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SHM:NYSE Arca

SPDR® Nuveen Barclays Short Term Municipal Bond ETF – SHM ETF Overview

Last PriceToday's Change52-Week RangeTrading Volume
24.400.02 (+0.08%)24.21 - 24.52206.8 thousand (Below Avg)

Market data as of 4:00PM 10/30/14. Quotes are delayed by at least 15 min.

Overview - SHM

The investment seeks to provide investment results that, before fees and expenses, correspond generally to the price and yield performance of Barclays Managed Money Municipal Short Term 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 Sub-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 track the publicly traded municipal bonds that cover the U.S. dollar denominated short term tax exempt bond market. The fund is non-diversified.

Open24.40
Previous Close24.38
Day's Range24.37 - 24.41
Avg Volume (10 Day)426.4K
Total Assets$2.35B
Expense Ratio0.20%
Yield (Trailing 12 Mo.)0.92%
Fund Inception10/10/2007

Trailing Total Returns - SHM

as of 09/30/2014
TimeframeSHMS&P 500Muni National Short
1 Month-0.10%-1.40%-0.05%
3 Month0.34%1.13%0.12%
Year-to-Date1.19%8.34%0.69%
1 Year1.78%19.73%1.03%
3 Year1.25%22.99%1.00%
5 Year1.77%15.70%1.16%
10 Year--8.11%--
Since Inception2.88%10.63%--

Bond Credit Quality - SHM

as of 09/30/2014
AAA
 
26.37%
AA
 
72.92%
A
 
0.67%
BBB 0.00%
BB 0.00%
B 0.00%
Below B 0.00%
Not Rated
 
0.05%

Top Ten Holdings - SHM

as of 09/30/2014
CompanyYTD Return% of Assets
California St Dept Wtr Res Pwr Pwr Su 5%--1.34%
Bay Area Toll Auth 1.875%--1.26%
Washington St For Issues Dtd P Ref Bd 4%--1.22%
Hawaii St Go Bds 5%--1.13%
Maryland St Go Bds Sa 5%--1.09%
Pennsylvania St Go Bds 5%--1.00%
Michigan St Go Ref Bd 5%--0.98%
New Mexico Mun Engy Acquisit Ref Bds 5%--0.95%
Florida Hurricane Catastrophe Rev Bds 5%--0.92%
Minnesota St Go St Var 5%--0.91%

Valuation & Growth - SHM

as of 09/30/2014
ValuationSHMCategory Range
Price/Earnings--
Price/Book--
Price/Sales--
Price/Cash Flow--
Dividend Yield
LT Earnings
Historical Earnings
Sales Growth
Cash-Flow Growth
Book-Value Growth
Key:  Lo 
 Hi

Morningstar Summary - SHM, 3 Year

Rate Sensitivity
High
Mid
Low
Ratingvs Category
Overall
RiskAvg
ReturnAvg
Key:  Lo 
 Hi

Risk Analysis - SHM, 3 Year

Beta0.25
Standard Deviation1.25
Alpha0.05
Sharpe Ratio0.96
Mean1.21
R-Squared61.52

Tax Analysis - SHM, 3 Year Avg

Pretax Return1.25%
Tax-adjusted Return1.23%
Tax Cost Ratio0.02%
Potential Cap Gains0.95%

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