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IPU: SPDR(R) S&P(R) INTERNATIONAL UTILITIES SECTOR ETF SPDR(R) S&P(R) INTERNATIONAL UTILITIES SECTOR ETF (ETF)
Basic Info
| Asset Class: | Utilities |
| MyPlanIQ Rating: | (34%) |
| Start Date: | 07/28/2008 |
| Last Dividend Date: | 06/16/2017 |
| 12-Mo. Yield | 4.67% |
| Expenses | 0.50% |
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Performance Analytics (As of 07/24/2017)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 07/28/2008 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -30.5 | -25.9 | -12.8 | -0.2 | -6.0 | -18.3 | -3.9 | -6.1 | 1.2 | 13.1 | 5.9 | -17.0 | -5.7 | 5.7 | -22.4 |
| Sharpe Ratio | NA | -0.66 | -0.48 | -0.01 | -0.24 | -0.6 | -0.23 | -0.37 | 0.09 | 0.86 | 0.33 | -0.59 | -0.27 | 0.21 | -0.82 |
| Draw Down(%) | NA | 32.2 | 33.6 | 34.2 | 43.5 | 32.2 | 14.9 | 13.6 | 12.4 | 9.7 | 15.8 | 24.8 | 20.6 | 28.5 | 34.0 |
| Standard Deviation(%) | NA | 39.8 | 26.9 | 22.8 | 26.0 | 52.0 | 18.0 | 16.4 | 13.2 | 15.1 | 17.7 | 28.9 | 21.3 | 26.5 | 54.9 |
| Treynor Ratio | NA | -0.41 | -0.24 | -0.01 | -0.12 | -0.31 | -0.09 | -0.11 | 0.03 | 0.2 | 0.07 | -0.14 | -0.08 | 0.13 | -1.38 |
| Alpha | NA | -0.11 | -0.07 | -0.02 | -0.03 | -0.17 | -0.04 | -0.01 | -0.03 | 0.02 | 0.02 | -0.15 | -0.04 | 0.01 | -0.13 |
| Beta | NA | 0.64 | 0.54 | 0.56 | 0.53 | 0.99 | 0.49 | 0.56 | 0.43 | 0.65 | 0.82 | 1.19 | 0.75 | 0.44 | 0.32 |
| RSquared | NA | 0.07 | 0.12 | 0.14 | 0.16 | 0.05 | 0.18 | 0.33 | 0.19 | 0.28 | 0.2 | 0.51 | 0.29 | 0.12 | 0.1 |
| Yield(%) | N/A | 4.7 | 3.3 | 4.6 | N/A | 3.0 | 4.0 | 3.2 | 4.0 | 4.2 | 4.1 | 4.3 | 3.3 | 3.9 | 1.6 |
| Dividend Growth(%) | N/A | 37.9 | -8.2 | N/A | N/A | -29.2 | 13.5 | -20.3 | -0.7 | 1.3 | -21.9 | 17.3 | -14.6 | 87.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/28/2008
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See Utilities Asset Class Trend Rankings |
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