State Street SPDR S&P 500 ETF Trust (SPY) Total Return CAGR:22.13%(TTM)
The total return cagr for State Street SPDR S&P 500 ETF Trust (SPY) is +22.13% over the latest trailing 12-month period. The comparable SPY value is +22.12%. Year-to-date total return is +7.07%. Total return includes price appreciation and reinvested dividends.
The total return CAGR for State Street SPDR S&P 500 ETF Trust (SPY) stock is 22.13% over the past 12 months. The 3 year CAGR is 20.71% and the 5 year CAGR is 12.98%. Total return includes dividends reinvested. The total return CAGR includes both price appreciation and dividends reinvested. This gives a more complete picture of State Street SPDR S&P 500 ETF Trust's investment performance.
SPY Total Return CAGR Chart
State Street SPDR S&P 500 ETF Trust (SPY)
SPY Quarterly Total Return (YoY)
Total Return Index growth vs the same quarter one year earlier, last 20 quarters.
SPY Total Return CAGR History
| Year | Start Total Return | End Total Return | Change | % Change | CAGR |
|---|---|---|---|---|---|
| 2026 | 1696.50 | 1816.40 | +119.91 | +7.07% | +7.07% |
| 2025 | 1441.19 | 1696.50 | +255.31 | +17.72% | +17.72% |
| 2024 | 1154.01 | 1441.19 | +287.18 | +24.89% | +24.89% |
| 2023 | 914.51 | 1154.01 | +239.51 | +26.19% | +26.19% |
| 2022 | 1117.59 | 914.51 | -203.09 | -18.17% | -18.17% |
| 2021 | 868.07 | 1117.59 | +249.52 | +28.74% | +28.74% |
| 2020 | 733.33 | 868.07 | +134.74 | +18.37% | +18.37% |
| 2019 | 558.85 | 733.33 | +174.48 | +31.22% | +31.22% |
| 2018 | 585.53 | 558.85 | -26.68 | -4.56% | -4.56% |
| 2017 | 481.13 | 585.53 | +104.41 | +21.70% | +21.70% |
| 2016 | 429.57 | 481.13 | +51.55 | +12.00% | +12.00% |
| 2015 | 424.26 | 429.57 | +5.31 | +1.25% | +1.25% |
| 2014 | 373.92 | 424.26 | +50.34 | +13.46% | +13.46% |
| 2013 | 282.62 | 373.92 | +91.30 | +32.31% | +32.31% |
| 2012 | 243.65 | 282.62 | +38.96 | +15.99% | +15.99% |
| 2011 | 239.14 | 243.65 | +4.51 | +1.89% | +1.89% |
| 2010 | 207.84 | 239.14 | +31.30 | +15.06% | +15.06% |
| 2009 | 164.48 | 207.84 | +43.36 | +26.36% | +26.36% |
| 2008 | 260.28 | 164.48 | -95.80 | -36.81% | -36.81% |
| 2007 | 247.57 | 260.28 | +12.71 | +5.14% | +5.14% |
| 2006 | 213.70 | 247.57 | +33.87 | +15.85% | +15.85% |
| 2005 | 203.86 | 213.70 | +9.84 | +4.83% | +4.83% |
| 2004 | 184.15 | 203.86 | +19.71 | +10.70% | +10.70% |
| 2003 | 143.67 | 184.15 | +40.48 | +28.18% | +28.18% |
| 2002 | 183.23 | 143.67 | -39.55 | -21.59% | -21.59% |
| 2001 | 207.63 | 183.23 | -24.40 | -11.75% | -11.75% |
| 2000 | 230.01 | 207.63 | -22.38 | -9.73% | -9.73% |
| 1999 | 191.05 | 230.01 | +38.96 | +20.39% | +20.39% |
| 1998 | 148.46 | 191.05 | +42.59 | +28.69% | +28.69% |
| 1997 | 111.22 | 148.46 | +37.24 | +33.48% | +33.48% |
Quarterly Total Return: QoQ & YoY
| Quarter | Value | QoQ | YoY |
|---|---|---|---|
| Q2 2026 | 1,816 | +12.9% | +23.6% |
| Q1 2026 | 1,609 | -5.5% | +16.6% |
| Q4 2025 | 1,704 | +3.0% | +15.2% |
| Q3 2025 | 1,654 | +12.5% | +18.1% |
| Q2 2025 | 1,470 | +6.6% | +10.9% |
| Q1 2025 | 1,380 | -6.7% | +8.5% |
| Q4 2024 | 1,479 | +5.6% | +28.1% |
| Q3 2024 | 1,400 | +5.6% | +35.1% |
| Q2 2024 | 1,326 | +4.3% | +26.1% |
| Q1 2024 | 1,272 | +10.2% | +33.6% |
| Q4 2023 | 1,154 | +11.4% | +24.9% |
| Q3 2023 | 1,036 | -1.5% | +15.4% |
| Q2 2023 | 1,051 | +10.5% | +18.3% |
| Q1 2023 | 952 | +3.1% | -12.1% |
| Q4 2022 | 924 | +2.8% | -17.7% |
| Q3 2022 | 898 | +1.0% | -13.4% |
QoQ = change vs the prior quarter; YoY = change vs the same quarter a year earlier.
About State Street SPDR S&P 500 ETF Trust
The State Street SPDR S&P 500 ETF Trust, or SPY, aims to replicate the total return, encompassing both price appreciation and dividends, of the S&P 500 Index, prior to its operating expenses. This underlying benchmark represents a broad cross-section of leading U.S. corporations, featuring companies across all eleven GICS industry sectors. Notably, SPY debuted in January 1993, making it the pioneering exchange-traded fund to be listed in the United States.
- Sector
- Financial Services
- Industry
- Asset Management - Global