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 | 5.14% | 5.14% | 3.17% | 1.86% | 3.01% | 2.89% | 3.29% | 3.32% |
| Sharpe Ratio | 1.75 | 1.75 | 1.01 | 0.42 | 1.00 | 0.62 | 1.10 | 0.78 |
| Max Drawdown | -2.02% | -2.02% | -3.24% | -14.79% | -6.48% | -14.94% | -6.48% | -14.94% |
| % Time Invested | 100.0% | 100.0% | 69.8% | 100.0% | 73.3% | 100.0% | 76.9% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 0.4 | 0.0 | 0.7 | 0.0 | 0.9 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2023-12-13 | Open | Open | 100% | $29.18 | $33.50 | 14.79% | Mark-to-Market |
| 2023-10-05 | 2023-12-13 | Interest | 100% | $1.00 | $1.01 | 0.86% | Interest Income |
| 2023-01-24 | 2023-10-05 | Completed | 100% | $28.39 | $27.95 | -1.55% | Signal |
| 2021-11-29 | 2023-01-24 | Interest | 100% | $1.00 | $1.03 | 3.29% | Interest Income |
| 2021-06-29 | 2021-11-29 | Completed | 100% | $30.76 | $30.47 | -0.94% | Signal |
| 2021-04-07 | 2021-06-29 | Interest | 100% | $1.00 | $1.00 | 0.36% | Interest Income |
| 2020-06-17 | 2021-04-07 | Completed | 100% | $30.13 | $30.46 | 1.10% | Signal |
| 2020-05-26 | 2020-06-17 | Interest | 100% | $1.00 | $1.00 | 0.05% | Interest Income |
| 2020-05-21 | 2020-05-26 | Completed | 100% | $29.41 | $29.50 | 0.28% | Signal |
| 2020-04-09 | 2020-05-21 | Interest | 100% | $1.00 | $1.00 | 0.08% | Interest Income |
| 2020-04-06 | 2020-04-09 | Completed | 100% | $27.89 | $28.84 | 3.42% | Signal |
| 2020-03-13 | 2020-04-06 | Interest | 100% | $1.00 | $1.00 | 0.05% | Interest Income |
| 2018-08-30 | 2020-03-13 | Completed | 100% | $26.08 | $27.78 | 6.52% | Stop |
| 2018-02-20 | 2018-08-30 | Interest | 100% | $1.00 | $1.02 | 1.53% | Interest Income |
| 2017-04-26 | 2018-02-20 | Completed | 100% | $25.75 | $25.87 | 0.45% | Signal |
| 2016-12-27 | 2017-04-26 | Interest | 100% | $1.00 | $1.01 | 0.78% | Interest Income |
| 2016-03-09 | 2016-12-27 | Completed | 100% | $24.60 | $25.18 | 2.34% | Signal |
| 2016-02-16 | 2016-03-09 | Interest | 100% | $1.00 | $1.00 | 0.11% | Interest Income |
| 2016-02-11 | 2016-02-16 | Completed | 100% | $24.46 | $24.36 | -0.42% | Signal |
| 2016-01-07 | 2016-02-11 | Interest | 100% | $1.00 | $1.00 | 0.19% | Interest Income |
| 2015-10-29 | 2016-01-07 | Completed | 100% | $24.53 | $24.43 | -0.41% | Signal |
| 2015-07-27 | 2015-10-29 | Interest | 100% | $1.00 | $1.01 | 0.57% | Interest Income |
| 2013-12-02 | 2015-07-27 | Completed | 100% | $23.21 | $24.30 | 4.71% | Signal |
| 2013-10-29 | 2013-12-02 | Interest | 100% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2013-10-25 | 2013-10-29 | Completed | 100% | $23.22 | $23.18 | -0.15% | Signal |
| 2013-07-03 | 2013-10-25 | Interest | 100% | $1.00 | $1.01 | 0.85% | Interest Income |
| 2011-02-14 | 2013-07-03 | Completed | 100% | $20.30 | $22.80 | 12.29% | Signal |
| 2011-02-10 | 2011-02-14 | Interest | 100% | $1.00 | $1.00 | 0.01% | Interest Income |
Return Distribution Analysis
