At A Glance
You hold SPY in 0 portfolios
SPDR S&P 500 ETF Trust (SPY)
Price
413.47USD
-0.70 -0.17%
4:10pm EDT
Category
US Diversified EquityYTD Return (Cumulative)
-12.95%Classification
S&P 500 Index3 Year Return (Annualized)
13.30%52 Week High
$479.9852 Week Low
$362.17Lipper Leader Profile (Overall)
Total Return
Consistent Return
Capital Preservation
Low Expense
Tax Efficiency(U.S. only)
Growth of $10,000 over 10 years »
The Growth of $10,000 chart includes reinvestment of dividends and capital gains, but does not reflect the effect of any applicable sales or redemption charges which would lower these figures.
Total Return Performance (as of Aug 05, 2022)
| Cumulative Performance | ||||||
|---|---|---|---|---|---|---|
| Fund or Index | 1 Day | 1 Week | 4 Weeks | 13 Weeks | YTD | 1 Year |
| SPY | 0.15% | 0.38% | 6.38% | 0.96% | 12.26% | 5.06% |
Lipper S&P 500 Fund IX | 0.15% | 0.39% | 6.39% | 0.92% | 12.38% | 5.26% |
Percentile Rank SPY vs. Category | 22 | 30 | 25 | 3 | 9 | 13 |
| Annualized Performance | ||||
|---|---|---|---|---|
| 3 Year | 5 Year | 10 Year | Since Inception | |
| SPY | 15.20% | 12.76% | 13.63% | 9.93% Jan 22, 1993 |
Lipper S&P 500 Fund IX | 14.97% | 12.55% | 13.44% | -- |
Percentile Rank SPY vs. Category | 18 | 18 | 14 | -- |
Lipper Leaders Rating Overall
| Total Return | Consistent Return | Capital Preservation | Expense | Tax Efficiency | Overview | |
|---|---|---|---|---|---|---|
| Overall Rating Peers with Rating* | 111 Funds | 111 Funds | 12357 Funds | 63 Funds | 111 Funds |
SPY Performance
| 1 Year (Cumulative) | Category Range | |
|---|---|---|
| SEC Performance as of Jun 30, 2022 | 10.66% | |
| After Tax Pre-Liquidation as of Jun 30, 2022 | 10.66% | |
| After Tax Post-Liquidation as of Jun 30, 2022 | 10.66% |
Distributions
1 YR Dividend Income / Share(by US Dollar)
SPY returned $6.01 in dividend income over the past year which was Above the median for the US Diversified Equity and is in the 84th percentile of funds in this category.
