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ISIN
US78468R7623
CUSIP
78468R762
Inception Date
Dec 2, 2015
Region
North America (U.S.)
Leveraged
1x (No leverage)
Index Tracked
Russell 1000 Momentum Focused Factor Index
Domicile
United States
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Mid-Cap
Asset Class Style
Blend
Assets Under Management
$29M

Share Price Chart


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Performance

ONEO Performance Chart

SPDR Russell 1000 Momentum Focus ETF (ONEO) is up 18.1% since the beginning of the year. ONEO is currently trading at $152 per share. Investors who bought $1,000 worth of ONEO shares 5 years ago would now be looking at an investment worth $1,706.


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S&P 500 Index

Returns By Period

SPDR Russell 1000 Momentum Focus ETF (ONEO) has returned 18.09% so far this year and 28.38% over the past 12 months. Over the last ten years, ONEO has returned 12.05% per year, falling short of the S&P 500 Index benchmark, which averaged 13.54% annually.


SPDR Russell 1000 Momentum Focus ETF

1D
0.87%
1M
3.48%
YTD
18.09%
6M
17.15%
1Y
28.38%
3Y*
18.04%
5Y*
11.28%
10Y*
12.05%

Benchmark (S&P 500 Index)

1D
0.00%
1M
-0.71%
YTD
8.39%
6M
8.57%
1Y
24.33%
3Y*
18.94%
5Y*
12.24%
10Y*
13.54%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ONEO Monthly Returns History

Based on dividend-adjusted daily data since Dec 3, 2015, ONEO's average daily return is +0.05%, while the average monthly return is +1.03%. At this rate, an investment would double in approximately 5.6 years.

Historically, 64% of months were positive and 36% were negative. The best month was Apr 2020 with a return of +14.8%, while the worst month was Mar 2020 at -19.6%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 4 months.

On a daily basis, ONEO closed higher 52% of trading days. The best single day was Mar 24, 2020 with a return of +10.2%, while the worst single day was Mar 16, 2020 at -11.7%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20264.16%4.34%-5.02%8.05%4.01%1.79%18.09%
20254.12%-2.46%-3.99%-1.10%5.16%3.38%0.85%2.72%1.01%-1.01%1.61%0.26%10.61%
2024-0.05%5.83%4.72%-5.99%2.57%-0.53%4.40%1.45%2.04%-0.75%8.61%-7.10%15.01%
20236.94%-2.52%-1.15%-0.34%-3.94%9.24%2.95%-2.22%-4.41%-4.30%8.90%7.01%15.64%
2022-6.42%-0.91%2.04%-6.69%1.71%-9.26%8.66%-2.41%-9.26%11.21%6.37%-5.13%-12.01%
20210.19%4.56%5.47%4.44%1.33%0.13%1.04%2.97%-4.25%5.63%-2.10%5.06%26.72%

Benchmark Metrics

SPDR Russell 1000 Momentum Focus ETF has an annualized alpha of -0.07%, beta of 0.93, and R2 of 0.81 versus S&P 500 Index. Calculated based on daily prices since December 03, 2015.

  • This ETF participated in 100.88% of S&P 500 Index downside but only 95.80% of its upside - more exposed to losses than it benefited from rallies.
  • With beta of 0.93 and R2 of 0.81, this ETF moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.

Alpha
-0.07%
Beta
0.93
0.81
Upside Capture
95.80%
Downside Capture
100.88%

Expense Ratio

ONEO has an expense ratio of 0.20%, which is considered low.


Return for Risk

Risk / Return Rank

ONEO 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.


ONEO Risk / Return Rank: 7373
Overall Rank
ONEO Sharpe Ratio Rank: 6969
Sharpe Ratio Rank
ONEO Sortino Ratio Rank: 7070
Sortino Ratio Rank
ONEO Omega Ratio Rank: 6565
Omega Ratio Rank
ONEO Calmar Ratio Rank: 7878
Calmar Ratio Rank
ONEO Martin Ratio Rank: 8080
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for SPDR Russell 1000 Momentum Focus ETF (ONEO) 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.


ONEOBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+0.21

Sortino ratioReturn per unit of downside risk

+0.41

Omega ratioGain probability vs. loss probability

1.38

1.35

+0.02

Calmar ratioReturn relative to maximum drawdown

3.90

2.66

+1.24

Martin ratioReturn relative to average drawdown

15.28

11.86

+3.42

Dividends

Dividend History

SPDR Russell 1000 Momentum Focus ETF provided a 1.16% dividend yield over the last twelve months, with an annual payout of $1.76 per share.


0.00%2.00%4.00%6.00%8.00%$0.00$1.00$2.00$3.00$4.00$5.00$6.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$1.76$1.67$1.54$1.63$1.59$1.26$1.09$1.28$1.08$5.60$1.18$0.10

Dividend yield

1.16%1.29%1.30%1.56%1.73%1.19%1.28%1.64%1.72%7.69%1.82%0.17%

Monthly Dividends

The table displays the monthly dividend distributions for SPDR Russell 1000 Momentum Focus ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.49$0.00$0.00$0.00$0.49
2025$0.00$0.00$0.40$0.00$0.00$0.42$0.00$0.00$0.41$0.00$0.00$0.45$1.67
2024$0.00$0.00$0.32$0.00$0.00$0.36$0.00$0.00$0.40$0.00$0.00$0.46$1.54
2023$0.00$0.00$0.44$0.00$0.00$0.47$0.00$0.00$0.30$0.00$0.00$0.42$1.63
2022$0.00$0.00$0.32$0.00$0.00$0.40$0.00$0.00$0.42$0.00$0.00$0.46$1.59
2021$0.00$0.00$0.35$0.00$0.00$0.27$0.00$0.00$0.36$0.00$0.00$0.28$1.26

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 Russell 1000 Momentum Focus 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 Russell 1000 Momentum Focus ETF was 40.86%, occurring on Mar 23, 2020. Recovery took 161 trading sessions.

The current SPDR Russell 1000 Momentum Focus ETF drawdown is 0.77%.


Related event

Drawdown

Fall

Recovery

Underwater

COVID crash2020
-40.86%Mar 2020
2mo 2d7mo 21d
9mo 23dJan 2020 - Nov 2020
Rate-hike selloffLate 2018
-22.57%Dec 2018
3mo 26d10mo 23d
1y 2moAug 2018 - Nov 2019
Bear market2022
-22.39%Sep 2022
10mo 13d1y 2mo
2y 27dNov 2021 - Dec 2023
2025 selloff2025
-19.72%Apr 2025
4mo 13d4mo 7d
8mo 20dNov 2024 - Aug 2025
2016 correction2016
-12.76%Jan 2016
1mo 13d2mo 29d
4mo 12dDec 2015 - Apr 2016

Drawdown Indicators


ONEOBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-40.86%

-56.78%

+15.92%

Max Drawdown (1Y)

Largest decline over 1 year

-7.37%

-9.10%

+1.73%

Max Drawdown (3Y)

Largest decline over 3 years

-19.72%

-18.90%

-0.82%

Max Drawdown (5Y)

Largest decline over 5 years

-22.39%

-25.43%

+3.04%

Max Drawdown (10Y)

Largest decline over 10 years

-40.86%

-33.92%

-6.94%

Current Drawdown

Current decline from peak

-0.77%

-2.49%

+1.72%

Average Drawdown

Average peak-to-trough decline

-4.98%

-10.72%

+5.74%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.88%

2.03%

-0.15%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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