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INKM: SPDR® SSgA Income Allocation ETF (ETF)
Basic Info 35.73 0.15(0.42%) September 17
| Asset Class: | World Allocation |
| MyPlanIQ Rating: | (50%) |
| Start Date: | 04/26/2012 |
| Last Dividend Date: | 06/22/2021 |
| 12-Mo. Yield | 3.83% |
| Expenses | 0.36% |
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Performance Analytics (As of 09/17/2021)
| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.0 | 7.5 | 16.6 | 7.5 | 6.9 | 5.7 | 3.1 | 17.1 | -5.3 | 13.9 | 6.5 | -4.8 | 8.8 | 3.0 | 6.1 |
| SR | NA | 1.78 | 2.24 | 0.51 | 0.55 | 0.56 | 0.13 | 3.35 | -0.96 | 2.9 | 0.8 | -0.6 | 1.44 | 0.38 | 1.33 |
| DD(%) | NA | 2.2 | 3.3 | 28.6 | 28.6 | 28.6 | 28.6 | 1.7 | 9.3 | 1.9 | 5.6 | 9.6 | 5.1 | 10.0 | 4.3 |
| SD(%) | NA | 6.0 | 7.4 | 13.4 | 11.1 | 9.5 | 21.9 | 4.7 | 6.9 | 4.6 | 7.8 | 8.0 | 6.1 | 7.9 | 6.9 |
| TR | NA | 0.35 | 37.05 | 2.44 | 1.77 | 0.84 | 1.38 | 0.33 | -0.12 | 0.17 | 0.08 | -0.06 | 0.11 | 0.04 | 0.13 |
| Alpha(%) | NA | 0.04 | 0.06 | 0.03 | 0.03 | 0.02 | 0.03 | 0.03 | -0.01 | 0.01 | 0.01 | -0.02 | 0.03 | -0.03 | 0.02 |
| Beta(%) | NA | 0.3 | 0.0 | 0.03 | 0.03 | 0.06 | 0.02 | 0.47 | 0.56 | 0.79 | 0.76 | 0.84 | 0.77 | 0.85 | 0.69 |
| RS | NA | 0.32 | 0.0 | 0.01 | 0.01 | 0.03 | 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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