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SDY: SPDR S&P Dividend ETF (ETF)
Basic Info 132.22 1.79(1.37%) May 02
| Asset Class: | LARGE VALUE |
| MyPlanIQ Rating: | (94%) |
| Start Date: | 11/15/2005 |
| Last Dividend Date: | 12/20/2024 |
| 12-Mo. Yield | 2.09% |
| Expenses | 0.35% |
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Performance Analytics (As of 04/28/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 11/15/2005 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.8 | 0.1 | 5.9 | 3.6 | 10.7 | 8.8 | 10.4 | 8.6 | 8.4 | 2.6 | -0.5 | 25.3 | 1.7 | 24.0 | -2.7 | 15.8 | 20.3 | -0.8 | 13.8 | 30.1 | 11.6 | 7.1 | 16.4 | 19.1 | -22.8 | -6.7 | 17.7 | 1.1 |
| Sharpe Ratio | NA | -0.4 | -0.19 | -0.1 | 0.54 | 0.4 | NA | 0.37 | 0.18 | -0.12 | -0.1 | 1.87 | 0.04 | 1.96 | -0.3 | 2.2 | 1.66 | -0.06 | 1.39 | 2.71 | 1.05 | 0.34 | 1.04 | 0.58 | -0.56 | -0.61 | 1.61 | 0.89 |
| Draw Down(%) | NA | 12.3 | 14.9 | 15.2 | 15.2 | 36.7 | NA | 54.8 | 8.0 | 15.0 | 15.2 | 6.9 | 36.7 | 6.0 | 14.2 | 2.9 | 7.0 | 10.6 | 5.6 | 6.9 | 6.6 | 16.1 | 11.9 | 34.2 | 36.1 | 15.0 | 4.7 | 1.6 |
| Standard Deviation(%) | NA | 20.4 | 14.2 | 15.2 | 16.7 | 17.4 | NA | 19.4 | 10.3 | 13.5 | 18.6 | 13.6 | 37.7 | 11.5 | 13.6 | 6.9 | 12.1 | 13.9 | 9.9 | 11.1 | 11.1 | 20.8 | 15.7 | 32.6 | 42.6 | 16.1 | 9.0 | 7.4 |
| Treynor Ratio | NA | -0.1 | -0.03 | -0.02 | 0.09 | 0.07 | NA | 0.08 | 0.02 | -0.02 | -0.02 | 0.25 | 0.01 | 0.24 | -0.05 | 0.18 | 0.24 | -0.01 | 0.16 | 0.32 | 0.14 | 0.08 | 0.2 | 0.19 | -0.26 | -0.11 | 0.17 | 0.08 |
| Alpha | NA | 0.01 | -0.01 | -0.01 | -0.01 | 0.0 | NA | 0.0 | -0.02 | -0.02 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.02 | 0.0 | 0.01 | 0.0 | 0.0 | 0.02 | 0.02 | 0.0 | 0.06 | -0.03 | 0.0 | -0.03 |
| Beta | NA | 0.84 | 0.83 | 0.94 | 1.0 | 0.95 | NA | 0.93 | 0.88 | 1.06 | 0.95 | 1.0 | 1.01 | 0.95 | 0.81 | 0.85 | 0.85 | 0.87 | 0.87 | 0.95 | 0.83 | 0.85 | 0.82 | 0.99 | 0.91 | 0.89 | 0.85 | 0.82 |
| RSquared | NA | 0.84 | 0.83 | 0.87 | 0.89 | 0.89 | NA | 0.89 | 0.8 | 0.87 | 0.92 | 0.89 | 0.91 | 0.9 | 0.88 | 0.76 | 0.87 | 0.93 | 0.9 | 0.91 | 0.91 | 0.96 | 0.91 | 0.92 | 0.88 | 0.89 | 0.8 | 0.78 |
| Yield(%) | N/A | 0.0 | 2.1 | 2.4 | 3.7 | 4.2 | 5.9 | N/A | 2.7 | 2.6 | 2.5 | 3.2 | 2.8 | 3.6 | 2.6 | 5.2 | 3.9 | 5.8 | 5.2 | 4.8 | 3.5 | 3.3 | 3.7 | 4.2 | 4.1 | 4.5 | 3.2 | 0.6 |
| Dividend Growth(%) | N/A | -100.0 | -18.8 | -2.1 | -11.8 | N/A | N/A | N/A | 2.5 | 3.2 | -5.8 | 12.3 | -4.7 | 29.9 | -44.9 | 56.6 | -38.0 | 22.1 | 30.2 | 50.3 | 9.8 | -0.2 | 0.6 | -21.5 | -20.3 | 56.4 | 472.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/15/2005
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