Performance analysis of INKM (SPDR SSGA INCOME ALLOCATION ETF)
Annual Return
Over the past 3 years, INKM has had an average annual return of +10.05%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, INKM has had an average annual return of +3.97%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, INKM has had an average annual return of +5.59%, underperforming the benchmark SPY, which returned +15.45% annual.
Since Apr 26, 2012, INKM has had an average annual return of +5.22%, underperforming the benchmark SPY, which returned +14.65% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +5.62% | +11.86% | +5.69% | +10.26% | -12.58% | +8.53% | +3.07% | +17.13% | -5.31% | +13.94% | +6.47% | -4.78% |
| 2014 | 2013 | 2012 | |||||||||
| +8.80% | +3.03% | +6.10% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.61% | +3.12% | -3.33% | +2.78% | +0.74% | -0.27% | +5.62% | ||||||
| 2025 | +1.54% | +1.43% | +0.18% | +0.19% | +0.94% | +2.07% | +0.17% | +2.45% | +1.05% | -0.04% | +1.40% | -0.10% | +11.86% |
| 2024 | -0.96% | +0.25% | +2.10% | -2.74% | +2.36% | +0.08% | +3.51% | +2.27% | +1.98% | -1.86% | +2.18% | -3.33% | +5.69% |
| 2023 | +6.16% | -3.26% | +0.95% | +0.87% | -2.49% | +2.99% | +1.85% | -1.99% | -3.68% | -2.76% | +6.64% | +5.31% | +10.26% |
| 2022 | -1.56% | -1.76% | +0.38% | -4.82% | +1% | -5.12% | +3.38% | -2.70% | -7.71% | +2.32% | +5.84% | -1.77% | -12.58% |
| 2021 | -0.32% | +1.59% | +1.67% | +2.12% | +1.44% | +0.47% | +0.03% | +0.92% | -1.75% | +1.57% | -1.77% | +2.35% | +8.53% |
| 2020 | +0.14% | -3.87% | -15.93% | +7.35% | +2.03% | +2.13% | +3.27% | +1.05% | -1.35% | -0.61% | +8.08% | +2.94% | +3.07% |
| 2019 | +5.46% | +0.77% | +1.46% | +0.92% | -1.36% | +3.44% | +0.45% | +0.15% | +1.77% | +0.65% | +0.56% | +1.80% | +17.13% |
| 2018 | +1.19% | -3.29% | +0.56% | -0.97% | +0.09% | -0.04% | +1.88% | +0% | -0.77% | -2.64% | +1.05% | -2.36% | -5.31% |
| 2017 | +1.49% | +1.96% | +0.53% | +1.27% | +1.53% | +0.41% | +1.54% | +0.66% | +0.57% | +0.41% | +1.57% | +1.19% | +13.94% |
Drawdown analysis of INKM (SPDR SSGA INCOME ALLOCATION ETF)
The maximum drawdown for the INKM was -28.59%, occurring on Mar 23, 2020. Recovery took 186 trading sessions.
The current INKM drawdown is -0.33%.
Since Apr 26, 2012 INKM has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -28.59% | Feb 20, 2020 | 22 | Mar 23, 2020 | 186 | Dec 15, 2020 | 208 |
| -19.17% | Nov 9, 2021 | 234 | Oct 14, 2022 | 449 | Jul 31, 2024 | 683 |
| -12.31% | Apr 15, 2015 | 209 | Feb 11, 2016 | 102 | Jul 8, 2016 | 311 |
| -9.98% | May 8, 2013 | 32 | Jun 24, 2013 | 193 | Mar 31, 2014 | 225 |
| -9.33% | Jan 26, 2018 | 229 | Dec 24, 2018 | 69 | Apr 4, 2019 | 298 |
| -5.76% | Apr 2, 2025 | 4 | Apr 8, 2025 | 20 | May 7, 2025 | 24 |
| -5.60% | Sep 7, 2016 | 47 | Nov 11, 2016 | 70 | Feb 24, 2017 | 117 |
| -5.07% | Sep 3, 2014 | 30 | Oct 15, 2014 | 65 | Jan 20, 2015 | 95 |
| -4.55% | Feb 25, 2026 | 17 | Mar 20, 2026 | 47 | May 28, 2026 | 64 |
| -4.26% | May 1, 2012 | 23 | Jun 4, 2012 | 20 | Jul 2, 2012 | 43 |
| -4.09% | Nov 29, 2024 | 27 | Jan 10, 2025 | 46 | Mar 19, 2025 | 73 |
| -3.28% | Oct 17, 2012 | 19 | Nov 15, 2012 | 17 | Dec 11, 2012 | 36 |
| -3.22% | Feb 25, 2015 | 9 | Mar 10, 2015 | 25 | Apr 15, 2015 | 34 |
| -2.66% | Jul 23, 2014 | 11 | Aug 7, 2014 | 12 | Aug 25, 2014 | 23 |
| -2.45% | Oct 27, 2025 | 17 | Nov 19, 2025 | 6 | Nov 28, 2025 | 23 |
| -2.44% | Oct 1, 2024 | 23 | Nov 1, 2024 | 19 | Nov 29, 2024 | 42 |
| -2.21% | Sep 2, 2021 | 19 | Sep 30, 2021 | 26 | Nov 5, 2021 | 45 |
| -2.17% | Jun 10, 2021 | 26 | Jul 19, 2021 | 32 | Sep 1, 2021 | 58 |
| -1.93% | Mar 1, 2017 | 7 | Mar 10, 2017 | 13 | Mar 29, 2017 | 20 |
| -1.93% | May 7, 2021 | 3 | May 12, 2021 | 11 | May 27, 2021 | 14 |
| -1.89% | Jul 19, 2012 | 3 | Jul 24, 2012 | 4 | Jul 30, 2012 | 7 |
| -1.84% | Feb 24, 2021 | 6 | Mar 4, 2021 | 5 | Mar 11, 2021 | 11 |
| -1.75% | Jun 26, 2017 | 7 | Jul 6, 2017 | 7 | Jul 17, 2017 | 14 |
| -1.67% | Jul 3, 2019 | 22 | Aug 5, 2019 | 21 | Sep 4, 2019 | 43 |
| -1.63% | Jan 20, 2021 | 7 | Jan 29, 2021 | 5 | Feb 5, 2021 | 12 |