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: 15/10/2026
Current price: $74.81
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
2.21%
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
3.07%
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
10.95%
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
19.06%
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
35.97%
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
82.35%
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: 15/10/2025 - 15/10/2026.
Average daily return
0.073%
Best day
2.853%
Worst day
-2.606%
Days with data
251
Recent price history (last 90 days)
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| 15/10/2026 | $74.12 | $74.92 | $74.07 | $74.81 | 517,800 |
| 14/10/2026 | $74.91 | $75.09 | $74.23 | $74.47 | 34,900 |
| 13/10/2026 | $75.23 | $75.40 | $75.01 | $75.24 | 27,500 |
| 12/10/2026 | $75.42 | $75.44 | $75.23 | $75.35 | 26,900 |
| 09/10/2026 | $75.31 | $75.51 | $75.25 | $75.38 | 39,800 |
| 08/10/2026 | $75.08 | $75.23 | $74.72 | $74.92 | 20,600 |
| 07/10/2026 | $75.29 | $75.42 | $75.09 | $75.38 | 18,800 |
| 06/10/2026 | $75.69 | $75.86 | $75.58 | $75.59 | 21,400 |
| 05/10/2026 | $74.80 | $75.46 | $74.80 | $75.36 | 30,000 |
| 02/10/2026 | $74.95 | $75.06 | $74.65 | $74.74 | 9,000 |