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INKM: SPDR® SSgA Income Allocation ETF (ETF)
Basic Info 32.77 0.18(0.55%) May 26
| Asset Class: | World Allocation |
| MyPlanIQ Rating: | (46%) |
| Start Date: | 04/26/2012 |
| Last Dividend Date: | 03/22/2022 |
| 12-Mo. Yield | 3.83% |
| Expenses | 0.36% |
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Performance Analytics (As of 05/23/2022)
Not up-to-date? Try| Last 1 Week* | YTD*(2022) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 2.3 | -6.1 | -2.5 | 5.3 | 4.8 | 5.3 | 5.0 | 9.2 | 3.1 | 17.1 | -5.3 | 13.9 | 6.5 | -4.8 | 8.8 | 3.0 | 6.1 |
| SR | NA | -2.14 | -0.59 | 0.3 | 0.34 | 0.51 | 0.46 | 1.57 | 0.13 | 3.35 | -0.96 | 2.9 | 0.8 | -0.6 | 1.44 | 0.38 | 1.33 |
| DD(%) | NA | 9.4 | 9.4 | 28.6 | 28.6 | 28.6 | 28.6 | 3.3 | 28.6 | 1.7 | 9.3 | 1.9 | 5.6 | 9.6 | 5.1 | 10.0 | 4.3 |
| SD(%) | NA | 9.3 | 7.2 | 13.7 | 11.3 | 9.5 | 9.5 | 5.8 | 21.9 | 4.7 | 6.9 | 4.6 | 7.8 | 8.0 | 6.1 | 7.9 | 6.9 |
| TR | NA | -0.52 | -0.11 | 1.27 | 0.98 | 0.7 | 0.64 | 0.33 | 1.38 | 0.33 | -0.12 | 0.17 | 0.08 | -0.06 | 0.11 | 0.04 | 0.13 |
| Alpha(%) | NA | -0.03 | 0.0 | 0.02 | 0.02 | 0.02 | 0.02 | 0.04 | 0.03 | 0.03 | -0.01 | 0.01 | 0.01 | -0.02 | 0.03 | -0.03 | 0.02 |
| Beta(%) | NA | 0.39 | 0.4 | 0.03 | 0.04 | 0.07 | 0.07 | 0.28 | 0.02 | 0.47 | 0.56 | 0.79 | 0.76 | 0.84 | 0.77 | 0.85 | 0.69 |
| RS | NA | 0.43 | 0.44 | 0.01 | 0.02 | 0.04 | 0.04 | 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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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See World Allocation Asset Class Trend Rankings |
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