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SPDR┬« Barclays Intermediate Term Corporate Bond ETF – ITR ETF Overview

Last PriceToday's Change52-Week RangeTrading Volume
33.47-0.27 (-0.80%)33.34 - 34.74839.7 thousand (Above Avg)

Market data as of 3:59PM 02/12/16. Quotes are delayed by at least 15 min.

Overview - ITR

The investment seeks to provide investment results that, before fees and expenses, correspond generally to the price and yield performance of the Barclays U.S. Intermediate Corporate Bond Index. The fund invests substantially all, but at least 80%, of its total assets in the securities comprising the index or 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 measure the performance of U.S. corporate bonds that have a maturity of greater than or equal to 1 year and less than 10 years. It is non-diversified.

Previous Close33.74
Day's Range33.47 - 33.59
Avg Volume (10 Day)276.3K
Total Assets$981.24M
Expense Ratio0.12%
Yield (Trailing 12 Mo.)2.67%
Fund Inception02/10/2009

Trailing Total Returns - ITR

as of 01/31/2016
TimeframeITRS&P 500Corporate Bond
1 Month0.53%-4.96%0.20%
3 Month-0.19%-6.18%-0.75%
1 Year-0.43%-0.67%-2.13%
3 Year1.91%11.30%1.90%
5 Year3.66%10.91%4.68%
10 Year--6.48%5.31%
Since Inception5.19%10.33%--

Bond Credit Quality - ITR

as of 01/31/2016
BB 0.00%
B 0.00%
Below B 0.00%
Not Rated 0.00%

Top Ten Holdings - ITR

as of 01/31/2016
CompanyYTD Return% of Assets
Ge Cap Intl Fdg 144A 2.342%--0.62%
Verizon Comms 5.15%--0.28%
General Elec 5.25%--0.24%
Merrill Lynch Co Inc Mtn Be 6.875%--0.24%
Apple 2.4%--0.22%
Abbvie 2.9%--0.22%
Wells Fargo Co Mtn Be 3.3%--0.20%
Goldman Sachs Grp Inc Mtn Be 6%--0.20%
Morgan Stanley 0.7333%--0.20%
Morgan Stanley 0.03%--0.19%

Valuation & Growth - ITR

as of 01/31/2016
ValuationITRCategory Range
Price/Cash Flow--
Dividend Yield
LT Earnings
Historical Earnings
Sales Growth
Cash-Flow Growth
Book-Value Growth
Key:  Lo 

Morningstar Summary - ITR, 3 Year

Rate Sensitivity
Ratingvs Category
RiskBelow Avg
Key:  Lo 

Risk Analysis - ITR, 3 Year

Standard Deviation2.78
Sharpe Ratio0.68

Tax Analysis - ITR, 3 Year Avg

Pretax Return1.91%
Tax-adjusted Return0.71%
Tax Cost Ratio1.18%
Potential Cap Gains-0.91%

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