Generated 2026-07-05 15:31 UTC

Current: $744.78 · Day change: -0.13% ▼

Overview

Symbol	SPY
Full name	State Street SPDR S&P 500 ETF Trust
Exchange	PCX
Currency	USD
Type	etf
52-week high	$760.40
52-week low	$617.87
Position in 52w range	89%

Price Action

Returns

Window	Return	Starting price
1 Day	-0.13%	$745.76
1 Week	+1.43%	$734.30
1 Month	-1.95%	$759.57
3 Month	+13.67%	$655.24
6 Month	+8.41%	$687.01
YTD	+9.02%	$683.17
1 Year	+20.58%	$617.65
ALL (5.0y)	+72.03%	$432.93 (CAGR +11.52%)

Volatility & Risk Metrics

Computed over trailing ≈5.0 years of daily closes.

Metric	Value
Annualized return (CAGR)	11.52%
Annualized volatility	17.19%
Downside deviation	17.83%
Sharpe ratio	0.41
Sortino ratio	0.39
Max drawdown	-25.36% (bottomed 2022-10-12)

Price Chart — 1 Year

$ 754.83 |                                                      ** *  
         |                                                   ***  * * 
         |                                                   |       *
         |                                                 **         
         |                                               **           
         |                           * * ** ***  *       |            
$ 687.64 |                    ***  ** ||*  *   ** **    *             
         |               ** **   * |  *             *   |             
         |            ***  *      *                  | *              
         |       *****                               **               
         |   ** *                                                     
$ 620.45 |***  *                                                      
         +------------------------------------------------------------
          2025-07-02               2025-12-31               2026-06-26

Price Chart — 30 Days

$ 759.57 |       **                     
         |     **  **      *            
         |   **      |     |*           
         | **        |     | |**     ***
$ 742.50 |*          |*  **  *  |   *   
         |           * * |      *** |   
         |              ||         *    
$ 725.43 |              *               
         +------------------------------
          2026-05-20 2026-06-11 2026-07-02

Technical Analysis

Composite Signal: 🟢 BULLISH (Moderate)

Score: +0.20 on a scale of -1 (fully bearish) to +1 (fully bullish).

• Bullish signals: 3
• Bearish signals: 2
• Neutral signals: 6

Individual Indicators

Indicator	Signal	Interpretation
RSI-14	🟡 NEUTRAL	RSI 53 in neutral zone
MACD	🔴 BEARISH	MACD Bearish (above zero)
MA-50	🟢 BULLISH	Price above MA50 ($737.43)
MA-200	🟢 BULLISH	Price above MA200 ($692.29)
MA-50/200 cross	🟢 BULLISH	Golden Cross (MA50 > MA200)
Bollinger Bands	🟡 NEUTRAL	Mid-band (pos 62%)
Volume	🟡 NEUTRAL	Volume normal (1.03× avg)
ADX	🟡 NEUTRAL	ADX 19 (weak trend, ranging)
Stochastic	🟡 NEUTRAL	Stochastic 70
OBV	🔴 BEARISH	OBV falling (distribution)
ATR	🟡 NEUTRAL	ATR $10.16 (1.4%) — normal

Trading Thesis

Short-Term Outlook (0–3 months): 🔴 AVOID (Moderate)

Short-term momentum is soft. New long positions carry elevated risk of immediate drawdown. Wait for a clearer reversal signal (e.g. RSI < 30 or bullish MACD cross).

Supporting factors:

• RSI is 53.5 — neutral zone, no immediate directional signal.
• MACD is bearish — MACD Bearish (above zero).

Long-Term Outlook (12+ months): 🟢 BUY (Moderate)

Long-term structure leans bullish. Most trend indicators are constructive, though not every signal confirms. A staged accumulation plan is reasonable.

Supporting factors:

• Price is above the 50-day moving average — Price above MA50 ($737.43).
• Price is above the 200-day moving average — Price above MA200 ($692.29).
• MA-50 is above MA-200 (Golden Cross) — durable long-term uptrend structure.
• ADX at 19 indicates a weak trend — market is range-bound.
• On-Balance Volume trend is down — distribution pressure.
• Trading at 89% of the 52-week range — extended toward highs.

Data & Methodology

• Price data: Yahoo Finance’s unofficial public API. Historical closes are dividend-adjusted.
• Sharpe / Sortino: computed against a 4.5% risk-free rate (approximate trailing 3-month T-bill).
• Signal composite: unweighted tally of individual indicator verdicts, mapped to a score in [-1, +1].
• Thesis narratives: rule-based interpretation of indicator readings — not machine-learned.
• Bar count: full available history from the data source (may be less than 5 years for newer symbols).

Disclaimer: This report is algorithmic analysis for informational and educational purposes. It is not investment advice or a solicitation to buy or sell any security. Do your own research; consult a licensed financial advisor before making investment decisions.

Generated by FIN/400 on 2026-07-05 15:31 UTC.