State Street SPDR S&P 500 ETF Trust (SPY) Total Return:22.77%(TTM)
Over the latest trailing 12-month period, State Street SPDR S&P 500 ETF Trust (SPY)'s total return cagr is +22.77%. The comparable SPY value is +22.75%. Year-to-date total return is +7.32%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in SPY
$182,254
(18.2x return)
Invested on Jun 11, 1996
Growth of $10,000 in SPY (S&P 500)
$182,254
(18.2x return)
Invested on Jun 11, 1996
Hypothetical Growth of $10,000
This chart illustrates the cumulative performance of a hypothetical $10,000 investment. It assumes that all dividends paid by both the stock and SPY are reinvested in additional shares on the payment date, showing the true long-term compounding impact of distributions.
Recent Performance Indicators
YTD Total Return
+7.3%
1-Year Total Return
+22.8%
Current Dividend Yield
1.02%
Price CAGR vs. Total Return CAGR
Compound Annual Growth Rate (CAGR) is shown below. The difference between price CAGR and total return CAGR is the compound contribution of dividends reinvested.
| Holding Period | Price CAGR | Total Return CAGR | Dividend Addition |
|---|---|---|---|
| 1 Year | +21.4% | +22.8% | +1.4% |
| 3 Years | +19.3% | +20.8% | +1.5% |
| 5 Years | +11.5% | +13.0% | +1.5% |
| 10 Years | +13.3% | +15.1% | +1.9% |
| 15 Years | +12.3% | +14.3% | +2.0% |
| 20 Years | +9.2% | +11.2% | +2.0% |
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