All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

SPHY: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

SPHY real return snapshot: after CPI-U inflation, SPHY returned +0.92% over the past year and −0.89% YTD, with dividends reinvested. Since Jun. 19, 2012, SPHY is up +35.80% in real purchasing-power return, or +2.18%/yr, and is currently −1.34% below its real total-return high on Jan. 22, 2026.

Data ending Tue Sep. 8, 2026

Growth of $10,000

Tue 2012-06-19💬 to Tue 2026-09-08 Overall
Return
Exponential
Trendline
SPHY
×
+35.80%
+2.18%/yr
+1.59%/yr
R2=0.595
SPDR Portfolio High Yield Bond Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2012-06-19💬 to Tue 2026-09-08 Start
Value
End
Value
SPHY
×
$10,000.00
2012-06-19
$13,580.04
2026-09-08

This Year’s Performance

through 2026-09-08

  YTD YoY
SPHY
×
−0.89% +0.92%

Drawdowns

  Current
Drawdown
Worst
Drawdown
SPHY
×
−1.34%
on 2026-09-08
from 2026-01-22 peak
−21.96%
on 2022-09-27
from 2021-02-08 peak

Rolling Returns

Period ending Tue 2026-09-08 1 yr 2 yr 3 yr 5 yr 10 yr
SPHY
×
+0.92% +6.22%
+3.06%/yr
+17.36%
+5.48%/yr
+0.21%
+0.04%/yr
+15.11%
+1.42%/yr

Annual Returns

Year SPHY
2026 (YTD) −0.89%
2025 +5.77%
2024 +5.51%
2023 +9.16%
2022 −16.00%
2021 −1.35%
2020 +5.23%
2019 +10.63%
2018 −5.15%
2017 +5.13%
2016 +9.95%
2015 −4.27%
2014 +6.61%
2013 −2.80%
2012 +7.21%