- ISIN
- US78467V2025
- CUSIP
- 78467V202
- Issuer
- State Street
- Inception Date
- Apr 25, 2012
- Region
- Developed Markets (Broad)
- Category
- Global Equities
- Leveraged
- 1x (No leverage)
- Index Tracked
- No Index (Active)
- Distribution Policy
- Distributing
- Asset Class
- Multi-Asset
- Asset Class Size
- Multi-Cap
- Asset Class Style
- Blend
- Assets Under Management
- $72M
Share Price Chart
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Performance
INKM Performance Chart
SPDR SSgA Income Allocation ETF (INKM) is up 6.6% since the beginning of the year. INKM is currently trading at $35 per share. Investors who bought $1,000 worth of INKM shares 5 years ago would now be looking at an investment worth $1,230.
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Returns By Period
SPDR SSgA Income Allocation ETF (INKM) has returned 6.64% so far this year and 13.59% over the past 12 months. Over the last ten years, INKM has returned 5.71% per year, falling short of the S&P 500 Index benchmark, which averaged 13.75% annually.
SPDR SSgA Income Allocation ETF
- 1D
- 0.03%
- 1M
- 2.30%
- YTD
- 6.64%
- 6M
- 7.10%
- 1Y
- 13.59%
- 3Y*
- 9.78%
- 5Y*
- 4.23%
- 10Y*
- 5.71%
Benchmark (S&P 500 Index)
- 1D
- -0.57%
- 1M
- 1.39%
- YTD
- 9.73%
- 6M
- 10.46%
- 1Y
- 24.50%
- 3Y*
- 19.43%
- 5Y*
- 12.21%
- 10Y*
- 13.75%
INKM Monthly Returns History
Based on dividend-adjusted daily data since Apr 26, 2012, INKM's average daily return is +0.02%, while the average monthly return is +0.47%. At this rate, an investment would double in approximately 12.3 years.
Historically, 67% of months were positive and 33% were negative. The best month was Nov 2020 with a return of +8.1%, while the worst month was Mar 2020 at -15.9%. The longest winning streak lasted 14 consecutive months, and the longest losing streak was 4 months.
On a daily basis, INKM closed higher 54% of trading days. The best single day was Mar 13, 2020 with a return of +4.9%, while the worst single day was Mar 12, 2020 at -8.2%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.61% | 3.11% | -3.34% | 2.78% | 0.74% | 0.70% | 6.64% | ||||||
| 2025 | 1.54% | 1.44% | 0.19% | 0.19% | 0.94% | 2.06% | 0.17% | 2.45% | 1.05% | -0.04% | 1.40% | -0.10% | 11.86% |
| 2024 | -0.95% | 0.25% | 2.09% | -2.74% | 2.36% | 0.08% | 3.51% | 2.27% | 1.98% | -1.87% | 2.18% | -3.33% | 5.70% |
| 2023 | 6.16% | -3.26% | 0.95% | 0.86% | -2.49% | 2.98% | 1.85% | -1.99% | -3.68% | -2.76% | 6.64% | 5.31% | 10.26% |
| 2022 | -1.56% | -1.76% | 0.38% | -4.83% | 1.00% | -5.12% | 3.38% | -2.70% | -7.72% | 2.32% | 5.84% | -1.77% | -12.58% |
| 2021 | -0.32% | 1.59% | 1.66% | 2.12% | 1.44% | 0.47% | 0.03% | 0.92% | -1.74% | 1.57% | -1.77% | 2.35% | 8.52% |
Benchmark Metrics
SPDR SSgA Income Allocation ETF has an annualized alpha of -0.05%, beta of 0.42, and R2 of 0.61 versus S&P 500 Index. Calculated based on daily prices since April 26, 2012.
- This ETF participated in 60.74% of S&P 500 Index downside but only 45.27% of its upside - more exposed to losses than it benefited from rallies.
- Beta of 0.42 indicates this ETF moves significantly less than S&P 500 Index - a genuinely defensive profile with reduced participation in both market rallies and downturns.
- Alpha
- -0.05%
- Beta
- 0.42
- R²
- 0.61
- Upside Capture
- 45.27%
- Downside Capture
- 60.74%
Expense Ratio
INKM has an expense ratio of 0.50%, placing it in the medium range.
Return for Risk
Risk / Return Rank
INKM ranks 73 for risk / return — better than 73% of ETFs on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for SPDR SSgA Income Allocation ETF (INKM) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| INKM | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.28 | ||
| Sortino ratioReturn per unit of downside risk | +0.52 | ||
| Omega ratioGain probability vs. loss probability | 1.43 | 1.36 | +0.07 |
| Calmar ratioReturn relative to maximum drawdown | 3.00 | 2.71 | +0.29 |
| Martin ratioReturn relative to average drawdown | 11.80 | 12.15 | -0.35 |
Dividends
Dividend History
SPDR SSgA Income Allocation ETF provided a 4.81% dividend yield over the last twelve months, with an annual payout of $1.68 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.68 | $1.92 | $1.51 | $1.42 | $1.48 | $1.32 | $1.31 | $1.50 | $1.25 | $1.04 | $1.03 | $1.02 |
Dividend yield | 4.81% | 5.82% | 4.83% | 4.56% | 5.03% | 3.74% | 3.88% | 4.38% | 4.08% | 3.10% | 3.39% | 3.45% |
Monthly Dividends
The table displays the monthly dividend distributions for SPDR SSgA Income Allocation ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.00 | $0.23 | ||||||
| 2025 | $0.00 | $0.00 | $0.47 | $0.00 | $0.00 | $0.50 | $0.00 | $0.00 | $0.39 | $0.00 | $0.00 | $0.55 | $1.92 |
| 2024 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.43 | $0.00 | $0.00 | $0.33 | $0.00 | $0.00 | $0.50 | $1.51 |
| 2023 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.42 | $0.00 | $0.00 | $0.34 | $0.00 | $0.00 | $0.41 | $1.42 |
| 2022 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.37 | $0.00 | $0.00 | $0.34 | $0.00 | $0.00 | $0.53 | $1.48 |
| 2021 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.39 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.45 | $1.32 |
Drawdowns
Drawdowns Chart
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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the SPDR SSgA Income Allocation 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 Income Allocation ETF was 28.58%, occurring on Mar 23, 2020. Recovery took 186 trading sessions.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
COVID crash2020 | -28.58%Mar 2020 | 1mo 1d | 8mo 27d | 9mo 28dFeb 2020 - Dec 2020 |
Bear market2022 | -19.18%Oct 2022 | 11mo 8d | 1y 9mo | 2y 8moNov 2021 - Jul 2024 |
2016 correction2016 | -12.32%Feb 2016 | 10mo 1d | 4mo 28d | 1y 2moApr 2015 - Jul 2016 |
2013 pullback2013 | -9.98%Jun 2013 | 1mo 16d | 9mo 10d | 10mo 26dMay 2013 - Mar 2014 |
Rate-hike selloffLate 2018 | -9.34%Dec 2018 | 10mo 29d | 3mo 11d | 1y 2moJan 2018 - Apr 2019 |
Drawdown Indicators
| INKM | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.58% | -56.78% | +28.20% |
Max Drawdown (1Y)Largest decline over 1 year | -4.55% | -9.10% | +4.55% |
Max Drawdown (3Y)Largest decline over 3 years | -9.25% | -18.90% | +9.65% |
Max Drawdown (5Y)Largest decline over 5 years | -19.18% | -25.43% | +6.25% |
Max Drawdown (10Y)Largest decline over 10 years | -28.58% | -33.92% | +5.34% |
Current DrawdownCurrent decline from peak | 0.00% | -1.29% | +1.29% |
Average DrawdownAverage peak-to-trough decline | -3.69% | -10.72% | +7.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.15% | 2.02% | -0.87% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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