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SPDR Portfolio S&P 400 Mid Cap ETF

SPMD
ETF · Currency in USD
ISIN
US78464A8475
CUSIP
78464A847
Issuer
State Street
Inception Date
Nov 8, 2005
Region
North America (U.S.)
Category
Mid Cap Blend Equities
Expense Ratio
0.05%
Index Tracked
S&P MidCap 400 Index
ETF Home Page
www.ssga.com
Asset Class
Equity

Asset Class Size

Small-Cap

Asset Class Style

Blend

SPMDPrice Chart


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SPMDPerformance

The chart shows the growth of $10,000 invested in SPDR Portfolio S&P 400 Mid Cap ETF on Jul 10, 2013 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $20,540 for a total return of roughly 105.40%. All prices are adjusted for splits and dividends.


SPMD (SPDR Portfolio S&P 400 Mid Cap ETF)
Benchmark (S&P 500)

SPMDReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M6.37%
6M4.20%
YTD22.44%
1Y43.60%
5Y14.91%
10Y9.07%

SPMDMonthly Returns Heatmap


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SPMDSharpe 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 400 Mid Cap ETF Sharpe ratio is 2.27. A Sharpe ratio higher than 2.0 is considered very good.

The chart below displays rolling 12-month Sharpe Ratio.


SPMD (SPDR Portfolio S&P 400 Mid Cap ETF)
Benchmark (S&P 500)

SPMDDividends

SPDR Portfolio S&P 400 Mid Cap ETF granted a 1.39% dividend yield in the last twelve months, as of Oct 23, 2021. The annual payout for that period amounted to $0.68 per share.


PeriodTTM20202019201820172016201520142013
Dividend$0.68$0.53$0.57$0.55$0.66$0.31$0.00$0.00$0.00

Dividend yield

1.39%1.30%1.57%1.85%1.97%1.05%0.00%0.00%0.00%

SPMDDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


SPMD (SPDR Portfolio S&P 400 Mid Cap ETF)
Benchmark (S&P 500)

SPMDWorst Drawdowns

The table below shows the maximum drawdowns of the SPDR Portfolio S&P 400 Mid Cap 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 SPDR Portfolio S&P 400 Mid Cap ETF is 41.86%, recorded on Mar 23, 2020. It took 161 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-41.86%Feb 21, 202022Mar 23, 2020161Nov 9, 2020183
-28.39%Jun 19, 2015164Feb 11, 2016208Dec 7, 2016372
-24.32%Aug 30, 201880Dec 24, 2018249Dec 19, 2019329
-12.61%Dec 2, 2013218Oct 13, 2014109Mar 20, 2015327
-9.37%Jan 29, 20189Feb 8, 201870May 21, 201879
-6.94%May 10, 202149Jul 19, 202129Aug 27, 202178
-6.22%Mar 16, 20217Mar 24, 202114Apr 14, 202121
-5.95%Jul 26, 201718Aug 18, 201727Sep 27, 201745
-5.2%Jan 21, 20217Jan 29, 20215Feb 5, 202112
-5.05%Sep 3, 202112Sep 21, 202121Oct 20, 202133

SPMDVolatility Chart

Current SPDR Portfolio S&P 400 Mid Cap ETF volatility is 7.59%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


SPMD (SPDR Portfolio S&P 400 Mid Cap ETF)
Benchmark (S&P 500)

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