Find A Portfolio/Ticker
Comparison Box
BWZ: SPDR Barclays Short Term IntlTrs Bd ETF (ETF)
Basic Info 27.13 0.05(0.18%) March 20
| Asset Class: | WORLD BOND |
| MyPlanIQ Rating: | (45%) |
| Start Date: | 01/27/2009 |
| Last Dividend Date: | 03/01/2023 |
| 12-Mo. Yield | 0.11% |
| Expenses | 0.35% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 03/17/2023)
Not up-to-date? Try| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.6 | 0.7 | -6.2 | -1.4 | -3.1 | -2.1 | -0.7 | -10.0 | -6.3 | 6.5 | 1.0 | -3.4 | 10.2 | -1.5 | -7.7 | -9.8 | -2.2 | 3.0 | -0.5 | 1.8 | 12.0 |
| SR | NA | -0.34 | -0.91 | -0.38 | -0.62 | -0.41 | -0.15 | -1.24 | -1.28 | 0.91 | -0.1 | -0.75 | 1.49 | -0.22 | -0.95 | -1.82 | -0.35 | 0.48 | -0.04 | 0.16 | 1.2 |
| DD(%) | NA | 5.2 | 15.9 | 24.3 | 24.3 | 30.0 | 33.7 | 19.2 | 8.4 | 7.7 | 2.6 | 8.7 | 3.9 | 9.8 | 8.8 | 12.2 | 6.5 | 5.8 | 8.4 | 11.2 | 5.6 |
| SD(%) | NA | 10.8 | 9.9 | 7.5 | 6.7 | 6.8 | 7.8 | 9.2 | 4.9 | 6.9 | 4.4 | 6.2 | 6.4 | 7.6 | 8.1 | 5.4 | 6.3 | 6.1 | 11.6 | 10.5 | 10.7 |
| TR | NA | -0.04 | -0.11 | -0.04 | -0.05 | -0.04 | -0.01 | -0.14 | -0.07 | 0.09 | -0.01 | -0.06 | 0.12 | -0.02 | -0.09 | -0.11 | -0.03 | 0.04 | -0.01 | 0.02 | 0.17 |
| Alpha(%) | NA | -0.03 | 0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.03 | 0.0 | 0.0 | -0.01 | -0.01 | 0.01 | -0.01 | -0.01 | -0.03 | 0.01 | 0.0 | -0.02 | 0.01 | 0.01 |
| Beta(%) | NA | 0.81 | 0.81 | 0.8 | 0.77 | 0.8 | 0.8 | 0.81 | 0.85 | 0.69 | 0.7 | 0.84 | 0.79 | 0.81 | 0.87 | 0.85 | 0.75 | 0.78 | 0.92 | 0.79 | 0.74 |
| RS | NA | 0.71 | 0.81 | 0.77 | 0.74 | 0.74 | 0.62 | 0.81 | 0.74 | 0.74 | 0.56 | 0.7 | 0.69 | 0.74 | 0.77 | 0.81 | 0.76 | 0.53 | 0.38 | 0.53 | 0.56 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/27/2009
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) 0.37% (100%)
- RPIBX (T. Rowe Price International Bond) 0.56% (98%)
- IOSIX (ING Global Bond Port I) 0.24% (97%)
- DFGFX (DFA Two-Year Global Fixed-Income I) 0.0% (95%)
- OIBYX (Oppenheimer International Bond Y) 0.48% (95%)
- SDGIX (Dreyfus/Standish Global Fixed Income I) 0.16% (94%)
- SSTGX (DWS Enhanced Global Bond S) 0.12% (94%)
- ESICX (Wells Fargo Advantage Intl Bond Instl) 0.47% (93%)
- MAWIX (BlackRock World Income Instl) 0.0% (92%)
- PWFYX (PACE International Fixed Income Y) 0.0% (92%)
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%)
- FCO (Aberdeen Global Income Fund, Inc.) 0.98% (99%)
- 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%)
- PDI (Pimco Dynamic Income Fund Common) 2.13% (40%)
- BWG (Legg Mason BW Global Income Opps. Fund) 0.26% (39%)
Latest Articles Related to BWZ
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
