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SPIB: SPDR Barclays Intermediate Term Corporate Bond (ETF)
Basic Info 32.35 0.04(0.12%) May 08
Asset Class: | EQUITY |
MyPlanIQ Rating: | (96%) |
Start Date: | 02/23/2009 |
Last Dividend Date: | 05/01/2024 |
12-Mo. Yield | 4.15% |
Expenses | - |
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Performance Analytics (As of 05/08/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 07/09/2018 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.8 | 0.3 | 4.7 | -0.9 | 1.8 | 1.4 | 1.7 | 2.4 | 7.3 | -9.7 | -1.2 | 7.7 | 10.2 | -0.5 | 1.7 | 1.4 | -2.2 | 1.7 | -3.5 | 4.8 | 2.0 | 2.8 | 4.5 |
Sharpe Ratio | NA | -0.88 | -0.04 | -0.64 | 0.03 | 0.06 | NA | 0.21 | 0.59 | -1.74 | -0.45 | 0.79 | 3.39 | -0.94 | 0.46 | 0.39 | -0.64 | 0.61 | -1.07 | 1.88 | 0.49 | 0.52 | 0.72 |
Draw Down(%) | NA | 1.9 | 3.5 | 14.8 | 14.9 | 14.9 | NA | 14.9 | 3.5 | 13.5 | 2.6 | 14.9 | 1.6 | 2.5 | 1.5 | 3.9 | 4.0 | 1.4 | 5.5 | 1.2 | 3.4 | 4.1 | 4.9 |
Standard Deviation(%) | NA | 4.1 | 4.6 | 5.1 | 5.9 | 4.6 | NA | 4.6 | 5.1 | 6.4 | 2.7 | 9.4 | 2.6 | 1.9 | 2.3 | 3.1 | 3.5 | 2.8 | 3.3 | 2.6 | 4.0 | 5.2 | 7.1 |
Treynor Ratio | NA | -0.28 | -0.01 | -0.32 | 0.02 | 0.05 | NA | 0.35 | 0.35 | -0.94 | -0.3 | 0.8 | -1.86 | 2.81 | -0.12 | -0.5 | 0.88 | -0.32 | -1.06 | -2.22 | -0.6 | -0.49 | -3.21 |
Alpha | NA | -0.02 | -0.01 | -0.01 | 0.0 | 0.0 | NA | 0.0 | 0.01 | -0.04 | -0.01 | 0.02 | 0.04 | -0.01 | 0.01 | 0.01 | -0.01 | 0.01 | -0.02 | 0.02 | 0.01 | 0.02 | 0.02 |
Beta | NA | 0.13 | 0.14 | 0.1 | 0.09 | 0.06 | NA | 0.03 | 0.09 | 0.12 | 0.04 | 0.09 | -0.05 | -0.01 | -0.09 | -0.02 | -0.03 | -0.05 | 0.03 | -0.02 | -0.03 | -0.06 | -0.02 |
RSquared | NA | 0.15 | 0.13 | 0.13 | 0.11 | 0.05 | NA | 0.01 | 0.05 | 0.21 | 0.04 | 0.12 | 0.05 | 0.0 | 0.07 | 0.01 | 0.01 | 0.05 | 0.01 | 0.01 | 0.04 | 0.04 | 0.0 |
Yield(%) | N/A | 1.4 | 4.2 | 2.7 | 2.7 | 1.8 | 1.4 | N/A | 3.9 | 2.3 | 1.6 | 2.3 | 3.2 | 3.0 | 0.8 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -62.7 | 33.4 | N/A | N/A | N/A | N/A | N/A | 51.8 | 43.1 | -28.4 | -23.6 | 3.9 | 277.8 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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