NYSEArca - Nasdaq Real Time Price USD

SPDR Bloomberg Convertible Securities ETF (CWB)

70.72 +0.29 (+0.42%)
As of 1:19 PM EDT. Market Open.

ETF Summary

The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index and in securities that the Adviser determines have economic characteristics that are substantially identical to the economic characteristics of the securities that comprise the index. The index is designed to represent the market of U.S. convertible securities, such as convertible bonds and convertible preferred stock.

Risk Overview

Performance & Risk

YTD Return -1.96%
5y Average Return 8.31%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.88
Morningstar Risk Rating --

Risk Statistics

3 Years5 Years10 Years
CWBCategory AverageCWBCategory AverageCWBCategory Average
Alpha -4.81 -4.29 2.76 1.96 2.08 1.17
BETA 0.88 0.82 1.16 1.03 1.18 1.06
Mean Annual Return -0.13 -0.08 0.88 0.76 0.76 0.64
R-squared 74.84 77.04 74.1 75.51 76.5 76.3
Standard Deviation 12.68 11.72 16.6 14.68 13.28 11.95
Sharpe Ratio -0.35 -0.33 0.5 0.47 0.58 0.52
Treynor Ratio -5.94 -5.54 6.4 5.94 6.07 5.38

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