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KRE: SPDR S&P Regional Banking ETF (ETF)
Basic Info 61.88 0.05(0.08%) July 28
| Asset Class: | Financial |
| MyPlanIQ Rating: | (85%) |
| Start Date: | 06/22/2006 |
| Last Dividend Date: | 06/23/2025 |
| 12-Mo. Yield | 2.68% |
| Expenses | 0.35% |
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Performance Analytics (As of 07/25/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 06/22/2006 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.9 | 3.9 | 9.2 | 3.5 | 13.5 | 5.9 | 8.9 | 3.8 | 18.6 | -7.6 | -15.1 | 39.3 | -7.5 | 27.4 | -19.0 | 7.5 | 35.0 | 4.9 | 1.8 | 47.5 | 16.9 | -6.0 | 20.7 | -21.9 | -18.6 | -21.9 | 6.0 |
| Sharpe Ratio | NA | 0.13 | 0.19 | -0.01 | 0.34 | 0.14 | NA | 0.08 | 0.51 | -0.3 | -0.59 | 1.38 | -0.13 | 1.23 | -0.98 | 0.35 | 1.35 | 0.23 | 0.1 | 3.0 | 0.89 | -0.16 | 0.7 | -0.39 | -0.3 | -0.95 | 0.64 |
| Draw Down(%) | NA | 25.0 | 28.2 | 46.2 | 52.7 | 55.1 | NA | 68.5 | 13.3 | 43.8 | 27.5 | 15.6 | 51.3 | 14.8 | 31.7 | 15.9 | 21.5 | 15.0 | 14.2 | 6.6 | 14.3 | 31.7 | 29.2 | 49.7 | 42.1 | 25.7 | 3.8 |
| Standard Deviation(%) | NA | 31.4 | 31.6 | 32.2 | 32.1 | 32.1 | NA | 33.8 | 29.1 | 37.9 | 28.0 | 28.5 | 60.9 | 21.1 | 20.8 | 19.7 | 25.8 | 21.2 | 17.6 | 15.8 | 19.1 | 37.3 | 29.4 | 57.0 | 64.1 | 26.6 | 12.9 |
| Treynor Ratio | NA | 0.04 | 0.05 | 0.0 | 0.08 | 0.04 | NA | 0.03 | 0.09 | -0.06 | -0.16 | 0.28 | -0.06 | 0.21 | -0.21 | 0.05 | 0.26 | 0.04 | 0.02 | 0.5 | 0.16 | -0.06 | 0.2 | -0.25 | -0.23 | -0.23 | 0.08 |
| Alpha | NA | -0.05 | -0.07 | -0.07 | -0.04 | -0.02 | NA | -0.01 | -0.09 | -0.1 | -0.01 | -0.03 | 0.0 | -0.04 | -0.03 | -0.07 | 0.01 | 0.02 | -0.05 | 0.05 | -0.03 | 0.05 | 0.02 | -0.14 | 0.15 | -0.01 | -0.07 |
| Beta | NA | 1.13 | 1.28 | 1.4 | 1.37 | 1.25 | NA | 1.02 | 1.65 | 1.84 | 1.03 | 1.38 | 1.2 | 1.26 | 0.99 | 1.42 | 1.33 | 1.11 | 1.19 | 0.95 | 1.05 | 1.07 | 1.01 | 0.89 | 0.85 | 1.09 | 1.08 |
| RSquared | NA | 0.75 | 0.76 | 0.7 | 0.75 | 0.8 | NA | 0.78 | 0.71 | 0.74 | 0.84 | 0.85 | 0.86 | 0.83 | 0.79 | 0.88 | 0.87 | 0.75 | 0.66 | 0.67 | 0.82 | 0.9 | 0.74 | 0.85 | 0.77 | 0.85 | 0.78 |
| Yield(%) | N/A | 1.3 | 2.7 | 2.5 | 4.0 | 2.9 | 4.3 | N/A | 3.0 | 2.7 | 2.0 | 2.7 | 2.5 | 2.7 | 1.8 | 1.5 | 1.9 | 1.9 | 1.6 | 1.9 | 2.3 | 1.6 | 1.6 | 1.6 | 3.0 | 4.5 | 1.3 |
| Dividend Growth(%) | N/A | -50.9 | -0.9 | 10.4 | 49.2 | N/A | N/A | N/A | -0.2 | 6.4 | 5.4 | -3.1 | 12.2 | 22.3 | 27.5 | 6.5 | 2.9 | 15.7 | 17.1 | -1.6 | 29.0 | 20.3 | -20.5 | -57.7 | -52.0 | 265.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/22/2006
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