SPDR SSgA Income Allocation ETF (INKM)
INKM is an actively managed ETF by State Street. INKM launched on Apr 25, 2012 and has a 0.50% expense ratio.
ETF Info
US78467V2025
78467V202
Apr 25, 2012
Developed Markets (Broad)
1x
No Index (Active)
Multi-Cap
Blend
Expense Ratio
INKM features an expense ratio of 0.50%, falling within the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in SPDR SSgA Income Allocation ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
SPDR SSgA Income Allocation ETF had a return of 6.01% year-to-date (YTD) and 6.33% in the last 12 months. Over the past 10 years, SPDR SSgA Income Allocation ETF had an annualized return of 3.87%, while the S&P 500 had an annualized return of 11.23%, indicating that SPDR SSgA Income Allocation ETF did not perform as well as the benchmark.
INKM
6.01%
-1.94%
4.37%
6.33%
2.72%
3.87%
^GSPC (Benchmark)
26.63%
1.18%
10.44%
27.03%
13.30%
11.23%
Monthly Returns
The table below presents the monthly returns of INKM, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -0.95% | 0.25% | 2.09% | -2.74% | 2.36% | 0.08% | 3.51% | 2.27% | 1.98% | -1.86% | 2.18% | 6.01% | |
| 2023 | 6.16% | -3.26% | 0.95% | 0.86% | -2.49% | 3.00% | 1.85% | -1.99% | -3.68% | -2.76% | 6.64% | 5.31% | 10.29% |
| 2022 | -1.56% | -1.76% | 0.38% | -4.83% | 1.00% | -5.11% | 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% |
| 2020 | 0.15% | -3.87% | -15.89% | 7.33% | 2.03% | 2.15% | 3.26% | 1.06% | -1.36% | -0.60% | 8.08% | 2.94% | 3.11% |
| 2019 | 5.44% | 0.78% | 1.47% | 0.91% | -1.38% | 3.45% | 0.45% | 0.15% | 1.76% | 0.66% | 0.56% | 1.80% | 17.12% |
| 2018 | 1.17% | -3.28% | 0.55% | -0.97% | 0.09% | -0.03% | 1.87% | 0.01% | -0.77% | -2.65% | 1.04% | -2.35% | -5.32% |
| 2017 | 1.49% | 1.96% | 0.53% | 1.27% | 1.53% | 0.41% | 1.55% | 0.66% | 0.57% | 0.41% | 1.57% | 1.20% | 13.95% |
| 2016 | -1.83% | 0.52% | 4.60% | 0.74% | 0.43% | 2.53% | 2.30% | -0.34% | 0.07% | -2.72% | -0.98% | 1.18% | 6.48% |
| 2015 | 1.77% | 0.77% | -0.91% | -0.14% | -0.22% | -2.97% | 1.14% | -4.16% | -1.42% | 4.08% | -0.67% | -1.89% | -4.77% |
| 2014 | -0.59% | 3.32% | 0.79% | 2.04% | 1.60% | 1.13% | -1.38% | 2.58% | -3.50% | 2.44% | 1.26% | -1.02% | 8.80% |
| 2013 | 1.43% | 0.00% | 1.19% | 3.20% | -3.84% | -3.12% | 1.44% | -2.63% | 3.25% | 3.17% | -0.93% | 0.16% | 3.02% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of INKM is 52, indicating average performance compared to other ETFs on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for SPDR SSgA Income Allocation ETF (INKM) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
SPDR SSgA Income Allocation ETF provided a 3.16% dividend yield over the last twelve months, with an annual payout of $1.01 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.01 | $1.42 | $1.48 | $1.32 | $1.32 | $1.50 | $1.25 | $1.04 | $1.03 | $1.02 | $1.12 | $1.25 |
Dividend yield | 3.16% | 4.56% | 5.03% | 3.74% | 3.88% | 4.38% | 4.08% | 3.10% | 3.39% | 3.45% | 3.47% | 4.08% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.43 | $0.00 | $0.00 | $0.33 | $0.00 | $0.00 | $0.00 | $1.01 |
| 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 |
| 2020 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.41 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.48 | $1.32 |
| 2019 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.46 | $0.00 | $0.00 | $0.32 | $0.00 | $0.00 | $0.49 | $1.50 |
| 2018 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.63 | $1.25 |
| 2017 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.45 | $1.04 |
| 2016 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.46 | $1.03 |
| 2015 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.41 | $1.02 |
| 2014 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.31 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.39 | $1.12 |
| 2013 | $0.16 | $0.00 | $0.00 | $0.39 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.46 | $1.25 |
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.
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.
The current SPDR SSgA Income Allocation ETF drawdown is 3.04%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -28.58% | Feb 21, 2020 | 22 | Mar 23, 2020 | 186 | Dec 15, 2020 | 208 |
| -19.17% | Nov 10, 2021 | 234 | Oct 14, 2022 | 449 | Jul 31, 2024 | 683 |
| -12.32% | Apr 16, 2015 | 209 | Feb 11, 2016 | 102 | Jul 8, 2016 | 311 |
| -9.98% | May 9, 2013 | 32 | Jun 24, 2013 | 193 | Mar 31, 2014 | 225 |
| -9.34% | Jan 29, 2018 | 228 | Dec 24, 2018 | 69 | Apr 4, 2019 | 297 |
Volatility
Volatility Chart
The current SPDR SSgA Income Allocation ETF volatility is 1.93%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.