What is SPDR Portfolio S&P 500 Value ETF's average annual return?

Since 2001, SPDR Portfolio S&P 500 Value ETF (SPYV) has returned about 7.4% a year (the compound annual growth rate) and an average calendar-year return of 8.3%.

What were SPDR Portfolio S&P 500 Value ETF's best and worst years?

Over 2001–2026, the best year was 2013 (+31.7%) and the worst was 2008 (-36.3%).

How often is SPDR Portfolio S&P 500 Value ETF up in a year?

18 of the 25 full years since 2001 were positive — about 72% of the time.

SPYV

SPDR Portfolio S&P 500 Value ETFETF · Broad Market

$62.84−$0.16 (-0.25%)as of market close, Aug 6, 2026

CompareSPYQQQNVDAAAPLMSFTAMZN

SPYV returns by year

SPDR Portfolio S&P 500 Value ETF has returned +7.4% annually (CAGR) since 2001. Calendar-year, monthly and weekly total returns for SPDR Portfolio S&P 500 Value ETF (SPYV) below, through August 6, 2026 — the most recent year is year-to-date.

Annualized (CAGR)

+7.4%

2001–2026

Average year

+8.3%

25 full years

Best year

+31.7%

2013

Worst year

-36.3%

2008

Positive years

18/25

72% up

SPDR Portfolio S&P 500 Value ETF returns by year (2001–2026)#

Calendar-year returns with each year's path and its dividend contribution (dividend return = total minus price return).

SPDR Portfolio S&P 500 Value ETF annual returns by year
Year	Start price	End price	Dividend	Total return
2026YTD	$56.81	$62.84	+0.9%	+11.5%
2025	$51.14	$56.81	+2.1%	+13.2%
2024	$46.63	$51.14	+2.6%	+12.2%
2023	$38.89	$46.63	+2.3%	+22.2%
2022	$42.00	$38.89	+2.1%	-5.3%
2021	$34.39	$42.00	+2.8%	+24.9%
2020	$34.91	$34.39	+2.8%	+1.4%
2019	$27.16	$34.91	+3.1%	+31.7%
2018	$30.68	$27.16	+2.4%	-9.0%
2017	$27.37	$30.68	+2.6%	+14.7%
2016	$23.98	$27.37	+2.9%	+17.1%
2015	$25.39	$23.98	+2.3%	-3.2%
2014	$23.15	$25.39	+2.5%	+12.2%
2013	$17.95	$23.15	+2.8%	+31.7%
2012	$15.70	$17.95	+2.2%	+16.5%
2011	$16.17	$15.70	+2.2%	-0.7%
2010	$14.38	$16.17	+3.0%	+15.5%
2009	$12.65	$14.38	+3.4%	+17.1%
2008	$20.58	$12.65	+2.2%	-36.3%
2007	$20.83	$20.58	+2.6%	+1.4%
2006	$17.53	$20.83	+2.7%	+21.6%
2005	$17.08	$17.53	+0.0%	+2.6%
2004	$15.46	$17.08	+0.0%	+10.5%
2003	$12.63	$15.46	+0.0%	+22.4%
2002	$15.82	$12.63	+0.0%	-20.2%
2001	$17.07	$15.82	+0.0%	-7.3%

Total return by period

-30%-20%-10%+0%+10%+20%+30%

'01'03'05'07'09'11'13'15'17'19'21'23'25

Methodology#

Returns are total returns (dividends reinvested), computed from SPYV's split- and dividend-adjusted closes. The bar chart switches between annual and monthly periods. Annualized return is the compound annual growth rate over the full period. The current year is year-to-date. See also the periodic table of returns. Past performance does not predict future returns; not investment advice.

See also: S&P 500 · Nasdaq-100 · Dow Jones · Russell 2000 · US Bond Market · Gold · Silver · Bitcoin · Ethereum

FAQ

What is SPDR Portfolio S&P 500 Value ETF's average annual return?: Since 2001, SPDR Portfolio S&P 500 Value ETF (SPYV) has returned about 7.4% a year (the compound annual growth rate) and an average calendar-year return of 8.3%.
What were SPDR Portfolio S&P 500 Value ETF's best and worst years?: Over 2001–2026, the best year was 2013 (+31.7%) and the worst was 2008 (-36.3%).
How often is SPDR Portfolio S&P 500 Value ETF up in a year?: 18 of the 25 full years since 2001 were positive — about 72% of the time.