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 (State Street® 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 (State Street® 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 (State Street® 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 (State Street® 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