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SPDR Portfolio S&P 500 ETF

SPLG
ETF · Currency in USD
ISIN
US78464A8541
CUSIP
78464A854
Issuer
State Street SPDR
Inception Date
Nov 15, 2005
Region
North America (U.S.)
Category
Large Cap Blend Equities
Expense Ratio
0.03%
Index Tracked
S&P 500 Index
ETF Home Page
www.ssga.com
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Blend

SPLGPrice Chart


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SPLGPerformance

The chart shows the growth of $10,000 invested in SPLG on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $44,984 for a total return of roughly 349.84%. All prices are adjusted for splits and dividends.


0.00%100.00%200.00%300.00%400.00%20122014201620182020
349.84%
259.57%
S&P 500

SPLGReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M5.25%
YTD8.96%
6M19.09%
1Y50.65%
5Y17.12%
10Y14.12%

SPLGMonthly Returns Heatmap


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SPLGSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current SPDR Portfolio S&P 500 ETF Sharpe ratio is 3.28. A Sharpe ratio of 3.0 or higher is considered excellent.

The chart below displays rolling 12-month Sharpe Ratio.


-1.000.001.002.003.004.0020122014201620182020
3.28

SPLGDividends

SPDR Portfolio S&P 500 ETF granted a 1.41% dividend yield in the last twelve months, as of Apr 7, 2021. The annual payout for that period amounted to $0.67 per share.


PeriodTTM20202019201820172016201520142013201220112010
Dividend$0.67$0.68$0.68$0.65$0.55$0.52$0.48$0.43$0.37$0.34$0.28$0.24
Dividend yield
1.41%1.54%1.79%2.23%1.75%1.97%1.98%1.79%1.71%2.08%1.87%1.65%

SPLGDrawdowns Chart


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%20122014201620182020
-0.10%

SPLGWorst Drawdowns

The table below shows the maximum drawdowns of the SPDR Portfolio S&P 500 ETF. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the {{portfolioName}} is 33.87%, recorded on Mar 23, 2020. It took 97 trading sessions for the portfolio to recover.


Depth
Start
To Bottom
Bottom
To Recover
End
Total
-33.87%Feb 20, 202023Mar 23, 202097Aug 10, 2020120
-20.28%May 2, 2011109Oct 4, 201186Feb 7, 2012195
-19.78%Sep 21, 201865Dec 24, 201870Apr 5, 2019135
-15.31%Apr 26, 201050Jul 6, 201086Nov 4, 2010136
-14.25%Jul 21, 2015140Feb 8, 201682Jun 6, 2016222
-9.93%Jan 29, 20189Feb 8, 2018115Jul 25, 2018124
-9.91%Apr 3, 201243Jun 4, 201253Aug 17, 201296
-9.43%Sep 3, 202014Sep 23, 202035Nov 11, 202049
-8.32%Jan 20, 201013Feb 5, 201022Mar 10, 201035
-7.7%Sep 22, 201418Oct 15, 201415Nov 5, 201433

SPLGVolatility Chart

Current SPDR Portfolio S&P 500 ETF volatility is 12.04%. The chart below displays rolling 10-day Close-to-Close volatility.


0.00%20.00%40.00%60.00%80.00%100.00%120.00%20122014201620182020
12.04%

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