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LWC: SPDR Blmbg Barclays LT Corp Bd ETF (ETF)
Basic Info
| Asset Class: | Corporate Bond |
| MyPlanIQ Rating: | (82%) |
| Start Date: | 03/12/2009 |
| Last Dividend Date: | 05/01/2018 |
| 12-Mo. Yield | 2.62% |
| Expenses | 0.15% |
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Performance Analytics (As of 05/01/2018)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 03/12/2009 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.6 | -34.7 | -10.9 | -5.7 | 3.2 | -7.2 | -28.1 | 10.7 | -5.0 | 16.4 | -5.4 | 9.0 | 16.8 | 9.1 | 23.4 |
| Sharpe Ratio | NA | -0.7 | -0.43 | -0.28 | 0.17 | -0.99 | -0.72 | 1.17 | -0.47 | 2.11 | -0.55 | 1.07 | 1.27 | 0.77 | 2.5 |
| Draw Down(%) | NA | 37.9 | 38.2 | 38.2 | 38.2 | 7.7 | 34.2 | 10.0 | 12.3 | 4.7 | 14.0 | 4.3 | 5.0 | 8.0 | 4.2 |
| Standard Deviation(%) | NA | 50.8 | 26.6 | 21.1 | 17.1 | 17.6 | 43.5 | 9.0 | 10.7 | 7.8 | 10.0 | 8.5 | 13.1 | 11.8 | 11.8 |
| Treynor Ratio | NA | -1.97 | 1.84 | 0.87 | -0.27 | -0.4 | 0.96 | -1.76 | 0.33 | -1.09 | 1.95 | -0.3 | -1.0 | -0.54 | 14.42 |
| Alpha | NA | -0.23 | -0.04 | -0.01 | 0.03 | -0.4 | -0.09 | 0.04 | -0.02 | 0.07 | -0.02 | 0.05 | 0.07 | 0.05 | 0.1 |
| Beta | NA | 0.18 | -0.06 | -0.07 | -0.11 | 0.43 | -0.32 | -0.06 | -0.15 | -0.15 | -0.03 | -0.3 | -0.17 | -0.17 | 0.02 |
| RSquared | NA | 0.0 | 0.0 | 0.0 | 0.01 | 0.39 | 0.0 | 0.01 | 0.05 | 0.05 | 0.0 | 0.21 | 0.09 | 0.07 | 0.0 |
| Yield(%) | N/A | 2.6 | 3.7 | 3.9 | N/A | 0.6 | 3.3 | 4.6 | 4.2 | 4.7 | 4.4 | 4.7 | 5.5 | 8.1 | 5.9 |
| Dividend Growth(%) | N/A | -38.8 | -15.4 | N/A | N/A | -86.0 | -25.2 | -2.0 | 0.6 | -3.0 | -1.7 | -5.5 | -31.9 | 60.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/12/2009
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See Corporate Bond Asset Class Trend Rankings |
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