SPDR® S&P® 1500 Momentum Tilt ETF/ US78468R7052 /
| NAV5/10/2024 | Chg.+0.4787 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 228.0550USD | +0.21% | paying dividend | Equity ETF Stocks | State Street Gl. Ad. ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | - | - | - | -9.30 | 0.80 | -8.74 | 8.25 | -3.21 | -7.93 | 9.72 | 4.49 | -4.96 | - |
| 2023 | 3.06 | -2.96 | 1.48 | 2.25 | 0.74 | 6.88 | 3.20 | -0.97 | -5.12 | -1.84 | 10.01 | 4.75 | +22.54% |
| 2024 | 2.87 | 7.45 | 2.96 | -4.67 | 4.14 | - | - | - | - | - | - | - | - |
Single months: Dividends not considered
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 14.99% | 13.91% | 13.32% | -% | -% |
| Sharpe ratio | 2.50 | 3.23 | 2.28 | - | - |
| Best month | +7.45% | +10.01% | +10.01% | +10.01% | - |
| Worst month | -4.67% | -4.67% | -5.12% | -9.30% | - |
| Maximum loss | -6.64% | -6.64% | -9.43% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in USD
Performance
| YTD | +12.97% | ||
|---|---|---|---|
| 6 Months | +21.73% | ||
| 1 Year | +34.19% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +26.05% | ||
| Year | |||
| 2023 | +22.54% | ||
Dividends
| 3/18/2024 | 0.45 USD |
| 12/18/2023 | 0.47 USD |
| 9/18/2023 | 0.53 USD |
| 6/20/2023 | 0.66 USD |
| 3/20/2023 | 0.69 USD |
| 12/19/2022 | 0.84 USD |
| 9/19/2022 | 0.76 USD |
| 6/21/2022 | 0.66 USD |
| 3/21/2022 | 0.53 USD |
