SPDR S&P 500 ETF Trust (SPY)

At A Glance

You hold SPY in 0 portfolios

Price

419.99USD

0.00 0.00%

4:10pm EDT

Category
US Diversified Equity
YTD Return (Cumulative)
 -11.57%
Classification
S&P 500 Index
3 Year Return (Annualized)
 13.30%
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 12653 funds)*
112 Funds
112 Funds
12360 Funds
64 Funds
112 Funds
3 Year Rating
Peers with Rating
(out of 12653 funds)*
112 Funds
112 Funds
12360 Funds
64 Funds
112 Funds
5 Year Rating
Peers with Rating
(out of 11422 funds)*
109 Funds
109 Funds
11138 Funds
62 Funds
109 Funds
10 Year Rating
Peers with Rating
(out of 7941 funds)*
87 Funds
87 Funds
7719 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 »

Equity Income (HULIX)
YTD Return
 -2.9%
3Yr Return
 13.1%
5Yr Return
 11.5%

HULIX's YTD Return outperformed SPY

Equity Income (BUFDX)
YTD Return
 -6.3%
3Yr Return
 12.7%
5Yr Return
 11.6%

BUFDX's YTD Return outperformed SPY

1 ETF »

YTD Return
 -1.5%
3Yr Return
 14.4%
5Yr Return
 11.9%

RFDA's YTD and 3 year Returns outperformed SPY

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