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IPS: SPDR S&P Intl Cnsmr Stapl Sect ETF (ETF)
Basic Info
Asset Class: | Consumer Defensive |
MyPlanIQ Rating: | (37%) |
Start Date: | 10/19/2006 |
Last Dividend Date: | 06/16/2017 |
12-Mo. Yield | 142.60% |
Expenses | 0.50% |
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Performance Analytics (As of 09/09/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 10/19/2006 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 1.1 | 136.8 | 41.0 | 183.1 | 7814.9 | 0.0 | 17.5 | 0.0 | -2.4 | -45.3 | -35.9 | -35.0 | -47.8 | -46.9 | 10.2 | 0.9 |
Sharpe Ratio | NA | 15.85 | 1.1 | 0.32 | 0.0 | 0.0 | 29.9 | 0.0 | -0.01 | -0.03 | -0.13 | -0.39 | -0.03 | -0.04 | -0.05 | -0.16 | -0.17 | -0.53 |
Draw Down(%) | NA | 0.0 | 58.0 | 99.5 | 99.5 | 99.5 | 0.0 | 0.0 | 57.1 | 99.1 | 56.0 | 67.1 | 98.8 | 96.9 | 94.9 | 87.3 | 56.1 | 17.9 |
Standard Deviation(%) | NA | 467.5 | 269.8 | 359.4 | 842.0 | 801.4 | 507.7 | 17.6 | 138.4 | 626.3 | 161.9 | 162.9 | 1712.0 | 1284.5 | 1262.3 | 408.0 | 68.6 | 45.1 |
Treynor Ratio | NA | -0.3 | -0.13 | -0.07 | 0.0 | 0.0 | -0.52 | -0.44 | 0.03 | 0.06 | 0.33 | 98.13 | -0.01 | -0.03 | 0.11 | -0.48 | -0.67 | 0.37 |
Alpha | NA | -548.99 | -20.8 | -4.91 | 41.57 | 37.45 | -311.99 | -1.12 | -1.95 | 29.83 | -1.51 | 0.22 | 181.01 | 83.79 | 52.3 | 4.11 | 0.06 | -0.05 |
Beta | NA | -246.67 | -23.5 | -16.32 | 8.21 | 7.81 | -289.38 | 0.0 | -0.39 | -3.34 | -0.63 | -0.01 | 78.26 | 17.36 | -6.04 | 1.38 | 0.18 | -0.66 |
RSquared | NA | 0.05 | 0.0 | 0.0 | 0.0 | 0.0 | 0.06 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 |
Yield(%) | N/A | 142.6 | 155.6 | 165.7 | 10.1 | N/A | 114.9 | 188.7 | 200.0 | 245.3 | 175.3 | 114.7 | 70.5 | 40.1 | 16.6 | 2.5 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -20.9 | -10.6 | 40.2 | N/A | N/A | -39.1 | 10.8 | -18.5 | 16.6 | -0.9 | 0.4 | 38.7 | 5.2 | 260.2 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/19/2006
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