Seasonal Evaluation for State Street SPDR Portfolio S&P 500 Growth ETF (SPYG)
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 | 75.00% | 80.00% | 75.00% | 80.00% |
| Median Return | 2.18% | 4.43% | 3.53% | 6.57% |
| Average Return | 4.09% | 4.86% | 4.94% | 5.94% |
| Maximum Gain | 14.87% | 26.03% | 15.43% | 13.40% |
| Gain Year | 2019 | 2020 | 2009 | 2021 |
| Maximum Loss | -14.35% | -20.84% | -12.31% | -22.94% |
| Loss Year | 2020 | 2022 | 2008 | 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 | 77.50% | 77.50% | 77.50% | 77.50% |
| Median Return | 5.10% | 4.03% | 3.17% | 5.16% |
| Average Return | 4.96% | 4.90% | 4.47% | 5.43% |
| Maximum Gain | 14.87% | 26.03% | 26.03% | 15.43% |
| Gain Year | 2019 | 2020 | 2020 | 2009 |
| Maximum Loss | -22.94% | -20.84% | -20.84% | -22.94% |
| Loss Year | 2008 | 2022 | 2022 | 2008 |
| Based on the past 20 years (2006-2025) | ||||