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IPW: SPDR S&P International Energy Sect ETF (ETF)
Basic Info 0.94 0.03(3.09%) January 27
| Asset Class: | Equity Energy |
| MyPlanIQ Rating: | (92%) |
| Start Date: | 07/28/2008 |
| Last Dividend Date: | 06/16/2017 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.50% |
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Performance Analytics (As of 01/27/2023)
| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2022 | 2021 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 25.3 | 135.0 | -39.0 | -62.5 | -44.5 | -29.2 | -21.5 | -83.2 | -86.6 | -28.2 | 27.3 | -22.5 | -18.3 | 7.7 | 2.3 | -5.4 | 4.6 | 37.7 | -34.8 |
| SR | NA | NA | -0.33 | -0.42 | -0.3 | -0.36 | -0.33 | -0.82 | -0.2 | -1.04 | 0.96 | -0.85 | -0.87 | 0.55 | 0.1 | -0.17 | 0.17 | 0.97 | -0.86 |
| DD(%) | NA | 22.7 | 83.7 | 97.9 | 97.9 | 99.0 | 99.0 | 84.5 | 87.9 | 30.2 | 16.4 | 30.1 | 36.0 | 10.3 | 21.7 | 32.1 | 24.7 | 25.9 | 46.1 |
| SD(%) | NA | 262.3 | 124.1 | 149.2 | 149.2 | 81.6 | 66.5 | 103.4 | 186.1 | 43.6 | 28.1 | 26.6 | 21.1 | 13.9 | 21.7 | 31.5 | 26.5 | 38.9 | 73.3 |
| TR | NA | NA | -1.04 | -0.44 | -0.31 | -0.27 | -0.28 | -2.31 | -0.12 | -0.51 | 0.27 | -0.24 | -0.2 | 0.11 | 0.03 | -0.07 | 0.05 | 0.57 | -1.21 |
| Alpha(%) | NA | 6.09 | 0.08 | -0.39 | -0.39 | -0.12 | -0.07 | -0.54 | -0.62 | -0.15 | -0.02 | -0.01 | -0.02 | -0.02 | 0.01 | -0.01 | -0.02 | 0.05 | -0.11 |
| Beta(%) | NA | 1.43 | 0.39 | 1.44 | 1.44 | 1.1 | 0.78 | 0.37 | 3.14 | 0.89 | 1.01 | 0.93 | 0.92 | 0.7 | 0.76 | 0.82 | 0.86 | 0.66 | 0.52 |
| RS | NA | 0.01 | 0.01 | 0.07 | 0.07 | 0.11 | 0.15 | 0.01 | 0.32 | 0.11 | 0.82 | 0.78 | 0.62 | 0.46 | 0.44 | 0.66 | 0.62 | 0.41 | 0.38 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/28/2008
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