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KBE: SPDR® S&P Bank ETF (ETF)
Basic Info 45.27 0.95(2.14%) May 01
Asset Class: | Financial |
MyPlanIQ Rating: | (85%) |
Start Date: | 11/15/2005 |
Last Dividend Date: | 03/18/2024 |
12-Mo. Yield | 2.93% |
Expenses | 0.35% |
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Performance Analytics (As of 04/29/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 11/15/2005 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -1.5 | -0.9 | 30.5 | -3.2 | 2.8 | 6.0 | 9.3 | 1.7 | 4.5 | -14.8 | 33.5 | -8.7 | 29.8 | -19.6 | 10.5 | 30.8 | 2.5 | 2.8 | 41.4 | 22.7 | -22.1 | 23.1 | -1.8 | -47.3 | -21.7 | 16.1 | 1.9 |
Sharpe Ratio | NA | -0.27 | 1.0 | -0.17 | 0.04 | 0.17 | NA | 0.02 | 0.01 | -0.58 | 1.28 | -0.15 | 1.42 | -1.02 | 0.55 | 1.22 | 0.12 | 0.18 | 2.75 | 1.19 | -0.61 | 0.78 | -0.03 | -0.67 | -1.01 | 1.11 | 1.23 |
Draw Down(%) | NA | 8.6 | 17.7 | 45.2 | 51.2 | 53.1 | NA | 83.2 | 36.3 | 28.7 | 14.5 | 50.9 | 13.6 | 30.9 | 14.0 | 21.6 | 15.0 | 12.4 | 7.3 | 17.1 | 38.8 | 25.4 | 58.4 | 60.0 | 25.4 | 6.8 | 2.5 |
Standard Deviation(%) | NA | 23.0 | 28.1 | 28.3 | 35.7 | 29.0 | NA | 35.3 | 32.7 | 27.8 | 26.1 | 58.4 | 19.9 | 20.6 | 17.9 | 25.1 | 20.7 | 15.5 | 15.1 | 19.3 | 36.5 | 29.4 | 75.8 | 71.9 | 24.6 | 11.7 | 11.2 |
Treynor Ratio | NA | -0.04 | 0.16 | -0.04 | 0.01 | 0.04 | NA | 0.01 | 0.0 | -0.16 | 0.26 | -0.07 | 0.23 | -0.21 | 0.08 | 0.23 | 0.02 | 0.02 | 0.42 | 0.21 | -0.2 | 0.2 | -0.02 | -0.46 | -0.23 | 0.13 | 0.13 |
Alpha | NA | -0.15 | -0.06 | -0.03 | -0.02 | -0.02 | NA | -0.01 | -0.05 | -0.01 | -0.04 | -0.01 | -0.03 | -0.03 | -0.05 | 0.0 | 0.01 | -0.05 | 0.03 | -0.02 | -0.03 | 0.02 | -0.05 | 0.03 | -0.01 | 0.0 | 0.03 |
Beta | NA | 1.63 | 1.75 | 1.26 | 1.22 | 1.21 | NA | 1.14 | 1.66 | 1.04 | 1.29 | 1.2 | 1.21 | 1.01 | 1.32 | 1.31 | 1.14 | 1.13 | 0.98 | 1.09 | 1.08 | 1.12 | 1.23 | 1.04 | 1.05 | 0.96 | 1.09 |
RSquared | NA | 0.71 | 0.76 | 0.8 | 0.87 | 0.86 | NA | 0.9 | 0.8 | 0.88 | 0.88 | 0.92 | 0.86 | 0.85 | 0.91 | 0.89 | 0.82 | 0.77 | 0.78 | 0.89 | 0.96 | 0.9 | 0.93 | 0.92 | 0.93 | 0.85 | 0.82 |
Yield(%) | N/A | 0.7 | 3.7 | 2.4 | 2.7 | 2.9 | 4.6 | N/A | 2.8 | 2.4 | 2.8 | 2.2 | 2.9 | 1.7 | 1.4 | 1.8 | 1.7 | 1.6 | 1.8 | 2.5 | 1.4 | 0.6 | 1.6 | 3.2 | 4.2 | 3.7 | 0.3 |
Dividend Growth(%) | N/A | -75.8 | 3.1 | 23.7 | 84.4 | N/A | N/A | N/A | -5.9 | 15.3 | 15.7 | -6.4 | 34.6 | 28.6 | 3.3 | 5.2 | 7.4 | 20.0 | -10.0 | 31.6 | 192.3 | -63.9 | -73.9 | -44.6 | 26.4 | 1415.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/15/2005
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