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PSK: SPDR® ICE Preferred Securities ETF (ETF)
Basic Info 33.45 0.05(0.15%) April 26
Asset Class: | Preferred Stock |
MyPlanIQ Rating: | (8%) |
Start Date: | 09/17/2009 |
Last Dividend Date: | 04/01/2024 |
12-Mo. Yield | 6.36% |
Expenses | 0.45% |
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Performance Analytics (As of 04/25/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 09/17/2009 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.6 | 1.4 | 4.8 | -3.1 | 0.7 | 3.4 | 4.9 | 8.9 | -18.9 | 1.6 | 6.4 | 17.6 | -4.6 | 12.4 | -0.7 | 7.8 | 17.6 | -5.7 | 13.5 | 1.2 | 13.9 | 5.7 |
Sharpe Ratio | NA | -0.14 | -0.08 | -0.44 | -0.06 | 0.2 | 0.37 | 0.33 | -1.42 | 0.28 | 0.22 | 4.11 | -1.23 | 2.8 | -0.12 | 1.44 | 4.41 | -0.85 | 2.95 | 0.08 | 1.39 | 2.6 |
Draw Down(%) | NA | 6.0 | 10.0 | 22.2 | 30.1 | 30.1 | 30.1 | 15.0 | 21.6 | 4.7 | 30.1 | 1.9 | 8.8 | 1.8 | 9.6 | 3.2 | 2.1 | 12.0 | 3.4 | 13.5 | 9.4 | 5.0 |
Standard Deviation(%) | NA | 8.6 | 11.1 | 12.1 | 15.8 | 11.8 | 11.1 | 14.3 | 14.3 | 5.4 | 27.9 | 3.9 | 4.8 | 4.2 | 7.8 | 5.4 | 4.0 | 6.8 | 4.6 | 14.4 | 10.0 | 8.1 |
Treynor Ratio | NA | -0.03 | -0.02 | -0.14 | -0.02 | 0.07 | 0.13 | 0.08 | -0.58 | 0.09 | 0.13 | 1.45 | -0.68 | 0.89 | -0.04 | 0.67 | 2.21 | -0.24 | 0.8 | 0.03 | 0.53 | 1.43 |
Alpha | NA | -0.02 | -0.03 | -0.03 | -0.02 | 0.0 | 0.0 | -0.03 | -0.06 | -0.01 | 0.0 | 0.05 | -0.02 | 0.03 | -0.01 | 0.03 | 0.06 | -0.05 | 0.04 | 0.0 | 0.04 | 0.07 |
Beta | NA | 0.34 | 0.51 | 0.38 | 0.4 | 0.33 | 0.31 | 0.59 | 0.35 | 0.17 | 0.47 | 0.11 | 0.09 | 0.13 | 0.22 | 0.11 | 0.08 | 0.24 | 0.17 | 0.37 | 0.26 | 0.15 |
RSquared | NA | 0.21 | 0.29 | 0.29 | 0.31 | 0.25 | 0.25 | 0.3 | 0.35 | 0.18 | 0.36 | 0.12 | 0.09 | 0.04 | 0.14 | 0.11 | 0.05 | 0.16 | 0.22 | 0.37 | 0.23 | 0.09 |
Yield(%) | N/A | 1.6 | 6.3 | 4.9 | 5.2 | 5.6 | N/A | 6.5 | 5.0 | 4.9 | 5.1 | 6.0 | 5.9 | 7.2 | 5.5 | 5.4 | 6.2 | 6.8 | 6.7 | 6.7 | 6.4 | 2.2 |
Dividend Growth(%) | N/A | -75.0 | 0.5 | -9.5 | -15.2 | N/A | N/A | 0.5 | -0.5 | -4.4 | -5.4 | -6.6 | -15.8 | 22.6 | 3.8 | -3.6 | -18.7 | 7.8 | -4.7 | 10.8 | 208.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/17/2009
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