 9.95% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Nov 15, 2005, MDYV's average daily return is +0.04%, while the average monthly return is +0.84%. At this rate, your investment would double in approximately 6.9 years.

Historically, 64% of months were positive and 36% were negative. The best month was Nov 2020 with a return of +16.6%, while the worst month was Mar 2020 at -24.3%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 5 months.

On a daily basis, MDYV closed higher 51% of trading days. The best single day was Nov 24, 2008 with a return of +14.0%, while the worst single day was Mar 16, 2020 at -13.2%.

SPDR S&P 400 Mid Cap Value ETF has an annualized alpha of 1.72%, beta of 0.89, and R² of 0.63 versus S&P 500 Index. Calculated based on daily prices since November 16, 2005.

• This ETF captured 111.15% of S&P 500 Index gains and 110.03% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• With beta of 0.89 and R² of 0.63, this ETF moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

MDYV has an expense ratio of 0.15%, which is considered low.

MDYV ranks 33 for risk / return — below 33% of ETFs on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

The table below present risk-adjusted performance metrics for SPDR S&P 400 Mid Cap Value ETF (MDYV) and compare them to a chosen benchmark (S&P 500 Index).

SPDR S&P 400 Mid Cap Value ETF provided a 1.86% dividend yield over the last twelve months, with an annual payout of $1.59 per share.

The table displays the monthly dividend distributions for SPDR S&P 400 Mid Cap Value ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the SPDR S&P 400 Mid Cap Value ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the SPDR S&P 400 Mid Cap Value ETF was 60.71%, occurring on Mar 6, 2009. Recovery took 525 trading sessions.

The current SPDR S&P 400 Mid Cap Value ETF drawdown is 7.55%.

The chart below shows the rolling one-month volatility.