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 | 9.61% | 15.80% | 1.73% | 6.27% | 5.68% | 9.39% | 8.16% | 9.15% |
| Sharpe Ratio | 1.00 | 1.37 | 0.15 | 0.43 | 0.45 | 0.53 | 0.68 | 0.45 |
| Max Drawdown | -7.67% | -7.67% | -21.01% | -15.21% | -21.01% | -36.70% | -21.01% | -50.71% |
| % Time Invested | 79.8% | 100.0% | 72.1% | 100.0% | 79.4% | 100.0% | 75.3% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 1.2 | 0.0 | 0.8 | 0.0 | 0.7 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-07-14 | Open | Open | 100% | $135.92 | $147.70 | 8.67% | Mark-to-Market |
| 2025-04-08 | 2025-07-14 | Interest | 100% | $1.00 | $1.01 | 1.11% | Interest Income |
| 2025-03-25 | 2025-04-08 | Completed | 100% | $130.94 | $123.29 | -5.85% | Signal |
| 2025-02-24 | 2025-03-25 | Interest | 100% | $1.00 | $1.00 | 0.35% | Interest Income |
| 2024-01-10 | 2025-02-24 | Completed | 100% | $117.18 | $132.27 | 12.88% | Signal |
| 2023-07-28 | 2024-01-10 | Interest | 100% | $1.00 | $1.02 | 1.94% | Interest Income |
| 2023-07-26 | 2023-07-28 | Completed | 100% | $117.78 | $117.80 | 0.02% | Signal |
| 2023-05-03 | 2023-07-26 | Interest | 100% | $1.00 | $1.01 | 0.83% | Interest Income |
| 2022-12-14 | 2023-05-03 | Completed | 100% | $118.45 | $113.95 | -3.80% | Signal |
| 2022-10-06 | 2022-12-14 | Interest | 100% | $1.00 | $1.01 | 0.73% | Interest Income |
| 2022-09-09 | 2022-10-06 | Completed | 100% | $113.98 | $106.24 | -6.79% | Signal |
| 2022-08-03 | 2022-09-09 | Interest | 100% | $1.00 | $1.00 | 0.30% | Interest Income |
| 2022-07-28 | 2022-08-03 | Completed | 100% | $112.36 | $114.05 | 1.50% | Signal |
| 2022-06-30 | 2022-07-28 | Interest | 100% | $1.00 | $1.00 | 0.22% | Interest Income |
| 2020-09-09 | 2022-06-30 | Completed | 100% | $81.96 | $106.94 | 30.47% | Signal |
| 2020-03-10 | 2020-09-09 | Interest | 100% | $1.00 | $1.00 | 0.35% | Interest Income |
| 2019-03-07 | 2020-03-10 | Completed | 100% | $80.92 | $78.03 | -3.57% | Stop |
| 2019-01-07 | 2019-03-07 | Interest | 100% | $1.00 | $1.00 | 0.43% | Interest Income |
| 2016-03-15 | 2019-01-07 | Completed | 100% | $57.51 | $74.30 | 29.19% | Signal |
| 2016-01-21 | 2016-03-15 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2015-12-08 | 2016-01-21 | Completed | 100% | $54.61 | $50.79 | -6.99% | Signal |
| 2015-08-10 | 2015-12-08 | Interest | 100% | $1.00 | $1.01 | 0.72% | Interest Income |
| 2011-12-12 | 2015-08-10 | Completed | 100% | $32.69 | $54.64 | 67.17% | Signal |
| 2011-08-09 | 2011-12-12 | Interest | 100% | $1.00 | $1.01 | 0.71% | 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 |
| 2009-06-23 | 2010-05-07 | Completed | 100% | $21.04 | $28.00 | 33.09% | Stop |
| 2007-11-08 | 2009-06-23 | Interest | 100% | $1.00 | $1.06 | 5.71% | Interest Income |
Return Distribution Analysis
