SPDR S&P 500 ETF Trust (SPY)

At A Glance

You hold SPY in 0 portfolios

Price

384.92USD

 2.96 +0.77%

2:46pm EDT

Category
US Diversified Equity
YTD Return (Cumulative)
 -18.96%
Classification
S&P 500 Index
3 Year Return (Annualized)
 16.35%
52 Week High
$479.98
52 Week Low
$362.17
Lipper Leader Profile (Overall)
Total Return
Consistent Return
Capital Preservation
Low Expense
Tax Efficiency(U.S. only)
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Total
Return		Consistent
Return		Capital
Preservation		Expense*Tax
Efficiency		Overview
Overall Rating
Peers with Rating
(out of 12663 funds)*
111 Funds
111 Funds
12373 Funds
63 Funds
111 Funds
3 Year Rating
Peers with Rating
(out of 12663 funds)*
111 Funds
111 Funds
12373 Funds
63 Funds
111 Funds
5 Year Rating
Peers with Rating
(out of 11419 funds)*
109 Funds
109 Funds
11135 Funds
62 Funds
109 Funds
10 Year Rating
Peers with Rating
(out of 7876 funds)*
87 Funds
87 Funds
7654 Funds
44 Funds
87 Funds

Lipper Leaders

About the ratings...

The Lipper Leader Rating System is a toolkit that helps guide you in selecting funds that suit your investment styles and goals.

The Lipper Leader Rating System uses your criteria to deliver a simple, clear description of a fund's success in meeting certain goals, such as preserving capital or building wealth through consistent, strong returns.

Lipper Leaders.com

Lipper Leaders Key

Weakest
Strongest

Lipper Leadersare the top 20% of their category.

The strength of a Lipper Rating is its use in conjunction with another.

Lipper Leaders - Lipper Ratings for Total Return reflect funds' historical total return performance relative to peers. Lipper Ratings for Consistent Return reflect funds' historical risk-adjusted returns relative to peers. Lipper Ratings for Preservation are relative, rather than absolute. Lipper Ratings for Tax Efficiency reflect funds' expense minimization relative to peers. Lipper Ratings DO NOT take into account the effects of sales charges. Overall Lipper Ratings are based on an equal-weighted average of percentile ranks for each measure over 3-, 5-, and 10-year periods (if applicable).

Similar Funds & ETFs

2 Mutual Funds »

YTD Return
 1.7%
3Yr Return
 19.9%
5Yr Return
--

NRLCX's YTD and 3 year Returns outperformed SPY

YTD Return
 1.6%
3Yr Return
 19.6%
5Yr Return
 15.2%

NPRTX's YTD, 3 year, and 5 year Returns outperformed SPY

1 ETF »

YTD Return
 7.1%
3Yr Return
 26.9%
5Yr Return
 16.6%

COWZ's YTD, 3 year, and 5 year Returns outperformed SPY

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