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TOTL: SPDR® DoubleLine Total Return Tact ETF (ETF)
Basic Info 40.28 0.06(0.15%) May 26
| Asset Class: | Intermediate-Term Bond |
| MyPlanIQ Rating: | (2%) |
| Start Date: | 02/24/2015 |
| Last Dividend Date: | 05/01/2023 |
| 12-Mo. Yield | 4.75% |
| Expenses | 0.55% |
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Performance Analytics (As of 05/26/2023)
| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.4 | 3.7 | 1.7 | -1.7 | 1.0 | 1.2 | -9.3 | -1.0 | 3.6 | 6.9 | 0.8 | 3.5 | 2.8 | -0.3 |
| SR | NA | 0.63 | -0.2 | -0.54 | -0.02 | 0.08 | -1.56 | -0.37 | 0.49 | 1.96 | -0.21 | 1.3 | 1.12 | -0.14 |
| DD(%) | NA | 3.3 | 7.7 | 15.4 | 15.4 | 15.4 | 14.1 | 2.0 | 7.3 | 1.4 | 2.0 | 1.5 | 3.3 | 1.4 |
| SD(%) | NA | 7.4 | 7.6 | 5.2 | 5.2 | 4.3 | 6.9 | 2.7 | 6.8 | 2.8 | 2.6 | 2.3 | 2.3 | 2.6 |
| TR | NA | 0.06 | -0.02 | -0.04 | 0.0 | 0.01 | -0.16 | -0.02 | 0.05 | 0.1 | -0.01 | 0.05 | 0.06 | -0.01 |
| Alpha(%) | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Beta(%) | NA | 0.82 | 0.75 | 0.68 | 0.68 | 0.65 | 0.68 | 0.5 | 0.72 | 0.56 | 0.65 | 0.64 | 0.46 | 0.53 |
| RS | NA | 0.78 | 0.75 | 0.69 | 0.54 | 0.54 | 0.73 | 0.5 | 0.3 | 0.43 | 0.44 | 0.62 | 0.53 | 0.69 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/24/2015
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