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SPAB: SPDR® Portfolio Aggregate Bond ETF (ETF)
Basic Info 24.86 0.04(0.16%) May 08
Asset Class: | EQUITY |
MyPlanIQ Rating: | (96%) |
Start Date: | 05/30/2007 |
Last Dividend Date: | 05/01/2024 |
12-Mo. Yield | 3.53% |
Expenses | - |
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Performance Analytics (As of 05/03/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 05/30/2007 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.1 | -1.5 | 0.8 | -3.1 | 0.1 | 0.8 | 1.5 | 1.8 | 5.5 | -13.0 | -1.8 | 7.4 | 8.7 | -0.2 | 2.7 | 1.1 | -0.9 | 4.7 | -3.1 | 2.7 | 6.0 | 3.9 | 0.9 | 6.0 | 3.7 |
Sharpe Ratio | NA | -1.61 | -0.7 | -0.83 | -0.22 | -0.05 | NA | 0.15 | 0.18 | -1.84 | -0.51 | 0.72 | 2.32 | -0.6 | 0.75 | 0.27 | -0.25 | 1.71 | -0.83 | 1.1 | 1.42 | 0.99 | 0.1 | 0.31 | 0.8 |
Draw Down(%) | NA | 3.8 | 7.2 | 18.0 | 18.6 | 18.6 | NA | 18.6 | 7.3 | 16.7 | 3.8 | 9.4 | 2.0 | 3.2 | 1.5 | 4.9 | 3.6 | 1.2 | 5.3 | 1.5 | 1.9 | 3.8 | 6.7 | 14.7 | 1.8 |
Standard Deviation(%) | NA | 5.8 | 6.4 | 6.6 | 7.0 | 5.4 | NA | 6.4 | 7.1 | 7.9 | 3.6 | 9.9 | 3.1 | 2.5 | 2.8 | 3.2 | 3.8 | 2.7 | 3.8 | 2.4 | 4.2 | 3.9 | 7.9 | 16.3 | 4.5 |
Treynor Ratio | NA | -0.6 | -0.25 | -0.62 | -0.62 | -1.23 | NA | -44.07 | 0.16 | -1.39 | -2.53 | -4.21 | -0.75 | 0.48 | -0.17 | -0.15 | 0.14 | -0.63 | 9.19 | -0.32 | -0.71 | -0.55 | -0.21 | 0.63 | -0.4 |
Alpha | NA | -0.05 | -0.03 | -0.02 | -0.01 | 0.0 | NA | 0.0 | 0.0 | -0.05 | -0.01 | 0.03 | 0.04 | -0.01 | 0.02 | 0.01 | 0.0 | 0.02 | -0.01 | 0.02 | 0.02 | 0.02 | 0.01 | 0.04 | 0.01 |
Beta | NA | 0.16 | 0.18 | 0.09 | 0.02 | 0.0 | NA | 0.0 | 0.08 | 0.1 | 0.01 | -0.02 | -0.1 | -0.03 | -0.12 | -0.06 | -0.07 | -0.07 | 0.0 | -0.08 | -0.08 | -0.07 | -0.04 | 0.08 | -0.09 |
RSquared | NA | 0.11 | 0.11 | 0.06 | 0.01 | 0.0 | NA | 0.0 | 0.02 | 0.11 | 0.0 | 0.0 | 0.15 | 0.04 | 0.1 | 0.05 | 0.07 | 0.1 | 0.0 | 0.21 | 0.24 | 0.11 | 0.02 | 0.04 | 0.16 |
Yield(%) | N/A | 1.3 | 3.5 | 2.5 | 2.6 | 1.3 | 1.5 | N/A | 3.4 | 2.1 | 1.9 | 2.5 | 3.0 | 2.9 | 1.3 | 1.3 | 1.2 | 1.3 | 1.0 | 1.2 | 1.8 | 2.3 | 2.6 | 2.3 | 1.3 |
Dividend Growth(%) | N/A | -62.4 | 26.6 | -6.7 | -2.3 | N/A | N/A | N/A | 34.9 | 5.0 | -20.0 | -10.7 | 2.4 | 13.9 | 0.0 | 0.0 | 0.0 | 26.3 | -17.4 | -31.0 | -20.6 | -12.5 | 17.1 | 78.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/30/2007
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