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QUS: SPDR MSCI USA StrategicFactors ETF (ETF)
Basic Info 183.96 2.36(1.27%) June 05
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (97%) |
| Start Date: | 04/16/2015 |
| Last Dividend Date: | 06/01/2026 |
| 12-Mo. Yield | 1.52% |
| Expenses | - |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 04/16/2015 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.3 | 6.8 | 18.1 | 17.7 | 11.1 | 13.7 | 12.6 | 14.4 | 19.0 | 21.8 | -14.2 | 26.7 | 12.4 | 32.4 | -3.6 | 21.7 | 9.7 | 2.1 |
| Sharpe Ratio | NA | 1.39 | 1.67 | 1.22 | 0.6 | 0.73 | 0.68 | 0.8 | 1.21 | 1.52 | -0.73 | 2.28 | 0.36 | 2.8 | -0.3 | 3.62 | 0.8 | 0.18 |
| Draw Down(%) | NA | 6.9 | 6.9 | 13.9 | 22.3 | 33.8 | 33.8 | 13.9 | 5.6 | 8.2 | 22.1 | 5.8 | 33.8 | 5.6 | 17.4 | 2.3 | 11.0 | 10.9 |
| Standard Deviation(%) | NA | 10.1 | 9.2 | 11.8 | 14.3 | 16.5 | 16.4 | 14.7 | 10.2 | 11.6 | 21.4 | 11.7 | 33.9 | 11.1 | 16.4 | 5.8 | 11.9 | 16.8 |
| Treynor Ratio | NA | 0.22 | 0.23 | 0.2 | 0.11 | 0.14 | 0.14 | 0.16 | 0.16 | 0.21 | -0.18 | 0.33 | 0.13 | 0.37 | -0.05 | 0.32 | 0.21 | 0.07 |
| Alpha | NA | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.02 | -0.02 | 0.02 | 0.0 | 0.03 | 0.02 | 0.02 |
| Beta | NA | 0.64 | 0.66 | 0.73 | 0.8 | 0.84 | 0.81 | 0.73 | 0.75 | 0.83 | 0.85 | 0.82 | 0.92 | 0.85 | 0.91 | 0.65 | 0.45 | 0.41 |
| RSquared | NA | 0.82 | 0.79 | 0.89 | 0.93 | 0.9 | 0.81 | 0.89 | 0.91 | 0.95 | 0.97 | 0.91 | 0.9 | 0.94 | 0.88 | 0.62 | 0.26 | 0.16 |
| Yield(%) | N/A | 0.6 | 1.5 | 2.0 | 1.8 | 3.1 | N/A | 1.6 | 1.8 | 1.9 | 1.4 | 1.6 | 1.9 | 2.4 | 2.0 | 2.2 | 2.3 | 1.5 |
| Dividend Growth(%) | N/A | -58.0 | 3.9 | 28.2 | 27.9 | N/A | N/A | 4.1 | 11.3 | 12.0 | 11.4 | -7.8 | 5.3 | 10.9 | 7.7 | 7.0 | 50.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/16/2015
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