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SPDR S&P 500 ESG ETF (EFIV)

ETF · Currency in USD · Last updated May 14, 2022

EFIV is a passive ETF by State Street tracking the investment results of the S&P 500 ESG Index. EFIV launched on Jul 27, 2020 and has a 0.10% expense ratio.

ETF Info

Trading Data

  • Previous Close$38.40
  • Year Range$37.49 - $45.47
  • EMA (50)$40.97
  • EMA (200)$41.39
  • Average Volume$65.99K

EFIVShare Price Chart


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EFIVPerformance

The chart shows the growth of $10,000 invested in SPDR S&P 500 ESG ETF on Jul 29, 2020 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $13,071 for a total return of roughly 30.71%. All prices are adjusted for splits and dividends.


EFIV (SPDR S&P 500 ESG ETF)
Benchmark (^GSPC)

EFIVReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
1M-8.38%-8.49%
YTD-14.94%-15.57%
6M-12.47%-13.45%
1Y2.73%-0.96%
5Y16.07%13.23%
10Y16.07%13.23%

EFIVMonthly Returns Heatmap


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EFIVSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current SPDR S&P 500 ESG ETF Sharpe ratio is -0.01. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.


EFIV (SPDR S&P 500 ESG ETF)
Benchmark (^GSPC)

EFIVDividend History

SPDR S&P 500 ESG ETF granted a 1.42% dividend yield in the last twelve months, as of May 14, 2022. The annual payout for that period amounted to $0.55 per share.


PeriodTTM20212020
Dividend$0.55$0.54$0.23

Dividend yield

1.42%1.19%0.66%

EFIVDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


EFIV (SPDR S&P 500 ESG ETF)
Benchmark (^GSPC)

EFIVWorst Drawdowns

The table below shows the maximum drawdowns of the SPDR S&P 500 ESG ETF. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the SPDR S&P 500 ESG ETF is 17.55%, recorded on May 12, 2022. The portfolio has not recovered from it yet.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-17.55%Jan 4, 202290May 12, 2022
-10.16%Sep 3, 202014Sep 23, 202038Nov 16, 202052
-4.98%Sep 7, 202120Oct 4, 202111Oct 19, 202131
-4.19%May 10, 20213May 12, 202120Jun 10, 202123
-4.06%Feb 18, 202111Mar 4, 20215Mar 11, 202116
-3.65%Nov 26, 20214Dec 1, 20215Dec 8, 20219
-3.45%Dec 13, 20216Dec 20, 20213Dec 23, 20219
-3.23%Jan 26, 20214Jan 29, 20214Feb 4, 20218
-2.88%Jul 13, 20215Jul 19, 20214Jul 23, 20219
-1.8%Jun 15, 20214Jun 18, 20212Jun 22, 20216

EFIVVolatility Chart

Current SPDR S&P 500 ESG ETF volatility is 34.96%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


EFIV (SPDR S&P 500 ESG ETF)
Benchmark (^GSPC)

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