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SDY: SPDR S&P Dividend ETF (ETF)
Basic Info 109.25 0.81(0.74%) January 15
| Asset Class: | LARGE VALUE |
| MyPlanIQ Rating: | (78%) |
| Start Date: | 11/15/2005 |
| Last Dividend Date: | 12/18/2020 |
| 12-Mo. Yield | 4.38% |
| Expenses | 0.35% |
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Performance Analytics (As of 01/15/2021)
| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.5 | 3.1 | 5.1 | 7.7 | 13.5 | 11.9 | 8.8 | 9.0 | 1.8 | 23.9 | -2.7 | 15.8 | 20.3 | -0.7 | 13.8 | 30.1 | 11.6 | 7.1 | 16.4 | 19.2 | -22.8 | -6.7 | 17.7 | 1.1 |
| SR | NA | 5.91 | 0.13 | 0.28 | 0.65 | 0.67 | NA | 0.4 | 0.04 | 1.96 | -0.3 | 2.2 | 1.65 | -0.05 | 1.39 | 2.71 | 1.05 | 0.34 | 1.04 | 0.59 | -0.56 | -0.61 | 1.61 | 0.89 |
| DD(%) | NA | 1.4 | 36.7 | 36.7 | 36.7 | 36.7 | NA | 54.8 | 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 |
| SD(%) | NA | 19.9 | 37.9 | 24.2 | 19.7 | 17.1 | NA | 20.5 | 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 |
| TR | NA | 0.99 | 0.05 | 0.07 | 0.13 | 0.12 | NA | 0.09 | 0.01 | 0.24 | -0.05 | 0.18 | 0.23 | -0.01 | 0.16 | 0.32 | 0.14 | 0.08 | 0.2 | 0.19 | -0.26 | -0.11 | 0.17 | 0.08 |
| Alpha(%) | NA | -0.02 | 0.0 | 0.01 | 0.0 | 0.01 | NA | 0.01 | 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 | 1.18 | 1.04 | 1.0 | 0.98 | 0.94 | NA | 0.93 | 1.04 | 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 |
| RS | NA | 0.9 | 0.96 | 0.94 | 0.93 | 0.93 | NA | 0.9 | 0.96 | 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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/15/2005
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE VALUE Asset Class Trend Rankings |
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