INKM
SPDR SSgA Income Allocation ETF
$30.85
-0.01 (-0.03%)
Currency in USD / Last Updated: 7/9/2024
| Category | Balanced |
|---|---|
| Market Cap | 70.338M |
| 52 Week High | 30.925 |
| 52 Week Low | 26.822 |
Customize MutualFund.com
Log in or sign up to get started.
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.005 |
Overview
| 52 Week High | 30.93 |
|---|---|
| 52 Week Low | 26.82 |
| Market Cap | 70.34M |
| Shares Outstanding | 2.28M |
| Income Dividend Yield | 4.64% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 4.64% |
Returns Annualized
| One Day | -7.85% |
|---|---|
| Five Days | 72.04% |
| One Months | 10.81% |
| Three Months | 3.37% |
| Six Months | 4.36% |
| Nine Months | 17.18% |
| One Year | 7.71% |
| Three Years | -0.38% |
| Five Years | 2.85% |
| Ten Years | 3.47% |
| YTD | 3.12% |
| Since Inception | 4.30% |
Returns Total
| One Day | -0.03% |
|---|---|
| Five Days | 1.08% |
| One Month | 0.82% |
| Three Months | 0.82% |
| Six Months | 2.12% |
| Nine Months | 12.47% |
| One Year | 7.70% |
| Three Years | -1.14% |
| Five Years | 15.02% |
| Ten Years | 40.53% |
| YTD | 1.59% |
| Since Inception | 66.93% |
Yearly Returns
| 2024 | 1.59% |
|---|---|
| 2023 | 10.28% |
| 2022 | -12.59% |
| 2021 | 8.53% |
| 2020 | 3.08% |
| 2019 | 17.12% |
| 2018 | -5.31% |
| 2017 | 13.94% |
| 2016 | 6.47% |
| 2015 | -4.77% |
Risk against SP-DA
| Alpha | -10.18% |
|---|---|
| Beta | 0.54 |
| Correlation | 72.02% |
| Downside Deviation | 2.40% |
| Coefficient of determination | 51.87% |
| Standard Deviation | 2.39% |
| Sharpe Ratio | -2.53 |
| Sortino | -8.74 |
| Treynor | 4.34 |
| Ulcer Index | 3.27 |
| Ulcer Performance Index | -6.43 |