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TOTL: SPDR DoubleLine Total Return Tactical ETF (ETF)
Basic Info 39.13 0.2(0.51%) June 05
| Asset Class: | Intermediate-Term Bond |
| MyPlanIQ Rating: | (3%) |
| Start Date: | 02/24/2015 |
| Last Dividend Date: | 06/01/2026 |
| 12-Mo. Yield | 5.25% |
| Expenses | 0.55% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 02/24/2015 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.7 | -0.8 | 3.9 | 4.2 | 0.5 | 1.6 | 1.7 | 7.7 | 3.2 | 5.5 | -11.6 | -1.0 | 3.6 | 6.9 | 0.8 | 3.5 | 2.8 | -0.3 |
| Sharpe Ratio | NA | -1.16 | 0.36 | 0.18 | -0.36 | -0.01 | 0.04 | 1.22 | -0.08 | 0.27 | -1.94 | -0.38 | 0.49 | 1.93 | -0.24 | 1.28 | 1.12 | -0.14 |
| Draw Down(%) | NA | 3.0 | 3.0 | 6.6 | 16.5 | 16.5 | 16.5 | 2.3 | 4.1 | 7.1 | 15.2 | 2.0 | 7.3 | 1.4 | 2.0 | 1.5 | 3.3 | 1.4 |
| Standard Deviation(%) | NA | 3.7 | 3.4 | 5.3 | 5.6 | 4.8 | 4.6 | 4.0 | 6.1 | 6.9 | 6.7 | 2.7 | 6.8 | 2.8 | 2.6 | 2.3 | 2.3 | 2.6 |
| Treynor Ratio | NA | -0.06 | 0.02 | 0.01 | -0.03 | 0.0 | 0.0 | 0.07 | -0.01 | 0.02 | -0.19 | -0.02 | 0.05 | 0.1 | -0.01 | 0.05 | 0.06 | -0.01 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Beta | NA | 0.69 | 0.69 | 0.79 | 0.75 | 0.73 | 0.71 | 0.71 | 0.86 | 0.83 | 0.7 | 0.54 | 0.71 | 0.56 | 0.65 | 0.64 | 0.46 | 0.53 |
| RSquared | NA | 0.76 | 0.72 | 0.71 | 0.74 | 0.62 | 0.62 | 0.74 | 0.6 | 0.85 | 0.77 | 0.56 | 0.3 | 0.43 | 0.44 | 0.62 | 0.53 | 0.69 |
| Yield(%) | N/A | 2.0 | 5.2 | 5.1 | 4.1 | 3.5 | N/A | 5.3 | 5.3 | 4.9 | 4.0 | 2.9 | 2.9 | 3.4 | 3.3 | 3.0 | 3.2 | 2.6 |
| Dividend Growth(%) | N/A | -61.1 | -1.7 | 26.2 | 29.1 | N/A | N/A | -0.1 | 8.0 | 4.2 | 29.0 | 1.2 | -11.7 | 0.5 | 10.8 | -7.3 | 21.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/24/2015
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