SPY (SPDR S&P 500 ETF Trust)
| name | SPY (SPDR S&P 500 ETF Trust) |
| type | Stock ETF |
| index | S&P 500 Index |
| mkt cap | Large Cap |
| style | Blend |
The trust seeks to achieve its investment objective by holding a portfolio of the common stocks that are included in the index, with the weight of each stock in the portfolio substantially corresponding to the weight of such stock in the index.
| Lifetime Return | Start Date | End Date |
|---|---|---|
| Dates | 1/29/93 | 1/5/26 |
| Close Price | $43.94 | $688.31 |
| Adj. Price | $24.24 | $688.31 |
| # of Years | 32.9 | |
| Lifetime Price Return | 8.70% | |
| Lifetime Total Return | 10.70% | |
| Annual Return | Price Return | Total Return |
|---|---|---|
| Avg Annual Arithmetic Return | 9.90% | 11.80% |
| Geometric CAGR | 8.40% | 10.30% |
| % Positive Years | 72% | 81% |
| Avg Annual Dividend Yield | 1.90% | |
| Rolling Returns | 1-Yr | 3-Yr | 5-Yr | 10-Yr | 15-Yr |
|---|---|---|---|---|---|
| Avg Geometric CAGR-Price | 9.90% | 8.80% | 8.10% | 6.60% | 6.10% |
| Avg Geometric CAGR-Total | 11.90% | 10.70% | 10.00% | 8.60% | 8.10% |
| % Pos. Days-Price Return | 79% | 81% | 75% | 90% | 100% |
| % Pos. Days-Total Return | 82% | 83% | 84% | 92% | 100% |
Last Updated: January 5, 2026