SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) Performance
SPYX total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +11.4% since Dec 31, 2025
- 1 year
- +13.4% total return
- 5 years
- +12.0% a year
- 10 years
- +15.4% a year
- Since first price
- +14.4% a year since 2015
SPYX trailing returns vs SPY, QQQ, AGG
| Period | SPYX total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −1.2% | −1.2% | −1.0% | −5.0% | +0.9% |
| 3 months | +3.0% | +2.8% | +3.2% | +1.9% | −0.4% |
| 6 months | +7.6% | +7.2% | +7.8% | +8.4% | −1.5% |
| YTD | +11.4% | +10.6% | +12.3% | +15.1% | −1.0% |
| 1 year | +13.4% | +12.3% | +14.4% | +15.9% | −1.1% |
| 3 years | +87.7%+23.3%/yr | +81.9% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +76.4%+12.0%/yr | +66.5% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +317.8%+15.4%/yr | +262.8% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| Since inceptionDec 1, 2015 | +333.5%+14.4%/yr | +269.2% | — | — | — |
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: SPYX vs SPY
From Dec 1, 2015: SPYX grew to $43,346, SPY to $43,149.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
SPYX returns by calendar year
8 of 10 full years positive. Best 2019 (+31.6%), worst 2022 (−19.6%). 2026 is year to date.
SPYX annual returns table
| Year | SPYX | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +11.4% | −9.8% | +12.3% | +15.1% | −1.0% |
| 2025 | +17.9% | −18.7% | +17.7% | +20.8% | +7.2% |
| 2024 | +25.5% | −8.4% | +24.9% | +25.6% | +1.3% |
| 2023 | +26.4% | −10.2% | +26.2% | +54.9% | +5.7% |
| 2022 | −19.6% | −26.1% | −18.2% | −32.6% | −13.0% |
| 2021 | +28.1% | −5.6% | +28.7% | +27.4% | −1.8% |
| 2020 | +19.9% | −32.8% | +18.3% | +48.6% | +7.5% |
| 2019 | +31.6% | −7.1% | +31.2% | +39.0% | +8.5% |
| 2018 | −4.3% | −19.2% | −4.6% | −0.1% | +0.1% |
| 2017 | +23.2% | −2.4% | +21.7% | +32.7% | +3.6% |
| 2016 | +10.5% | −9.3% | +12.0% | +7.1% | +2.4% |
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.
SPYX largest drawdowns
Now 2.7% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Feb 19, 2020 | −32.8% | Mar 23, 2020 | Aug 6, 2020 | 33 days | 6 months |
| Dec 29, 2021 | −26.1% | Oct 12, 2022 | Dec 14, 2023 | 9 months | 2.0 years |
| Sep 20, 2018 | −19.2% | Dec 24, 2018 | Apr 12, 2019 | 3 months | 7 months |
| Feb 19, 2025 | −18.7% | Apr 8, 2025 | Jun 26, 2025 | 48 days | 4 months |
| Dec 1, 2015 | −12.2% | Feb 11, 2016 | Apr 19, 2016 | 2 months | 5 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
SPYX risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2015 |
|---|---|---|---|---|
| Annualized return | +22.9% | +13.3% | +15.3% | +14.9% |
| Volatility (annualized) | 12.8% | 15.7% | 15.3% | 15.1% |
| Sharpe ratio | 1.35 | 0.65 | 0.86 | 0.86 |
| Sortino ratio | 2.76 | 1.03 | 1.36 | 1.36 |
| Best month | +10.8% | +10.8% | +12.4% | +12.4% |
| Worst month | −5.9% | −9.2% | −12.0% | −12.0% |
| Best 12 months | +38.4% | +38.4% | +56.0% | +56.0% |
| Worst 12 months | +8.1% | −19.6% | −19.6% | −19.6% |
| Positive months | 69% | 62% | 69% | 69% |
| Beta vs S&P 500 | 1.03 | 1.00 | 1.00 | — |
| 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.
SPYX rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 119 | −19.6% | +17.1% | +56.0% | 87% |
| 3-year (a year) | 95 | +5.7% | +13.7% | +26.4% | 100% |
| 5-year (a year) | 71 | +9.1% | +14.7% | +19.2% | 100% |
| 10-year (a year) | 11 | +14.0% | +15.3% | +15.7% | 100% |
Every holding period starting at a month-end since 2015. Returns for 3 years and longer are annualized.
SPYX performance overview
SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) returned +13.4% over the past year and +15.4% a year over ten years, with distributions reinvested. Since its first recorded price in 2015 it has returned +14.4% a year, turning $10,000 into about $43,346. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −32.8%, from Feb 19, 2020 to Mar 23, 2020, and it took 4 months to get back to the old high. SPYX finished 8 of its 10 full calendar years with a gain; the best year was 2019 (+31.6%) and the worst 2022 (−19.6%). Volatility has been 15.1% a year.
Related: SPYX chart, SPYX holdings, SPYX dividends, SPYX valuation. See the SPYX overview for the latest quote and fund facts.
SPYX performance FAQ
What is the SPYX return over the past year?
SPYX returned +13.4% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 12.3%.
What is the average annual return of SPYX?
SPYX has returned +12.0% a year over 5 years, +15.4% a year over 10 years, +14.4% a year since December 1, 2015 (total return, distributions reinvested).
How much would $10,000 invested in SPYX be worth?
$10,000 invested in SPYX at its first recorded close on December 1, 2015 would be worth about $43,346 on October 23, 2026 with distributions reinvested.
What was the worst year for SPYX?
The worst calendar year was 2022, with a total return of −19.6%. The best was 2019 at +31.6%.
What is the biggest drawdown of SPYX?
The largest peak-to-trough decline was −32.8% between February 19, 2020 and March 23, 2020. It recovered to the old high on August 6, 2020, 4 months after the bottom.
How volatile is SPYX?
Over the past 3 years SPYX had an annualized volatility of 12.8% and a Sharpe ratio of 1.35 (excess return over 1–3 month T-bills per unit of risk).