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SPYG: SPDR® Portfolio S&P 500 Growth ETF (ETF)
Basic Info 73.36 0.23(0.31%) March 27
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (22%) |
Start Date: | 10/02/2000 |
Last Dividend Date: | 03/18/2024 |
12-Mo. Yield | 1.07% |
Expenses | 0.04% |
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Performance Analytics (As of 03/26/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 10/02/2000 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.2 | 12.9 | 38.1 | 11.1 | 15.9 | 14.5 | 16.8 | 11.1 | 6.0 | 30.0 | -29.4 | 32.0 | 33.5 | 30.8 | -0.1 | 27.2 | 6.8 | 5.1 | 14.8 | 32.6 | 14.2 | 4.6 | 16.2 | 37.0 | -37.4 | 10.7 | 9.0 | 2.8 | 5.3 | 28.3 | -32.1 | -25.9 | -24.1 |
Sharpe Ratio | NA | 4.36 | 2.75 | 0.4 | 0.62 | 0.69 | NA | NA | 0.23 | 1.95 | -1.01 | 1.96 | 0.95 | 2.28 | -0.07 | 3.7 | 0.49 | 0.32 | 1.21 | 2.99 | 1.18 | 0.21 | 0.86 | 1.45 | -1.02 | 0.53 | 0.54 | 0.06 | 0.39 | 1.52 | -1.01 | -0.7 | -1.66 |
Draw Down(%) | NA | 3.0 | 9.1 | 32.7 | 32.7 | 32.7 | NA | NA | 67.6 | 9.1 | 32.3 | 8.7 | 31.3 | 6.4 | 20.6 | 2.4 | 11.0 | 11.8 | 7.4 | 5.9 | 8.3 | 16.5 | 16.3 | 23.0 | 48.0 | 9.0 | 9.0 | 8.8 | 10.8 | 12.8 | 40.1 | 48.6 | 27.3 |
Standard Deviation(%) | NA | 16.3 | 13.2 | 21.2 | 23.6 | 19.5 | NA | NA | 21.7 | 13.3 | 30.7 | 16.3 | 34.9 | 12.9 | 19.6 | 7.2 | 13.4 | 15.8 | 12.2 | 10.9 | 12.0 | 21.6 | 18.9 | 25.5 | 37.4 | 14.6 | 10.7 | 10.2 | 11.1 | 18.2 | 33.0 | 41.0 | 43.2 |
Treynor Ratio | NA | 0.83 | 0.51 | 0.11 | 0.18 | 0.16 | NA | NA | 0.06 | 0.39 | -0.38 | 0.46 | 0.35 | 0.5 | -0.02 | 0.34 | 0.07 | 0.05 | 0.17 | 0.38 | 0.18 | 0.06 | 0.17 | 0.37 | -0.4 | 0.09 | 0.07 | 0.01 | 0.07 | 0.35 | -0.39 | -0.37 | -1.45 |
Alpha | NA | 0.04 | 0.02 | 0.03 | 0.01 | 0.01 | NA | NA | 0.01 | 0.0 | 0.02 | 0.08 | -0.06 | 0.02 | 0.0 | 0.01 | 0.03 | -0.01 | 0.01 | 0.01 | 0.0 | 0.02 | 0.02 | 0.01 | 0.0 | 0.01 | 0.03 | -0.02 | 0.0 | 0.03 | 0.0 | 0.01 | -0.21 |
Beta | NA | 0.86 | 0.71 | 0.77 | 0.81 | 0.83 | NA | NA | 0.83 | 0.66 | 0.81 | 0.69 | 0.95 | 0.59 | 0.92 | 0.79 | 0.89 | 0.96 | 0.87 | 0.85 | 0.78 | 0.8 | 0.96 | 1.01 | 0.96 | 0.86 | 0.78 | 0.77 | 0.65 | 0.79 | 0.85 | 0.78 | 0.49 |
RSquared | NA | 0.96 | 0.89 | 0.91 | 0.89 | 0.91 | NA | NA | 0.78 | 0.88 | 0.94 | 0.83 | 0.94 | 0.69 | 0.97 | 0.89 | 0.95 | 0.96 | 0.94 | 0.89 | 0.89 | 0.96 | 0.95 | 0.95 | 0.92 | 0.95 | 0.89 | 0.78 | 0.73 | 0.7 | 0.66 | 0.44 | 0.3 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/02/2000
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