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BILS: SPDR Bloomberg 3-12 Month T-Bill ETF (ETF)
Basic Info 99.42 0.03(0.03%) June 27
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (12%) |
| Start Date: | 10/08/2020 |
| Last Dividend Date: | 06/02/2025 |
| 12-Mo. Yield | 4.58% |
| Expenses | - |
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Performance Analytics (As of 06/27/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | Since 10/08/2020 |
2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.1 | 2.0 | 4.8 | 4.4 | 2.7 | 5.2 | 4.9 | 0.9 | -0.1 | -0.0 |
| Sharpe Ratio | NA | 5.03 | 5.69 | 3.31 | 1.82 | 5.4 | 3.5 | -1.55 | -1.6 | -0.75 |
| Draw Down(%) | NA | 0.0 | 0.0 | 0.1 | 0.4 | 0.0 | 0.1 | 0.3 | 0.1 | 0.0 |
| Standard Deviation(%) | NA | 0.2 | 0.3 | 0.3 | 0.3 | 0.3 | 0.4 | 0.3 | 0.1 | 0.1 |
| Treynor Ratio | NA | -3.29 | -5.59 | -16.68 | 159.62 | 15.37 | -3.92 | -2.37 | 3.34 | -8.78 |
| Alpha | NA | 0.01 | 0.01 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 |
| Beta | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| RSquared | NA | 0.14 | 0.04 | 0.0 | 0.0 | 0.0 | 0.01 | 0.03 | 0.0 | 0.0 |
| Yield(%) | N/A | 1.7 | 4.6 | 4.4 | N/A | 5.0 | 5.0 | 1.6 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -65.3 | -11.5 | N/A | N/A | 0.6 | 208.3 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/08/2020
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