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DIA: SPDR Dow Jones Industrial Average ETF (ETF)
Basic Info 276.52 3.05(1.09%) September 18
| Asset Class: | LARGE VALUE |
| MyPlanIQ Rating: | (98%) |
| Start Date: | 01/21/1998 |
| Last Dividend Date: | 08/21/2020 |
| 12-Mo. Yield | 2.09% |
| Expenses | 0.17% |
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Performance Analytics (As of 09/18/2020)
| Last 1 Week* | YTD*(2020) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.2 | -1.6 | 4.0 | 10.0 | 13.5 | 12.6 | 9.1 | 8.1 | 25.0 | -2.9 | 26.8 | 16.4 | 0.1 | 9.7 | 29.6 | 9.9 | 8.1 | 14.0 | 22.7 | -32.2 | 8.8 | 18.9 | 1.6 | 5.0 | 27.9 | -14.7 | -5.0 | -6.0 | 27.7 | 19.2 |
| SR | NA | -0.06 | 0.1 | 0.37 | 0.64 | 0.7 | NA | 0.35 | 1.88 | -0.24 | 4.08 | 1.29 | 0.0 | 0.9 | 2.93 | 0.86 | 0.38 | 0.87 | 0.96 | -0.84 | 0.41 | 1.61 | -0.06 | 0.38 | 1.7 | -0.62 | -0.34 | -0.45 | 1.41 | 0.77 |
| DD(%) | NA | 36.7 | 36.7 | 36.7 | 36.7 | 36.7 | NA | 51.9 | 6.7 | 17.9 | 3.2 | 9.8 | 13.9 | 7.1 | 5.7 | 8.6 | 16.0 | 13.1 | 27.0 | 41.5 | 9.6 | 8.0 | 8.4 | 7.9 | 14.5 | 30.8 | 26.5 | 16.4 | 11.9 | 19.6 |
| SD(%) | NA | 42.2 | 36.0 | 24.2 | 20.1 | 17.4 | NA | 19.4 | 12.5 | 18.0 | 6.4 | 12.5 | 15.4 | 10.8 | 10.1 | 11.6 | 21.0 | 16.1 | 23.7 | 39.3 | 14.1 | 9.8 | 10.1 | 10.7 | 16.0 | 25.6 | 22.1 | 22.2 | 17.4 | 22.3 |
| TR | NA | -0.02 | 0.03 | 0.09 | 0.13 | 0.13 | NA | 0.07 | 0.23 | -0.04 | 0.32 | 0.18 | 0.0 | 0.1 | 0.34 | 0.11 | 0.09 | 0.16 | 0.31 | -0.38 | 0.07 | 0.17 | -0.01 | 0.04 | 0.3 | -0.18 | -0.07 | -0.1 | 0.26 | 0.16 |
| Alpha(%) | NA | 0.05 | 0.03 | 0.02 | 0.02 | 0.01 | NA | 0.01 | 0.0 | 0.01 | 0.04 | 0.0 | 0.0 | -0.01 | 0.01 | -0.01 | 0.03 | 0.01 | 0.03 | 0.0 | 0.03 | -0.01 | -0.02 | -0.03 | 0.0 | 0.02 | 0.03 | -0.05 | 0.05 | 0.01 |
| Beta(%) | NA | 1.02 | 1.02 | 1.04 | 1.02 | 0.97 | NA | 0.91 | 1.03 | 1.11 | 0.82 | 0.92 | 0.98 | 0.96 | 0.86 | 0.88 | 0.86 | 0.85 | 0.72 | 0.87 | 0.79 | 0.93 | 0.86 | 0.92 | 0.9 | 0.88 | 1.01 | 1.0 | 0.93 | 1.08 |
| RS | NA | 0.97 | 0.97 | 0.95 | 0.95 | 0.94 | NA | 0.89 | 0.89 | 0.94 | 0.81 | 0.94 | 0.96 | 0.94 | 0.9 | 0.92 | 0.96 | 0.95 | 0.93 | 0.91 | 0.9 | 0.82 | 0.83 | 0.85 | 0.91 | 0.88 | 0.85 | 0.74 | 0.81 | 0.87 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/21/1998
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