It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
INKM: SPDR SSgA Income Allocation ETF (ETF)
Basic Info 34.46 0.27(0.78%) June 05
| Asset Class: | World Allocation |
| MyPlanIQ Rating: | (42%) |
| Start Date: | 04/26/2012 |
| Last Dividend Date: | 03/26/2026 |
| 12-Mo. Yield | 5.23% |
| Expenses | 0.50% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/04/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 04/26/2012 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.7 | 5.2 | 12.3 | 9.6 | 3.8 | 5.5 | 5.1 | 11.0 | 5.7 | 10.3 | -12.6 | 8.5 | 3.1 | 17.1 | -5.3 | 13.9 | 6.5 | -4.8 | 8.8 | 3.0 | 6.1 |
| Sharpe Ratio | NA | 1.81 | 1.83 | 0.96 | 0.18 | 0.4 | 0.44 | 1.08 | 0.34 | 0.75 | -1.21 | 1.46 | 0.13 | 3.34 | -0.97 | 2.9 | 0.81 | -0.6 | 1.44 | 0.38 | 1.33 |
| Draw Down(%) | NA | 4.6 | 4.6 | 9.2 | 19.2 | 28.6 | 28.6 | 5.8 | 3.9 | 9.5 | 18.8 | 3.3 | 28.6 | 1.7 | 9.3 | 1.9 | 5.6 | 9.6 | 5.1 | 10.0 | 4.3 |
| Standard Deviation(%) | NA | 6.9 | 5.9 | 7.4 | 8.3 | 9.8 | 9.2 | 7.5 | 6.2 | 8.9 | 11.6 | 5.8 | 21.9 | 4.7 | 6.9 | 4.6 | 7.8 | 8.0 | 6.1 | 7.9 | 6.9 |
| Treynor Ratio | NA | 0.25 | 0.22 | 0.13 | 0.02 | 0.05 | 0.05 | 0.14 | 0.06 | 0.08 | -0.2 | 0.17 | 0.03 | 0.33 | -0.12 | 0.17 | 0.08 | -0.06 | 0.11 | 0.04 | 0.13 |
| Alpha | NA | 0.02 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.02 | -0.06 | 0.03 | -0.01 | 0.01 | 0.01 | -0.02 | 0.03 | -0.03 | 0.02 |
| Beta | NA | 0.49 | 0.5 | 0.54 | 0.61 | 0.74 | 0.75 | 0.59 | 0.38 | 0.87 | 0.69 | 0.5 | 1.05 | 0.47 | 0.56 | 0.79 | 0.76 | 0.84 | 0.77 | 0.85 | 0.69 |
| RSquared | NA | 0.72 | 0.65 | 0.55 | 0.64 | 0.65 | 0.65 | 0.68 | 0.38 | 0.66 | 0.78 | 0.6 | 0.8 | 0.34 | 0.47 | 0.45 | 0.69 | 0.74 | 0.71 | 0.64 | 0.68 |
| Yield(%) | N/A | 0.7 | 5.2 | 5.1 | 4.1 | 4.4 | N/A | 5.4 | 4.9 | 4.8 | 4.2 | 3.9 | 3.8 | 4.9 | 3.7 | 3.4 | 3.5 | 3.2 | 3.7 | 4.0 | 3.6 |
| Dividend Growth(%) | N/A | -86.2 | 12.1 | 11.5 | 18.9 | N/A | N/A | 11.5 | 6.7 | -4.6 | 12.0 | 0.7 | -12.4 | 20.2 | 19.7 | 1.1 | 1.1 | -8.4 | -10.5 | 15.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/26/2012
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See World Allocation Asset Class Trend Rankings |
Top Rated Funds in World Allocation
Best Mutual Funds
- IVAEX (IVY ASSET STRATEGY FUND CLASS I) (99%)
- PAUIX (PIMCO ALL ASSET ALL AUTHORITY FUND INSTITUTIONAL) (97%)
- PAAIX (ALL ASSET FUND INSTITUTIONAL) (96%)
- PATRX (PIMCO ALL ASSET FUND R) (95%)
- WARCX (WELLS FARGO ADVANTAGE ABSOLUTE RETURN FUND CLASS C) (93%)
- IMRFX (COLUMBIA GLOBAL OPPORTUNITIES FUND COLUMBIA GLOBAL OPPORTUNITIES FUND CLASS A) (93%)
- PALPX (PIMCO ALL ASSET FUND CLASS P) (93%)
- JSPCX (JANUS GLOBAL ALLOCATION FUND - CONSERVATIVE CLASS T) (92%)
- GBMFX (GMO BENCHMARK-FREE ALLOCATION FUND CLASS III) (92%)
- GBATX (GMO STRATEGIC OPPORTUNITIES ALLOCATION FUND CLASS III) (91%)
Best ETFs
- RLY (SPDR SSgA Multi-Asset Real Return ETF) 2.18% (42%)
- INKM (SPDR SSgA Income Allocation ETF) 0.78% (42%)
- GAL (SPDR SSgA Global Allocation ETF) 2.09% (41%)
- GYLD (Arrow Dow Jones Global Yield ETF) 1.05% (41%)
- GMOM (Cambria Global Momentum ETF) 3.04% (2%)
- GAA (Cambria Global Asset Allocation ETF) 1.56% (1%)
Best Closed End Funds
- CHW (Calamos Global Dynamic Income Closed Fund) 3.43% (100%)
- CGO (Calamos Global Total Return Closed Fund) 3.77% (100%)
- RCG (RENN Fund Inc) 0.36% (99%)
Latest Articles Related to INKM
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
