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BWZ: SPDR® Bloomberg Short Term International Treasury Bond ETF (ETF)
Basic Info 26.41 0.01(0.04%) March 27
Asset Class: | WORLD BOND |
MyPlanIQ Rating: | (46%) |
Start Date: | 01/27/2009 |
Last Dividend Date: | 03/01/2024 |
12-Mo. Yield | 1.65% |
Expenses | 0.35% |
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Performance Analytics (As of 03/26/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 01/27/2009 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.3 | -3.3 | -1.1 | -4.9 | -2.3 | -2.5 | -0.7 | -0.8 | 3.0 | -10.6 | -6.9 | 6.5 | 1.0 | -3.4 | 10.2 | -1.5 | -7.7 | -9.8 | -2.2 | 3.0 | -0.5 | 1.8 | 12.0 |
Sharpe Ratio | NA | -2.84 | -0.77 | -0.98 | -0.57 | -0.52 | NA | -0.19 | -0.16 | -1.31 | -1.39 | 0.91 | -0.1 | -0.75 | 1.49 | -0.22 | -0.95 | -1.82 | -0.35 | 0.48 | -0.04 | 0.16 | 1.2 |
Draw Down(%) | NA | 4.3 | 6.4 | 23.7 | 24.9 | 30.4 | NA | 34.2 | 6.8 | 19.3 | 8.4 | 7.7 | 2.6 | 8.7 | 3.9 | 9.8 | 8.8 | 12.2 | 6.5 | 5.8 | 8.4 | 11.2 | 5.6 |
Standard Deviation(%) | NA | 6.4 | 6.8 | 7.6 | 6.9 | 6.9 | NA | 7.7 | 7.8 | 9.2 | 4.9 | 6.9 | 4.4 | 6.2 | 6.4 | 7.6 | 8.1 | 5.4 | 6.3 | 6.1 | 11.6 | 10.5 | 10.7 |
Treynor Ratio | NA | -0.07 | -0.08 | -0.1 | -0.05 | -0.04 | NA | -0.02 | -0.02 | -0.15 | -0.08 | 0.09 | -0.01 | -0.06 | 0.12 | -0.02 | -0.09 | -0.11 | -0.03 | 0.04 | -0.01 | 0.02 | 0.17 |
Alpha | NA | -0.02 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.03 | 0.0 | 0.0 | -0.01 | -0.01 | 0.01 | -0.01 | -0.01 | -0.03 | 0.01 | 0.0 | -0.02 | 0.01 | 0.01 |
Beta | NA | 2.61 | 0.69 | 0.78 | 0.75 | 0.79 | NA | 0.79 | 0.72 | 0.8 | 0.87 | 0.69 | 0.7 | 0.84 | 0.79 | 0.81 | 0.87 | 0.85 | 0.75 | 0.78 | 0.92 | 0.79 | 0.74 |
RSquared | NA | 0.35 | 0.48 | 0.7 | 0.69 | 0.71 | NA | 0.62 | 0.62 | 0.81 | 0.76 | 0.74 | 0.56 | 0.7 | 0.69 | 0.74 | 0.77 | 0.81 | 0.76 | 0.53 | 0.38 | 0.53 | 0.56 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/27/2009
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See WORLD BOND Asset Class Trend Rankings |
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