Find A Portfolio/Ticker
Comparison Box
LWC: SPDR Barclays Long Term Corp Bd ETF (ETF)
Basic Info
| Asset Class: | Corporate Bond |
| MyPlanIQ Rating: | (82%) |
| Start Date: | 03/12/2009 |
| Last Dividend Date: | 10/02/2017 |
| 12-Mo. Yield | 4.17% |
| Expenses | 0.15% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 05/01/2018)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Inception** | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.6 | -34.7 | -10.9 | -5.7 | 3.1 | -7.2 | -28.1 | 10.7 | -5.0 | 16.4 | -5.4 | 9.0 | 16.8 | 9.1 | 23.4 |
| SR | NA | -0.39 | -0.14 | -0.09 | 0.14 | -0.99 | -0.72 | 1.16 | -0.47 | 2.11 | -0.55 | 1.07 | 1.27 | 0.77 | 2.5 |
| DD(%) | 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 |
| SD(%) | NA | 91.3 | 83.1 | 63.1 | 20.4 | 17.6 | 43.5 | 9.0 | 10.7 | 7.8 | 10.0 | 8.5 | 13.1 | 11.8 | 11.8 |
| TR | NA | -2.12 | 1.61 | 0.72 | -0.27 | -0.4 | 0.96 | -1.76 | 0.33 | -1.09 | 1.95 | -0.3 | -1.0 | -0.54 | 14.42 |
| Alpha(%) | NA | -0.34 | -0.1 | -0.1 | 0.02 | -0.4 | -0.09 | 0.04 | -0.02 | 0.07 | -0.02 | 0.05 | 0.07 | 0.05 | 0.1 |
| Beta(%) | NA | 0.17 | -0.07 | -0.08 | -0.11 | 0.43 | -0.32 | -0.06 | -0.15 | -0.15 | -0.03 | -0.3 | -0.17 | -0.17 | 0.02 |
| RS | 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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/12/2009
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 Corporate Bond Asset Class Trend Rankings |
Top Rated Funds in Corporate Bond
Best Mutual Funds
- ACCDX (Invesco Corporate Bond B) (68%)
- IIGPX (Voya Investment Grade Credit P) (50%)
- VAGIX (Value Line Core Bond Fund) (18%)
Best ETFs
- VCLT (Vanguard Long-Term Corporate Bond ETF) (91%)
- LWC (SPDR Barclays Long Term Corp Bd ETF) (82%)
- CLY (iShares 10+ Year Credit Bond) (77%)
- LQD (iShares iBoxx $ Invst Grade Crp Bond) (64%)
- CORP (PIMCO Investment Grade Corporate Bd ETF) (59%)
- QLTA (iShares Aaa - A Rated Corporate Bond) (55%)
- CRED (iShares Core US Credit Bond) (45%)
- ITR (SPDR Barclays Interm Term Corp Bd ETF) (27%)
- CBND (SPDR® Barclays Issuer Scored Corp Bd ETF) (23%)
- PFIG (PowerShares Fundamental InvGr CorpBd ETF) (9%)
Best Closed End Funds
* Day change on 05/01/2018.Latest Articles Related to LWC
comments powered by Disqus
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
Community Comments