Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/15/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SPAB (SPDR Portfolio Aggregate Bond ETF) | 2.01% | 6.53% | 1.25% | -0.93% | 0.95% | 1.58% | NA | 2.08% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SPAB (SPDR Portfolio Aggregate Bond ETF) | 05/30/2007 | 04/15/2025 |
The return data shown below all have the same latest date: 04/15/2025.
AR inception is since 05/30/2007.
AR inception is since 05/30/2007.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.08 | 6.53 | 1.25 | -0.93 | 0.95 | 1.58 | NA | 2.08 | 2.01 | 1.25 | 5.54 | -13.04 | -1.77 | 7.39 | 8.67 | -0.18 | 2.68 | 1.06 | -0.92 | 4.68 | -3.09 | 2.71 | 6.04 | 3.90 | 0.88 | 5.95 | 3.65 |
| Sharpe Ratio | NA | -19.45 | -51.78 | -62.84 | -13.94 | NA | NA | 13.32 | 26.13 | -97.94 | 18.35 | -184.35 | -50.60 | 72.01 | 232.44 | -60.22 | 74.59 | 26.61 | -24.73 | 171.40 | -82.98 | 109.69 | 142.44 | 98.77 | 10.00 | 30.66 | 79.63 |
| Standard Deviation(%) | NA | 5.36 | 6.77 | 5.82 | 5.52 | NA | NA | 6.31 | 5.55 | 5.45 | 7.07 | 7.85 | 3.55 | 9.90 | 3.12 | 2.49 | 2.76 | 3.21 | 3.85 | 2.72 | 3.76 | 2.44 | 4.22 | 3.86 | 7.87 | 16.33 | 4.45 |
| Draw Down(%) | NA | 4.87 | 9.80 | 18.56 | 18.56 | NA | NA | 18.56 | 2.42 | 4.06 | 7.32 | 16.70 | 3.78 | 9.41 | 2.04 | 3.17 | 1.53 | 4.89 | 3.61 | 1.20 | 5.33 | 1.50 | 1.90 | 3.81 | 6.73 | 14.71 | 1.81 |
| Yield(%) | 0.00 | 3.99 | 3.19 | 2.54 | 1.33 | 1.46 | 1.48 | 1.75 | 1.01 | 3.78 | 3.39 | 2.21 | 2.03 | 2.54 | 3.08 | 2.88 | 1.35 | 1.31 | 1.26 | 1.26 | 0.96 | 1.20 | 1.80 | 2.31 | 2.59 | 2.27 | 1.29 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPAB (SPDR Portfolio Aggregate Bond ETF) |
-5.56%
Oct 2020 - Oct 2023 |
-0.67%
Jan 2020 - Jan 2025 |
0.07%
Oct 2012 - Oct 2022 |
1.38%
Apr 2009 - Apr 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPAB (SPDR Portfolio Aggregate Bond ETF) |
6.00%
Sep 2008 - Sep 2011 |
4.78%
Jul 2007 - Jul 2012 |
2.84%
Dec 2010 - Dec 2020 |
2.20%
Jul 2007 - Jul 2022 |
Annualized Rolling Returns Comparison Chart