PortfoliosLab logo

SPDR Portfolio S&P 1500 Composite Stock Market ETF

SPTM
ETF · Currency in USD
ISIN
US78464A8053
CUSIP
78464A805
Issuer
State Street
Inception Date
Oct 4, 2000
Region
North America (U.S.)
Category
All Cap Equities
Expense Ratio
0.03%
Index Tracked
S&P Composite 1500 Index
ETF Home Page
www.ssga.com
Asset Class
Equity

Asset Class Size

Large-Cap

Asset Class Style

Blend

SPTMPrice Chart


Chart placeholderClick Calculate to get results
S&P 500

SPTMPerformance

The chart shows the growth of $10,000 invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $48,657 for a total return of roughly 386.57%. All prices are adjusted for splits and dividends.


SPTM (SPDR Portfolio S&P 1500 Composite Stock Market ETF)
Benchmark (S&P 500)

SPTMReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M-0.31%
6M12.78%
YTD19.17%
1Y33.76%
5Y17.60%
10Y15.95%

SPTMMonthly Returns Heatmap


Chart placeholderClick Calculate to get results

SPTMSharpe 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 1500 Composite Stock Market ETF Sharpe ratio is 2.50. A Sharpe ratio higher than 2.0 is considered very good.

The chart below displays rolling 12-month Sharpe Ratio.


SPTM (SPDR Portfolio S&P 1500 Composite Stock Market ETF)
Benchmark (S&P 500)

SPTMDividends

SPDR Portfolio S&P 1500 Composite Stock Market ETF granted a 1.24% dividend yield in the last twelve months, as of Sep 18, 2021. The annual payout for that period amounted to $0.68 per share.


PeriodTTM20202019201820172016201520142013201220112010
Dividend$0.68$0.72$0.68$0.59$0.55$0.53$0.49$0.54$0.38$0.35$0.28$0.24

Dividend yield

1.24%1.56%1.71%1.90%1.66%1.91%1.92%2.08%1.63%1.95%1.82%1.54%

SPTMDrawdowns Chart

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


SPTM (SPDR Portfolio S&P 1500 Composite Stock Market ETF)
Benchmark (S&P 500)

SPTMWorst Drawdowns

The table below shows the maximum drawdowns of the SPDR Portfolio S&P 1500 Composite Stock Market 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 1500 Composite Stock Market ETF is 34.67%, recorded on Mar 23, 2020. It took 102 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-34.67%Feb 20, 202023Mar 23, 2020102Aug 17, 2020125
-20.2%Sep 21, 201865Dec 24, 201875Apr 12, 2019140
-19.69%May 2, 2011108Oct 3, 201188Feb 8, 2012196
-15.93%Apr 26, 201050Jul 6, 201086Nov 4, 2010136
-14.82%Jun 23, 2015162Feb 11, 201681Jun 8, 2016243
-10.29%Apr 3, 201243Jun 4, 201253Aug 17, 201296
-9.79%Jan 29, 20189Feb 8, 2018115Jul 25, 2018124
-9.44%Sep 3, 202014Sep 23, 202033Nov 9, 202047
-7.87%Jan 20, 201014Feb 8, 201018Mar 5, 201032
-7.5%Sep 22, 201418Oct 15, 201412Oct 31, 201430

SPTMVolatility Chart

Current SPDR Portfolio S&P 1500 Composite Stock Market ETF volatility is 8.65%. 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.


SPTM (SPDR Portfolio S&P 1500 Composite Stock Market ETF)
Benchmark (S&P 500)

Portfolios with SPDR Portfolio S&P 1500 Composite Stock Market ETF


Loading data...

More Tools for SPDR Portfolio S&P 1500 Composite Stock Market ETF