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TOTL: SPDR® DoubleLine Total Return Tactical ETF (ETF)
Basic Info 39.12 0.04(0.10%) April 23
Asset Class: | Intermediate-Term Bond |
MyPlanIQ Rating: | (3%) |
Start Date: | 02/24/2015 |
Last Dividend Date: | 04/01/2024 |
12-Mo. Yield | 4.95% |
Expenses | 0.55% |
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Performance Analytics (As of 04/22/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | Since 02/24/2015 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.4 | -1.6 | 0.9 | -2.8 | -0.3 | 0.8 | 5.5 | -11.6 | -1.0 | 3.6 | 6.9 | 0.8 | 3.5 | 2.8 | -0.3 |
Sharpe Ratio | NA | -1.09 | -0.39 | -0.8 | -0.33 | -0.07 | 0.19 | -1.94 | -0.37 | 0.49 | 1.96 | -0.21 | 1.3 | 1.12 | -0.14 |
Draw Down(%) | NA | 4.1 | 7.0 | 16.5 | 16.5 | 16.5 | 7.1 | 15.2 | 2.0 | 7.3 | 1.4 | 2.0 | 1.5 | 3.3 | 1.4 |
Standard Deviation(%) | NA | 8.2 | 7.0 | 6.3 | 5.9 | 4.6 | 6.9 | 6.7 | 2.7 | 6.8 | 2.8 | 2.6 | 2.3 | 2.3 | 2.6 |
Treynor Ratio | NA | -0.1 | -0.03 | -0.07 | -0.03 | 0.0 | 0.02 | -0.19 | -0.02 | 0.05 | 0.1 | -0.01 | 0.05 | 0.06 | -0.01 |
Alpha | NA | 0.01 | 0.0 | -0.01 | -0.01 | 0.0 | -0.01 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Beta | NA | 0.89 | 0.81 | 0.75 | 0.73 | 0.7 | 0.83 | 0.7 | 0.54 | 0.72 | 0.56 | 0.65 | 0.64 | 0.46 | 0.53 |
RSquared | NA | 0.44 | 0.68 | 0.73 | 0.6 | 0.59 | 0.85 | 0.77 | 0.57 | 0.3 | 0.43 | 0.44 | 0.62 | 0.53 | 0.69 |
Yield(%) | N/A | 1.3 | 4.9 | 3.8 | 3.5 | N/A | 4.8 | 4.0 | 2.9 | 2.9 | 3.4 | 3.3 | 3.0 | 3.2 | 2.6 |
Dividend Growth(%) | N/A | -73.7 | 2.1 | 18.9 | N/A | N/A | 3.2 | 30.6 | 0.0 | -10.6 | 0.0 | 11.0 | -8.2 | 22.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/24/2015
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