SPY

State Street SPDR S&P 500 ETF

SPY

State Street SPDR S&P 500 ETF

State Street SPDR S&P 500 ETF

SPY

NASDAQ

$ -

Comprehensive analysis of historical returns, risk metrics, valuations, and growth rates.

trending_upPerformance Summary

Updated: 2026-03-18

YTD Return

-2.88%

vs Jan 1

1Y Return

21.51%

Trailing 12M

3Y Return (Ann.)

21.37%

Annualized

5Y Return (Ann.)

12.49%

Annualized

Returns Comparison

-2.9%

21.5%

21.4%

12.5%

14.4%

YTD1Y3YAnn.5YAnn.10YAnn.

Risk Profile

1Y Volatility10.75%

Sharpe Ratio (3Y)1.36

Beta (vs S&P 500)1.00

Beta below 1.0 suggests defensive characteristics compared to the broad market.

Valuation Metrics

P/E

22.39

21.14

PortfolioCategory Avg.

P/B

4.49

4.58

PortfolioCategory Avg.

P/S

3.21

2.86

PortfolioCategory Avg.

P/CF

14.49

14.32

PortfolioCategory Avg.

Growth Rates

Revenue

7.3%

8.7%

PortfolioCategory Avg.

EPS

10.9%

13.7%

PortfolioCategory Avg.

Cash Flow

11.2%

13.2%

PortfolioCategory Avg.

Book Value

9.5%

9.8%

PortfolioCategory Avg.