Seasonal Evaluation for State Street SPDR S&P 500 ETF (SPY)
The following tables show quarterly and semi-annual reports.
In the quarterly breakdown, the first through fourth quarters correspond to spring, summer, fall, and winter, respectively.
Detailed definitions for the semi-annual periods are provided in the table headers.
| Overview | 1st Quarter Jan. - Mar. |
2nd Quarter Apr. - Jun. |
3rd Quarter Jul. - Sep. |
4th Quarter Oct. - Dec. |
|---|---|---|---|---|
| Success Rate | 70.00% | 75.00% | 75.00% | 80.00% |
| Median Return | 3.20% | 3.31% | 4.10% | 6.69% |
| Average Return | 4.41% | 3.29% | 4.34% | 7.02% |
| Maximum Gain | 13.52% | 20.17% | 15.38% | 12.12% |
| Gain Year | 2019 | 2020 | 2009 | 2020 |
| Maximum Loss | -19.43% | -16.11% | -13.82% | -21.57% |
| Loss Year | 2020 | 2022 | 2011 | 2008 |
| Based on the past 20 years (2006-2025) | ||||
| Overview | Winter Season Oct. - Mar. |
Summer Season Apr. - Sep. |
First HY Jan. - Jun. |
Second HY Jul. - Dec. |
|---|---|---|---|---|
| Success Rate | 75.00% | 75.00% | 72.50% | 77.50% |
| Median Return | 5.66% | 3.67% | 3.31% | 5.33% |
| Average Return | 5.65% | 3.78% | 3.79% | 5.56% |
| Maximum Gain | 13.52% | 20.17% | 20.17% | 15.38% |
| Gain Year | 2019 | 2020 | 2020 | 2009 |
| Maximum Loss | -21.57% | -16.11% | -19.43% | -21.57% |
| Loss Year | 2008 | 2022 | 2020 | 2008 |
| Based on the past 20 years (2006-2025) | ||||