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BWX: SPDR Barclays International Trs Bd ETF (ETF)
Basic Info 22.99 0.04(0.17%) March 20
Asset Class: | WORLD BOND |
MyPlanIQ Rating: | (97%) |
Start Date: | 10/11/2007 |
Last Dividend Date: | 03/01/2023 |
12-Mo. Yield | 0.88% |
Expenses | 0.50% |
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Performance Analytics (As of 03/20/2023)
Not up-to-date? TryLast 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
AR(%) | 0.9 | 3.0 | -10.9 | -2.3 | -3.4 | -1.3 | -0.1 | 0.6 | -18.9 | -8.5 | 9.6 | 5.6 | -1.8 | 9.9 | 0.6 | -6.7 | -2.5 | -3.6 | 5.7 | 4.0 | 3.8 | 5.4 | 4.2 | 4.0 |
SR | NA | 0.77 | -0.97 | -0.47 | -0.48 | -0.23 | NA | 0.01 | -1.58 | -1.4 | 0.82 | 0.85 | -0.55 | 1.43 | 0.05 | -0.82 | -0.45 | -0.47 | 0.91 | 0.45 | 0.37 | 0.47 | 0.23 | 2.23 |
DD(%) | NA | 7.1 | 21.9 | 33.5 | 33.5 | 33.5 | NA | 33.5 | 26.9 | 10.4 | 13.4 | 3.3 | 8.9 | 4.4 | 12.7 | 8.4 | 8.4 | 8.3 | 3.7 | 8.1 | 9.4 | 10.9 | 16.9 | 4.6 |
SD(%) | NA | 13.6 | 13.8 | 10.4 | 9.1 | 8.3 | NA | 9.0 | 12.9 | 6.1 | 11.4 | 4.9 | 5.6 | 6.6 | 7.9 | 8.2 | 5.7 | 7.7 | 6.2 | 8.7 | 10.2 | 11.3 | 14.0 | 7.8 |
TR | NA | 0.09 | -0.12 | -0.05 | -0.04 | -0.02 | NA | 0.0 | -0.18 | -0.08 | 0.09 | 0.04 | -0.04 | 0.1 | 0.0 | -0.07 | -0.03 | -0.04 | 0.06 | 0.04 | 0.04 | 0.06 | 0.05 | 0.22 |
Alpha(%) | NA | 0.02 | 0.02 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | -0.01 | 0.01 | 0.0 | 0.01 | 0.02 |
Beta(%) | NA | 1.17 | 1.15 | 1.09 | 1.05 | 1.0 | NA | 0.91 | 1.14 | 1.07 | 1.01 | 0.93 | 0.8 | 0.9 | 0.94 | 0.96 | 0.91 | 0.98 | 0.94 | 0.95 | 0.85 | 0.87 | 0.67 | 0.8 |
RS | NA | 0.92 | 0.85 | 0.74 | 0.74 | 0.79 | NA | 0.69 | 0.82 | 0.76 | 0.58 | 0.8 | 0.81 | 0.86 | 0.91 | 0.91 | 0.83 | 0.88 | 0.75 | 0.73 | 0.64 | 0.77 | 0.35 | 0.69 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/11/2007
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See WORLD BOND Asset Class Trend Rankings |
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Best ETFs
- BWX (SPDR Barclays International Trs Bd ETF) 0.17% (97%)
- WIP (SPDR DB Intl Govt Inflation-Prot Bd ETF) 0.86% (96%)
- IGOV (iShares International Treasury Bond) 0.60% (75%)
- ISHG (iShares 1-3 Year International Trs Bd) 0.60% (46%)
- BWZ (SPDR Barclays Short Term IntlTrs Bd ETF) 0.18% (45%)
- GTIP (iShares Global Inflation-Linked Bond) 0.02% (43%)
- PICB (PowerShares International Corp Bd ETF) 1.04% (42%)
- IBND (SPDR Barclays International Corp Bd ETF) 1.16% (42%)
- HYXU (iShares Global ex USD High Yield Corp Bd) 0.02% (41%)
- IHY (Market Vectors® Intl Hi-Yld Bd ETF) 0.20% (39%)
Best Closed End Funds
- FAX (Aberdeen Asia-Pacific Income Fund) 0.75% (100%)
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- FAM (First Trust-Aberdeen Global Opp Inc) 0.17% (99%)
- MIN (MFS Intermediate Income Common) 0.72% (98%)
- GDO (Western Asset Global Corp Defined Opp) 3.35% (40%)
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- BWG (Legg Mason BW Global Income Opps. Fund) 0.26% (39%)