SDY
SPDR(R) S&P(R) DIVIDEND ETF
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
SDY Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | 15.22% | 15.80% | 0.80% | 6.27% | 6.01% | 9.39% | 7.02% | 9.15% |
| Sharpe Ratio | 1.33 | 1.37 | 0.07 | 0.43 | 0.44 | 0.53 | 0.53 | 0.45 |
| Max Drawdown | -7.67% | -7.67% | -18.37% | -15.21% | -18.37% | -36.70% | -21.84% | -50.71% |
| % Time Invested | 98.8% | 100.0% | 68.2% | 100.0% | 79.2% | 100.0% | 76.9% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 0.8 | 0.0 | 0.7 | 0.0 | 0.8 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-05-02 | Open | Open | 100% | $128.25 | $147.70 | 15.17% | Mark-to-Market |
| 2025-04-09 | 2025-05-02 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2024-09-05 | 2025-04-09 | Completed | 100% | $133.70 | $117.08 | -12.43% | Stop |
| 2024-05-14 | 2024-09-05 | Interest | 100% | $1.00 | $1.01 | 1.28% | Interest Income |
| 2024-05-10 | 2024-05-14 | Completed | 100% | $124.51 | $124.94 | 0.35% | Signal |
| 2023-07-28 | 2024-05-10 | Interest | 100% | $1.00 | $1.03 | 3.38% | Interest Income |
| 2023-07-26 | 2023-07-28 | Completed | 100% | $117.78 | $117.80 | 0.02% | Signal |
| 2023-03-15 | 2023-07-26 | Interest | 100% | $1.00 | $1.01 | 1.30% | Interest Income |
| 2022-10-25 | 2023-03-15 | Completed | 100% | $107.50 | $109.97 | 2.30% | Signal |
| 2022-10-03 | 2022-10-25 | Interest | 100% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2021-03-29 | 2022-10-03 | Completed | 100% | $104.60 | $102.74 | -1.78% | Stop |
| 2021-02-12 | 2021-03-29 | Interest | 100% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2021-02-10 | 2021-02-12 | Completed | 100% | $97.19 | $96.99 | -0.21% | Signal |
| 2020-10-20 | 2021-02-10 | Interest | 100% | $1.00 | $1.00 | 0.29% | Interest Income |
| 2020-04-01 | 2020-10-20 | Completed | 100% | $65.67 | $83.51 | 27.17% | Signal |
| 2020-03-10 | 2020-04-01 | Interest | 100% | $1.00 | $1.00 | 0.05% | Interest Income |
| 2015-09-17 | 2020-03-10 | Completed | 100% | $52.33 | $78.03 | 49.12% | Stop |
| 2015-08-25 | 2015-09-17 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2011-08-31 | 2015-08-25 | Completed | 100% | $31.47 | $52.14 | 65.68% | Stop |
| 2011-08-09 | 2011-08-31 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2010-06-01 | 2011-08-09 | Completed | 100% | $27.17 | $28.55 | 5.07% | Stop |
| 2010-05-07 | 2010-06-01 | Interest | 100% | $1.00 | $1.00 | 0.21% | Interest Income |
| 2010-03-10 | 2010-05-07 | Completed | 100% | $28.02 | $28.00 | -0.10% | Stop |
| 2010-01-04 | 2010-03-10 | Interest | 100% | $1.00 | $1.01 | 0.65% | Interest Income |
| 2009-12-30 | 2010-01-04 | Completed | 100% | $27.02 | $26.85 | -0.64% | Signal |
| 2009-09-18 | 2009-12-30 | Interest | 100% | $1.00 | $1.01 | 0.96% | Interest Income |
| 2009-09-15 | 2009-09-18 | Completed | 100% | $24.94 | $25.46 | 2.06% | Signal |
| 2008-03-26 | 2009-09-15 | Interest | 100% | $1.00 | $1.05 | 5.11% | Interest Income |
| 2008-02-14 | 2008-03-26 | Completed | 100% | $28.52 | $28.26 | -0.91% | Signal |
| 2008-01-23 | 2008-02-14 | Interest | 100% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2007-11-12 | 2008-01-23 | Completed | 100% | $29.29 | $26.46 | -9.67% | Stop |
| 2007-11-08 | 2007-11-12 | Interest | 100% | $1.00 | $1.00 | 0.02% | Interest Income |
Return Distribution Analysis
