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FEZ: SPDR EURO STOXX 50 ETF (ETF)
Basic Info 56.48 1.32(2.39%) March 14
| Asset Class: | EUROPE STOCK |
| MyPlanIQ Rating: | (98%) |
| Start Date: | 10/21/2002 |
| Last Dividend Date: | 12/23/2024 |
| 12-Mo. Yield | 2.71% |
| Expenses | 0.29% |
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Performance Analytics (As of 03/07/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 10/21/2002 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.3 | 17.3 | 10.7 | 16.9 | 15.6 | 7.2 | 5.8 | 4.9 | 7.0 | 3.6 | 27.2 | -14.3 | 14.8 | 4.8 | 26.0 | -15.9 | 24.8 | 0.7 | -4.0 | -9.8 | 25.8 | 22.7 | -16.3 | -8.0 | 25.3 | -43.0 | 20.4 | 31.9 | 8.4 | 16.9 | 43.4 | 0.2 |
| Sharpe Ratio | NA | 8.91 | 0.38 | 0.76 | 0.43 | 0.26 | NA | NA | 0.23 | -0.19 | 1.38 | -0.53 | 0.95 | 0.12 | 1.88 | -1.03 | 2.15 | 0.02 | -0.19 | -0.59 | 1.41 | 0.87 | -0.4 | -0.24 | 0.66 | -0.88 | 0.88 | 1.75 | 0.46 | 0.9 | 1.67 | 0.01 |
| Draw Down(%) | NA | 2.7 | 11.5 | 26.6 | 35.1 | 39.7 | NA | NA | 64.2 | 11.5 | 14.4 | 33.7 | 8.6 | 38.9 | 8.6 | 25.3 | 3.1 | 13.8 | 16.7 | 18.5 | 9.8 | 23.9 | 37.8 | 30.3 | 36.2 | 56.6 | 12.0 | 13.6 | 9.2 | 14.1 | 23.1 | 7.7 |
| Standard Deviation(%) | NA | 18.0 | 16.6 | 20.9 | 24.5 | 21.2 | NA | NA | 25.6 | 15.9 | 16.8 | 29.5 | 15.6 | 37.1 | 13.1 | 16.7 | 11.3 | 22.5 | 21.0 | 16.7 | 18.3 | 26.4 | 40.8 | 33.1 | 38.3 | 49.9 | 19.8 | 16.4 | 13.7 | 17.6 | 25.5 | 36.0 |
| Treynor Ratio | NA | 1.35 | 0.05 | 0.14 | 0.1 | 0.05 | NA | NA | 0.05 | -0.03 | 0.21 | -0.14 | 0.13 | 0.04 | 0.23 | -0.15 | 0.21 | 0.0 | -0.03 | -0.08 | 0.21 | 0.18 | -0.13 | -0.06 | 0.22 | -0.4 | 0.18 | 0.28 | 0.06 | 0.17 | 0.37 | 0.0 |
| Alpha | NA | 0.02 | 0.0 | 0.02 | 0.01 | 0.0 | NA | NA | 0.0 | 0.02 | 0.02 | 0.02 | -0.01 | 0.0 | 0.0 | 0.01 | -0.02 | 0.01 | 0.0 | -0.01 | -0.02 | -0.01 | 0.0 | -0.05 | -0.03 | 0.04 | 0.02 | -0.01 | 0.0 | -0.01 | 0.0 | -0.02 |
| Beta | NA | 1.19 | 1.18 | 1.14 | 1.11 | 1.1 | NA | NA | 1.13 | 1.17 | 1.12 | 1.14 | 1.14 | 1.07 | 1.08 | 1.12 | 1.18 | 1.06 | 1.16 | 1.22 | 1.25 | 1.3 | 1.26 | 1.27 | 1.12 | 1.08 | 0.99 | 1.02 | 1.01 | 0.93 | 1.16 | 1.12 |
| RSquared | NA | 0.86 | 0.89 | 0.93 | 0.92 | 0.92 | NA | NA | 0.89 | 0.89 | 0.92 | 0.95 | 0.93 | 0.91 | 0.9 | 0.9 | 0.85 | 0.93 | 0.88 | 0.91 | 0.89 | 0.92 | 0.94 | 0.94 | 0.94 | 0.94 | 0.9 | 0.77 | 0.6 | 0.49 | 0.64 | 0.58 |
| Yield(%) | N/A | 0.0 | 2.7 | 3.3 | 4.6 | 3.0 | 3.1 | 3.2 | N/A | 3.0 | 3.4 | 2.5 | 2.9 | 2.1 | 3.2 | 2.8 | 3.0 | 3.3 | 2.8 | 3.4 | 3.3 | 4.1 | 4.1 | 2.9 | 3.7 | 3.1 | 4.8 | 3.0 | 2.5 | 2.4 | 2.5 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 7.4 | 23.4 | 12.1 | -22.7 | N/A | N/A | N/A | 7.4 | 11.4 | -3.1 | 37.7 | -16.8 | -7.1 | 15.5 | -11.5 | 7.7 | -25.3 | 21.4 | -9.0 | -18.1 | 24.5 | -4.0 | -34.3 | -24.4 | 97.0 | 33.1 | 19.1 | 25.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/21/2002
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See EUROPE STOCK Asset Class Trend Rankings |
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* Day change on 03/14/2025.Latest Articles Related to FEZ
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