SPDR S&P 500 ESG ETF
Symbol: EFIV
Exchange: NYSE
Sector: Technology
Category: Large Blend
Inception date: 27/07/2020
Latest date: 03/06/2026
Current price: $72.52
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
4.63%
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
9.70%
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
10.51%
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
30.49%
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
43.70%
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
80.56%
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: 03/06/2025 - 03/06/2026.
Average daily return
0.109%
Best day
2.853%
Worst day
-2.514%
Days with data
251
Recent price history (last 90 days)
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| 03/06/2026 | $72.89 | $72.90 | $72.46 | $72.52 | 25,700 |
| 02/06/2026 | $72.99 | $73.25 | $72.94 | $73.02 | 11,800 |
| 01/06/2026 | $72.71 | $73.36 | $72.60 | $73.27 | 30,900 |
| 29/05/2026 | $72.76 | $72.88 | $72.60 | $72.62 | 44,800 |
| 28/05/2026 | $72.24 | $72.68 | $72.14 | $72.59 | 39,500 |
| 27/05/2026 | $72.44 | $72.44 | $72.14 | $72.27 | 15,200 |
| 26/05/2026 | $72.28 | $72.57 | $72.23 | $72.44 | 25,000 |
| 22/05/2026 | $72.07 | $72.24 | $71.90 | $71.93 | 14,200 |
| 21/05/2026 | $71.50 | $72.00 | $71.36 | $71.82 | 25,700 |
| 20/05/2026 | $71.48 | $71.87 | $71.30 | $71.85 | 16,400 |