SPY
SPY is an exchange-traded fund (ETF) that aims to replicate the performance of the S&P 500 Index. The S&P 500 Index includes 500 of the largest publicly traded companies in the United States, representing a broad cross-section of the U.S. economy.
Asset Summary
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Asset Performance Metrics and Risk Characteristics:
Metrics below use daily returns for Jan 1, 2026 – Jul 21, 2026 (YTD).
Understanding asset performance is crucial for evaluating investment quality and making informed decisions. Metrics like trailing return and drawdown provide insights into how an asset has performed over time, its volatility, and the efficiency of its returns relative to risk. Performance indicators help assess the stability, risk, and reward of an investment, allowing investors and portfolio managers to make comparisons and strategize accordingly.
1 Month Trailing Return
-0.31%
Represents the percentage change in asset value over the past month.
3 Month Trailing Return
5.40%
Indicates the percentage change in asset value over the last three months.
Period Max Drawdown
9.13%
The highest percentage drop from the peak value to the lowest point during the observed period.
Standard Deviation
13.82%
Shows how much the asset’s daily returns deviate from the average, annualized for the entire period.
Sharpe Ratio
1.18
Measures the average return earned in excess of the risk-free rate per unit of volatility, annualized.
Calmar Ratio
1.78
The ratio of the annualized return to the maximum drawdown, reflecting the return per unit of risk.
Asset Technical Analysis
Technical analysis involves evaluating an asset's price and volume data to forecast future movements and make informed trading decisions. Using indicators such as moving averages, pivot levels, momentum studies, and candlestick pattern scans can clarify trend strength and volatility. The tabs below summarize moving averages, pivots, technical indicators, candlestick patterns, and recent prices for this symbol.
Analysis
Moving Averages
Moving Averages are commonly used to smooth out price data and identify trends over a specific period. Here’s a summary of the latest moving averages for various periods:
| Type/Period | |
|---|---|
| SMA | |
| EMA | |
| WMA | |
| WEMA |
- SMA (Simple Moving Average): Reflects the average price over a specific number of periods.
- EMA (Exponential Moving Average): Gives more weight to recent prices, making it more responsive to new information.
- WMA (Weighted Moving Average): Assigns a weight to each price, emphasizing more recent prices.
- WEMA (Weighted Exponential Moving Average): Combines elements of both WMA and EMA for a more responsive moving average.
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Explore Insights NowFrequently Asked Questions
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SPY is designed to closely track the performance of the S&P 500 Index. Therefore, its performance should be very similar to that of the index, with minor variations due to tracking error and management fees.
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As of the latest update, SPY has an expense ratio of approximately 0.09%. This fee is deducted from the fund’s assets and covers the cost of managing the ETF.
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SPY is rebalanced quarterly to match changes in the S&P 500 Index. This involves adjusting the ETF’s holdings to ensure it continues to accurately track the index.
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Investors can purchase shares of SPY through a brokerage account, just like other stocks and ETFs. It is traded on the New York Stock Exchange (NYSE) under the ticker symbol "SPY."
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Similar ETFs to SPY include the Vanguard S&P 500 ETF (VOO) and the iShares Core S&P 500 ETF (IVV). These ETFs also track the S&P 500 Index and offer similar exposure to large-cap U.S. stocks.
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Key performance metrics for SPY include its net asset value (NAV), expense ratio, total return, and tracking error. NAV indicates the per-share value of the ETF, the expense ratio represents the cost of managing the fund, total return measures overall performance including dividends, and tracking error shows how closely SPY follows the S&P 500 Index.
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Historically, SPY has demonstrated strong performance reflective of the S&P 500 Index. Long-term performance generally aligns with the index's returns, though investors should review historical data and performance trends.
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SPY typically distributes dividends on a quarterly basis. These dividends are paid out from the income generated by the underlying stocks in the ETF’s portfolio.
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Yes, SPY can be held in retirement accounts such as IRAs or 401(k)s. It is a good choice for investors looking for broad exposure to the U.S. stock market through a well-established index.
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SPY includes companies that are part of the S&P 500 Index, covering a broad range of sectors including technology, healthcare, financials, and consumer discretionary. Major holdings often include large, well-established companies such as Apple, Microsoft, and Amazon.
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Asset Related News
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Disclaimers
The information displayed on this site is sourced from third-party providers and is believed to be reliable. OHLCX has not independently verified this data and does not guarantee its accuracy. Content is for educational and informational purposes only and is not financial or investment advice.
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