Find A Portfolio/Ticker
Comparison Box
SPSB: SPDR Barclays Short Term Corporate Bond (ETF)
Basic Info 29.63 0.02(0.07%) May 08
Asset Class: | EQUITY |
MyPlanIQ Rating: | (96%) |
Start Date: | 01/17/2018 |
Last Dividend Date: | 05/01/2024 |
12-Mo. Yield | 4.50% |
Expenses | - |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 05/08/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | Since 07/09/2018 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.4 | 1.5 | 5.3 | 1.1 | 2.0 | 2.3 | 5.6 | -3.3 | -0.2 | 3.8 | 5.2 | 1.6 |
Sharpe Ratio | NA | -0.25 | 0.37 | -0.6 | 0.09 | 0.16 | 0.57 | -1.69 | -0.28 | 0.43 | 3.19 | 0.4 |
Draw Down(%) | NA | 0.5 | 0.9 | 6.0 | 11.8 | 11.8 | 1.4 | 5.4 | 0.9 | 11.8 | 0.5 | 0.6 |
Standard Deviation(%) | NA | 1.9 | 2.0 | 2.2 | 4.1 | 3.7 | 2.3 | 2.8 | 0.9 | 8.3 | 1.2 | 1.0 |
Treynor Ratio | NA | -0.09 | 0.17 | -0.33 | 0.07 | 0.12 | 0.58 | -0.94 | -0.16 | 0.47 | -1.34 | 10.68 |
Alpha | NA | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 | 0.02 | 0.0 |
Beta | NA | 0.05 | 0.05 | 0.04 | 0.06 | 0.05 | 0.02 | 0.05 | 0.02 | 0.08 | -0.03 | 0.0 |
RSquared | NA | 0.11 | 0.07 | 0.11 | 0.08 | 0.07 | 0.02 | 0.2 | 0.06 | 0.1 | 0.09 | 0.0 |
Yield(%) | N/A | 1.6 | 4.5 | 2.6 | 2.5 | N/A | 4.1 | 1.8 | 1.2 | 1.9 | 2.8 | 2.3 |
Dividend Growth(%) | N/A | -60.8 | 66.6 | N/A | N/A | N/A | 114.3 | 51.4 | -38.3 | -28.6 | 18.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See EQUITY Asset Class Trend Rankings |