Find A Portfolio/Ticker
Comparison Box
SPY: SPDR S&P 500 ETF (ETF)
Basic Info 460.2 1.97(0.43%) December 08
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (100%) |
| Start Date: | 01/29/1993 |
| Last Dividend Date: | 09/15/2023 |
| 12-Mo. Yield | 1.43% |
| Expenses | 0.09% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 12/08/2023)
| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.2 | 21.7 | 18.0 | 9.1 | 13.7 | 11.8 | 13.6 | 9.9 | -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 |
| SR | NA | 1.44 | 1.01 | 0.42 | 0.58 | 0.62 | NA | 0.44 | -0.81 | 2.21 | 0.54 | 2.38 | -0.34 | 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 |
| DD(%) | NA | 10.0 | 10.0 | 24.5 | 33.7 | 33.7 | NA | 55.2 | 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 |
| SD(%) | NA | 13.2 | 13.7 | 17.6 | 21.3 | 17.6 | NA | 18.8 | 24.3 | 13.0 | 33.6 | 12.5 | 17.1 | 6.7 | 13.1 | 15.4 | 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 |
| TR | NA | 0.2 | 0.14 | 0.08 | 0.13 | 0.11 | NA | 0.08 | -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 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.02 | 0.0 | 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 | 0.97 | 0.97 | 0.97 | 0.97 | 0.98 | NA | 0.98 | 0.98 | 0.96 | 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 |
| RS | NA | 0.97 | 0.97 | 0.99 | 0.99 | 0.99 | NA | 0.65 | 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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/29/1993
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 LARGE BLEND Asset Class Trend Rankings |
Top Rated Funds in LARGE BLEND
Best Mutual Funds
- GQLOX (GMO Quality VI) 0.34% (100%)
- FLCEX (Fidelity Large Cap Core Enhanced Index) (100%)
- LMISX (Legg Mason Batterymarch US Lg Cap Eq IS) 0.58% (100%)
- STSEX (BlackRock Exchange BlackRock) 0.39% (99%)
- GGEFX (Golub Group Equity) 7.81% (99%)
- FTRIX (Fidelity Advisor Mega Cap Stock I) 0.69% (99%)
- JLPSX (JPMorgan US Large Cap Core Plus Select) 0.37% (99%)
- OAKMX (Oakmark I) 0.71% (99%)
- JDEUX (JPMorgan Disciplined Equity R6) 0.39% (98%)
- QGIAX (Pear Tree Quality Institutional) 0.34% (98%)
Best ETFs
- MOAT (Market Vectors Mstar Wide Moat ETF) 0.34% (97%)
- XLG (Guggenheim Russell Top 50 Mega Cap ETF) 0.57% (97%)
- IWL (iShares Russell Top 200) 0.40% (96%)
- SPHQ (PowerShares S&P 500 High Quality ETF) 0.46% (95%)
- MGC (Vanguard Mega Cap ETF) 0.46% (93%)
- VOO (Vanguard S&P 500 ETF) 0.43% (91%)
- SPY (SPDR S&P 500 ETF) 0.43% (89%)
- IVV (iShares Core S&P 500) 0.43% (84%)
- DSI (iShares MSCI KLD 400 Social) 0.29% (84%)
- VV (Vanguard Large-Cap ETF) 0.43% (78%)
Best Closed End Funds
- ADX (Adams Express) 0.35% (90%)
- FFA (First Trust Enhanced Equity Income) 0.17% (84%)
- GGT (Gabelli Global Multimedia) 6.43% (83%)
- GRF (Eagle Capital Growth) 0.0% (81%)
- USA (Liberty All-Star Equity) 0.16% (40%)
- ETY (Eaton Vance Tax-Managed Divrs Equity Inc) 0.43% (33%)
- CRF (Cornerstone Total Return Fund) 0.0% (26%)
- CLM (Cornerstone Strategic Value) 0.13% (24%)
- ETB (Eaton Vance Tax-Managed Buy-Write Income) 0.31% (9%)
- GAB (Gabelli Equity) 0.97% (6%)
Latest Articles Related to SPY
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
