State Street SPDR Portfolio Emerging Markets ETF (SPEM) Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$12,934
Total Return
29.34%
CAGR
5.28%
Dividends
$1,330.87
Yield on Cost
13.31%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.52% |
| Median | +0.65% |
| Best | +15.47% |
| Worst | -15.44% |
| % of Windows Positive | 56.4% |
1-Year (252 Trading Days)
| Average | +7.05% |
| Median | +10.56% |
| Best | +45.34% |
| Worst | -29.39% |
| % of Windows Positive | 72.5% |
3-Year (756 Trading Days)
| Average | +26.07% |
| Median | +26.16% |
| Best | +71.81% |
| Worst | -12.74% |
| % of Windows Positive | 76.4% |
Risk Metrics
| Maximum Drawdown | -32.48% |
| Average Drawdown | -12.38% |
| Drawdown Duration | 840 Trading Days |
| Sortino Ratio | 0.56 |
| Calmar Ratio | 0.16 |
| CVaR (5%) | -2.34% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +12.45% (+32.10% ann.) | +$1245.46 | $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 Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| China-WTO / housing-credit / commodity boom partial | March 23, 2007 – October 9, 2007 | +39.92% | +84.67% | +$3991.63 | $0.00 | $0.00 | $0.00 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -59.10% | -46.89% | $5910.13 | $349.80 | $69.96 | $0.56 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +83.21% | +19.65% | +$8321.29 | $1485.05 | $297.01 | $2.38 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +42.69% | +4.81% | +$4269.05 | $1828.27 | $365.64 | $2.92 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -29.66% | -98.20% | $2965.59 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +45.49% | +82.81% | +$4549.12 | $109.16 | $21.83 | $0.17 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +5.93% | +5.61% | +$592.64 | $217.95 | $43.59 | $0.35 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -22.20% | -23.39% | $2219.74 | $340.06 | $68.01 | $0.55 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +24.52% | +12.56% | +$2451.96 | $658.83 | $131.77 | $1.06 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | +42.10% | +22.87% | +$4209.51 | $505.07 | $101.02 | $0.81 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2007-12-21 | $0.6995 | 1.85% |
| 2008-12-19 | $0.6925 | 3.60% |
| 2009-06-19 | $0.0240 | 0.10% |
| 2009-12-18 | $0.2030 | 0.65% |
| 2010-06-18 | $0.2600 | 0.84% |
| 2010-12-17 | $0.6025 | 1.65% |
| 2011-06-17 | $0.2950 | 0.83% |
| 2011-12-16 | $0.7640 | 2.62% |
| 2012-06-15 | $0.2810 | 0.96% |
| 2012-12-21 | $0.3885 | 1.16% |
| 2013-06-21 | $0.3815 | 1.33% |
| 2013-12-20 | $0.2355 | 0.74% |
| 2014-06-20 | $0.2775 | 0.82% |
| 2014-12-19 | $0.4330 | 1.38% |
| 2015-06-19 | $0.2300 | 0.70% |
| 2015-12-18 | $0.3945 | 1.49% |
| 2016-06-17 | $0.1875 | 0.70% |
| 2016-12-16 | $0.2460 | 0.85% |
| 2017-06-16 | $0.1505 | 0.46% |
| 2017-12-15 | $0.2750 | 0.74% |
| 2018-06-18 | $0.3220 | 0.87% |
| 2018-12-24 | $0.4350 | 1.35% |
| 2019-06-24 | $0.3820 | 1.06% |
| 2019-12-23 | $0.7240 | 1.90% |
| 2020-06-22 | $0.2990 | 0.89% |
| 2020-12-21 | $0.5120 | 1.21% |
| 2021-06-21 | $0.3550 | 0.79% |
| 2021-12-20 | $0.9490 | 2.28% |
| 2022-06-21 | $0.4590 | 1.32% |
| 2022-12-20 | $0.6540 | 1.95% |
| 2023-06-20 | $0.4460 | 1.25% |
| 2023-12-18 | $0.5470 | 1.55% |
| 2024-06-24 | $0.4510 | 1.18% |
| 2024-12-23 | $0.6160 | 1.57% |
| 2025-06-23 | $0.5270 | 1.27% |
| 2025-12-22 | $0.7720 | 1.64% |
| Total | 36 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-06-03 to 2026-06-03. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-06-21 | $77.41 | $15.48 | $0.12 | 1.3743 |
| 2021-12-20 | $208.24 | $41.65 | $0.33 | 4.1492 |
| 2022-06-21 | $102.62 | $20.52 | $0.17 | 2.3510 |
| 2022-12-20 | $147.76 | $29.55 | $0.23 | 3.5934 |
| 2023-06-20 | $102.37 | $20.47 | $0.17 | 2.3621 |
| 2023-12-18 | $126.84 | $25.37 | $0.21 | 2.9201 |
| 2024-06-24 | $105.90 | $21.18 | $0.17 | 2.2397 |
| 2024-12-23 | $146.02 | $29.21 | $0.23 | 3.0055 |
| 2025-06-23 | $126.51 | $25.30 | $0.20 | 2.4480 |
| 2025-12-22 | $187.21 | $37.44 | $0.30 | 3.2130 |
| Total | $1330.87 | $266.17 | $2.13 | 27.6562 |
All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.
For each rolling window, returns are calculated at every possible starting point:
return = (value[i] ÷ value[i − windowSize] − 1) × 100
- Windows
- 1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
- Statistics
- Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.
The series is segmented by calendar year:
return = (endValue ÷ startValue − 1) × 100
startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.