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CWB: SPDR Barclays Convertible Secs ETF (ETF)
Basic Info 65.39 0.13(0.20%) March 24
Asset Class: | Convertibles |
MyPlanIQ Rating: | (32%) |
Start Date: | 04/16/2009 |
Last Dividend Date: | 03/01/2023 |
12-Mo. Yield | 2.18% |
Expenses | 0.40% |
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Performance Analytics (As of 03/24/2023)
Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
AR(%) | 0.6 | 2.3 | -10.9 | 18.6 | 9.0 | 9.2 | 10.5 | -19.1 | 3.3 | 53.4 | 22.4 | -2.0 | 13.4 | 10.7 | -0.8 | 7.7 | 20.5 | 15.6 | -7.7 | 14.0 | 29.6 |
SR | NA | 0.43 | -0.84 | 1.0 | 0.45 | 0.61 | 0.74 | -1.16 | 0.21 | 1.94 | 2.24 | -0.25 | 1.87 | 1.04 | -0.08 | 0.76 | 2.58 | 1.97 | -0.53 | 1.06 | 4.17 |
DD(%) | NA | 6.3 | 18.7 | 28.6 | 32.1 | 32.1 | 32.1 | 23.0 | 13.1 | 32.1 | 6.2 | 13.8 | 3.2 | 10.2 | 9.8 | 9.1 | 6.5 | 8.6 | 17.1 | 10.8 | 3.8 |
SD(%) | NA | 10.4 | 16.1 | 17.6 | 17.7 | 14.2 | 13.5 | 17.8 | 15.9 | 27.3 | 9.4 | 12.9 | 6.9 | 10.1 | 10.2 | 10.1 | 7.9 | 8.0 | 14.5 | 13.2 | 10.5 |
TR | NA | 0.0 | 0.0 | 0.0 | 0.05 | 0.06 | 0.1 | 0.0 | 0.0 | 0.0 | 0.07 | -0.02 | 0.11 | 0.09 | -0.01 | 0.06 | 0.2 | 0.17 | -0.08 | 0.16 | 0.66 |
Alpha(%) | NA | NA | -0.03 | 0.07 | 0.04 | 0.03 | 0.02 | NA | NA | NA | 0.06 | 0.02 | 0.02 | 0.01 | 0.01 | 0.02 | 0.0 | 0.01 | 0.0 | -0.01 | 0.05 |
Beta(%) | NA | NA | -0.59 | -0.39 | 1.75 | 1.33 | 1.05 | NA | NA | NA | 2.93 | 1.66 | 1.13 | 1.24 | 1.33 | 1.29 | 1.04 | 0.95 | 1.01 | 0.89 | 0.66 |
RS | NA | 0.0 | 0.0 | 0.0 | 0.08 | 0.23 | 0.31 | 0.0 | 0.0 | 0.0 | 0.21 | 0.84 | 0.6 | 0.79 | 0.81 | 0.77 | 0.68 | 0.78 | 0.82 | 0.67 | 0.47 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/16/2009
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Top Rated Funds in Convertibles
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Best ETFs
* Day change on 03/24/2023.Best Closed End Funds
- AVK (Advent Claymore Convertible Sec & Inc) 0.27% (100%)
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