SPDR Bloomberg Barclays Short Term High Yield Bond ETF (SJNK)
SJNK is a passive ETF by State Street tracking the investment results of the Bloomberg US High Yield 350mn Cash Pay 2% Capped (0-5 Y). SJNK launched on Mar 15, 2012 and has a 0.40% expense ratio.
ETF Info
US78468R4083
78468R408
Mar 15, 2012
North America (U.S.)
1x
Bloomberg US High Yield 350mn Cash Pay 2% Capped (0-5 Y)
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in SPDR Bloomberg Barclays Short Term High Yield Bond 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 Bloomberg Barclays Short Term High Yield Bond ETF had a return of 7.90% year-to-date (YTD) and 11.88% in the last 12 months. Over the past 10 years, SPDR Bloomberg Barclays Short Term High Yield Bond ETF had an annualized return of 4.38%, while the S&P 500 had an annualized return of 11.11%, indicating that SPDR Bloomberg Barclays Short Term High Yield Bond ETF did not perform as well as the benchmark.
SJNK
7.90%
0.26%
5.79%
11.88%
5.18%
4.38%
^GSPC (Benchmark)
23.08%
0.10%
10.70%
30.05%
13.52%
11.11%
Monthly Returns
The table below presents the monthly returns of SJNK, 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 | 0.32% | 0.46% | 0.80% | -0.72% | 1.09% | 0.55% | 1.96% | 1.34% | 1.68% | -0.44% | 7.90% | ||
| 2023 | 3.22% | -0.99% | 1.45% | 0.21% | -0.68% | 1.74% | 1.11% | 0.53% | -0.80% | -0.90% | 3.71% | 2.60% | 11.63% |
| 2022 | -1.40% | -0.57% | -0.70% | -2.38% | 0.81% | -5.46% | 4.92% | -2.24% | -2.41% | 2.55% | 2.91% | -1.23% | -5.49% |
| 2021 | 0.11% | 0.77% | 1.28% | 0.77% | 0.15% | 0.99% | -0.12% | 0.39% | 0.04% | 0.04% | -1.02% | 1.58% | 5.06% |
| 2020 | -0.30% | -0.99% | -10.59% | 4.87% | 2.71% | 0.82% | 3.93% | 0.35% | -0.19% | 0.56% | 3.36% | 2.02% | 5.82% |
| 2019 | 3.88% | 0.97% | 0.80% | 0.88% | -1.36% | 1.86% | 0.17% | 0.03% | 0.39% | -0.35% | 0.09% | 1.85% | 9.49% |
| 2018 | 0.65% | -0.39% | -0.05% | 0.56% | 0.15% | 0.27% | 1.39% | 0.50% | 0.61% | -1.46% | -0.46% | -1.99% | -0.27% |
| 2017 | 1.01% | 1.13% | -0.15% | 0.77% | 0.83% | -0.14% | 0.71% | 0.06% | 0.61% | 0.27% | -0.19% | 0.24% | 5.27% |
| 2016 | -2.10% | 1.07% | 2.55% | 3.49% | 0.91% | 1.52% | 1.04% | 1.88% | 1.17% | -0.26% | 0.50% | 1.72% | 14.23% |
| 2015 | 0.24% | 2.18% | -0.65% | 0.94% | 0.23% | -0.85% | -1.26% | -1.91% | -2.46% | 1.82% | -2.33% | -2.27% | -6.27% |
| 2014 | 0.13% | 0.99% | 0.16% | 0.39% | 0.47% | 0.38% | -1.49% | 1.03% | -1.63% | 0.55% | -1.04% | -1.19% | -1.29% |
| 2013 | 0.69% | 0.61% | 0.77% | 1.30% | -0.59% | -1.65% | 1.88% | 0.27% | 0.39% | 1.50% | 0.79% | 0.46% | 6.56% |
Expense Ratio
SJNK features an expense ratio of 0.40%, falling within the medium range.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of SJNK is 96, placing it in the top 4% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for SPDR Bloomberg Barclays Short Term High Yield Bond ETF (SJNK) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
SPDR Bloomberg Barclays Short Term High Yield Bond ETF provided a 7.31% dividend yield over the last twelve months, with an annual payout of $1.86 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.86 | $1.81 | $1.42 | $1.14 | $1.44 | $1.52 | $1.48 | $1.55 | $1.56 | $1.49 | $1.58 | $1.65 |
Dividend yield | 7.31% | 7.20% | 5.85% | 4.21% | 5.34% | 5.64% | 5.69% | 5.64% | 5.65% | 5.81% | 5.46% | 5.34% |
Monthly Dividends
The table displays the monthly dividend distributions for SPDR Bloomberg Barclays Short Term High Yield Bond 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 | $0.16 | $0.16 | $0.16 | $0.16 | $0.16 | $0.16 | $0.16 | $0.16 | $0.16 | $0.16 | $1.57 | |
| 2023 | $0.00 | $0.13 | $0.15 | $0.15 | $0.14 | $0.15 | $0.14 | $0.15 | $0.15 | $0.16 | $0.18 | $0.29 | $1.81 |
| 2022 | $0.00 | $0.10 | $0.10 | $0.10 | $0.11 | $0.11 | $0.12 | $0.11 | $0.14 | $0.13 | $0.12 | $0.29 | $1.42 |
| 2021 | $0.00 | $0.10 | $0.11 | $0.09 | $0.09 | $0.09 | $0.10 | $0.09 | $0.09 | $0.09 | $0.09 | $0.21 | $1.14 |
| 2020 | $0.00 | $0.13 | $0.12 | $0.12 | $0.13 | $0.12 | $0.13 | $0.12 | $0.10 | $0.13 | $0.12 | $0.23 | $1.44 |
| 2019 | $0.00 | $0.13 | $0.14 | $0.13 | $0.13 | $0.13 | $0.13 | $0.13 | $0.12 | $0.13 | $0.12 | $0.24 | $1.52 |
| 2018 | $0.00 | $0.12 | $0.13 | $0.10 | $0.12 | $0.12 | $0.13 | $0.13 | $0.13 | $0.13 | $0.13 | $0.25 | $1.48 |
| 2017 | $0.00 | $0.13 | $0.14 | $0.13 | $0.13 | $0.13 | $0.13 | $0.13 | $0.13 | $0.13 | $0.13 | $0.25 | $1.55 |
| 2016 | $0.00 | $0.11 | $0.13 | $0.12 | $0.12 | $0.13 | $0.13 | $0.14 | $0.14 | $0.14 | $0.14 | $0.27 | $1.56 |
| 2015 | $0.00 | $0.10 | $0.13 | $0.12 | $0.13 | $0.12 | $0.13 | $0.13 | $0.13 | $0.13 | $0.12 | $0.26 | $1.49 |
| 2014 | $0.00 | $0.14 | $0.14 | $0.13 | $0.14 | $0.13 | $0.13 | $0.13 | $0.12 | $0.14 | $0.13 | $0.25 | $1.58 |
| 2013 | $0.15 | $0.16 | $0.14 | $0.14 | $0.13 | $0.13 | $0.13 | $0.14 | $0.14 | $0.13 | $0.26 | $1.65 |
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 Bloomberg Barclays Short Term High Yield Bond 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 Bloomberg Barclays Short Term High Yield Bond ETF was 19.74%, occurring on Mar 23, 2020. Recovery took 140 trading sessions.
The current SPDR Bloomberg Barclays Short Term High Yield Bond ETF drawdown is 0.59%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -19.74% | Feb 21, 2020 | 22 | Mar 23, 2020 | 140 | Oct 9, 2020 | 162 |
| -15.03% | Jul 8, 2014 | 404 | Feb 11, 2016 | 138 | Aug 29, 2016 | 542 |
| -10.18% | Dec 28, 2021 | 116 | Jun 13, 2022 | 271 | Jul 13, 2023 | 387 |
| -5.36% | Oct 2, 2018 | 58 | Dec 24, 2018 | 28 | Feb 5, 2019 | 86 |
| -4.92% | May 22, 2013 | 23 | Jun 24, 2013 | 61 | Sep 19, 2013 | 84 |
Volatility
Volatility Chart
The current SPDR Bloomberg Barclays Short Term High Yield Bond ETF volatility is 0.89%, 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.