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FEU: SPDR STOXX Europe 50 ETF (ETF)
Basic Info 40.4 0.12(0.30%) April 18
Asset Class: | EUROPE STOCK |
MyPlanIQ Rating: | (91%) |
Start Date: | 10/22/2002 |
Last Dividend Date: | 03/18/2024 |
12-Mo. Yield | 2.96% |
Expenses | 0.29% |
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Performance Analytics (As of 04/18/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -2.6 | 0.6 | 5.6 | 1.8 | 6.6 | 3.7 | 6.7 | 4.5 | 5.7 | 19.4 | -15.9 | 14.9 | 6.4 | 26.1 | -13.8 | 23.8 | -2.5 | -3.9 | -8.3 | 21.1 | 17.3 | -8.0 | -3.1 | 28.3 | -42.4 | 13.5 | 26.7 | 8.0 | 13.8 | 40.7 | -1.6 |
Sharpe Ratio | NA | 0.17 | 0.34 | 0.0 | 0.01 | 0.01 | NA | NA | 0.01 | 1.05 | -0.69 | 0.01 | 0.18 | 2.14 | -1.01 | 2.57 | -0.14 | -0.22 | -0.6 | 1.52 | 0.87 | -0.26 | -0.12 | 0.83 | -0.99 | 0.52 | 1.58 | 0.49 | 0.84 | 1.92 | -0.3 |
Draw Down(%) | NA | 3.9 | 12.9 | 95.4 | 95.4 | 95.4 | NA | NA | 95.4 | 12.9 | 32.2 | 93.7 | 36.8 | 7.7 | 21.9 | 3.0 | 12.5 | 16.6 | 15.5 | 9.4 | 16.8 | 30.1 | 25.3 | 32.6 | 53.5 | 12.6 | 12.6 | 6.9 | 10.1 | 18.9 | 7.8 |
Standard Deviation(%) | NA | 11.5 | 13.0 | 883.1 | 684.6 | 484.0 | NA | NA | 330.8 | 14.5 | 25.1 | 1531.4 | 34.2 | 11.5 | 14.9 | 9.0 | 20.1 | 17.7 | 13.7 | 13.9 | 20.1 | 31.2 | 27.4 | 33.9 | 43.7 | 20.2 | 14.9 | 11.8 | 15.3 | 20.9 | 29.6 |
Treynor Ratio | NA | 0.02 | 0.04 | -0.01 | -0.3 | 0.1 | NA | NA | 0.07 | 0.15 | -0.18 | -0.01 | 0.06 | 0.27 | -0.15 | 0.24 | -0.03 | -0.04 | -0.08 | 0.22 | 0.18 | -0.09 | -0.03 | 0.29 | -0.47 | 0.1 | 0.25 | 0.07 | 0.16 | 0.53 | -0.1 |
Alpha | NA | 0.0 | 0.0 | 26.61 | 16.01 | 8.0 | NA | NA | 3.72 | 0.0 | 0.0 | 80.88 | 0.0 | 0.01 | 0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | 0.01 | -0.03 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | 0.04 | -0.07 |
Beta | NA | 0.99 | 1.0 | -1.3 | -0.17 | 0.28 | NA | NA | 0.69 | 0.99 | 0.99 | -16.92 | 1.02 | 0.93 | 1.0 | 0.97 | 0.95 | 1.01 | 1.02 | 0.96 | 0.96 | 0.95 | 1.0 | 0.98 | 0.92 | 1.02 | 0.94 | 0.82 | 0.81 | 0.76 | 0.91 |
RSquared | NA | 0.96 | 0.97 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.97 | 0.98 | 0.0 | 0.97 | 0.87 | 0.91 | 0.88 | 0.94 | 0.93 | 0.94 | 0.92 | 0.86 | 0.92 | 0.85 | 0.91 | 0.9 | 0.91 | 0.82 | 0.54 | 0.5 | 0.41 | 0.58 |
Yield(%) | N/A | 0.5 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 3.4 | 2.5 | 3.0 | 2.3 | 3.9 | 3.3 | 3.4 | 3.5 | 3.4 | 5.3 | 3.6 | 3.9 | 4.1 | 2.5 | 4.4 | 3.5 | 3.8 | 3.5 | 3.2 | 2.4 | 2.9 | 0.0 |
Dividend Growth(%) | N/A | -84.7 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 9.3 | -4.4 | 31.4 | -25.9 | -3.3 | 18.8 | -7.3 | -6.0 | -42.6 | 66.9 | 0.0 | -14.2 | 56.7 | -30.8 | -29.0 | -2.1 | 29.9 | 20.0 | 46.3 | 9.3 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/11/1986
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