SPDR Portfolio Performance

SP
SPIB -- USA Etf  

USD 36.54  0.08  0.22%

The entity has a beta of -0.0199, which indicates not very significant fluctuations relative to the market. Let's try to break down what SPDR Portfolio's beta means in this case. As returns on the market increase, returns on owning SPDR Portfolio are expected to decrease at a much lower rate. During the bear market, SPDR Portfolio is likely to outperform the market. Although it is extremely important to respect SPDR Portfolio Inter current price movements, it is better to be realistic regarding the information on equity historical returns. The approach towards measuring future performance of any etf is to evaluate the business as a whole together with its past performance, including all available fundamental and technical indicators. By examining SPDR Portfolio Inter technical indicators, you can now evaluate if the expected return of 0.0626% will be sustainable into the future.

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1919

SPDR Portfolio Risk-Adjusted Performance

Compared to the overall equity markets, risk-adjusted returns on investments in SPDR Portfolio Intermediate are ranked lower than 19 (%) of all global equities and portfolios over the last 30 days. Despite somewhat strong basic indicators, SPDR Portfolio is not utilizing all of its potentials. The current stock price disturbance, may contribute to short term losses for the investors.
Fifty Two Week Low30.10
Fifty Two Week High36.68

SPDR Portfolio Relative Risk vs. Return Landscape

If you would invest  3,521  in SPDR Portfolio Intermediate on June 10, 2020 and sell it today you would earn a total of  141.00  from holding SPDR Portfolio Intermediate or generate 4.0% return on investment over 30 days. SPDR Portfolio Intermediate is currently generating 0.0626% in daily expected returns and assumes 0.2213% risk (volatility on return distribution) over the 30 days horizon. In different words, 1% of equities are less volatile than SPDR Portfolio and 99% of traded equity instruments are projected to make higher returns than the company over the 30 days investment horizon.
 Daily Expected Return (%) 
      Risk (%) 
Given the investment horizon of 30 days, SPDR Portfolio is expected to generate 3.02 times less return on investment than the market. But when comparing it to its historical volatility, the company is 8.25 times less risky than the market. It trades about 0.28 of its potential returns per unit of risk. The DOW is currently generating roughly 0.1 of returns per unit of risk over similar time horizon.

SPDR Portfolio Market Risk Analysis

Sharpe Ratio = 0.2829
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SPDR Portfolio Performance Indicators

Estimated Market Risk
 0.22
  actual daily
 
 1 %
of total potential
 
11
Expected Return
 0.06
  actual daily
 
 1 %
of total potential
 
11
Risk-Adjusted Return
 0.28
  actual daily
 
 19 %
of total potential
 
1919
Based on monthly moving average SPDR Portfolio is performing at about 19% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of SPDR Portfolio by adding it to a well-diversified portfolio.

About SPDR Portfolio Performance

To evaluate SPDR Portfolio Inter Etf as a possible investment, you need to clearly understand its upside, downside potential, and overall future performance outlook. You may be satisfied when SPDR Portfolio generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare SPDR Portfolio's stock performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand SPDR Portfolio Inter stock market performance in a much more refined way. At Macroaxis, we take it even further. The Macroaxis performance score is an integer between 0 and 100 that represents SPDR Portfolio's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section. Please also refer to our technical analysis and fundamental analysis pages.
The investment seeks to provide investment results that correspond generally to the price and yield performance of the Bloomberg Barclays U.S. SPDR Portfolio is traded on BATS Exchange in the United States.

SPDR Portfolio Alerts

Equity Alerts and Improvement Suggestions

On 1st of July 2020 SPDR Portfolio paid $ 0.0667 per share dividend to its current shareholders
The fund maintains about 95.6% of its assets in bonds

SPDR Portfolio Dividends

SPDR Portfolio Inter Dividends Analysis

Check SPDR Portfolio Inter dividend payout schedule and payment analysis over time. Analyze past dividends calendar and estimate annual dividend income
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Additionally, take a look at World Market Map. Please also try Global Markets Map module to get a quick overview of global market snapshot using zoomable world map. drill down to check world indexes.
Macroaxis is not a registered investment advisor or broker/dealer. All investments, including stocks, funds, ETFs, or cryptocurrencies, are speculative and involve substantial risk of loss. We encourage our investors to invest carefully. Much of our information is derived directly from data published by companies or submitted to governmental agencies which we believe are reliable, but are without our independent verification. Therefore, we cannot assure you that the information is accurate or complete. We do not in any way warrant or guarantee the success of any action you take in reliance on our statements or recommendations. Also, note that past performance is not necessarily indicative of future results. All investments carry risk, and all investment decisions of an individual remain the responsibility of that individual. There is no guarantee that systems, indicators, or signals will result in profits or that they will not result in losses. All investors are advised to fully understand all risks associated with any investing they choose to do. Hypothetical or simulated performance is not indicative of future results. We make no representations or warranties that any investor will, or is likely to, achieve profits similar to those shown because hypothetical or simulated performance is not necessarily indicative of future results. For more information please visit our terms and condition page