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SPTS: SPDR Barclays Short Term Treasury (ETF)
Basic Info 28.74 0(0.0%) May 08
Asset Class: | EQUITY |
MyPlanIQ Rating: | (96%) |
Start Date: | 12/02/2011 |
Last Dividend Date: | 05/01/2024 |
12-Mo. Yield | 3.97% |
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 | Since 07/09/2018 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.3 | 0.7 | 2.9 | 0.1 | 1.2 | 0.8 | 1.5 | 4.3 | -3.8 | -0.7 | 3.2 | 3.6 | 1.1 | -0.2 | -0.2 | 0.1 | 0.5 | -0.8 | 0.4 | 0.1 |
Sharpe Ratio | NA | -1.33 | -0.72 | -1.01 | -0.24 | -0.09 | -0.08 | 0.01 | -2.17 | -1.02 | 2.19 | 1.59 | -0.22 | -0.51 | -0.19 | 0.01 | 0.06 | -0.22 | 0.17 | 1.52 |
Draw Down(%) | NA | 0.8 | 1.6 | 5.5 | 5.5 | 6.6 | 6.6 | 1.6 | 4.8 | 0.8 | 0.6 | 0.7 | 0.9 | 1.3 | 2.5 | 1.7 | 5.9 | 2.1 | 1.1 | 0.1 |
Standard Deviation(%) | NA | 2.0 | 2.1 | 2.2 | 1.9 | 3.2 | 3.1 | 2.7 | 2.4 | 0.7 | 1.4 | 1.4 | 1.0 | 1.7 | 2.0 | 2.9 | 8.3 | 3.8 | 2.3 | 0.6 |
Treynor Ratio | NA | -0.79 | -0.75 | -2.0 | 0.6 | 0.19 | 0.17 | -0.01 | -2.46 | 44.78 | -1.52 | -0.4 | 0.09 | 0.11 | 0.07 | -0.01 | -0.29 | -1.18 | -0.18 | -2.95 |
Alpha | NA | -0.01 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.02 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Beta | NA | 0.03 | 0.02 | 0.01 | -0.01 | -0.02 | -0.01 | -0.02 | 0.02 | 0.0 | -0.02 | -0.05 | -0.03 | -0.08 | -0.05 | -0.03 | -0.02 | 0.01 | -0.02 | 0.0 |
RSquared | NA | 0.04 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.05 | 0.0 | 0.25 | 0.25 | 0.18 | 0.11 | 0.12 | 0.03 | 0.0 | 0.0 | 0.02 | 0.01 |
Yield(%) | N/A | 1.4 | 4.0 | 2.0 | 1.7 | 1.1 | N/A | 3.6 | 1.2 | 0.1 | 0.7 | 2.3 | 2.1 | 0.4 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -61.9 | 87.5 | N/A | N/A | N/A | N/A | 191.7 | 1100.0 | -86.4 | -67.2 | 8.1 | 463.6 | 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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