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SPTS: SPDR Portfolio Short Term Treasury ETF (ETF)
Basic Info 29.14 0.02(0.07%) July 03
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (96%) |
| Start Date: | 12/02/2011 |
| Last Dividend Date: | 07/01/2025 |
| 12-Mo. Yield | 4.21% |
| Expenses | - |
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Performance Analytics (As of 07/03/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 12/02/2011 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.2 | 2.5 | 5.5 | 3.3 | 1.3 | 1.3 | 1.0 | 4.2 | 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 | 1.2 | 1.31 | -0.03 | -0.39 | -0.05 | -0.01 | 0.32 | 0.23 | -2.19 | -1.02 | 2.18 | 1.54 | -0.29 | -0.52 | -0.19 | 0.01 | 0.06 | -0.22 | 0.17 | 1.52 |
| Draw Down(%) | NA | 0.7 | 1.0 | 2.5 | 5.5 | 5.5 | 6.6 | 1.0 | 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 | 1.7 | 1.7 | 2.2 | 1.9 | 1.8 | 3.0 | 1.8 | 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 | -0.61 | -0.76 | 0.28 | 144.36 | 0.06 | 0.01 | 5.12 | -0.3 | -2.48 | 249.7 | -1.53 | -0.39 | 0.12 | 0.11 | 0.07 | -0.01 | -0.29 | -1.19 | -0.18 | -2.95 |
| Alpha | NA | 0.01 | 0.01 | 0.0 | 0.0 | 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 | -0.03 | 0.0 | 0.0 | -0.02 | -0.02 | 0.0 | -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 | 0.23 | 0.12 | 0.0 | 0.0 | 0.03 | 0.01 | 0.0 | 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 | 2.0 | 4.2 | 3.6 | 2.2 | 1.6 | N/A | 4.2 | 3.6 | 1.2 | 0.2 | 0.7 | 2.2 | 2.0 | 0.4 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -51.9 | -5.2 | 372.6 | 117.2 | N/A | N/A | 17.5 | 186.2 | 523.1 | -72.7 | -67.4 | 9.6 | 444.1 | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/02/2011
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