SPDR Portfolio S&P 1500 Composite Stock… (SPTM) Performance
SPTM total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +12.3% since Dec 31, 2025
- 1 year
- +14.3% total return
- 5 years
- +12.0% a year
- 10 years
- +15.0% a year
- Since first price
- +8.8% a year since 2000
SPTM trailing returns vs SPY, QQQ, AGG
| Period | SPTM total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −1.0% | −1.0% | −1.0% | −5.0% | +0.9% |
| 3 months | +2.7% | +2.4% | +3.2% | +1.9% | −0.4% |
| 6 months | +7.3% | +6.7% | +7.8% | +8.4% | −1.5% |
| YTD | +12.3% | +11.4% | +12.3% | +15.1% | −1.0% |
| 1 year | +14.3% | +13.0% | +14.4% | +15.9% | −1.1% |
| 3 years | +85.6%+22.9%/yr | +78.7% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +76.2%+12.0%/yr | +64.3% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +305.8%+15.0%/yr | +246.3% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| 15 years | +674.8%+14.6%/yr | +499.2% | +696.0%+14.8%/yr | +1,299.3%+19.2%/yr | +32.2%+1.9%/yr |
| 20 years | +691.9%+10.9%/yr | +458.8% | +696.9%+10.9%/yr | +1,839.9%+16.0%/yr | +79.6%+3.0%/yr |
| Since inceptionOct 10, 2000 | +800.2%+8.8%/yr | +479.2% | — | — | — |
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: SPTM vs SPY
From Oct 10, 2000: SPTM grew to $90,021, SPY to $87,655.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
SPTM returns by calendar year
20 of 25 full years positive. Best 2013 (+33.5%), worst 2008 (−36.7%). 2026 is year to date.
SPTM annual returns table
| Year | SPTM | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +12.3% | −8.7% | +12.3% | +15.1% | −1.0% |
| 2025 | +16.9% | −18.9% | +17.7% | +20.8% | +7.2% |
| 2024 | +23.9% | −8.4% | +24.9% | +25.6% | +1.3% |
| 2023 | +25.6% | −10.3% | +26.2% | +54.9% | +5.7% |
| 2022 | −17.8% | −24.1% | −18.2% | −32.6% | −13.0% |
| 2021 | +28.6% | −4.9% | +28.7% | +27.4% | −1.8% |
| 2020 | +17.9% | −34.7% | +18.3% | +48.6% | +7.5% |
| 2019 | +31.3% | −6.8% | +31.2% | +39.0% | +8.5% |
| 2018 | −5.3% | −20.2% | −4.6% | −0.1% | +0.1% |
| 2017 | +21.2% | −2.8% | +21.7% | +32.7% | +3.6% |
| 2016 | +12.2% | −9.6% | +12.0% | +7.1% | +2.4% |
| 2015 | +0.2% | −11.7% | +1.2% | +9.4% | +0.5% |
| 2014 | +13.4% | −7.5% | +13.5% | +19.2% | +6.0% |
| 2013 | +33.5% | −5.2% | +32.3% | +36.6% | −2.0% |
| 2012 | +15.9% | −10.3% | +16.0% | +18.1% | +3.8% |
| 2011 | +0.8% | −19.7% | +1.9% | +3.4% | +7.7% |
| 2010 | +17.3% | −15.9% | +15.1% | +19.9% | +6.4% |
| 2009 | +27.9% | −27.1% | +26.4% | +54.7% | +3.0% |
| 2008 | −36.7% | −47.5% | −36.8% | −41.7% | +7.9% |
| 2007 | +5.2% | −9.7% | +5.1% | +19.0% | +6.6% |
| 2006 | +14.8% | −8.4% | +15.8% | +7.1% | +3.9% |
| 2005 | +6.7% | −6.7% | +4.8% | +1.6% | +2.3% |
| 2004 | +10.6% | −7.3% | +10.7% | +10.5% | +3.8% |
| 2003 | +27.0% | −13.6% | +28.2% | +49.7% | — |
| 2002 | −21.6% | −32.0% | −21.6% | −37.4% | — |
| 2001 | −10.2% | −26.4% | −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.
SPTM largest drawdowns
Now 2.4% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Oct 9, 2007 | −54.8% | Mar 9, 2009 | Mar 13, 2012 | 1.4 years | 4.4 years |
| Nov 7, 2000 | −41.0% | Oct 9, 2002 | Nov 23, 2005 | 1.9 years | 5.0 years |
| Feb 19, 2020 | −34.7% | Mar 23, 2020 | Aug 17, 2020 | 33 days | 6 months |
| Jan 4, 2022 | −24.1% | Oct 12, 2022 | Dec 13, 2023 | 9 months | 1.9 years |
| Sep 20, 2018 | −20.2% | Dec 24, 2018 | Apr 12, 2019 | 3 months | 7 months |
| Feb 19, 2025 | −18.9% | Apr 8, 2025 | Jun 26, 2025 | 48 days | 4 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
SPTM risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2000 |
|---|---|---|---|---|
| Annualized return | +22.1% | +13.3% | +14.9% | +8.8% |
| Volatility (annualized) | 12.5% | 15.6% | 15.5% | 15.2% |
| Sharpe ratio | 1.33 | 0.65 | 0.83 | — |
| Sortino ratio | 2.71 | 1.04 | 1.30 | — |
| Best month | +10.4% | +10.4% | +12.9% | +12.9% |
| Worst month | −5.6% | −9.2% | −13.2% | −21.3% |
| Best 12 months | +37.5% | +37.5% | +58.9% | +58.9% |
| Worst 12 months | +7.5% | −17.8% | −17.8% | −42.9% |
| Positive months | 67% | 62% | 69% | 65% |
| Beta vs S&P 500 | 1.00 | 1.00 | 1.01 | — |
| Correlation with S&P 500 | 1.00 | 1.00 | 1.00 | — |
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.
SPTM rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 301 | −42.9% | +13.5% | +58.9% | 79% |
| 3-year (a year) | 277 | −15.1% | +11.4% | +26.0% | 87% |
| 5-year (a year) | 253 | −6.4% | +11.2% | +23.5% | 95% |
| 10-year (a year) | 193 | +0.7% | +10.9% | +16.7% | 100% |
Every holding period starting at a month-end since 2000. Returns for 3 years and longer are annualized.
SPTM performance overview
SPDR Portfolio S&P 1500 Composite Stock… (SPTM) returned +14.3% over the past year and +15.0% a year over ten years, with distributions reinvested. Since its first recorded price in 2000 it has returned +8.8% a year, turning $10,000 into about $90,021. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −54.8%, from Oct 9, 2007 to Mar 9, 2009, and it took 3.0 years to get back to the old high. SPTM finished 20 of its 25 full calendar years with a gain; the best year was 2013 (+33.5%) and the worst 2008 (−36.7%). Volatility has been 15.2% a year.
Related: SPTM chart, SPTM holdings, SPTM dividends, SPTM valuation. See the SPTM overview for the latest quote and fund facts.
SPTM performance FAQ
What is the SPTM return over the past year?
SPTM returned +14.3% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 13.0%.
What is the average annual return of SPTM?
SPTM has returned +12.0% a year over 5 years, +15.0% a year over 10 years, +8.8% a year since October 10, 2000 (total return, distributions reinvested).
How much would $10,000 invested in SPTM be worth?
$10,000 invested in SPTM at its first recorded close on October 10, 2000 would be worth about $90,021 on October 23, 2026 with distributions reinvested.
What was the worst year for SPTM?
The worst calendar year was 2008, with a total return of −36.7%. The best was 2013 at +33.5%.
What is the biggest drawdown of SPTM?
The largest peak-to-trough decline was −54.8% between October 9, 2007 and March 9, 2009. It recovered to the old high on March 13, 2012, 3.0 years after the bottom.
How volatile is SPTM?
Over the past 3 years SPTM had an annualized volatility of 12.5% and a Sharpe ratio of 1.33 (excess return over 1–3 month T-bills per unit of risk).