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SPY: SPDR S&P 500 ETF Trust (ETF)
Basic Info 563.98 1.51(0.27%) March 21
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (100%) |
| Start Date: | 01/29/1993 |
| Last Dividend Date: | 03/21/2025 |
| 12-Mo. Yield | 1.37% |
| Expenses | 0.09% |
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Performance Analytics (As of 03/21/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/29/1993 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.2 | -3.8 | 9.0 | 9.8 | 21.5 | 12.3 | 13.2 | 10.2 | 10.3 | 24.9 | 26.2 | -18.2 | 28.7 | 18.3 | 31.2 | -4.6 | 21.7 | 12.0 | 1.2 | 13.5 | 32.3 | 16.0 | 1.9 | 15.1 | 26.4 | -36.8 | 5.1 | 15.8 | 4.8 | 10.7 | 28.2 | -21.6 | -11.8 | -9.7 | 20.4 | 28.7 | 33.5 | 22.5 | 38.0 | 0.4 | 8.7 |
| Sharpe Ratio | NA | -1.19 | 0.19 | 0.32 | 1.04 | 0.6 | NA | NA | 0.46 | 1.45 | 1.69 | -0.81 | 2.21 | 0.54 | 2.38 | -0.35 | 3.14 | 0.9 | 0.08 | 1.19 | 2.91 | 1.26 | 0.08 | 0.83 | 0.99 | -0.91 | 0.14 | 1.26 | 0.26 | 0.88 | 1.67 | -0.86 | -0.64 | -0.59 | 0.95 | 1.14 | 1.48 | 1.44 | 4.0 | -0.24 | 0.81 |
| Draw Down(%) | NA | 10.0 | 10.0 | 22.1 | 24.5 | 33.7 | NA | NA | 55.2 | 8.4 | 10.0 | 24.5 | 5.1 | 33.7 | 6.6 | 19.3 | 2.6 | 10.3 | 11.9 | 7.3 | 5.6 | 9.7 | 18.6 | 15.7 | 27.1 | 47.6 | 9.9 | 7.6 | 7.0 | 7.5 | 13.7 | 33.0 | 28.8 | 17.1 | 11.7 | 19.0 | 11.2 | 7.6 | 2.6 | 8.5 | 4.7 |
| Standard Deviation(%) | NA | 16.0 | 13.7 | 17.0 | 18.2 | 17.7 | NA | NA | 18.6 | 12.6 | 13.1 | 24.3 | 13.0 | 33.6 | 12.5 | 17.1 | 6.7 | 13.1 | 15.5 | 11.3 | 11.1 | 12.7 | 23.1 | 17.9 | 26.6 | 41.2 | 15.9 | 10.0 | 10.3 | 11.1 | 16.5 | 26.4 | 22.2 | 23.5 | 18.1 | 22.3 | 20.2 | 13.1 | 8.6 | 10.5 | 9.1 |
| Treynor Ratio | NA | -0.2 | 0.03 | 0.06 | 0.2 | 0.11 | NA | NA | 0.09 | 0.19 | 0.22 | -0.2 | 0.3 | 0.19 | 0.3 | -0.06 | 0.21 | 0.12 | 0.01 | 0.14 | 0.32 | 0.16 | 0.02 | 0.15 | 0.27 | -0.38 | 0.02 | 0.13 | 0.03 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.02 | 0.0 | 0.0 | 0.01 | 0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.98 | 0.98 | 0.98 | 0.95 | 0.97 | NA | NA | 0.98 | 0.98 | 0.98 | 0.98 | 0.97 | 0.97 | 1.0 | 1.0 | 1.0 | 0.99 | 1.0 | 0.98 | 0.99 | 0.98 | 0.98 | 0.99 | 0.97 | 0.99 | 0.99 | 0.95 | 0.98 | 0.97 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.99 | 1.0 | 1.0 | 0.94 | 0.97 | NA | NA | 0.65 | 1.0 | 1.0 | 1.0 | 0.98 | 1.0 | 1.0 | 1.0 | 0.99 | 1.0 | 1.0 | 1.0 | 0.99 | 0.99 | 1.0 | 1.0 | 0.99 | 0.97 | 0.96 | 0.94 | 0.95 | 0.87 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.3 | 1.4 | 1.5 | 2.8 | 2.7 | 4.1 | 3.6 | N/A | 1.5 | 1.7 | 1.3 | 1.6 | 1.8 | 2.2 | 1.9 | 2.1 | 2.3 | 2.0 | 2.1 | 2.3 | 2.4 | 2.0 | 2.0 | 2.3 | 1.9 | 1.9 | 1.9 | 1.8 | 2.0 | 1.8 | 1.3 | 1.1 | 1.0 | 1.2 | 1.4 | 1.9 | 2.2 | 2.8 | 2.6 | 2.6 |
| Dividend Growth(%) | N/A | -76.0 | 6.6 | 18.6 | 28.2 | 103.2 | 162.0 | N/A | N/A | 6.5 | 5.0 | 10.5 | 0.5 | 1.3 | 10.2 | 6.2 | 5.8 | 7.9 | 9.7 | 14.5 | 8.0 | 20.5 | 13.7 | 4.1 | -20.0 | 0.8 | 10.4 | 13.9 | -2.0 | 34.9 | 8.8 | 5.2 | -5.5 | 4.2 | 2.0 | 2.8 | 1.5 | 6.1 | 4.2 | 8.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/29/1993
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