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JNK: SPDR® Bloomberg High Yield Bond ETF (ETF)
Basic Info 96.79 0.22(0.23%) October 11
| Asset Class: | High Yield Bond |
| MyPlanIQ Rating: | (93%) |
| Start Date: | 12/04/2007 |
| Last Dividend Date: | 10/01/2024 |
| 12-Mo. Yield | 7.09% |
| Expenses | 0.40% |
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Performance Analytics (As of 10/10/2024)
Not up-to-date? Try| Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 12/04/2007 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.2 | 8.0 | 15.9 | 2.6 | 3.8 | 3.7 | 5.5 | 4.8 | 12.4 | -12.2 | 4.0 | 4.9 | 14.2 | -3.3 | 6.5 | 15.0 | -6.8 | 0.8 | 5.9 | 12.8 | 5.1 | 14.2 | 37.5 | -24.8 | 0.7 |
| Sharpe Ratio | NA | 0.7 | 2.01 | -0.15 | 0.13 | 0.25 | NA | 0.32 | 1.09 | -1.08 | 1.02 | 0.27 | 2.82 | -0.95 | 1.5 | 1.75 | -1.08 | 0.14 | 1.01 | 2.25 | 0.4 | 1.33 | 1.83 | -0.86 | 2.0 |
| Draw Down(%) | NA | 2.4 | 2.4 | 16.7 | 22.9 | 22.9 | NA | 38.5 | 5.0 | 16.5 | 2.4 | 22.9 | 2.3 | 7.1 | 2.5 | 6.6 | 12.3 | 7.9 | 7.3 | 4.6 | 10.9 | 8.7 | 21.2 | 38.5 | 0.4 |
| Standard Deviation(%) | NA | 4.5 | 5.2 | 8.9 | 10.5 | 8.6 | NA | 11.9 | 7.5 | 12.6 | 3.9 | 17.4 | 4.5 | 4.8 | 3.9 | 8.5 | 6.3 | 5.3 | 5.7 | 5.7 | 12.6 | 10.6 | 20.4 | 29.8 | 4.1 |
| Treynor Ratio | NA | 0.04 | 0.12 | -0.01 | 0.01 | 0.02 | NA | 0.03 | 0.08 | -0.11 | 0.05 | 0.03 | 0.15 | -0.07 | 0.09 | 0.14 | -0.07 | 0.01 | 0.09 | 0.2 | 0.05 | 0.17 | 0.41 | -0.16 | 1.5 |
| Alpha | NA | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | 0.01 | 0.01 | -0.02 | -0.01 | 0.01 | 0.01 | -0.01 | 0.02 | 0.01 | 0.06 | 0.03 |
| Beta | NA | 0.87 | 0.85 | 1.16 | 1.24 | 1.15 | NA | 1.16 | 1.05 | 1.27 | 0.84 | 1.34 | 0.83 | 0.67 | 0.64 | 1.04 | 1.02 | 0.77 | 0.64 | 0.64 | 1.04 | 0.83 | 0.91 | 1.65 | 0.05 |
| RSquared | NA | 0.42 | 0.44 | 0.56 | 0.61 | 0.53 | NA | 0.28 | 0.62 | 0.57 | 0.26 | 0.67 | 0.39 | 0.26 | 0.22 | 0.38 | 0.42 | 0.26 | 0.13 | 0.12 | 0.2 | 0.12 | 0.08 | 0.24 | 0.0 |
| Yield(%) | N/A | 5.0 | 7.0 | 5.4 | 5.2 | 5.0 | 6.2 | N/A | 6.7 | 5.0 | 4.3 | 5.1 | 5.2 | 5.4 | 5.6 | 7.1 | 5.8 | 5.7 | 6.0 | 6.5 | 8.1 | 11.0 | 14.8 | 8.7 | 0.7 |
| Dividend Growth(%) | N/A | -21.4 | 3.7 | 9.8 | -11.4 | N/A | N/A | N/A | 10.7 | 17.7 | -16.7 | 5.6 | -11.3 | -3.6 | -14.0 | 6.8 | -3.3 | -5.6 | -2.9 | -21.7 | -25.4 | -8.3 | 12.9 | 1086.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/04/2007
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See High Yield Bond Asset Class Trend Rankings |
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