SPDR SSGA Fixed Income Sector Rotation ETF (FISR)

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The chart shows the growth of an initial investment of $10,000 in SPDR SSGA Fixed Income Sector Rotation ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

SPDR SSGA Fixed Income Sector Rotation ETF (FISR) has returned -0.06% so far this year and 3.49% over the past 12 months.

Based on dividend-adjusted daily data since Apr 3, 2019, FISR's average daily return is 0.00%, while the average monthly return is +0.08%. At this rate, your investment would double in approximately 72.2 years.

Historically, 55% of months were positive and 45% were negative. The best month was Nov 2023 with a return of +4.3%, while the worst month was Sep 2022 at -4.5%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 6 months.

On a daily basis, FISR closed higher 52% of trading days. The best single day was Mar 13, 2020 with a return of +3.4%, while the worst single day was Mar 12, 2020 at -4.4%.

SPDR SSGA Fixed Income Sector Rotation ETF has an annualized alpha of 0.03%, beta of 0.07, and R² of 0.05 versus S&P 500 Index. Calculated based on daily prices since April 04, 2019.

• This ETF participated in 29.55% of S&P 500 Index downside but only 14.49% of its upside — more exposed to losses than it benefited from rallies.
• Beta of 0.07 may look defensive, but with R² of 0.05 this ETF is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
• R² of 0.05 means this ETF moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

FISR has an expense ratio of 0.50%, placing it in the medium range.

FISR ranks 34 for risk / return — below 34% of ETFs on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

The table below present risk-adjusted performance metrics for SPDR SSGA Fixed Income Sector Rotation ETF (FISR) and compare them to a chosen benchmark (S&P 500 Index).

SPDR SSGA Fixed Income Sector Rotation ETF provided a 4.08% dividend yield over the last twelve months, with an annual payout of $1.05 per share.

The table displays the monthly dividend distributions for SPDR SSGA Fixed Income Sector Rotation ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the SPDR SSGA Fixed Income Sector Rotation ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the SPDR SSGA Fixed Income Sector Rotation ETF was 20.27%, occurring on Oct 20, 2022. The portfolio has not yet recovered.

The current SPDR SSGA Fixed Income Sector Rotation ETF drawdown is 6.42%.

The chart below shows the rolling one-month volatility.