Find A Portfolio/Ticker
Comparison Box
SPTL: SPDR Portfolio Long Term Treasury ETF (ETF)
Basic Info 26.22 0.13(0.49%) July 03
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (96%) |
| Start Date: | 05/31/2007 |
| Last Dividend Date: | 07/01/2025 |
| 12-Mo. Yield | 3.88% |
| Expenses | - |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 07/03/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 05/31/2007 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.6 | 2.2 | 0.2 | -4.4 | -8.4 | -0.1 | 1.3 | 2.3 | -6.2 | 3.3 | -29.4 | -5.0 | 18.1 | 13.7 | -1.6 | 8.0 | -0.2 | -2.9 | 23.5 | -13.5 | 1.4 | 28.1 | 6.7 | -14.8 | 21.2 | 8.2 |
| Sharpe Ratio | NA | 0.1 | -0.24 | -0.5 | -0.7 | -0.11 | NA | 0.1 | -0.76 | -0.02 | -1.62 | -0.39 | 0.87 | 1.06 | -0.33 | 0.77 | -0.03 | -0.2 | 2.43 | -1.14 | 0.11 | 1.7 | 0.51 | -0.97 | 1.42 | 1.21 |
| Draw Down(%) | NA | 8.4 | 13.4 | 26.3 | 46.2 | 46.2 | NA | 46.2 | 11.7 | 20.8 | 34.7 | 14.5 | 15.0 | 8.0 | 9.7 | 5.0 | 17.5 | 14.9 | 4.8 | 16.0 | 9.0 | 9.5 | 13.4 | 17.4 | 7.3 | 4.7 |
| Standard Deviation(%) | NA | 12.7 | 12.6 | 15.5 | 15.0 | 14.2 | NA | 13.9 | 12.9 | 16.9 | 19.1 | 12.9 | 20.3 | 11.6 | 9.1 | 9.5 | 12.1 | 14.6 | 9.7 | 11.9 | 12.5 | 16.6 | 13.0 | 15.5 | 14.2 | 9.5 |
| Treynor Ratio | NA | 0.32 | -2.17 | -0.66 | -2.85 | 0.11 | NA | -0.07 | -1.36 | -0.02 | -3.83 | 0.37 | -0.62 | -0.29 | 0.19 | -0.15 | 0.01 | 0.08 | -0.61 | 0.62 | -0.02 | -0.59 | -0.19 | 0.93 | -1.39 | -0.58 |
| Alpha | NA | 0.01 | -0.01 | -0.03 | -0.04 | 0.01 | NA | 0.02 | -0.04 | -0.01 | -0.13 | 0.0 | 0.1 | 0.09 | -0.01 | 0.07 | 0.02 | -0.01 | 0.1 | -0.03 | 0.05 | 0.11 | 0.05 | -0.04 | 0.05 | 0.04 |
| Beta | NA | 0.04 | 0.01 | 0.12 | 0.04 | -0.15 | NA | -0.2 | 0.07 | 0.14 | 0.08 | -0.14 | -0.29 | -0.42 | -0.16 | -0.5 | -0.34 | -0.37 | -0.38 | -0.22 | -0.61 | -0.48 | -0.35 | -0.16 | -0.15 | -0.2 |
| RSquared | NA | 0.01 | 0.0 | 0.02 | 0.0 | 0.04 | NA | 0.09 | 0.01 | 0.01 | 0.01 | 0.02 | 0.24 | 0.22 | 0.08 | 0.14 | 0.14 | 0.15 | 0.22 | 0.04 | 0.41 | 0.49 | 0.25 | 0.09 | 0.17 | 0.15 |
| Yield(%) | N/A | 2.1 | 4.0 | 2.9 | 1.9 | 2.3 | 2.3 | N/A | 3.7 | 3.2 | 1.9 | 1.6 | 2.0 | 2.7 | 2.6 | 1.7 | 1.4 | 1.2 | 1.6 | 1.3 | 1.2 | 1.9 | 2.1 | 1.8 | 2.3 | 1.4 |
| Dividend Growth(%) | N/A | -48.8 | -0.8 | 27.5 | 21.9 | N/A | N/A | N/A | 12.3 | 17.8 | 12.8 | -8.2 | -19.0 | 1.0 | 60.2 | 23.4 | 5.3 | -5.6 | 7.8 | 7.1 | -21.1 | -3.1 | -3.9 | -7.6 | 70.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/31/2007
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See EQUITY Asset Class Trend Rankings |
Latest Articles Related to SPTL
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
