Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
SPIN (SPDR SSGA US Equity Premium Income ETF) NA -6.25% 71.00% -9.71% -17.68% -16.88% NA
Data as of 09/08/2022, Common starting date is 03/03/2004
More Performance Analytics Comparison
Name Start Date End Date
SPIN (SPDR SSGA US Equity Premium Income ETF) 03/03/2004 09/08/2022
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004
Annualized Return (%) -6.25 -6.25 71.00 -9.71 -17.68 -16.88 NA 50.00 150.00 100.00 -75.00 -69.23 30.00 -55.56 87.50 -55.56 8.00 -57.63 57.33 -37.50 1,100.00 -96.36 -5.17 20.83 -40.00 837.50
Sharpe Ratio NA -0.03 0.19 -0.04 -0.09 NA NA 0.35 0.59 0.29 -0.27 -0.35 0.20 -0.37 0.62 -0.40 0.07 -0.66 0.59 -0.21 3.80 -0.25 -0.07 0.13 -0.27 9.07
Standard Deviation(%) NA 214.93 289.38 261.67 209.41 NA NA 229.70 252.81 339.72 284.16 203.34 147.00 150.40 140.31 139.18 119.53 87.73 97.15 177.12 289.44 385.67 111.62 133.12 157.51 150.63
Draw Down(%) NA 77.27 80.95 97.37 99.09 NA NA 77.27 80.95 66.67 90.00 84.85 56.00 68.00 48.39 65.67 65.67 76.84 42.40 74.58 85.71 98.73 56.36 81.58 89.04 50.00
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 09/08/2022, Common starting date is 03/03/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SPIN (SPDR SSGA US Equity Premium Income ETF) -67.49%
Oct 2005 – Oct 2008
-53.70%
May 2015 – May 2020
-40.17%
Jan 2010 – Jan 2020
-35.60%
Mar 2005 – Mar 2020
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SPIN (SPDR SSGA US Equity Premium Income ETF) 127.66%
Dec 2008 – Dec 2011
40.40%
Oct 2008 – Oct 2013
1.68%
Oct 2008 – Oct 2018
-8.30%
Jun 2006 – Jun 2021
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return