SPDR Portfolio S&P 500 Value ETF(SPYV)總覽

最後更新 2025-12-06 08:01:21 (UTC+8)

報酬與風險分析

分析 SPDR Portfolio S&P 500 Value ETF(SPYV) 的平均報酬與風險。

統計區間	年化報酬率	夏普比率	最大跌幅
近3年	15.2%	0.78	-17.53%
近5年	13.1%	0.6	-17.87%
近10年	11.5%	0.45	-36.87%
近20年	8.7%	0.29	-58.47%

基本資料

SPDR Portfolio S&P 500 Value ETF (SPYV) 的基本資料。

發行資料


ETF全名	State Street SPDR Portfolio S&P 500 Value ETF
上市日期	2000-09-25

ETF說明


該基金採用抽樣策略，以追蹤S&P 500價值指數的表現。它通常將其總資產的絕大部分（但至少80%）投資於構成該指數的證券上。該指數衡量美國股票市場中大型市值價值股的表現。
The State Street SPDR Portfolio S&P 500 Value ETF seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P 500 Value Index (the "Index")A low cost ETF that seeks to offer exposure to S&P 500 companies that could be undervalued relative to the broader marketThe Index contains stocks that exhibit the strongest value characteristics based on: book value to price ratio; earnings to price ratio; and sales to price ratioOne of the low cost core State Street SPDR Portfolio ETFs, a suite of portfolio building blocks designed to provide broad, diversified exposure to core asset classes

該基金採用抽樣策略，以追蹤S&P 500價值指數的表現。它通常將其總資產的絕大部分（但至少80%）投資於構成該指數的證券上。該指數衡量美國股票市場中大型市值價值股的表現。

The State Street SPDR Portfolio S&P 500 Value ETF seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P 500 Value Index (the "Index")A low cost ETF that seeks to offer exposure to S&P 500 companies that could be undervalued relative to the broader marketThe Index contains stocks that exhibit the strongest value characteristics based on: book value to price ratio; earnings to price ratio; and sales to price ratioOne of the low cost core State Street SPDR Portfolio ETFs, a suite of portfolio building blocks designed to provide broad, diversified exposure to core asset classes

警語

1. 資料僅供參考，不做任何獲利保證及特定股票與點位推薦建議。

2. 資料並不完整，需要完整資料請至相關網站索取。

3. 任何股市數據分析皆存在倖存者偏差。