State Street DoubleLine Short Duration Total Return Tactical ETF (STOT)

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State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) is up 1.1% since the beginning of the year. STOT is currently trading at $47 per share. Investors who bought $1,000 worth of STOT shares 5 years ago would now be looking at an investment worth $1,149.

State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) has returned 1.06% so far this year and 3.99% over the past 12 months. Over the last ten years, STOT has returned 2.43% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.

Based on dividend-adjusted daily data since Apr 14, 2016, STOT's average daily return is +0.01%, while the average monthly return is +0.20%. At this rate, an investment would double in approximately 28.9 years.

Historically, 73% of months were positive and 27% were negative. The best month was May 2020 with a return of +1.5%, while the worst month was Mar 2020 at -3.4%. The longest winning streak lasted 16 consecutive months, and the longest losing streak was 6 months.

On a daily basis, STOT closed higher 53% of trading days. The best single day was Mar 26, 2020 with a return of +1.5%, while the worst single day was Mar 17, 2020 at -1.5%.

State Street DoubleLine Short Duration Total Return Tactical ETF has an annualized alpha of 2.37%, beta of 0.01, and R2 of 0.00 versus S&P 500 Index. Calculated based on daily prices since April 14, 2016.

• This ETF participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (7.52%) than losses (0.92%) - typical of diversified or defensive assets.
• Beta of 0.01 may look defensive, but with R2 of 0.00 this ETF is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
• R2 of 0.00 means this ETF moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

STOT has an expense ratio of 0.45%, placing it in the medium range.

STOT ranks 94 for risk / return — in the top 94% of ETFs on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

State Street DoubleLine Short Duration Total Return Tactical ETF provided a 4.41% dividend yield over the last twelve months, with an annual payout of $2.07 per share.

The table displays the monthly dividend distributions for State Street 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.

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.

The table below displays the maximum drawdowns of the State Street 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 State Street DoubleLine Short Duration Total Return Tactical ETF was 6.07%, occurring on Nov 7, 2022. Recovery took 248 trading sessions.

The current State Street DoubleLine Short Duration Total Return Tactical ETF drawdown is 0.14%.

The chart below shows the rolling one-month volatility.