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IPW: SPDR S&P International Energy Sect ETF (ETF)
Basic Info 0.85 0.05(6.25%) September 23
| 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 09/23/2022)
| Last 1 Week* | YTD*(2022) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2021 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -5.6 | -64.3 | -81.2 | -63.7 | -45.6 | -29.8 | -22.5 | -86.6 | -28.2 | 27.3 | -22.5 | -18.3 | 7.7 | 2.3 | -5.4 | 4.6 | 37.7 | -34.8 |
| SR | NA | -0.8 | -0.85 | -0.44 | -0.32 | -0.42 | -0.38 | -0.2 | -1.04 | 0.96 | -0.85 | -0.87 | 0.55 | 0.1 | -0.17 | 0.17 | 0.97 | -0.86 |
| DD(%) | NA | 66.4 | 82.6 | 95.5 | 95.5 | 97.8 | 97.8 | 87.9 | 30.2 | 16.4 | 30.1 | 36.0 | 10.3 | 21.7 | 32.1 | 24.7 | 25.9 | 46.1 |
| SD(%) | NA | 96.4 | 96.4 | 145.5 | 145.5 | 72.3 | 60.8 | 186.1 | 43.6 | 28.1 | 26.6 | 21.1 | 13.9 | 21.7 | 31.5 | 26.5 | 38.9 | 73.3 |
| TR | NA | -1.08 | -1.33 | -0.35 | -0.25 | -0.26 | -0.28 | -0.12 | -0.51 | 0.27 | -0.24 | -0.2 | 0.11 | 0.03 | -0.07 | 0.05 | 0.57 | -1.21 |
| Alpha(%) | NA | -0.42 | -0.53 | -0.58 | -0.58 | -0.15 | -0.09 | -0.62 | -0.15 | -0.02 | -0.01 | -0.02 | -0.02 | 0.01 | -0.01 | -0.02 | 0.05 | -0.11 |
| Beta(%) | NA | 0.71 | 0.62 | 1.83 | 1.83 | 1.18 | 0.81 | 3.14 | 0.89 | 1.01 | 0.93 | 0.92 | 0.7 | 0.76 | 0.82 | 0.86 | 0.66 | 0.52 |
| RS | NA | 0.03 | 0.02 | 0.14 | 0.14 | 0.17 | 0.21 | 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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