SPDR S&P 1500 Value Tilt ETF
Find Ratings Reports- Last Ratings Update:02/29/2024
- Price as of 02/29/2024 :$167.61
- Net Assets:$0 Million
- NAV:$168.29
- Premium-0.4%
- Peer Rank:180 of 397
- Investment Rating:B
- Performance:B
- RiskC+
We rate SPDR S&P 1500 Value TILT ETF at B. Positive factors that influence this rating include a well above average total return, low price volatility, low expense structure and long term portfolio management tenure. The fund may be considered for investors seeking an Equity Income strategy.
Total return ranks very high in comparison with peers over the last three years. The SPDR S&P 1500 Value TILT ETF has returned an annual rate of 12.24% since inception. More recently, the fund has generated a total return of 12.66% in the last five years, 9.02% in the last three years, and 17.92% in the last year. How does that compare to other equity funds? In the last five years, it has outperformed 86% of them. It has also outpaced 78% of its competitors on a three year basis and 74% of them over the last year for the period ending 2/29/2024. On a year to date basis, VLU has returned 5.02%.
Downside risk has been below average. VLU has a draw down risk of -19.15%, which is the largest price decline experienced over the last three years. This fund has a three year standard deviation of 17.0%. This fund has had moderate volatility in its monthly performance over the last 36 months.
Low expense ratio helps performance. As VLU is an exchange traded fund, it has no front end or back end load.
The SPDR S&P 1500 Value TILT ETF is managed by Karl A. Schneider at SSgA Funds Management Inc. This fund is one of 128 SSgA Funds Management Inc exchange-traded funds launched since 1/22/1993 that we track.