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ULST: SPDR® SSgA Ultra Short Term Bond ETF (ETF)
Basic Info 40.34 0(0.0%) May 08
Asset Class: | EQUITY |
MyPlanIQ Rating: | (96%) |
Start Date: | 10/11/2013 |
Last Dividend Date: | 05/01/2024 |
12-Mo. Yield | 4.87% |
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 | Since 07/09/2018 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.2 | 2.0 | 5.8 | 2.8 | 2.4 | 1.9 | 2.5 | 5.6 | 0.8 | 0.3 | 1.5 | 3.2 | 2.0 | 1.2 | 1.8 | 0.2 | 0.1 | 0.1 |
Sharpe Ratio | NA | 1.17 | 1.69 | 0.46 | 0.45 | 0.45 | 0.47 | 1.51 | -0.56 | 0.66 | 0.36 | 4.16 | 0.77 | 0.36 | 0.98 | 0.09 | 0.03 | 1.37 |
Draw Down(%) | NA | 0.2 | 0.2 | 1.2 | 6.2 | 6.2 | 6.2 | 0.2 | 1.1 | 0.3 | 6.2 | 0.1 | 0.2 | 0.3 | 0.5 | 0.4 | 0.5 | 0.1 |
Standard Deviation(%) | NA | 0.9 | 0.9 | 0.9 | 1.7 | 1.6 | 1.5 | 0.9 | 1.0 | 0.4 | 3.4 | 0.4 | 1.0 | 1.6 | 1.6 | 1.5 | 1.7 | 0.4 |
Treynor Ratio | NA | 0.53 | 1.24 | 0.67 | 0.43 | 0.6 | 0.63 | 18.7 | -0.79 | -2.33 | 0.41 | -7.67 | -1.5 | -0.55 | -4.03 | -0.13 | 0.03 | -1.95 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 |
Beta | NA | 0.02 | 0.01 | 0.01 | 0.02 | 0.01 | 0.01 | 0.0 | 0.01 | 0.0 | 0.03 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | 0.02 | 0.0 |
RSquared | NA | 0.07 | 0.03 | 0.02 | 0.05 | 0.02 | 0.02 | 0.0 | 0.03 | 0.0 | 0.09 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 |
Yield(%) | N/A | 1.7 | 4.9 | 2.7 | 2.3 | 1.7 | N/A | 4.6 | 1.6 | 0.5 | 1.4 | 2.6 | 2.1 | 1.2 | 1.0 | 0.3 | 0.3 | 0.0 |
Dividend Growth(%) | N/A | -62.1 | 73.3 | N/A | N/A | N/A | N/A | 175.8 | 200.0 | -60.7 | -45.6 | 19.8 | 72.0 | 22.0 | 241.7 | 0.0 | 500.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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