Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IPU (SPDR(R) S&P(R) INTERNATIONAL UTILITIES SECTOR ETF SPDR(R) S&P(R) INTERNATIONAL UTILITIES SECTOR ETF) | NA | -26.07% | -12.78% | -0.20% | NA | NA | NA | … | … |
Data as of 07/24/2017, Common starting date is 07/28/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IPU (SPDR(R) S&P(R) INTERNATIONAL UTILITIES SECTOR ETF SPDR(R) S&P(R) INTERNATIONAL UTILITIES SECTOR ETF) | 07/28/2008 | 07/24/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -30.51 | -26.07 | -12.78 | -0.20 | NA | NA | NA | … | … | -18.34 | -3.95 | -6.06 | 1.20 | 13.05 | 5.89 | -17.00 | -5.71 | 5.75 | -22.36 |
| Sharpe Ratio | NA | -0.66 | -0.48 | -0.01 | NA | NA | NA | … | … | -0.60 | -0.23 | -0.37 | 0.09 | 0.86 | 0.33 | -0.59 | -0.27 | 0.21 | -0.82 |
| Standard Deviation(%) | NA | 39.76 | 26.94 | 22.84 | NA | NA | NA | … | … | 52.05 | 18.03 | 16.37 | 13.24 | 15.06 | 17.75 | 28.92 | 21.31 | 26.53 | 54.93 |
| Draw Down(%) | NA | 32.17 | 33.64 | 34.24 | NA | NA | NA | … | … | 32.17 | 14.90 | 13.59 | 12.42 | 9.69 | 15.78 | 24.83 | 20.59 | 28.48 | 33.98 |
| Yield(%) | 0.00 | 4.67 | 3.29 | 4.63 | 2.28 | 1.52 | 1.14 | … | … | 3.03 | 4.02 | 3.18 | 3.99 | 4.20 | 4.13 | 4.26 | 3.31 | 3.88 | 1.61 |
Data as of 07/24/2017, Common starting date is 07/28/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IPU (SPDR(R) S&P(R) INTERNATIONAL UTILITIES SECTOR ETF SPDR(R) S&P(R) INTERNATIONAL UTILITIES SECTOR ETF) |
-10.43%
Aug 2008 – Aug 2011 |
-6.65%
Aug 2008 – Aug 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IPU (SPDR(R) S&P(R) INTERNATIONAL UTILITIES SECTOR ETF SPDR(R) S&P(R) INTERNATIONAL UTILITIES SECTOR ETF) |
10.47%
May 2012 – May 2015 |
7.15%
May 2012 – May 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart