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SPLB: SPDR Barclays Long Term Corporate Bond (ETF)
Basic Info 22.43 0.1(0.44%) May 08
Asset Class: | EQUITY |
MyPlanIQ Rating: | (96%) |
Start Date: | 03/11/2009 |
Last Dividend Date: | 05/01/2024 |
12-Mo. Yield | 4.92% |
Expenses | - |
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Performance Analytics (As of 05/03/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 03/11/2009 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.8 | -3.7 | 3.1 | -6.0 | 0.1 | 6.1 | 7.1 | 7.2 | 11.1 | -25.7 | -2.0 | 13.5 | 23.5 | -7.3 | 66.6 | 9.4 | -6.4 | 14.7 | -6.9 | 7.4 | 14.7 | 6.3 | 18.8 |
Sharpe Ratio | NA | -1.47 | -0.26 | -0.58 | -0.09 | 0.27 | NA | 0.4 | 0.49 | -1.55 | -0.19 | 0.53 | 2.91 | -1.33 | 1.62 | 1.02 | -0.6 | 1.89 | -0.69 | 0.87 | 1.12 | 0.53 | 1.96 |
Draw Down(%) | NA | 7.1 | 13.0 | 34.5 | 34.5 | 34.5 | NA | 34.5 | 15.2 | 32.7 | 10.5 | 28.0 | 5.1 | 9.8 | 3.7 | 10.2 | 12.8 | 4.8 | 14.3 | 4.5 | 5.0 | 8.5 | 4.7 |
Standard Deviation(%) | NA | 10.6 | 12.9 | 14.2 | 16.2 | 18.1 | NA | 16.0 | 14.1 | 17.5 | 10.4 | 24.6 | 7.6 | 6.5 | 41.0 | 9.0 | 10.7 | 7.8 | 10.0 | 8.5 | 13.1 | 11.7 | 12.0 |
Treynor Ratio | NA | -0.48 | -0.08 | -0.3 | -0.07 | 0.34 | NA | 1.25 | 0.21 | -0.9 | -0.19 | 0.65 | -4.16 | -2.68 | -4.1 | -1.52 | 0.41 | -1.02 | 2.37 | -0.25 | -0.96 | -0.38 | -210.03 |
Alpha | NA | -0.09 | -0.05 | -0.04 | -0.01 | 0.02 | NA | 0.03 | 0.0 | -0.09 | -0.02 | 0.04 | 0.08 | -0.03 | 0.25 | 0.04 | -0.02 | 0.06 | -0.02 | 0.05 | 0.06 | 0.04 | 0.09 |
Beta | NA | 0.33 | 0.42 | 0.28 | 0.22 | 0.14 | NA | 0.05 | 0.33 | 0.3 | 0.11 | 0.2 | -0.05 | 0.03 | -0.16 | -0.06 | -0.16 | -0.14 | -0.03 | -0.29 | -0.15 | -0.16 | 0.0 |
RSquared | NA | 0.14 | 0.16 | 0.12 | 0.09 | 0.02 | NA | 0.0 | 0.1 | 0.18 | 0.02 | 0.08 | 0.01 | 0.01 | 0.0 | 0.01 | 0.05 | 0.05 | 0.0 | 0.21 | 0.08 | 0.07 | 0.0 |
Yield(%) | N/A | 1.7 | 4.9 | 3.4 | 3.8 | 3.6 | 4.6 | N/A | 4.7 | 3.3 | 2.9 | 3.3 | 4.5 | 4.1 | 3.2 | 3.2 | 2.9 | 3.1 | 3.1 | 3.2 | 3.6 | 5.5 | 3.8 |
Dividend Growth(%) | N/A | -62.6 | 9.8 | -3.4 | 14.3 | N/A | N/A | N/A | 5.9 | 6.3 | -4.0 | -13.2 | -1.7 | 34.9 | 8.9 | -1.2 | 3.9 | -8.3 | 1.2 | -2.4 | -34.1 | 63.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/11/2009
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