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 +2.22% over the past year and −0.59% YTD, with dividends reinvested. Since Jun. 19, 2012, SPHY is up +36.21% in real purchasing-power return, or +2.21%/yr, and is currently −1.04% below its real total-return high on Jan. 22, 2026.

Data ending Wed Aug. 19, 2026

Growth of $10,000

Tue 2012-06-19💬 to Wed 2026-08-19 Overall
Return
Exponential
Trendline
SPHY
×
+36.21%
+2.21%/yr
+1.58%/yr
R2=0.592
SPDR Portfolio High Yield Bond Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2012-06-19💬 to Wed 2026-08-19 Start
Value
End
Value
SPHY
×
$10,000.00
2012-06-19
$13,621.33
2026-08-19

This Year’s Performance

through 2026-08-19

  YTD YoY
SPHY
×
−0.59% +2.22%

Drawdowns

  Current
Drawdown
Worst
Drawdown
SPHY
×
−1.04%
on 2026-08-19
from 2026-01-22 peak
−21.96%
on 2022-09-27
from 2021-02-08 peak

Rolling Returns

Period ending Wed 2026-08-19 1 yr 2 yr 3 yr 5 yr 10 yr
SPHY
×
+2.22% +7.22%
+3.55%/yr
+18.69%
+5.88%/yr
+1.60%
+0.32%/yr
+15.71%
+1.47%/yr

Annual Returns

Year SPHY
2026 (YTD) −0.59%
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%