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LAG: SPDR Barclays Aggregate Bond ETF (ETF)
Basic Info
| Asset Class: | Intermediate-Term Bond |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 05/31/2007 |
| Last Dividend Date: | 11/02/2015 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.13% |
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Performance Analytics (As of 06/08/2017)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 05/31/2007 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 18.2 | 30.0 | -86.7 | -70.1 | -43.4 | -43.4 | 8.3 | -25.0 | -99.7 | 6.0 | -2.1 | 3.8 | 7.9 | 6.3 | 3.5 | 8.4 | 5.5 |
| Sharpe Ratio | NA | 0.01 | -0.06 | -0.06 | -0.06 | -0.06 | 0.0 | -0.02 | -0.09 | -4.6 | -5.55 | -6.09 | -2.5 | -3.21 | -1.93 | -0.68 | -4.25 |
| Draw Down(%) | NA | 99.6 | 99.9 | 99.9 | 99.9 | 99.9 | 99.6 | 99.6 | 99.7 | 1.2 | 5.0 | 1.4 | 1.8 | 3.7 | 6.4 | 13.7 | 1.8 |
| Standard Deviation(%) | NA | 1720.8 | 1963.9 | 1523.6 | 1076.3 | 1075.1 | 1089.7 | 3044.6 | 1354.6 | 2.7 | 3.7 | 2.4 | 4.2 | 3.8 | 7.8 | 16.3 | 4.3 |
| Treynor Ratio | NA | 0.0 | -0.01 | -0.01 | -0.1 | -0.09 | 0.0 | 0.0 | 0.0 | -0.18 | -0.27 | -0.28 | -0.15 | -0.21 | -0.24 | -0.14 | -0.34 |
| Alpha | NA | 379.23 | 471.74 | 283.67 | 139.76 | 139.47 | 216.05 | 1189.19 | 149.37 | -0.01 | -0.02 | -0.04 | -0.01 | -0.03 | -0.05 | 0.04 | -0.03 |
| Beta | NA | 328.62 | 108.16 | 66.31 | 6.31 | 7.02 | 1560.56 | 240.8 | -360.34 | 0.7 | 0.75 | 0.54 | 0.73 | 0.57 | 0.64 | 0.8 | 0.53 |
| RSquared | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.05 | 0.0 | 0.0 | 0.6 | 0.58 | 0.46 | 0.71 | 0.6 | 0.32 | 0.15 | 0.45 |
| Yield(%) | N/A | 0.0 | 1.2 | 1.6 | 3.2 | N/A | 0.0 | 0.0 | 2.1 | 2.5 | 1.9 | 2.3 | 3.6 | 4.6 | 5.2 | 4.5 | 3.0 |
| Dividend Growth(%) | N/A | -100.0 | -52.9 | -61.7 | N/A | N/A | N/A | -100.0 | -13.3 | 26.6 | -13.8 | -34.7 | -21.0 | -12.0 | 17.0 | 54.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/31/2007
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