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INKM: SPDR® SSgA Income Allocation ETF (ETF)
Basic Info 30.45 0.05(0.16%) April 26
Asset Class: | World Allocation |
MyPlanIQ Rating: | (43%) |
Start Date: | 04/26/2012 |
Last Dividend Date: | 03/19/2024 |
12-Mo. Yield | 4.90% |
Expenses | 0.50% |
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Performance Analytics (As of 04/26/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 04/26/2012 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.7 | -1.1 | 5.5 | -0.6 | 2.9 | 3.5 | 4.1 | 10.3 | -12.6 | 8.5 | 3.1 | 17.1 | -5.3 | 13.9 | 6.5 | -4.8 | 8.8 | 3.0 | 6.1 |
Sharpe Ratio | NA | -1.37 | 0.03 | -0.31 | 0.09 | 0.25 | 0.33 | 0.68 | -1.21 | 1.46 | 0.13 | 3.35 | -0.96 | 2.9 | 0.81 | -0.6 | 1.44 | 0.38 | 1.33 |
Draw Down(%) | NA | 3.9 | 9.2 | 19.2 | 28.6 | 28.6 | 28.6 | 9.5 | 18.8 | 3.3 | 28.6 | 1.7 | 9.3 | 1.9 | 5.6 | 9.6 | 5.1 | 10.0 | 4.3 |
Standard Deviation(%) | NA | 6.9 | 8.5 | 9.1 | 12.3 | 9.9 | 9.5 | 8.9 | 11.6 | 5.8 | 21.9 | 4.7 | 6.9 | 4.6 | 7.8 | 8.0 | 6.1 | 7.9 | 6.9 |
Treynor Ratio | NA | -0.16 | 0.0 | -0.05 | 0.02 | 0.04 | 0.05 | 0.07 | -0.23 | 0.19 | 0.05 | 0.33 | -0.12 | 0.17 | 0.08 | -0.06 | 0.11 | 0.04 | 0.13 |
Alpha | NA | -0.03 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.02 | -0.02 | 0.03 | -0.01 | 0.01 | 0.01 | -0.02 | 0.03 | -0.03 | 0.02 |
Beta | NA | 0.59 | 0.81 | 0.62 | 0.57 | 0.61 | 0.63 | 0.81 | 0.6 | 0.44 | 0.53 | 0.47 | 0.56 | 0.79 | 0.76 | 0.84 | 0.77 | 0.85 | 0.69 |
RSquared | NA | 0.5 | 0.6 | 0.59 | 0.32 | 0.38 | 0.41 | 0.6 | 0.62 | 0.47 | 0.19 | 0.34 | 0.47 | 0.45 | 0.69 | 0.74 | 0.71 | 0.64 | 0.68 |
Yield(%) | N/A | 0.8 | 4.7 | 4.0 | 4.3 | 3.9 | N/A | 4.8 | 4.2 | 3.9 | 3.8 | 4.9 | 3.7 | 3.4 | 3.5 | 3.1 | 3.7 | 4.0 | 3.6 |
Dividend Growth(%) | N/A | -82.3 | -4.1 | -1.4 | 28.6 | N/A | N/A | -4.7 | 12.1 | 0.0 | -11.4 | 19.2 | 20.2 | 1.0 | 2.0 | -9.8 | -9.7 | 14.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/26/2012
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