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INKM: SPDR® SSgA Income Allocation ETF (ETF)
Basic Info 31.36 0.38(1.20%) February 03
| Asset Class: | World Allocation |
| MyPlanIQ Rating: | (44%) |
| Start Date: | 04/26/2012 |
| Last Dividend Date: | 12/20/2022 |
| 12-Mo. Yield | 3.83% |
| Expenses | 0.36% |
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Performance Analytics (As of 02/03/2023)
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.2 | 6.3 | -1.8 | 3.1 | 4.1 | 4.5 | 4.9 | -9.3 | 9.2 | 3.1 | 17.1 | -5.3 | 13.9 | 6.5 | -4.8 | 8.8 | 3.0 | 6.1 |
| SR | NA | 9.94 | -0.29 | 0.17 | 0.26 | 0.4 | 0.45 | -0.92 | 1.57 | 0.13 | 3.35 | -0.96 | 2.9 | 0.8 | -0.6 | 1.44 | 0.38 | 1.33 |
| DD(%) | NA | 1.2 | 15.7 | 28.6 | 28.6 | 28.6 | 28.6 | 17.2 | 3.3 | 28.6 | 1.7 | 9.3 | 1.9 | 5.6 | 9.6 | 5.1 | 10.0 | 4.3 |
| SD(%) | NA | 9.4 | 12.0 | 14.8 | 12.1 | 9.9 | 9.7 | 11.7 | 5.8 | 21.9 | 4.7 | 6.9 | 4.6 | 7.8 | 8.0 | 6.1 | 7.9 | 6.9 |
| TR | NA | 1.42 | -0.06 | 0.54 | 0.61 | 0.5 | 0.53 | -0.18 | 0.33 | 1.38 | 0.33 | -0.12 | 0.17 | 0.08 | -0.06 | 0.11 | 0.04 | 0.13 |
| Alpha(%) | NA | 0.12 | 0.01 | 0.02 | 0.02 | 0.02 | 0.02 | 0.0 | 0.04 | 0.03 | 0.03 | -0.01 | 0.01 | 0.01 | -0.02 | 0.03 | -0.03 | 0.02 |
| Beta(%) | NA | 0.65 | 0.62 | 0.05 | 0.05 | 0.08 | 0.08 | 0.6 | 0.28 | 0.02 | 0.47 | 0.56 | 0.79 | 0.76 | 0.84 | 0.77 | 0.85 | 0.69 |
| RS | NA | 0.62 | 0.64 | 0.02 | 0.03 | 0.05 | 0.05 | 0.61 | 0.3 | 0.01 | 0.34 | 0.47 | 0.45 | 0.69 | 0.74 | 0.71 | 0.64 | 0.68 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/26/2012
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See World Allocation Asset Class Trend Rankings |
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