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

Last PriceToday's Change52-Week RangeTrading Volume
49.100.03 (+0.06%)48.48 - 49.24254.0 thousand (Below Avg)

Market data as of 3:59PM 07/25/16. 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 the 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 tracks the short term tax exempt municipal bond market and provides income that is exempt from federal income taxes. The fund is non-diversified.

Previous Close49.07
Day's Range49.07 - 49.11
Avg Volume (10 Day)284.0K
Total Assets$2.97B
Expense Ratio0.20%
Yield (Trailing 12 Mo.)0.93%
Fund Inception10/10/2007

Trailing Total Returns - SHM

as of 06/30/2016
TimeframeSHMS&P 500Muni National Short
1 Month0.59%0.26%0.32%
3 Month0.68%2.46%0.41%
1 Year2.13%3.99%1.35%
3 Year1.63%11.66%1.15%
5 Year1.41%12.10%1.16%
10 Year--7.42%--
Since Inception2.56%10.45%--

Bond Credit Quality - SHM

as of 06/30/2016
BBB 0.00%
BB 0.00%
B 0.00%
Below B 0.00%
Not Rated

Top Ten Holdings - SHM

as of 06/30/2016
CompanyYTD Return% of Assets
California St For Previous Iss Var Pu 5%--1.04%
Bay Area Toll Auth 1.875%--0.96%
California Infrasct & Ec Clean Wtr 5%--0.91%
California St For Previous Iss Var Pu 5%--0.88%
Central Plains Engy Proj Neb Rev Ref 5%--0.82%
Hawaii St Go Bds 5%--0.81%
California St For Previous Iss Var Pu 5%--0.79%
Maryland St Go Bds Sa 5%--0.78%
California St Var Purp 5%--0.77%
California St For Previous Iss Go Bds 5%--0.76%

Valuation & Growth - SHM

as of 06/30/2016
ValuationSHMCategory Range
Price/Cash Flow--
Dividend Yield
LT Earnings
Historical Earnings
Sales Growth
Cash-Flow Growth
Book-Value Growth
Key:  Lo 

Morningstar Summary - SHM, 3 Year

Rate Sensitivity
Ratingvs Category
Key:  Lo 

Risk Analysis - SHM, 3 Year

Standard Deviation1.20
Sharpe Ratio1.28

Tax Analysis - SHM, 3 Year Avg

Pretax Return1.63%
Tax-adjusted Return1.63%
Tax Cost Ratio0.00%
Potential Cap Gains1.17%

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