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SHM: SPDR® Nuveen Bloomberg Short Term Municipal Bond ETF (ETF)
Basic Info 47.22 0(0.0%) April 18
Asset Class: | Muni National Short |
MyPlanIQ Rating: | (99%) |
Start Date: | 10/18/2007 |
Last Dividend Date: | 04/01/2024 |
12-Mo. Yield | 1.20% |
Expenses | 0.20% |
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Performance Analytics (As of 04/18/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -0.7 | 1.2 | -0.7 | 0.7 | 0.9 | 1.2 | 1.7 | 3.0 | -3.8 | -0.3 | 2.7 | 3.9 | 1.7 | 1.1 | -0.5 | 1.2 | 0.9 | 0.9 | 1.1 | 3.9 | 1.0 | 4.2 | 6.0 | 1.6 |
Sharpe Ratio | NA | -2.55 | -1.36 | -1.26 | -0.19 | -0.05 | NA | 0.24 | -0.5 | -2.08 | -0.33 | 0.28 | 2.08 | 0.28 | 0.34 | -0.46 | 0.79 | 0.62 | 0.41 | 0.53 | 1.08 | 0.26 | 1.13 | 0.49 | 2.57 |
Draw Down(%) | NA | 1.0 | 2.8 | 6.6 | 11.6 | 11.6 | NA | 11.6 | 2.8 | 6.0 | 0.8 | 11.6 | 1.1 | 1.1 | 2.0 | 2.7 | 1.1 | 1.0 | 2.6 | 0.9 | 2.1 | 2.7 | 1.9 | 7.0 | 0.6 |
Standard Deviation(%) | NA | 2.3 | 2.5 | 2.2 | 4.4 | 3.3 | NA | 4.0 | 2.5 | 2.5 | 1.0 | 9.0 | 1.2 | 1.2 | 1.3 | 1.6 | 1.5 | 1.5 | 2.1 | 2.0 | 3.6 | 3.5 | 3.7 | 10.2 | 2.4 |
Treynor Ratio | NA | -0.07 | -0.03 | -0.02 | -0.01 | 0.0 | NA | 0.01 | -0.01 | -0.03 | 0.0 | 0.01 | 0.06 | 0.01 | 0.01 | -0.01 | 0.03 | 0.01 | 0.01 | 0.02 | 0.21 | 0.01 | 0.04 | 0.52 | 0.11 |
Alpha | NA | -0.01 | -0.01 | -0.01 | 0.0 | 0.0 | NA | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.02 | 0.01 |
Beta | NA | 0.83 | 1.02 | 1.22 | 1.57 | 1.41 | NA | 1.13 | 1.2 | 1.48 | 0.94 | 1.91 | 0.41 | 0.54 | 0.77 | 0.79 | 0.46 | 1.0 | 1.15 | 0.56 | 0.19 | 1.47 | 0.95 | 0.1 | 0.55 |
RSquared | NA | 0.17 | 0.22 | 0.29 | 0.17 | 0.15 | NA | 0.06 | 0.28 | 0.37 | 0.14 | 0.16 | 0.05 | 0.07 | 0.1 | 0.07 | 0.02 | 0.06 | 0.08 | 0.02 | 0.0 | 0.06 | 0.05 | 0.0 | 0.07 |
Yield(%) | N/A | 0.5 | N/A | N/A | N/A | N/A | N/A | N/A | 1.2 | 0.7 | 0.9 | 1.3 | 1.7 | 1.3 | 1.1 | 1.1 | 0.9 | 0.9 | 1.0 | 1.2 | 1.7 | 1.9 | 2.1 | 2.7 | 0.7 |
Dividend Growth(%) | N/A | -55.2 | N/A | N/A | N/A | N/A | N/A | N/A | 65.7 | -23.9 | -30.3 | -18.5 | 28.6 | 16.7 | 0.0 | 20.0 | 2.3 | -10.2 | -18.3 | -24.1 | -12.2 | -9.1 | -18.2 | 278.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/15/2007
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Best ETFs
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