Seasonal Evaluation for State Street SPDR Portfolio S&P 500 Value ETF (SPYV)
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% | 70.00% | 70.00% | 80.00% |
| Median Return | 2.98% | 2.21% | 3.20% | 6.81% |
| Average Return | 4.09% | 2.90% | 4.16% | 7.26% |
| Maximum Gain | 12.87% | 14.67% | 15.08% | 14.53% |
| Gain Year | 2012 | 2009 | 2009 | 2020 |
| Maximum Loss | -25.24% | -11.27% | -16.22% | -20.72% |
| 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% | 70.00% | 70.00% | 75.00% |
| Median Return | 5.09% | 3.07% | 2.72% | 4.68% |
| Average Return | 5.56% | 3.47% | 3.45% | 5.59% |
| Maximum Gain | 14.53% | 15.08% | 14.67% | 15.08% |
| Gain Year | 2020 | 2009 | 2009 | 2009 |
| Maximum Loss | -25.24% | -16.22% | -25.24% | -20.72% |
| Loss Year | 2020 | 2011 | 2020 | 2008 |
| Based on the past 20 years (2006-2025) | ||||