SPDR Portfolio S&P 400 Mid Cap ETF (SPMD)

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The chart shows the growth of an initial investment of $10,000 in SPDR Portfolio S&P 400 Mid Cap 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 Portfolio S&P 400 Mid Cap ETF (SPMD) has returned 2.59% so far this year and 17.37% over the past 12 months. Over the last ten years, SPMD has returned 10.73% 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, SPMD's average daily return is +0.05%, while the average monthly return is +0.89%. At this rate, your investment would double in approximately 6.5 years.

Historically, 62% of months were positive and 38% were negative. The best month was Apr 2009 with a return of +16.7%, while the worst month was Oct 2008 at -20.8%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 5 months.

On a daily basis, SPMD closed higher 53% of trading days. The best single day was Oct 13, 2008 with a return of +11.6%, while the worst single day was Mar 16, 2020 at -14.2%.

SPDR Portfolio S&P 400 Mid Cap ETF has an annualized alpha of 1.43%, beta of 0.99, and R² of 0.76 versus S&P 500 Index. Calculated based on daily prices since November 16, 2005.

• This ETF captured 112.13% of S&P 500 Index gains and 107.80% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• With beta of 0.99 and R² of 0.76, this ETF moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

SPMD has an expense ratio of 0.05%, which is considered low.

SPMD ranks 46 for risk / return — on par with similar ETFs. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

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

SPDR Portfolio S&P 400 Mid Cap ETF provided a 1.37% dividend yield over the last twelve months, with an annual payout of $0.81 per share. The fund has been increasing its distributions for 5 consecutive years.

The table displays the monthly dividend distributions for SPDR Portfolio S&P 400 Mid Cap 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 Portfolio S&P 400 Mid Cap 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 Portfolio S&P 400 Mid Cap ETF was 57.62%, occurring on Mar 9, 2009. Recovery took 446 trading sessions.

The current SPDR Portfolio S&P 400 Mid Cap ETF drawdown is 6.13%.

The chart below shows the rolling one-month volatility.