SPDR S&P 600 Small Cap Value ETF (SLYV) Performance
SLYV total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +16.9% since Dec 31, 2025
- 1 year
- +19.0% total return
- 5 years
- +6.4% a year
- 10 years
- +9.8% a year
- Since first price
- +10.3% a year since 2000
SLYV trailing returns vs SPY, QQQ, AGG
| Period | SLYV total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +0.8% | +0.8% | −1.0% | −5.0% | +0.9% |
| 3 months | −2.7% | −3.1% | +3.2% | +1.9% | −0.4% |
| 6 months | +3.5% | +2.5% | +7.8% | +8.4% | −1.5% |
| YTD | +16.9% | +15.2% | +12.3% | +15.1% | −1.0% |
| 1 year | +19.0% | +16.6% | +14.4% | +15.9% | −1.1% |
| 3 years | +65.1%+18.2%/yr | +54.3% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +36.3%+6.4%/yr | +22.5% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +155.7%+9.8%/yr | +100.8% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| 15 years | +409.9%+11.5%/yr | +231.4% | +696.0%+14.8%/yr | +1,299.3%+19.2%/yr | +32.2%+1.9%/yr |
| 20 years | +428.4%+8.7%/yr | +206.8% | +696.9%+10.9%/yr | +1,839.9%+16.0%/yr | +79.6%+3.0%/yr |
| Since inceptionSep 29, 2000 | +1,193.5%+10.3%/yr | +490.4% | — | — | — |
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: SLYV vs SPY
From Sep 29, 2000: SLYV grew to $129,354, SPY to $84,032.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
SLYV returns by calendar year
18 of 25 full years positive. Best 2003 (+43.0%), worst 2008 (−34.0%). 2026 is year to date.
SLYV annual returns table
| Year | SLYV | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +16.9% | −9.4% | +12.3% | +15.1% | −1.0% |
| 2025 | +6.5% | −25.3% | +17.7% | +20.8% | +7.2% |
| 2024 | +7.3% | −9.1% | +24.9% | +25.6% | +1.3% |
| 2023 | +14.8% | −21.9% | +26.2% | +54.9% | +5.7% |
| 2022 | −11.1% | −22.1% | −18.2% | −32.6% | −13.0% |
| 2021 | +30.6% | −12.6% | +28.7% | +27.4% | −1.8% |
| 2020 | +2.7% | −45.7% | +18.3% | +48.6% | +7.5% |
| 2019 | +24.3% | −11.4% | +31.2% | +39.0% | +8.5% |
| 2018 | −12.8% | −27.6% | −4.6% | −0.1% | +0.1% |
| 2017 | +11.7% | −7.2% | +21.7% | +32.7% | +3.6% |
| 2016 | +31.2% | −9.6% | +12.0% | +7.1% | +2.4% |
| 2015 | −6.5% | −14.8% | +1.2% | +9.4% | +0.5% |
| 2014 | +6.9% | −11.2% | +13.5% | +19.2% | +6.0% |
| 2013 | +40.6% | −4.9% | +32.3% | +36.6% | −2.0% |
| 2012 | +17.4% | −13.9% | +16.0% | +18.1% | +3.8% |
| 2011 | −1.7% | −26.8% | +1.9% | +3.4% | +7.7% |
| 2010 | +24.6% | −21.1% | +15.1% | +19.9% | +6.4% |
| 2009 | +37.0% | −34.3% | +26.4% | +54.7% | +3.0% |
| 2008 | −34.0% | −49.6% | −36.8% | −41.7% | +7.9% |
| 2007 | −4.6% | −16.3% | +5.1% | +19.0% | +6.6% |
| 2006 | +19.8% | −10.1% | +15.8% | +7.1% | +3.9% |
| 2005 | +2.8% | −9.7% | +4.8% | +1.6% | +2.3% |
| 2004 | +18.2% | −12.5% | +10.7% | +10.5% | +3.8% |
| 2003 | +43.0% | −13.4% | +28.2% | +49.7% | — |
| 2002 | −3.9% | −27.1% | −21.6% | −37.4% | — |
| 2001 | +14.4% | −18.3% | −11.8% | −33.3% | — |
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.
SLYV largest drawdowns
Now 6.2% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Jun 4, 2007 | −61.3% | Mar 9, 2009 | Feb 7, 2011 | 1.8 years | 3.7 years |
| Aug 22, 2018 | −47.7% | Mar 23, 2020 | Jan 6, 2021 | 1.6 years | 2.4 years |
| Nov 25, 2024 | −28.7% | Apr 8, 2025 | Dec 10, 2025 | 4 months | 1.0 years |
| May 3, 2002 | −27.1% | Oct 9, 2002 | Jul 8, 2003 | 5 months | 1.2 years |
| Jul 7, 2011 | −26.8% | Oct 3, 2011 | Feb 1, 2012 | 3 months | 7 months |
| Nov 5, 2021 | −24.2% | Sep 30, 2022 | Jul 16, 2024 | 11 months | 2.7 years |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
SLYV risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2000 |
|---|---|---|---|---|
| Annualized return | +14.7% | +6.8% | +9.3% | +10.2% |
| Volatility (annualized) | 19.5% | 21.0% | 22.3% | 20.0% |
| Sharpe ratio | 0.58 | 0.24 | 0.41 | — |
| Sortino ratio | 1.02 | 0.39 | 0.62 | — |
| Best month | +13.5% | +14.5% | +19.2% | +19.8% |
| Worst month | −6.9% | −10.5% | −25.6% | −25.6% |
| Best 12 months | +43.3% | +43.3% | +103.9% | +103.9% |
| Worst 12 months | −5.7% | −16.5% | −30.8% | −45.2% |
| Positive months | 61% | 55% | 61% | 64% |
| Beta vs S&P 500 | 1.05 | 1.02 | 1.16 | — |
| Correlation with S&P 500 | 0.67 | 0.76 | 0.80 | — |
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.
SLYV rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 302 | −45.2% | +11.0% | +103.9% | 74% |
| 3-year (a year) | 278 | −18.3% | +11.3% | +33.4% | 87% |
| 5-year (a year) | 254 | −7.7% | +9.4% | +29.1% | 96% |
| 10-year (a year) | 194 | +6.2% | +9.4% | +18.2% | 100% |
Every holding period starting at a month-end since 2000. Returns for 3 years and longer are annualized.
SLYV performance overview
SPDR S&P 600 Small Cap Value ETF (SLYV) returned +19.0% over the past year and +9.8% a year over ten years, with distributions reinvested. Since its first recorded price in 2000 it has returned +10.3% a year, turning $10,000 into about $129,354. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −61.3%, from Jun 4, 2007 to Mar 9, 2009, and it took 1.9 years to get back to the old high. SLYV finished 18 of its 25 full calendar years with a gain; the best year was 2003 (+43.0%) and the worst 2008 (−34.0%). Volatility has been 20.0% a year.
Related: SLYV chart, SLYV holdings, SLYV dividends, SLYV valuation. See the SLYV overview for the latest quote and fund facts.
SLYV performance FAQ
What is the SLYV return over the past year?
SLYV returned +19.0% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 16.6%.
What is the average annual return of SLYV?
SLYV has returned +6.4% a year over 5 years, +9.8% a year over 10 years, +10.3% a year since September 29, 2000 (total return, distributions reinvested).
How much would $10,000 invested in SLYV be worth?
$10,000 invested in SLYV at its first recorded close on September 29, 2000 would be worth about $129,354 on October 23, 2026 with distributions reinvested.
What was the worst year for SLYV?
The worst calendar year was 2008, with a total return of −34.0%. The best was 2003 at +43.0%.
What is the biggest drawdown of SLYV?
The largest peak-to-trough decline was −61.3% between June 4, 2007 and March 9, 2009. It recovered to the old high on February 7, 2011, 1.9 years after the bottom.
How volatile is SLYV?
Over the past 3 years SLYV had an annualized volatility of 19.5% and a Sharpe ratio of 0.58 (excess return over 1–3 month T-bills per unit of risk).