Find A Portfolio/Ticker
Comparison Box
BWX: SPDR Barclays International Trs Bd ETF (ETF)
Basic Info 22.89 0.02(0.09%) February 08
| Asset Class: | WORLD BOND |
| MyPlanIQ Rating: | (97%) |
| Start Date: | 10/11/2007 |
| Last Dividend Date: | 02/01/2023 |
| 12-Mo. Yield | 0.88% |
| Expenses | 0.50% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 02/07/2023)
Not up-to-date? Try| Last 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(%) | -2.5 | 2.3 | -14.8 | -5.7 | -3.2 | -1.6 | 0.2 | 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 | 2.42 | -1.22 | -0.59 | -0.46 | -0.26 | NA | 0.02 | -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 | 2.4 | 25.3 | 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 | 14.7 | 13.4 | 10.8 | 9.0 | 8.2 | 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 | 0.29 | -0.14 | -0.06 | -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 | -0.04 | 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 | 1.21 | 1.14 | 1.09 | 1.04 | 0.99 | 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 | 0.9 | 0.84 | 0.73 | 0.73 | 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
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See WORLD BOND Asset Class Trend Rankings |
Top Rated Funds in WORLD BOND
Best Mutual Funds
- BEGBX (American Century International Bd Inv) (100%)
- RPIBX (T. Rowe Price International Bond) (98%)
- IOSIX (ING Global Bond Port I) (97%)
- DFGFX (DFA Two-Year Global Fixed-Income I) (95%)
- OIBYX (Oppenheimer International Bond Y) (95%)
- SDGIX (Dreyfus/Standish Global Fixed Income I) (94%)
- SSTGX (DWS Enhanced Global Bond S) (94%)
- ESICX (Wells Fargo Advantage Intl Bond Instl) (93%)
- MAWIX (BlackRock World Income Instl) (92%)
- PWFYX (PACE International Fixed Income Y) (92%)
Best ETFs
- BWX (SPDR Barclays International Trs Bd ETF) (97%)
- WIP (SPDR DB Intl Govt Inflation-Prot Bd ETF) (96%)
- IGOV (iShares International Treasury Bond) (75%)
- ISHG (iShares 1-3 Year International Trs Bd) (46%)
- BWZ (SPDR Barclays Short Term IntlTrs Bd ETF) (45%)
- GTIP (iShares Global Inflation-Linked Bond) (43%)
- PICB (PowerShares International Corp Bd ETF) (42%)
- IBND (SPDR Barclays International Corp Bd ETF) (42%)
- HYXU (iShares Global ex USD High Yield Corp Bd) (41%)
- IHY (Market Vectors® Intl Hi-Yld Bd ETF) (39%)
Best Closed End Funds
- FAX (Aberdeen Asia-Pacific Income Fund) 0.69% (100%)
- FCO (Aberdeen Global Income Fund, Inc.) 1.23% (99%)
- FAM (First Trust-Aberdeen Global Opp Inc) 0.33% (99%)
- MIN (MFS Intermediate Income Common) 0.70% (98%)
- GDO (Western Asset Global Corp Defined Opp) 0.37% (40%)
- PDI (Pimco Dynamic Income Fund Common) 0.38% (40%)
- BWG (Legg Mason BW Global Income Opps. Fund) 0.12% (39%)
Latest Articles Related to BWX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
