STATE STREET(R) SPDR(R) S&P 500(R) ESG ETF
Symbol: EFIV
Exchange: NYSE
Sector: Technology
Category: Large Blend
Inception date: 27/07/2020
Latest date: 20/07/2026
Current price: $71.57
Expense ratio: 0.10%
Period performance
Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.
Performance metrics
Period total return
-1.59%
Ann. -41.26% (Sharpe / Sortino numerator)
Volatility
17.64%
Sharpe ratio
-2.545
VaR 95%
-1.63%
The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.
Period total return
4.52%
Ann. -15.47% (Sharpe / Sortino numerator)
Volatility
14.41%
Sharpe ratio
-1.325
VaR 95%
-1.50%
The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.
Period total return
9.68%
Ann. -0.21% (Sharpe / Sortino numerator)
Volatility
13.15%
Sharpe ratio
-0.292
VaR 95%
-1.44%
The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.
Period total return
21.58%
Ann. 19.06% (Sharpe / Sortino numerator)
Volatility
18.09%
Sharpe ratio
0.853
VaR 95%
-1.49%
The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.
Period total return
34.53%
Ann. 13.82% (Sharpe / Sortino numerator)
Volatility
16.20%
Sharpe ratio
0.629
VaR 95%
-1.51%
The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.
Period total return
68.08%
Ann. 18.79% (Sharpe / Sortino numerator)
Volatility
14.86%
Sharpe ratio
1.020
VaR 95%
-1.42%
The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.
Daily returns for period 12M
Daily simple returns from the same adjusted closes used by the performance chart: 21/07/2025 - 20/07/2026.
Average daily return
0.081%
Best day
2.853%
Worst day
-2.606%
Days with data
250
Recent price history (last 90 days)
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| 20/07/2026 | $72.02 | $72.18 | $71.53 | $71.57 | 25,600 |
| 17/07/2026 | $71.47 | $72.02 | $71.38 | $71.62 | 12,300 |
| 16/07/2026 | $72.70 | $72.81 | $72.19 | $72.45 | 1,169,400 |
| 15/07/2026 | $72.89 | $72.89 | $72.28 | $72.78 | 14,100 |
| 14/07/2026 | $72.46 | $72.84 | $72.46 | $72.80 | 163,200 |
| 13/07/2026 | $72.62 | $72.67 | $72.22 | $72.29 | 21,000 |
| 10/07/2026 | $72.41 | $72.83 | $72.41 | $72.83 | 6,300 |
| 09/07/2026 | $72.37 | $72.53 | $72.15 | $72.42 | 29,400 |
| 08/07/2026 | $71.74 | $72.09 | $71.42 | $72.05 | 23,000 |
| 07/07/2026 | $72.35 | $72.44 | $71.97 | $72.24 | 18,400 |