SPDR Portfolio Selected Fundamentals

SPIB -- USA Etf  

USD 33.35  0.05  0.15%

The Macroaxis Fundamental Analysis lookup allows users to check a given indicator for any equity or select from a set of available indicators by clicking on the link to the right. Please note, not all equities are covered by this module due to inconsistencies in global equity categorizations. Please check also Equity Screeners to view more equity screening tools

One Year Return Analysis

One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
SPDR Portfolio 
One Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
 = 
(0.59) %

About One Year Return

Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
Compare to competition
Based on recorded statements SPDR Portfolio Interm Term Corp Bd ETF has One Year Return of -0.59%. This is much lower than that of the SSgA family, and significantly lower than that of Corporate category, The One Year Return for all etfs is over 1000% higher than the company.

Peer Comparison

SPDR Portfolio Five Year Return Comparison
  Five Year Return 
      SPDR Portfolio Comparables 
SPDR Portfolio is currently under evaluation in five year return as compared to similar ETFs.

Fund Instrument Allocation for SPDR Portfolio

The fund invests most of its asset under management in bonds or other fixed income securities. .
 Value 
      Instrument Type 

Current SPDR Portfolio financial ratios