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KIE: SPDR S&P Insurance ETF (ETF)
Basic Info 56.9 1.64(2.97%) June 05
| Asset Class: | Financial |
| MyPlanIQ Rating: | (93%) |
| Start Date: | 11/15/2005 |
| Last Dividend Date: | 03/23/2026 |
| 12-Mo. Yield | 1.58% |
| Expenses | 0.35% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 11/15/2005 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 3.2 | -4.9 | -1.5 | 15.1 | 9.3 | 11.0 | 11.8 | 8.1 | 7.7 | 8.1 | 27.0 | 12.2 | 3.5 | 22.8 | -3.0 | 27.2 | -6.0 | 12.8 | 21.4 | 6.0 | 7.7 | 45.6 | 20.7 | -12.1 | 26.1 | 28.0 | -46.6 | -5.7 | 8.9 | 0.2 |
| Sharpe Ratio | NA | -0.79 | -0.25 | 0.7 | 0.37 | 0.44 | NA | NA | 0.25 | 0.26 | 1.57 | 0.51 | 0.09 | 1.25 | -0.07 | 1.91 | -0.46 | 1.19 | 1.39 | 0.4 | 0.64 | 3.53 | 1.49 | -0.38 | 1.0 | 0.49 | -0.78 | -0.45 | 0.5 | -0.14 |
| Draw Down(%) | NA | 11.1 | 11.8 | 12.7 | 15.7 | 44.3 | NA | NA | 75.3 | 12.3 | 10.1 | 15.1 | 15.7 | 9.0 | 44.3 | 6.2 | 17.9 | 8.9 | 11.4 | 9.4 | 9.4 | 5.8 | 9.3 | 34.0 | 19.7 | 48.8 | 64.9 | 16.8 | 8.4 | 3.2 |
| Standard Deviation(%) | NA | 17.2 | 16.5 | 16.8 | 18.4 | 21.3 | NA | NA | 26.6 | 19.9 | 14.8 | 17.0 | 22.0 | 18.2 | 45.0 | 13.5 | 16.2 | 10.2 | 15.3 | 14.9 | 12.0 | 12.9 | 14.0 | 32.3 | 26.0 | 56.5 | 60.5 | 19.7 | 11.0 | 9.5 |
| Treynor Ratio | NA | -0.2 | -0.06 | 0.15 | 0.08 | 0.11 | NA | NA | 0.08 | 0.07 | 0.29 | 0.11 | 0.03 | 0.26 | -0.04 | 0.33 | -0.09 | 0.19 | 0.27 | 0.07 | 0.09 | 0.52 | 0.27 | -0.13 | 0.26 | 0.32 | -0.59 | -0.11 | 0.08 | -0.02 |
| Alpha | NA | -0.02 | -0.02 | 0.0 | 0.01 | 0.0 | NA | NA | 0.01 | -0.01 | 0.01 | 0.0 | 0.05 | -0.02 | 0.0 | 0.01 | 0.02 | 0.0 | 0.01 | 0.02 | -0.02 | 0.05 | 0.0 | 0.01 | 0.04 | 0.05 | -0.03 | 0.04 | -0.02 | -0.02 |
| Beta | NA | 0.68 | 0.75 | 0.78 | 0.81 | 0.84 | NA | NA | 0.85 | 0.81 | 0.81 | 0.8 | 0.81 | 0.88 | 0.9 | 0.77 | 0.78 | 0.63 | 0.78 | 0.84 | 0.9 | 0.87 | 0.78 | 0.94 | 0.98 | 0.88 | 0.81 | 0.82 | 0.71 | 0.65 |
| RSquared | NA | 0.44 | 0.46 | 0.6 | 0.73 | 0.81 | NA | NA | 0.83 | 0.66 | 0.67 | 0.69 | 0.85 | 0.85 | 0.9 | 0.76 | 0.81 | 0.63 | 0.84 | 0.87 | 0.81 | 0.85 | 0.84 | 0.93 | 0.89 | 0.87 | 0.79 | 0.88 | 0.53 | 0.4 |
| Yield(%) | N/A | 0.5 | 1.6 | 2.2 | 2.1 | 2.8 | 4.1 | 2.8 | N/A | 1.7 | 1.8 | 1.6 | 1.9 | 2.4 | 1.7 | 2.2 | 1.7 | 1.7 | 1.9 | 1.7 | 1.9 | 1.9 | 2.4 | 1.4 | 1.9 | 1.8 | 1.5 | 1.7 | 1.5 | 0.2 |
| Dividend Growth(%) | N/A | -70.7 | -1.3 | 19.8 | 49.1 | 141.2 | N/A | N/A | N/A | 13.0 | 27.4 | -15.4 | -1.5 | 26.8 | -0.2 | 19.8 | 8.6 | 11.9 | 11.7 | -4.7 | 38.9 | -2.7 | 43.4 | -9.5 | 39.1 | -35.8 | -20.5 | 24.4 | 587.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/15/2005
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