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Inception Date
Jul 17, 2019
Category
Money Market
Leveraged
1x (No leverage)
Index Tracked
Bloomberg US Treasury Bills 1-3 Month Index (MXN Hedged)
Distribution Policy
Accumulating
Asset Class
Bond

Share Price Chart


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Performance

ZPRM.DE Performance Chart

State Street SPDR Bloomberg 1-3 Month T-Bill MXN Hdg UCITS ETF (Acc) (ZPRM.DE) is up 6.4% since the beginning of the year. ZPRM.DE is currently trading at $190 per share. Investors who bought $1,000 worth of ZPRM.DE shares 5 years ago would now be looking at an investment worth $1,787.


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S&P 500 Index

Returns By Period

State Street SPDR Bloomberg 1-3 Month T-Bill MXN Hdg UCITS ETF (Acc) (ZPRM.DE) has returned 6.36% so far this year and 14.68% over the past 12 months.


State Street SPDR Bloomberg 1-3 Month T-Bill MXN Hdg UCITS ETF (Acc)

1D
-0.04%
1M
-0.34%
6M
5.69%
YTD
6.36%
1Y
14.68%
3Y*
9.14%
5Y*
12.31%
10Y*

Benchmark (S&P 500 Index)

1D
0.00%
1M
-0.93%
6M
9.11%
YTD
9.32%
1Y
19.17%
3Y*
18.87%
5Y*
11.45%
10Y*
13.53%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ZPRM.DE Monthly Returns History

Based on dividend-adjusted daily data since Jul 18, 2019, ZPRM.DE's average daily return is +0.05%, while the average monthly return is +0.92%. At this rate, an investment would double in approximately 6.3 years.

Historically, 65% of months were positive and 35% were negative. The best month was Jul 2019 with a return of +9.6%, while the worst month was May 2020 at -17.8%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 3 months.

On a daily basis, ZPRM.DE closed higher 53% of trading days. The best single day was Jun 17, 2020 with a return of +11.5%, while the worst single day was May 4, 2020 at -17.8%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20264.30%1.25%-4.07%3.56%1.50%-0.18%0.06%6.36%
2025-0.63%1.32%1.13%5.24%1.65%3.69%1.20%1.33%2.32%-0.45%1.97%2.53%23.34%
2024-0.43%1.55%3.59%-1.65%1.19%-6.04%-0.85%-4.33%0.89%-1.11%-0.41%0.86%-6.88%
20234.98%3.27%2.82%1.00%2.62%4.57%3.47%0.10%-2.09%-2.69%5.13%3.48%29.70%
2022-0.14%1.56%3.07%-1.70%3.97%-1.45%-0.35%2.01%0.85%2.00%3.20%-0.02%13.58%
2021-1.71%-2.71%2.64%1.60%1.53%0.35%0.79%-0.74%-1.69%0.32%-3.91%5.28%1.41%

Benchmark Metrics

State Street SPDR Bloomberg 1-3 Month T-Bill MXN Hdg UCITS ETF (Acc) has an annualized alpha of 9.63%, beta of 0.11, and R2 of 0.02 versus S&P 500 Index. Calculated based on daily prices since July 18, 2019.

  • This ETF participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (30.04%) than losses (7.51%) - typical of diversified or defensive assets.
  • Beta of 0.11 may look defensive, but with R2 of 0.02 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 0.02 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.

Alpha
9.63%
Beta
0.11
0.02
Upside Capture
30.04%
Downside Capture
7.51%

Expense Ratio

ZPRM.DE has an expense ratio of 0.05%, which is considered low.


Return for Risk

Risk / Return Rank

ZPRM.DE ranks 75 for risk / return — better than 75% 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.


ZPRM.DE Risk / Return Rank: 7575
Overall Rank
ZPRM.DE Sharpe Ratio Rank: 7272
Sharpe Ratio Rank
ZPRM.DE Sortino Ratio Rank: 7575
Sortino Ratio Rank
ZPRM.DE Omega Ratio Rank: 7474
Omega Ratio Rank
ZPRM.DE Calmar Ratio Rank: 7373
Calmar Ratio Rank
ZPRM.DE Martin Ratio Rank: 7979
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 State Street SPDR Bloomberg 1-3 Month T-Bill MXN Hdg UCITS ETF (Acc) (ZPRM.DE) 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.


ZPRM.DEBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+0.27

Sortino ratioReturn per unit of downside risk

+0.51

Omega ratioGain probability vs. loss probability

1.35

1.29

+0.06

Calmar ratioReturn relative to maximum drawdown

3.02

2.23

+0.79

Martin ratioReturn relative to average drawdown

12.41

9.69

+2.72

Dividends

Dividend History


State Street SPDR Bloomberg 1-3 Month T-Bill MXN Hdg UCITS ETF (Acc) doesn't pay dividends

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 State Street SPDR Bloomberg 1-3 Month T-Bill MXN Hdg UCITS ETF (Acc). 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 SPDR Bloomberg 1-3 Month T-Bill MXN Hdg UCITS ETF (Acc) was 24.15%, occurring on May 4, 2020. Recovery took 279 trading sessions.

The current State Street SPDR Bloomberg 1-3 Month T-Bill MXN Hdg UCITS ETF (Acc) drawdown is 1.36%.


Related event

Drawdown

Fall

Recovery

Underwater

2020 bear market2020
-24.15%May 2020
2mo 16d1y 1mo
1y 3moFeb 2020 - Jun 2021
2024 correction2024
-15.56%Nov 2024
7mo 21d7mo 15d
1y 3moApr 2024 - Jul 2025
2021 pullback2021
-8.26%Nov 2021
2mo 13d2mo 22d
5mo 5dSep 2021 - Feb 2022
2023 pullback2023
-7.36%Oct 2023
1mo 11d1mo 12d
2mo 23dAug 2023 - Nov 2023
Bear market2022
-5.96%Jul 2022
1mo 14d1mo 27d
3mo 11dMay 2022 - Sep 2022

Drawdown Indicators


ZPRM.DEBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-24.15%

-56.78%

+32.63%

Max Drawdown (1Y)

Largest decline over 1 year

-4.84%

-9.10%

+4.26%

Max Drawdown (3Y)

Largest decline over 3 years

-15.56%

-18.90%

+3.34%

Max Drawdown (5Y)

Largest decline over 5 years

-15.56%

-25.43%

+9.87%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-1.36%

-1.66%

+0.30%

Average Drawdown

Average peak-to-trough decline

-4.04%

-10.71%

+6.67%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.18%

2.09%

-0.91%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

Build a portfolio with ZPRM.DE

Add State Street SPDR Bloomberg 1-3 Month T-Bill MXN Hdg UCITS ETF (Acc) to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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