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BWZ: SPDR Barclays Short Term IntlTrs Bd ETF (ETF)
Basic Info 26.82 0.03(0.11%) December 02
| Asset Class: | WORLD BOND |
| MyPlanIQ Rating: | (45%) |
| Start Date: | 01/27/2009 |
| Last Dividend Date: | 12/01/2022 |
| 12-Mo. Yield | 0.11% |
| Expenses | 0.35% |
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Performance Analytics (As of 12/02/2022)
| Last 1 Week* | YTD*(2022) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 2.2 | -11.2 | -10.5 | -3.5 | -2.8 | -2.7 | -0.8 | -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 | -1.46 | -1.32 | -0.57 | -0.56 | -0.48 | -0.15 | -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 | 19.2 | 19.2 | 24.3 | 24.3 | 30.9 | 33.7 | 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 | 9.1 | 8.8 | 7.1 | 6.5 | 6.6 | 7.7 | 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 | -0.17 | -0.15 | -0.05 | -0.05 | -0.04 | -0.02 | -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 | 0.02 | 0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 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 | 0.8 | 0.79 | 0.76 | 0.77 | 0.79 | 0.79 | 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 | 0.82 | 0.81 | 0.77 | 0.74 | 0.74 | 0.62 | 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
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See WORLD BOND Asset Class Trend Rankings |
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Best ETFs
- BWX (SPDR Barclays International Trs Bd ETF) 0.13% (97%)
- WIP (SPDR DB Intl Govt Inflation-Prot Bd ETF) 0.35% (96%)
- IGOV (iShares International Treasury Bond) 0.12% (75%)
- ISHG (iShares 1-3 Year International Trs Bd) 0.12% (46%)
- BWZ (SPDR Barclays Short Term IntlTrs Bd ETF) 0.11% (45%)
- GTIP (iShares Global Inflation-Linked Bond) 0.77% (43%)
- PICB (PowerShares International Corp Bd ETF) 0.09% (42%)
- IBND (SPDR Barclays International Corp Bd ETF) 0.07% (42%)
- HYXU (iShares Global ex USD High Yield Corp Bd) 0.29% (41%)
- IHY (Market Vectors® Intl Hi-Yld Bd ETF) 0.05% (39%)
Best Closed End Funds
- FAX (Aberdeen Asia-Pacific Income Fund) 0.38% (100%)
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- FAM (First Trust-Aberdeen Global Opp Inc) 0.68% (99%)
- MIN (MFS Intermediate Income Common) 1.40% (98%)
- GDO (Western Asset Global Corp Defined Opp) 0.31% (40%)
- PDI (Pimco Dynamic Income Fund Common) 1.21% (40%)
- BWG (Legg Mason BW Global Income Opps. Fund) 2.92% (39%)
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