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ACIM: SPDR MSCI ACWI IMI ETF (ETF)
Basic Info
Asset Class: | WORLD STOCK |
MyPlanIQ Rating: | Not Rated |
Start Date: | 03/06/2012 |
Last Dividend Date: | 06/03/2019 |
12-Mo. Yield | 2.00% |
Expenses | 0.25% |
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Performance Analytics (As of 09/24/2019)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 03/06/2012 |
2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.3 | 1.3 | 9.2 | 6.8 | 9.3 | 17.0 | -10.1 | 23.3 | 8.6 | -2.2 | 8.4 | 25.5 | 4.5 |
Sharpe Ratio | NA | -0.02 | 0.63 | 0.37 | 0.56 | 1.79 | -0.72 | 3.09 | 0.41 | -0.11 | 0.5 | 1.68 | 0.36 |
Draw Down(%) | NA | 17.5 | 19.4 | 23.3 | 23.3 | 6.9 | 19.4 | 2.1 | 12.9 | 17.5 | 13.8 | 8.4 | 11.9 |
Standard Deviation(%) | NA | 14.7 | 12.9 | 16.3 | 15.9 | 12.5 | 15.9 | 7.4 | 20.6 | 19.2 | 16.8 | 15.1 | 15.1 |
Treynor Ratio | NA | 0.0 | 0.08 | 0.07 | 0.12 | 0.21 | -0.11 | 0.28 | 0.1 | -0.03 | 0.12 | 0.48 | 0.15 |
Alpha | NA | 0.01 | 0.01 | 0.02 | 0.02 | 0.02 | 0.02 | 0.01 | 0.02 | 0.01 | 0.05 | 0.06 | 0.01 |
Beta | NA | 1.06 | 1.0 | 0.84 | 0.73 | 1.04 | 1.03 | 0.8 | 0.85 | 0.65 | 0.72 | 0.53 | 0.36 |
RSquared | NA | 0.85 | 0.7 | 0.47 | 0.36 | 0.87 | 0.78 | 0.6 | 0.48 | 0.27 | 0.22 | 0.18 | 0.14 |
Yield(%) | N/A | 2.0 | 2.5 | 2.5 | N/A | 1.3 | 1.7 | 2.7 | 2.0 | 3.5 | 2.4 | 2.1 | 2.3 |
Dividend Growth(%) | N/A | -7.7 | 10.8 | N/A | N/A | -32.6 | -26.7 | 47.5 | -46.5 | 60.6 | 32.7 | -4.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/06/2012
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