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GAL: SPDR® SSgA Global Allocation ETF (ETF)
Basic Info 42.37 0.28(0.67%) April 26
Asset Class: | World Allocation |
MyPlanIQ Rating: | (43%) |
Start Date: | 04/26/2012 |
Last Dividend Date: | 03/19/2024 |
12-Mo. Yield | 3.59% |
Expenses | 0.35% |
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Performance Analytics (As of 04/26/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 04/26/2012 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.5 | 2.6 | 11.4 | 1.0 | 5.2 | 5.1 | 5.8 | 13.3 | -15.3 | 11.4 | 9.3 | 19.6 | -7.7 | 18.7 | 2.5 | -2.4 | 5.4 | 12.8 | 5.6 |
Sharpe Ratio | NA | 0.57 | 0.86 | -0.12 | 0.27 | 0.35 | 0.45 | 0.98 | -1.18 | 1.27 | 0.41 | 2.44 | -0.82 | 3.56 | 0.28 | -0.25 | 0.63 | 1.49 | 0.85 |
Draw Down(%) | NA | 3.4 | 8.7 | 21.7 | 28.3 | 28.3 | 28.3 | 8.7 | 20.5 | 4.2 | 28.3 | 4.0 | 15.0 | 1.8 | 6.9 | 10.2 | 7.1 | 8.0 | 7.5 |
Standard Deviation(%) | NA | 8.1 | 8.9 | 10.9 | 13.5 | 11.3 | 11.0 | 9.4 | 14.2 | 9.0 | 21.9 | 7.4 | 11.0 | 5.1 | 8.1 | 9.8 | 8.5 | 8.6 | 9.8 |
Treynor Ratio | NA | 0.05 | 0.07 | -0.02 | 0.05 | 0.05 | 0.06 | 0.09 | -0.22 | 0.15 | 0.17 | 0.24 | -0.09 | 0.16 | 0.03 | -0.02 | 0.05 | 0.12 | 0.14 |
Alpha | NA | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.01 | 0.0 | -0.01 | 0.02 | 0.0 | 0.02 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | -0.01 | 0.02 |
Beta | NA | 0.92 | 1.01 | 0.82 | 0.7 | 0.78 | 0.79 | 0.98 | 0.77 | 0.78 | 0.54 | 0.76 | 1.04 | 1.1 | 0.88 | 1.08 | 1.17 | 1.05 | 0.58 |
RSquared | NA | 0.91 | 0.88 | 0.72 | 0.4 | 0.49 | 0.49 | 0.78 | 0.69 | 0.62 | 0.19 | 0.36 | 0.64 | 0.72 | 0.83 | 0.82 | 0.84 | 0.84 | 0.24 |
Yield(%) | N/A | 0.4 | 2.8 | 3.0 | 3.2 | 3.1 | N/A | 2.8 | 3.2 | 3.6 | 2.3 | 3.4 | 2.2 | 2.6 | 2.1 | 2.9 | 3.5 | 2.7 | 2.5 |
Dividend Growth(%) | N/A | -85.8 | -28.0 | 39.5 | 35.4 | N/A | N/A | -28.4 | -2.6 | 67.0 | -23.5 | 41.7 | -3.4 | 27.9 | -33.3 | -12.1 | 36.5 | 11.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/26/2012
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