State Street SPDR Portfolio Emerging Markets ETF (SPEM) Total Returns
Growth of $10,000 chart
2021-03-18 to 2026-03-18 to
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| Final Value | Total Return | CAGR | Dividends | Yield on Cost | |
|---|---|---|---|---|---|
| Nominal | $12,064.03 | 20.64% | 3.82% | $1,390.29 | 13.90% |
| Real * | $9,761.49 | -2.39% | -0.48% | $1,213.23 | 12.13% |
* Adjusted to Mar 2021 purchasing power (US CPI-U) Taxes: $278.06 · Transaction costs: $2.23 Reinvested dividends with 20% tax, 0.2% cost per reinvestment.
Rolling 1-Year Returns (252 Trading Days)
| Metric | Value |
|---|---|
| Average Rolling Return | +4.74% |
| Median Rolling Return | +8.88% |
| Best Rolling Return | +34.77% |
| Worst Rolling Return | -29.39% |
| % of Windows Positive | 67.2% |
Risk Metrics
| Metric | Value |
|---|---|
| Maximum Drawdown | -32.54% |
| Drawdown Duration | 842 Trading Days |
| Sortino Ratio | 0.44 |
| Calmar Ratio | 0.16 |
| CVaR (5%) | -2.32% |
Yearly Returns
| Year | Return | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +0.41% (+1.94% ann.) | +$40.59 | $0.00 | $0.00 | $0.00 |
| 2025 | +24.87% | +$2487.33 | $340.60 | $68.12 | $0.54 |
| 2024 | +10.78% | +$1077.98 | $302.99 | $60.60 | $0.49 |
| 2023 | +9.91% | +$990.57 | $302.98 | $60.60 | $0.49 |
| 2022 | -18.45% | $1844.70 | $269.92 | $53.98 | $0.43 |
| 2021 | +0.90% | +$90.36 | $310.71 | $62.14 | $0.49 |
| 2020 | +14.07% | +$1406.93 | $216.71 | $43.34 | $0.35 |
| 2019 | +18.97% | +$1897.15 | $343.70 | $68.74 | $0.55 |
| 2018 | -13.63% | $1363.33 | $199.24 | $39.85 | $0.32 |
| 2017 | +34.49% | +$3448.69 | $148.92 | $29.78 | $0.23 |
| 2016 | +11.37% | +$1136.76 | $167.00 | $33.39 | $0.26 |
| 2015 | -15.64% | $1564.39 | $199.47 | $39.89 | $0.32 |
| 2014 | -1.09% | $109.10 | $220.65 | $44.13 | $0.36 |
| 2013 | -2.21% | $220.98 | $184.32 | $36.86 | $0.30 |
| 2012 | +17.46% | +$1746.02 | $231.05 | $46.21 | $0.37 |
| 2011 | -19.53% | $1952.64 | $286.17 | $57.23 | $0.46 |
| 2010 | +18.15% | +$1815.21 | $269.91 | $53.98 | $0.43 |
| 2009 | +72.12% | +$7211.88 | $121.06 | $24.22 | $0.19 |
| 2008 | -49.62% | $4962.19 | $180.60 | $36.12 | $0.29 |
| 2007 partial | +35.64% (+48.20% ann.) | +$3563.84 | $243.86 | $48.77 | $0.39 |
Market Regime Returns
| Regime | Period | Return | Ann. Return | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| China-WTO / housing-credit / commodity boom partial | 2007-03-23 – 2007-10-09 | +39.92% | +84.67% | +$3991.63 | $0.00 | $0.00 | $0.00 |
| GFC / deleveraging / dollar shortage | 2007-10-10 – 2009-03-09 | -59.10% | -46.89% | $5910.13 | $349.80 | $69.96 | $0.56 |
| Policy-led rebound / euro-sovereign-crisis overlay | 2009-03-10 – 2012-07-25 | +83.21% | +19.65% | +$8321.29 | $1485.05 | $297.01 | $2.38 |
| Secular stagnation / QE / low inflation / duration bull | 2012-07-26 – 2020-02-19 | +42.69% | +4.81% | +$4269.05 | $1828.27 | $365.64 | $2.92 |
| Pandemic shock / liquidity crash | 2020-02-20 – 2020-03-23 | -29.66% | -98.20% | $2965.59 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | 2020-03-24 – 2020-11-06 | +45.49% | +82.81% | +$4549.12 | $109.16 | $21.83 | $0.17 |
| Reopening reflation / fiscal boom / supply bottlenecks | 2020-11-09 – 2021-11-29 | +5.93% | +5.61% | +$592.64 | $217.95 | $43.59 | $0.35 |
| Inflation shock / duration crash / aggressive tightening | 2021-11-30 – 2022-11-09 | -22.20% | -23.39% | $2219.74 | $340.06 | $68.01 | $0.55 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | 2022-11-10 – 2024-09-17 | +24.52% | +12.56% | +$2451.96 | $658.83 | $131.77 | $1.06 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | 2024-09-18 – 2026-03-18 | +26.87% | +17.26% | +$2687.06 | $505.07 | $101.02 | $0.81 |
Dividend History
| Date | Per Share | Yield % | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|---|---|
| 2021-06-21 | $0.3550 | 0.79% | $80.87 | $16.17 | $0.13 | 1.4357 |
| 2021-12-20 | $0.9490 | 2.28% | $217.53 | $43.51 | $0.35 | 4.3344 |
| 2022-06-21 | $0.4590 | 1.32% | $107.20 | $21.44 | $0.17 | 2.4560 |
| 2022-12-20 | $0.6540 | 1.95% | $154.36 | $30.87 | $0.25 | 3.7538 |
| 2023-06-20 | $0.4460 | 1.25% | $106.94 | $21.39 | $0.17 | 2.4676 |
| 2023-12-18 | $0.5470 | 1.55% | $132.50 | $26.50 | $0.21 | 3.0505 |
| 2024-06-24 | $0.4510 | 1.18% | $110.62 | $22.12 | $0.18 | 2.3397 |
| 2024-12-23 | $0.6160 | 1.57% | $152.54 | $30.51 | $0.25 | 3.1397 |
| 2025-06-23 | $0.5270 | 1.27% | $132.16 | $26.43 | $0.21 | 2.5573 |
| 2025-12-22 | $0.7720 | 1.64% | $195.57 | $39.12 | $0.31 | 3.3564 |
| Total | 10 payments | $1390.29 | $278.06 | $2.23 | 28.8910 |
VFEA.L
Vanguard FTSE Emerging Markets UCITS ETF USD Accumulation
CAGR 7.57% Total 60.44% Final $16,044.00
2019-09-24 — 2026-03-18
DGRE
WisdomTree Emerging Markets Quality Dividend Growth Fund
CAGR 4.06% Total 65.24% Final $16,524.14
2013-08-01 — 2026-03-18
FEMR.L
Fidelity Emerging Markets Equity Research Enhanced UCITS ETF USD Acc
CAGR 4.59% Total 26.93% Final $12,693.39
2020-11-24 — 2026-03-18