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BILS: SPDR Series Trust - SPDR Bloomberg Barclays 3-12 Month T-Bill ETF (ETF)
Basic Info 99.31 0.05(0.05%) October 11
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (15%) |
| Start Date: | 10/08/2020 |
| Last Dividend Date: | 10/01/2024 |
| 12-Mo. Yield | 5.20% |
| Expenses | - |
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Performance Analytics (As of 10/11/2024)
| Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | Since 10/08/2020 |
2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.1 | 4.6 | 5.9 | 3.4 | 2.6 | 4.9 | 0.9 | -0.1 | -0.0 |
| Sharpe Ratio | NA | -2.27 | -1.19 | -0.65 | -0.58 | 1.85 | -1.41 | -1.59 | -0.73 |
| Draw Down(%) | NA | 0.0 | 0.0 | 0.4 | 0.4 | 0.1 | 0.3 | 0.1 | 0.0 |
| Standard Deviation(%) | NA | 0.5 | 0.5 | 0.4 | 0.4 | 0.4 | 0.3 | 0.1 | 0.1 |
| Treynor Ratio | NA | 4.23 | 3.89 | -3.7 | -4.43 | -2.07 | -2.17 | 3.03 | -8.5 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Beta | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| RSquared | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.03 | 0.01 | 0.0 |
| Yield(%) | N/A | 3.9 | 5.2 | 3.5 | N/A | 5.0 | 1.6 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -22.3 | 13.4 | N/A | N/A | 208.7 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/08/2020
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