Find A Portfolio/Ticker
Comparison Box
KIE: SPDR® S&P Insurance ETF (ETF)
Basic Info 49.3 0.37(0.74%) April 25
Asset Class: | Financial |
MyPlanIQ Rating: | (93%) |
Start Date: | 11/15/2005 |
Last Dividend Date: | 03/18/2024 |
12-Mo. Yield | 1.32% |
Expenses | 0.35% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 04/24/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 11/15/2005 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.1 | 9.4 | 26.2 | 10.3 | 10.9 | 11.1 | 15.0 | 7.6 | 11.6 | 3.5 | 22.8 | -3.0 | 27.2 | -6.0 | 12.8 | 21.4 | 6.0 | 7.7 | 45.6 | 20.7 | -12.1 | 26.1 | 28.0 | -46.6 | -5.7 | 8.9 | 0.2 |
Sharpe Ratio | NA | 2.38 | 1.39 | 0.44 | 0.36 | 0.49 | NA | 0.24 | 0.44 | 0.1 | 1.25 | -0.07 | 1.92 | -0.45 | 1.19 | 1.39 | 0.4 | 0.64 | 3.53 | 1.49 | -0.37 | 1.0 | 0.49 | -0.78 | -0.45 | 0.51 | -0.12 |
Draw Down(%) | NA | 8.4 | 8.4 | 15.7 | 44.3 | 44.3 | NA | 75.3 | 15.1 | 15.7 | 9.0 | 44.3 | 6.2 | 17.9 | 8.9 | 11.4 | 9.4 | 9.4 | 5.8 | 9.3 | 34.0 | 19.7 | 48.8 | 64.9 | 16.8 | 8.4 | 3.2 |
Standard Deviation(%) | NA | 12.3 | 13.6 | 18.6 | 25.7 | 20.6 | NA | 27.4 | 16.9 | 22.0 | 18.2 | 45.0 | 13.5 | 16.2 | 10.2 | 15.3 | 14.9 | 12.0 | 12.9 | 14.0 | 32.3 | 26.0 | 56.5 | 60.5 | 19.7 | 11.0 | 9.5 |
Treynor Ratio | NA | 0.4 | 0.27 | 0.1 | 0.11 | 0.12 | NA | 0.08 | 0.09 | 0.03 | 0.26 | -0.03 | 0.33 | -0.09 | 0.2 | 0.27 | 0.07 | 0.09 | 0.52 | 0.27 | -0.13 | 0.26 | 0.32 | -0.59 | -0.11 | 0.08 | -0.02 |
Alpha | NA | 0.05 | 0.02 | 0.02 | 0.01 | 0.01 | NA | 0.01 | 0.0 | 0.05 | -0.02 | 0.0 | 0.01 | 0.02 | 0.0 | 0.01 | 0.02 | -0.02 | 0.05 | 0.0 | 0.01 | 0.04 | 0.05 | -0.03 | 0.04 | -0.02 | -0.02 |
Beta | NA | 0.72 | 0.71 | 0.82 | 0.88 | 0.86 | NA | 0.86 | 0.8 | 0.81 | 0.88 | 0.93 | 0.77 | 0.78 | 0.63 | 0.78 | 0.84 | 0.9 | 0.87 | 0.78 | 0.94 | 0.98 | 0.88 | 0.81 | 0.82 | 0.71 | 0.65 |
RSquared | NA | 0.49 | 0.54 | 0.79 | 0.88 | 0.86 | NA | 0.84 | 0.69 | 0.85 | 0.85 | 0.94 | 0.76 | 0.81 | 0.63 | 0.84 | 0.87 | 0.81 | 0.85 | 0.84 | 0.93 | 0.89 | 0.87 | 0.79 | 0.88 | 0.53 | 0.4 |
Yield(%) | N/A | 0.4 | 1.8 | 1.9 | 2.1 | 2.8 | 5.9 | N/A | 1.6 | 1.9 | 2.4 | 1.7 | 2.2 | 1.7 | 1.7 | 1.9 | 1.7 | 2.0 | 2.0 | 2.3 | 1.4 | 1.9 | 1.7 | 1.5 | 1.7 | 1.5 | 0.2 |
Dividend Growth(%) | N/A | -71.2 | -4.0 | 25.1 | 52.4 | N/A | N/A | N/A | -14.3 | -2.5 | 27.4 | 0.0 | 19.2 | 8.3 | 11.6 | 13.2 | -7.3 | 36.7 | 3.4 | 38.1 | -4.5 | 37.5 | -38.5 | -21.2 | 26.9 | 550.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/15/2005
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Financial Asset Class Trend Rankings |
Top Rated Funds in Financial
Best Mutual Funds
- FSPCX (INSURANCE PORTFOLIO INSURANCE PORTFOLIO) (97%)
- TEFAX (FRANKLIN MUTUAL FINANCIAL SERVICES FUND CLASS Z) (78%)
- RYFSX (ROYCE GLOBAL FINANCIAL SERVICES FUND SERVICE CLASS) (78%)
- FSLBX (BROKERAGE AND INVESTMENT MANAGEMENT PORTFOLIO BROKERAGE AND INVESTMENT MANAGEMENT PORTFOLIO) (72%)
- ADAFX (ALPINE FINANCIAL SERVICES FUND CLASS A) (70%)
- FSRBX (BANKING PORTFOLIO BANKING PORTFOLIO) (70%)
- FFSIX (FIDELITY ADVISOR FINANCIAL SERVICES FUND CLASS I) (70%)
- FIDSX (FINANCIAL SERVICES PORTFOLIO FINANCIAL SERVICES PORTFOLIO) (69%)
- FSVLX (CONSUMER FINANCE PORTFOLIO CONSUMER FINANCE PORTFOLIO) (69%)
- KMKNX (KINETICS MARKET OPPORTUNITIES FUND NO LOAD CLASS) (60%)
Best ETFs
- XLF (Financial Select Sector SPDR® Fund) (96%)
- KIE (SPDR® S&P Insurance ETF) (93%)
- FXO (First Trust Financials AlphaDEX® Fund) (90%)
- IAI (iShares U.S. Broker-Dealers & Securities Exchanges ETF) (89%)
- IAK (iShares U.S. Insurance ETF) (89%)
- IAT (iShares U.S. Regional Banks ETF) (89%)
- IXG (iShares Global Financials ETF) (87%)
- IYF (iShares U.S. Financials ETF) (86%)
- IYG (iShares U.S. Financial Services ETF) (86%)
- KBE (SPDR® S&P Bank ETF) (85%)
Best Closed End Funds
- FGB (First Trust Specialty Finance and Financial Opportunities Closed Fund) 0.0% (99%)
- BTO (John Hancock Financial Opportunities Fund) 1.18% (98%)
- SPE (Special Opportunities Closed Fund) 0.48% (23%)