Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| INKM (SPDR SSgA Income Allocation ETF) | 5.18% | 12.28% | 9.68% | 3.69% | 5.44% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/26/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| INKM (SPDR SSgA Income Allocation ETF) | 04/26/2012 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.66 | 12.28 | 9.68 | 3.69 | 5.44 | NA | NA | … | … | 5.18 | 11.01 | 5.71 | 10.26 | -12.60 | 8.52 | 3.08 | 17.12 | -5.31 | 13.94 | 6.47 | -4.77 | 8.80 | 3.01 | 6.10 |
| Sharpe Ratio | NA | 1.83 | 0.96 | 0.18 | 0.40 | NA | NA | … | … | 1.81 | 1.08 | 0.34 | 0.75 | -1.21 | 1.46 | 0.13 | 3.34 | -0.97 | 2.90 | 0.81 | -0.60 | 1.44 | 0.38 | 1.33 |
| Standard Deviation(%) | NA | 5.93 | 7.42 | 8.28 | 9.83 | NA | NA | … | … | 6.93 | 7.53 | 6.18 | 8.85 | 11.59 | 5.81 | 21.93 | 4.69 | 6.90 | 4.61 | 7.77 | 8.01 | 6.11 | 7.94 | 6.88 |
| Draw Down(%) | NA | 4.55 | 9.24 | 19.18 | 28.58 | NA | NA | … | … | 4.55 | 5.82 | 3.88 | 9.52 | 18.75 | 3.27 | 28.58 | 1.67 | 9.33 | 1.93 | 5.59 | 9.65 | 5.09 | 9.98 | 4.26 |
| Yield(%) | 0.00 | 5.21 | 5.08 | 4.08 | 4.39 | 4.03 | 3.02 | … | … | 0.70 | 5.37 | 4.87 | 4.78 | 4.20 | 3.94 | 3.83 | 4.91 | 3.72 | 3.42 | 3.52 | 3.18 | 3.67 | 3.99 | 3.58 |
Data as of 06/05/2026, Common starting date is 04/26/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INKM (SPDR SSgA Income Allocation ETF) |
-1.80%
Sep 2019 – Sep 2022 |
0.40%
Mar 2015 – Mar 2020 |
2.88%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INKM (SPDR SSgA Income Allocation ETF) |
10.77%
Sep 2022 – Sep 2025 |
7.59%
Mar 2020 – Mar 2025 |
6.20%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart