SPIB
SPDR(R) PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
SPIB Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | 4.89% | 5.14% | 3.22% | 1.86% | 2.96% | 2.89% | 2.94% | 3.32% |
| Sharpe Ratio | 1.92 | 1.75 | 1.58 | 0.42 | 1.25 | 0.62 | 1.21 | 0.78 |
| Max Drawdown | -1.91% | -2.02% | -2.18% | -14.79% | -6.48% | -14.94% | -6.48% | -14.94% |
| % Time Invested | 100.0% | 100.0% | 75.4% | 100.0% | 78.3% | 100.0% | 84.0% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 1.4 | 0.0 | 2.1 | 0.0 | 2.5 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-07-24 | Open | Open | 34% | $32.34 | $33.50 | 3.60% | Mark-to-Market |
| 2024-07-17 | Open | Open | 33% | $30.44 | $33.50 | 10.07% | Mark-to-Market |
| 2026-03-23 | Open | Interest | 33% | $1.00 | $1.00 | 0.45% | Mark-to-Market |
| 2025-04-23 | 2026-03-23 | Completed | 33% | $31.64 | $33.27 | 5.14% | Signal |
| 2025-04-16 | 2025-07-24 | Interest | 34% | $1.00 | $1.01 | 1.15% | Interest Income |
| 2025-01-06 | 2025-04-23 | Interest | 33% | $1.00 | $1.01 | 1.26% | Interest Income |
| 2024-03-12 | 2025-04-16 | Completed | 34% | $29.75 | $31.48 | 5.80% | Signal |
| 2024-07-29 | 2025-01-06 | Completed | 33% | $30.50 | $30.96 | 1.52% | Signal |
| 2024-05-23 | 2024-07-29 | Interest | 33% | $1.00 | $1.01 | 0.74% | Interest Income |
| 2022-02-22 | 2024-07-17 | Interest | 33% | $1.00 | $1.09 | 9.17% | Interest Income |
| 2024-01-08 | 2024-05-23 | Completed | 33% | $29.51 | $29.89 | 1.26% | Signal |
| 2023-09-29 | 2024-03-12 | Interest | 34% | $1.00 | $1.02 | 1.90% | Interest Income |
| 2023-07-13 | 2024-01-08 | Interest | 33% | $1.00 | $1.02 | 2.08% | Interest Income |
| 2023-05-09 | 2023-09-29 | Completed | 34% | $28.49 | $28.13 | -1.24% | Signal |
| 2023-02-07 | 2023-07-13 | Completed | 33% | $28.33 | $28.54 | 0.75% | Signal |
| 2021-05-21 | 2023-05-09 | Interest | 34% | $1.00 | $1.05 | 5.14% | Interest Income |
| 2021-11-04 | 2023-02-07 | Interest | 33% | $1.00 | $1.04 | 3.53% | Interest Income |
| 2020-04-06 | 2022-02-22 | Completed | 33% | $27.89 | $29.66 | 6.36% | Signal |
| 2021-07-26 | 2021-11-04 | Completed | 33% | $31.06 | $30.74 | -1.00% | Signal |
| 2021-03-29 | 2021-07-26 | Interest | 33% | $1.00 | $1.00 | 0.50% | Interest Income |
| 2020-04-06 | 2021-05-21 | Completed | 34% | $27.89 | $30.63 | 9.85% | Signal |
| 2020-06-25 | 2021-03-29 | Completed | 33% | $30.12 | $30.36 | 0.80% | Signal |
| 2020-05-26 | 2020-06-25 | Interest | 33% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2020-05-21 | 2020-05-26 | Completed | 33% | $29.41 | $29.50 | 0.28% | Signal |
| 2020-03-13 | 2020-05-21 | Interest | 33% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2020-03-13 | 2020-04-06 | Interest | 34% | $1.00 | $1.00 | 0.05% | Interest Income |
| 2020-03-13 | 2020-04-06 | Interest | 33% | $1.00 | $1.00 | 0.05% | Interest Income |
| 2019-07-18 | 2020-03-13 | Completed | 33% | $28.01 | $27.78 | -0.83% | Stop |
| 2019-04-08 | 2020-03-13 | Completed | 34% | $27.17 | $27.78 | 2.23% | Stop |
| 2019-02-20 | 2020-03-13 | Completed | 33% | $26.71 | $27.78 | 4.00% | Stop |
| 2019-03-15 | 2019-07-18 | Interest | 33% | $1.00 | $1.01 | 0.79% | Interest Income |
| 2019-03-15 | 2019-04-08 | Interest | 34% | $1.00 | $1.00 | 0.16% | Interest Income |
| 2019-03-13 | 2019-03-15 | Completed | 34% | $26.92 | $26.92 | -0.00% | Signal |
| 2019-03-13 | 2019-03-15 | Completed | 33% | $26.92 | $26.92 | -0.00% | Signal |
| 2018-02-21 | 2019-03-13 | Interest | 33% | $1.00 | $1.03 | 3.06% | Interest Income |
| 2018-02-20 | 2019-03-13 | Interest | 34% | $1.00 | $1.03 | 3.07% | Interest Income |
| 2018-11-05 | 2019-02-20 | Interest | 33% | $1.00 | $1.01 | 0.79% | Interest Income |
| 2018-09-24 | 2018-11-05 | Completed | 33% | $25.99 | $25.91 | -0.30% | Signal |
| 2017-12-08 | 2018-09-24 | Interest | 33% | $1.00 | $1.02 | 2.22% | Interest Income |
| 2016-07-12 | 2018-02-21 | Completed | 33% | $25.74 | $25.87 | 0.52% | Signal |
| 2017-08-01 | 2018-02-20 | Completed | 34% | $26.19 | $25.87 | -1.22% | Signal |
| 2017-05-03 | 2017-12-08 | Completed | 33% | $25.83 | $26.26 | 1.66% | Signal |
| 2017-02-09 | 2017-08-01 | Interest | 34% | $1.00 | $1.01 | 1.09% | Interest Income |
| 2016-11-30 | 2017-05-03 | Interest | 33% | $1.00 | $1.01 | 1.00% | Interest Income |
| 2016-05-02 | 2017-02-09 | Completed | 34% | $25.19 | $25.54 | 1.38% | Signal |
| 2016-04-18 | 2016-11-30 | Completed | 33% | $25.08 | $25.26 | 0.73% | Signal |
| 2016-03-24 | 2016-07-12 | Interest | 33% | $1.00 | $1.01 | 0.51% | Interest Income |
| 2016-03-24 | 2016-05-02 | Interest | 34% | $1.00 | $1.00 | 0.19% | Interest Income |
| 2016-03-24 | 2016-04-18 | Interest | 33% | $1.00 | $1.00 | 0.11% | Interest Income |
| 2016-03-22 | 2016-03-24 | Completed | 33% | $24.88 | $24.86 | -0.09% | Signal |
| 2016-03-22 | 2016-03-24 | Completed | 34% | $24.88 | $24.86 | -0.09% | Signal |
| 2016-03-22 | 2016-03-24 | Completed | 33% | $24.88 | $24.86 | -0.09% | Signal |
| 2016-01-11 | 2016-03-22 | Interest | 33% | $1.00 | $1.00 | 0.37% | Interest Income |
| 2015-12-30 | 2016-03-22 | Interest | 33% | $1.00 | $1.00 | 0.43% | Interest Income |
| 2015-08-14 | 2016-03-22 | Interest | 34% | $1.00 | $1.01 | 1.25% | Interest Income |
| 2014-10-20 | 2016-01-11 | Completed | 33% | $24.17 | $24.46 | 1.22% | Signal |
| 2015-12-04 | 2015-12-30 | Completed | 33% | $24.39 | $24.21 | -0.75% | Signal |
| 2015-06-29 | 2015-12-04 | Interest | 33% | $1.00 | $1.01 | 0.96% | Interest Income |
| 2014-03-26 | 2015-08-14 | Completed | 34% | $23.48 | $24.20 | 3.08% | Signal |
| 2015-01-12 | 2015-06-29 | Completed | 33% | $24.36 | $24.27 | -0.38% | Signal |
| 2014-11-11 | 2015-01-12 | Interest | 33% | $1.00 | $1.00 | 0.36% | Interest Income |
| 2013-12-06 | 2014-11-11 | Completed | 33% | $23.09 | $24.01 | 3.98% | Signal |
| 2013-12-06 | 2014-10-20 | Interest | 33% | $1.00 | $1.02 | 2.27% | Interest Income |
| 2013-10-29 | 2014-03-26 | Interest | 34% | $1.00 | $1.01 | 1.11% | Interest Income |
| 2013-10-29 | 2013-12-06 | Interest | 33% | $1.00 | $1.00 | 0.29% | Interest Income |
| 2011-02-14 | 2013-12-06 | Completed | 33% | $20.30 | $23.09 | 13.75% | Signal |
| 2013-10-25 | 2013-10-29 | Completed | 33% | $23.22 | $23.18 | -0.15% | Signal |
| 2013-10-25 | 2013-10-29 | Completed | 34% | $23.22 | $23.18 | -0.15% | Signal |
| 2013-06-28 | 2013-10-25 | Interest | 34% | $1.00 | $1.01 | 0.88% | Interest Income |
| 2013-06-25 | 2013-10-25 | Interest | 33% | $1.00 | $1.01 | 0.91% | Interest Income |
| 2011-07-21 | 2013-06-28 | Completed | 34% | $21.19 | $22.75 | 7.35% | Signal |
| 2013-05-09 | 2013-06-25 | Completed | 33% | $23.51 | $22.58 | -3.94% | Signal |
| 2013-03-11 | 2013-05-09 | Interest | 33% | $1.00 | $1.00 | 0.30% | Interest Income |
| 2012-01-23 | 2013-03-11 | Completed | 33% | $21.69 | $23.20 | 6.99% | Signal |
| 2011-11-22 | 2012-01-23 | Interest | 33% | $1.00 | $1.00 | 0.31% | Interest Income |
| 2011-05-12 | 2011-11-22 | Completed | 33% | $20.98 | $21.29 | 1.46% | Signal |
| 2011-04-18 | 2011-07-21 | Interest | 34% | $1.00 | $1.01 | 0.79% | Interest Income |
| 2011-02-10 | 2011-05-12 | Interest | 33% | $1.00 | $1.01 | 0.83% | Interest Income |
| 2011-02-14 | 2011-04-18 | Completed | 34% | $20.30 | $20.74 | 2.17% | Signal |
| 2011-02-10 | 2011-02-14 | Interest | 34% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2011-02-10 | 2011-02-14 | Interest | 33% | $1.00 | $1.00 | 0.01% | Interest Income |
Return Distribution Analysis
