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KCE: SPDR S&P Capital Markets ETF (ETF)
Basic Info 148.33 2.39(1.64%) July 02
| Asset Class: | Financial |
| MyPlanIQ Rating: | (85%) |
| Start Date: | 11/15/2005 |
| Last Dividend Date: | 12/23/2024 |
| 12-Mo. Yield | 1.00% |
| Expenses | 0.35% |
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Performance Analytics (As of 06/27/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 11/15/2005 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 4.6 | 7.7 | 35.6 | 27.5 | 24.8 | 13.5 | 12.0 | 6.4 | 37.5 | 32.0 | -22.1 | 40.0 | 30.8 | 27.1 | -15.6 | 32.0 | 5.6 | -12.3 | 3.2 | 19.9 | 26.9 | -25.4 | 6.2 | 41.2 | -60.2 | 0.6 | 28.5 | 1.6 |
| Sharpe Ratio | NA | 0.23 | 1.12 | 0.98 | 0.96 | 0.49 | NA | 0.17 | 1.69 | 1.44 | -0.8 | 2.14 | 0.8 | 1.53 | -0.89 | 2.53 | 0.21 | -0.61 | 0.17 | 0.71 | 1.42 | -0.69 | 0.26 | 0.81 | -0.9 | -0.09 | 1.34 | 0.87 |
| Draw Down(%) | NA | 25.9 | 26.6 | 26.6 | 34.4 | 40.8 | NA | 74.0 | 8.9 | 17.3 | 31.5 | 10.0 | 40.8 | 11.0 | 26.5 | 6.7 | 24.3 | 21.9 | 12.1 | 22.7 | 18.1 | 40.5 | 23.4 | 31.5 | 72.0 | 18.6 | 17.1 | 3.4 |
| Standard Deviation(%) | NA | 31.7 | 26.7 | 23.0 | 22.9 | 23.7 | NA | 29.8 | 18.2 | 19.5 | 29.5 | 18.7 | 38.2 | 16.8 | 19.1 | 12.5 | 25.8 | 20.1 | 18.1 | 28.2 | 19.1 | 36.7 | 23.7 | 51.0 | 67.7 | 25.8 | 18.9 | 12.3 |
| Treynor Ratio | NA | 0.06 | 0.26 | 0.21 | 0.22 | 0.13 | NA | 0.05 | 0.28 | 0.28 | -0.22 | 0.46 | 0.39 | 0.25 | -0.19 | 0.39 | 0.04 | -0.11 | 0.02 | 0.18 | 0.26 | -0.24 | 0.07 | 0.51 | -0.64 | -0.02 | 0.17 | 0.11 |
| Alpha | NA | -0.02 | 0.0 | 0.02 | 0.01 | 0.01 | NA | 0.0 | 0.02 | 0.06 | -0.04 | 0.03 | 0.11 | -0.02 | -0.01 | 0.05 | -0.09 | -0.05 | -0.05 | -0.04 | 0.0 | -0.05 | -0.03 | 0.09 | -0.1 | 0.08 | 0.02 | 0.02 |
| Beta | NA | 1.2 | 1.17 | 1.09 | 1.0 | 0.92 | NA | 0.93 | 1.09 | 0.99 | 1.09 | 0.88 | 0.77 | 1.03 | 0.92 | 0.81 | 1.31 | 1.09 | 1.34 | 1.12 | 1.04 | 1.08 | 0.9 | 0.81 | 0.95 | 1.04 | 1.45 | 0.96 |
| RSquared | NA | 0.9 | 0.88 | 0.84 | 0.81 | 0.8 | NA | 0.82 | 0.81 | 0.79 | 0.86 | 0.8 | 0.9 | 0.88 | 0.8 | 0.71 | 0.84 | 0.8 | 0.8 | 0.33 | 0.81 | 0.94 | 0.9 | 0.9 | 0.89 | 0.81 | 0.74 | 0.53 |
| Yield(%) | N/A | 0.0 | 1.0 | 2.2 | 3.0 | 2.8 | 4.2 | N/A | 2.1 | 2.3 | 1.8 | 2.1 | 2.8 | 2.9 | 2.2 | 2.5 | 2.4 | 2.1 | 1.6 | 2.5 | 4.6 | 1.8 | 1.7 | 1.1 | 0.8 | 0.7 | 5.1 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -47.1 | -0.7 | 40.3 | N/A | N/A | N/A | 16.1 | -2.6 | 19.9 | -4.1 | 20.6 | 7.7 | 13.1 | 9.3 | -2.7 | 31.1 | -6.7 | -33.9 | 84.9 | 7.9 | 123.5 | -41.1 | 3.1 | -83.0 | 14110.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/15/2005
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