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FLRN: SPDR® Bloomberg Investment Grade Floating Rate ETF (ETF)
Basic Info 30.81 0(0.0%) April 24
Asset Class: | Short-Term Bond |
MyPlanIQ Rating: | (33%) |
Start Date: | 12/01/2011 |
Last Dividend Date: | 04/01/2024 |
12-Mo. Yield | 5.45% |
Expenses | 0.15% |
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Performance Analytics (As of 04/23/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 12/01/2011 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.1 | 2.2 | 7.0 | 3.5 | 2.7 | 2.1 | 2.0 | 6.5 | 1.4 | 0.5 | 0.8 | 4.0 | 1.4 | 1.8 | 1.7 | 0.4 | -0.1 | 0.8 | 2.8 | 0.9 |
Sharpe Ratio | NA | 6.26 | 2.62 | 0.66 | 0.19 | 0.24 | 0.22 | 0.85 | 0.03 | 0.97 | 0.04 | 3.27 | 0.1 | 1.29 | 0.75 | 0.22 | -0.07 | 0.22 | 0.22 | 4.55 |
Draw Down(%) | NA | 0.1 | 0.4 | 2.2 | 14.6 | 14.6 | 14.6 | 2.2 | 1.4 | 0.2 | 14.6 | 0.2 | 0.9 | 0.3 | 0.9 | 1.1 | 0.5 | 1.4 | 7.8 | 0.2 |
Standard Deviation(%) | NA | 0.6 | 1.3 | 1.8 | 5.9 | 4.3 | 5.4 | 2.7 | 1.6 | 0.5 | 12.8 | 0.8 | 0.8 | 0.9 | 2.0 | 1.8 | 1.5 | 3.3 | 12.7 | 2.5 |
Treynor Ratio | NA | -2.38 | -1.63 | -0.33 | 0.07 | 0.08 | 0.08 | -0.16 | 0.01 | 0.21 | 0.01 | -0.82 | -0.04 | -0.34 | 0.37 | 0.05 | -1.07 | 0.05 | 0.03 | -0.36 |
Alpha | NA | 0.01 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | -0.01 | 0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.05 |
Beta | NA | -0.02 | -0.02 | -0.04 | 0.16 | 0.13 | 0.15 | -0.15 | 0.05 | 0.02 | 0.93 | -0.03 | -0.02 | -0.04 | 0.04 | 0.09 | 0.0 | 0.14 | 1.03 | -0.31 |
RSquared | NA | 0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.04 | 0.01 | 0.0 | 0.05 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | 0.03 |
Yield(%) | N/A | 1.4 | 5.8 | 3.1 | 2.5 | 2.0 | N/A | 5.7 | 2.0 | 0.4 | 1.2 | 2.8 | 2.4 | 1.6 | 1.1 | 0.7 | 0.4 | 0.7 | 1.4 | 0.1 |
Dividend Growth(%) | N/A | -74.7 | 80.6 | 55.1 | 84.8 | N/A | N/A | 190.0 | 400.0 | -67.6 | -56.0 | 13.5 | 51.0 | 53.1 | 45.5 | 69.2 | -35.0 | -53.5 | 975.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/01/2011
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