SPDR S&P Kensho Future Security (FITE) Performance
FITE total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +28.5% since Dec 31, 2025
- 1 year
- +23.8% total return
- 5 years
- +15.6% a year
- Since first price
- +16.5% a year since 2017
FITE trailing returns vs SPY, QQQ, AGG
| Period | FITE total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −2.8% | −2.8% | −1.0% | −5.0% | +0.9% |
| 3 months | +2.5% | +2.5% | +3.2% | +1.9% | −0.4% |
| 6 months | +17.0% | +17.0% | +7.8% | +8.4% | −1.5% |
| YTD | +28.5% | +28.4% | +12.3% | +15.1% | −1.0% |
| 1 year | +23.8% | +23.6% | +14.4% | +15.9% | −1.1% |
| 3 years | +140.5%+34.0%/yr | +139.3% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +106.3%+15.6%/yr | +104.5% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| Since inceptionDec 27, 2017 | +284.8%+16.5%/yr | +264.7% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: FITE vs SPY
From Dec 27, 2017: FITE grew to $38,484, SPY to $32,464.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
FITE returns by calendar year
6 of 8 full years positive. Best 2019 (+34.0%), worst 2022 (−18.0%). 2026 is year to date.
FITE annual returns table
| Year | FITE | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +28.5% | −15.3% | +12.3% | +15.1% | −1.0% |
| 2025 | +27.7% | −22.1% | +17.7% | +20.8% | +7.2% |
| 2024 | +21.6% | −8.2% | +24.9% | +25.6% | +1.3% |
| 2023 | +28.5% | −10.0% | +26.2% | +54.9% | +5.7% |
| 2022 | −18.0% | −23.6% | −18.2% | −32.6% | −13.0% |
| 2021 | +14.5% | −11.6% | +28.7% | +27.4% | −1.8% |
| 2020 | +20.4% | −36.9% | +18.3% | +48.6% | +7.5% |
| 2019 | +34.0% | −7.7% | +31.2% | +39.0% | +8.5% |
| 2018 | −0.5% | −23.4% | −4.6% | −0.1% | +0.1% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
FITE largest drawdowns
Now 8.3% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Jan 16, 2020 | −36.9% | Mar 20, 2020 | Dec 3, 2020 | 2 months | 11 months |
| Nov 8, 2021 | −27.1% | Oct 14, 2022 | Jan 22, 2024 | 11 months | 2.2 years |
| Sep 14, 2018 | −23.4% | Dec 24, 2018 | Apr 8, 2019 | 3 months | 7 months |
| Feb 10, 2025 | −22.1% | Apr 8, 2025 | Jun 9, 2025 | 57 days | 4 months |
| Jan 27, 2026 | −15.3% | Mar 30, 2026 | May 6, 2026 | 2 months | 3 months |
| Oct 8, 2025 | −14.1% | Nov 20, 2025 | Jan 8, 2026 | 43 days | 3 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
FITE risk statistics
| Statistic | 3 years | 5 years | Since 2017 |
|---|---|---|---|
| Annualized return | +33.5% | +17.3% | +16.9% |
| Volatility (annualized) | 22.0% | 21.6% | 21.0% |
| Sharpe ratio | 1.23 | 0.68 | 0.73 |
| Sortino ratio | 3.01 | 1.26 | 1.27 |
| Best month | +23.4% | +23.4% | +23.4% |
| Worst month | −6.5% | −9.9% | −13.4% |
| Best 12 months | +69.7% | +69.7% | +69.7% |
| Worst 12 months | +9.7% | −18.0% | −18.0% |
| Positive months | 64% | 58% | 63% |
| Beta vs S&P 500 | 1.35 | 1.03 | — |
| Correlation with S&P 500 | 0.76 | 0.75 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
FITE rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 95 | −18.0% | +18.1% | +69.7% | 80% |
| 3-year (a year) | 71 | +2.9% | +13.4% | +35.6% | 100% |
| 5-year (a year) | 47 | +6.4% | +12.4% | +20.4% | 100% |
Every holding period starting at a month-end since 2017. Returns for 3 years and longer are annualized.
FITE performance overview
SPDR S&P Kensho Future Security (FITE) returned +23.8% over the past year and +15.6% a year over five years, with distributions reinvested. Since its first recorded price in 2017 it has returned +16.5% a year, turning $10,000 into about $38,484. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −36.9%, from Jan 16, 2020 to Mar 20, 2020, and it took 8 months to get back to the old high. FITE finished 6 of its 8 full calendar years with a gain; the best year was 2019 (+34.0%) and the worst 2022 (−18.0%). Volatility has been 21.0% a year.
Related: FITE chart, FITE holdings, FITE dividends. See the FITE overview for the latest quote and fund facts.
FITE performance FAQ
What is the FITE return over the past year?
FITE returned +23.8% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 23.6%.
What is the average annual return of FITE?
FITE has returned +15.6% a year over 5 years, +16.5% a year since December 27, 2017 (total return, distributions reinvested).
How much would $10,000 invested in FITE be worth?
$10,000 invested in FITE at its first recorded close on December 27, 2017 would be worth about $38,484 on October 23, 2026 with distributions reinvested.
What was the worst year for FITE?
The worst calendar year was 2022, with a total return of −18.0%. The best was 2019 at +34.0%.
What is the biggest drawdown of FITE?
The largest peak-to-trough decline was −36.9% between January 16, 2020 and March 20, 2020. It recovered to the old high on December 3, 2020, 8 months after the bottom.
How volatile is FITE?
Over the past 3 years FITE had an annualized volatility of 22.0% and a Sharpe ratio of 1.23 (excess return over 1–3 month T-bills per unit of risk).