SPDR DoubleLine Short Duration Total Return Tactical ETF (STOT)
STOT is an actively managed ETF by State Street. STOT launched on Apr 13, 2016 and has a 0.45% expense ratio.
ETF Info
US78470P2002
78470P200
Apr 13, 2016
North America (U.S.)
1x
No Index (Active)
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in SPDR DoubleLine Short Duration Total Return Tactical 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 DoubleLine Short Duration Total Return Tactical ETF had a return of 4.63% year-to-date (YTD) and 6.24% in the last 12 months.
STOT
4.63%
0.15%
3.08%
6.24%
1.95%
N/A
^GSPC (Benchmark)
24.05%
1.08%
11.50%
30.38%
13.77%
11.13%
Monthly Returns
The table below presents the monthly returns of STOT, 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 | 0.45% | 0.18% | 0.49% | -0.28% | 0.78% | 0.44% | 1.36% | 0.83% | 0.47% | -0.43% | 4.63% | ||
| 2023 | 1.33% | -0.53% | 0.62% | 0.53% | 0.13% | 0.44% | 0.61% | 0.46% | 0.01% | 0.53% | 0.79% | 1.29% | 6.39% |
| 2022 | -1.08% | -0.64% | -0.92% | -0.96% | -0.39% | -0.48% | 0.40% | -0.12% | -1.01% | -0.50% | 1.26% | 0.64% | -3.76% |
| 2021 | 0.47% | -0.37% | -0.22% | 0.25% | 0.11% | 0.22% | 0.22% | -0.09% | -0.20% | -0.29% | -0.02% | 0.19% | 0.28% |
| 2020 | 0.67% | 0.57% | -3.37% | 1.40% | 1.45% | 0.45% | 0.64% | 0.08% | -0.02% | 0.24% | 0.34% | 0.02% | 2.43% |
| 2019 | 0.70% | 0.24% | 0.71% | 0.13% | 0.89% | 0.62% | 0.09% | 0.37% | 0.18% | 0.26% | 0.11% | 0.02% | 4.40% |
| 2018 | -0.45% | -0.03% | 0.29% | -0.33% | 0.60% | -0.33% | 0.33% | 0.40% | -0.10% | -0.34% | 0.27% | 0.65% | 0.95% |
| 2017 | 0.16% | 0.31% | 0.19% | 0.33% | 0.62% | -0.65% | 0.80% | 0.24% | -0.13% | -0.16% | -0.15% | 0.13% | 1.71% |
| 2016 | -0.05% | 0.28% | 0.63% | 0.32% | 0.32% | 0.18% | 0.04% | -0.91% | 0.08% | 0.89% |
Expense Ratio
STOT features an expense ratio of 0.45%, falling within the medium range.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of STOT is 98, placing it in the top 2% 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 DoubleLine Short Duration Total Return Tactical ETF (STOT) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
SPDR DoubleLine Short Duration Total Return Tactical ETF provided a 5.07% dividend yield over the last twelve months, with an annual payout of $2.39 per share. The fund has been increasing its distributions for 3 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.39 | $2.12 | $1.17 | $0.87 | $0.83 | $1.29 | $1.22 | $0.96 | $1.03 |
Dividend yield | 5.07% | 4.53% | 2.53% | 1.77% | 1.66% | 2.61% | 2.50% | 1.95% | 2.07% |
Monthly Dividends
The table displays the monthly dividend distributions for SPDR DoubleLine Short Duration Total Return Tactical 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 | $0.20 | $0.18 | $0.19 | $0.19 | $0.20 | $0.21 | $0.21 | $0.20 | $0.20 | $0.19 | $1.97 | |
| 2023 | $0.00 | $0.15 | $0.16 | $0.16 | $0.17 | $0.18 | $0.17 | $0.18 | $0.18 | $0.18 | $0.18 | $0.42 | $2.12 |
| 2022 | $0.00 | $0.07 | $0.06 | $0.06 | $0.06 | $0.08 | $0.07 | $0.08 | $0.12 | $0.12 | $0.13 | $0.33 | $1.17 |
| 2021 | $0.00 | $0.07 | $0.06 | $0.06 | $0.06 | $0.06 | $0.06 | $0.05 | $0.05 | $0.06 | $0.06 | $0.28 | $0.87 |
| 2020 | $0.00 | $0.09 | $0.09 | $0.08 | $0.08 | $0.07 | $0.07 | $0.06 | $0.06 | $0.06 | $0.06 | $0.11 | $0.83 |
| 2019 | $0.00 | $0.10 | $0.10 | $0.12 | $0.13 | $0.12 | $0.12 | $0.11 | $0.11 | $0.11 | $0.10 | $0.19 | $1.29 |
| 2018 | $0.00 | $0.13 | $0.08 | $0.09 | $0.10 | $0.09 | $0.10 | $0.10 | $0.10 | $0.10 | $0.10 | $0.22 | $1.22 |
| 2017 | $0.00 | $0.09 | $0.09 | $0.09 | $0.09 | $0.09 | $0.08 | $0.08 | $0.08 | $0.08 | $0.08 | $0.12 | $0.96 |
| 2016 | $0.02 | $0.10 | $0.10 | $0.10 | $0.11 | $0.10 | $0.11 | $0.39 | $1.03 |
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 DoubleLine Short Duration Total Return Tactical 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 DoubleLine Short Duration Total Return Tactical ETF was 6.07%, occurring on Nov 7, 2022. Recovery took 248 trading sessions.
The current SPDR DoubleLine Short Duration Total Return Tactical ETF drawdown is 0.29%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -6.07% | Aug 4, 2021 | 319 | Nov 7, 2022 | 248 | Nov 2, 2023 | 567 |
| -5.13% | Mar 6, 2020 | 13 | Mar 24, 2020 | 84 | Jul 23, 2020 | 97 |
| -1.59% | Nov 8, 2016 | 24 | Dec 14, 2016 | 80 | Apr 12, 2017 | 104 |
| -1.33% | Sep 8, 2017 | 158 | Apr 26, 2018 | 80 | Aug 20, 2018 | 238 |
| -0.85% | Feb 16, 2021 | 23 | Mar 18, 2021 | 75 | Jul 6, 2021 | 98 |
Volatility
Volatility Chart
The current SPDR DoubleLine Short Duration Total Return Tactical ETF volatility is 0.44%, 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.