SPDR Barclays Long Term Treasury (SPTL) Performance
SPTL total return
Distributions reinvested · as of Oct 23, 2026- YTD
- −3.2% since Dec 31, 2025
- 1 year
- −5.9% total return
- 5 years
- −6.5% a year
- 10 years
- −1.5% a year
- Since first price
- +3.1% a year since 2007
SPTL trailing returns vs AGG, TLT, SPY
| Period | SPTL total return | Price only | U.S. bonds (AGG) | 20+ yr Treasuries (TLT) | S&P 500 (SPY) |
|---|---|---|---|---|---|
| 1 month | +1.4% | +1.1% | +0.9% | +1.5% | −1.0% |
| 3 months | −0.9% | −2.0% | −0.4% | −1.0% | +3.2% |
| 6 months | −3.5% | −5.6% | −1.5% | −3.8% | +7.8% |
| YTD | −3.2% | −6.3% | −1.0% | −3.4% | +12.3% |
| 1 year | −5.9% | −9.8% | −1.1% | −6.9% | +14.4% |
| 3 years | +12.0%+3.9%/yr | −0.7% | +16.6%+5.2%/yr | +9.7%+3.1%/yr | +87.4%+23.3%/yr |
| 5 years | −28.4%−6.5%/yr | −39.7% | −0.8%−0.2%/yr | −32.5%−7.6%/yr | +79.3%+12.4%/yr |
| 10 years | −14.0%−1.5%/yr | −35.4% | +14.0%+1.3%/yr | −18.7%−2.0%/yr | +315.9%+15.3%/yr |
| 15 years | +14.4%+0.9%/yr | −24.7% | +32.2%+1.9%/yr | +9.9%+0.6%/yr | +696.0%+14.8%/yr |
| Since inceptionMay 30, 2007 | +79.2%+3.1%/yr | −1.3% | — | — | — |
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: SPTL vs AGG
From May 30, 2007: SPTL grew to $17,919, AGG to $17,438.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
SPTL returns by calendar year
11 of 18 full years positive. Best 2011 (+30.4%), worst 2022 (−29.4%). 2026 is year to date.
SPTL annual returns table
| Year | SPTL | Largest drop | AGG | TLT | SPY |
|---|---|---|---|---|---|
| 2026YTD | −3.2% | −11.4% | −1.0% | −3.4% | +12.3% |
| 2025 | +5.3% | −8.4% | +7.2% | +4.3% | +17.7% |
| 2024 | −6.2% | −11.7% | +1.3% | −8.1% | +24.9% |
| 2023 | +3.3% | −20.8% | +5.7% | +2.8% | +26.2% |
| 2022 | −29.4% | −33.2% | −13.0% | −31.2% | −18.2% |
| 2021 | −5.0% | −14.3% | −1.8% | −4.6% | +28.7% |
| 2020 | +18.1% | −15.0% | +7.5% | +18.2% | +18.3% |
| 2019 | +13.7% | −8.0% | +8.5% | +14.1% | +31.2% |
| 2018 | −1.6% | −9.0% | +0.1% | −1.6% | −4.6% |
| 2017 | +9.0% | −4.9% | +3.6% | +9.2% | +21.7% |
| 2016 | +0.9% | −17.1% | +2.4% | +1.2% | +12.0% |
| 2015 | −1.7% | −14.5% | +0.5% | −1.8% | +1.2% |
| 2014 | +25.3% | −4.7% | +6.0% | +27.3% | +13.5% |
| 2013 | −12.3% | −15.7% | −2.0% | −13.4% | +32.3% |
| 2012 | +2.9% | −8.8% | +3.8% | +2.6% | +16.0% |
| 2011 | +30.4% | −9.5% | +7.7% | +34.0% | +1.9% |
| 2010 | +8.7% | −12.9% | +6.4% | +9.0% | +15.1% |
| 2009 | −13.1% | −15.9% | +3.0% | −21.8% | +26.4% |
| 2008 | +23.9% | −7.1% | +7.9% | +33.9% | −36.8% |
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.
SPTL largest drawdowns
Now 38.7% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Aug 4, 2020 | −46.2% | Oct 19, 2023 | not yet | 3.2 years | 6.2 years so far |
| Dec 18, 2008 | −18.6% | Jun 10, 2009 | Aug 16, 2010 | 6 months | 1.7 years |
| Jul 25, 2012 | −18.3% | Aug 21, 2013 | Dec 8, 2014 | 1.1 years | 2.4 years |
| Jul 8, 2016 | −17.1% | Dec 14, 2016 | Jun 20, 2019 | 5 months | 2.9 years |
| Mar 9, 2020 | −15.0% | Mar 18, 2020 | Aug 4, 2020 | 9 days | 5 months |
| Jan 30, 2015 | −14.5% | Jun 26, 2015 | Feb 11, 2016 | 5 months | 1.0 years |
Declines from a closing high (distributions reinvested) of 5% or more. Underwater = time from the peak until the old high was regained.
SPTL risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2007 |
|---|---|---|---|---|
| Annualized return | +0.9% | −7.3% | −2.2% | +2.8% |
| Volatility (annualized) | 12.4% | 13.7% | 13.0% | 12.6% |
| Sharpe ratio | -0.22 | -0.75 | -0.28 | 0.17 |
| Sortino ratio | -0.31 | -0.93 | -0.39 | 0.27 |
| Best month | +9.1% | +9.1% | +10.8% | +12.7% |
| Worst month | −5.9% | −9.1% | −9.1% | −9.1% |
| Best 12 months | +15.4% | +15.4% | +37.0% | +37.0% |
| Worst 12 months | −7.7% | −32.0% | −32.0% | −32.0% |
| Positive months | 56% | 45% | 48% | 52% |
| Beta vs S&P 500 | 0.48 | 0.49 | 0.15 | — |
| Correlation with S&P 500 | 0.48 | 0.56 | 0.17 | — |
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.
SPTL rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 222 | −32.0% | +3.4% | +37.0% | 60% |
| 3-year (a year) | 198 | −16.2% | +4.7% | +14.7% | 75% |
| 5-year (a year) | 174 | −9.2% | +4.2% | +12.3% | 71% |
| 10-year (a year) | 114 | −2.2% | +4.0% | +8.9% | 82% |
Every holding period starting at a month-end since 2007. Returns for 3 years and longer are annualized.
SPTL performance overview
SPDR Barclays Long Term Treasury (SPTL) returned −5.9% over the past year and −1.5% a year over ten years, with distributions reinvested. Since its first recorded price in 2007 it has returned +3.1% a year, turning $10,000 into about $17,919. Over the same year U.S. bonds (AGG) returned −1.1%.
The deepest decline was −46.2%, from Aug 4, 2020 to Oct 19, 2023; the fund has not yet regained that high. SPTL finished 11 of its 18 full calendar years with a gain; the best year was 2011 (+30.4%) and the worst 2022 (−29.4%). Volatility has been 12.6% a year.
Related: SPTL chart, SPTL dividends, SPTL bond profile. See the SPTL overview for the latest quote and fund facts.
SPTL performance FAQ
What is the SPTL return over the past year?
SPTL returned −5.9% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 9.8%.
What is the average annual return of SPTL?
SPTL has returned −6.5% a year over 5 years, −1.5% a year over 10 years, +3.1% a year since May 30, 2007 (total return, distributions reinvested).
How much would $10,000 invested in SPTL be worth?
$10,000 invested in SPTL at its first recorded close on May 30, 2007 would be worth about $17,919 on October 23, 2026 with distributions reinvested.
What was the worst year for SPTL?
The worst calendar year was 2022, with a total return of −29.4%. The best was 2011 at +30.4%.
What is the biggest drawdown of SPTL?
The largest peak-to-trough decline was −46.2% between August 4, 2020 and October 19, 2023. It has not yet recovered to that high; it is 38.7% below its peak.
How volatile is SPTL?
Over the past 3 years SPTL had an annualized volatility of 12.4% and a Sharpe ratio of -0.22 (excess return over 1–3 month T-bills per unit of risk).