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CWI: SPDR MSCI ACWI ex-US ETF (ETF)
Basic Info 32.77 0.16(0.49%) July 09
| Asset Class: | Foreign Large Blend |
| MyPlanIQ Rating: | (97%) |
| Start Date: | 01/17/2007 |
| Last Dividend Date: | 06/02/2025 |
| 12-Mo. Yield | 2.91% |
| Expenses | 0.30% |
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Performance Analytics (As of 07/07/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 01/17/2007 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.6 | 19.0 | 16.8 | 15.2 | 10.3 | 11.4 | 10.4 | 7.7 | 6.3 | 15.7 | -15.4 | 8.8 | 9.8 | 84.4 | -12.7 | 28.4 | 6.1 | -4.5 | -1.8 | 15.7 | 19.1 | -12.6 | 12.9 | 38.9 | -41.6 | 16.5 |
| Sharpe Ratio | NA | 2.0 | 0.81 | 0.71 | 0.51 | 0.46 | NA | 0.28 | 0.2 | 0.91 | -0.78 | 0.66 | 0.31 | 1.98 | -0.95 | 3.42 | 0.33 | -0.27 | -0.15 | 1.18 | 1.11 | -0.43 | 0.54 | 1.21 | -0.85 | 0.7 |
| Draw Down(%) | NA | 13.8 | 13.8 | 15.7 | 29.4 | 34.1 | NA | 59.9 | 8.2 | 11.9 | 28.5 | 7.5 | 34.1 | 8.4 | 21.3 | 2.4 | 11.9 | 18.7 | 13.1 | 10.5 | 16.3 | 26.9 | 18.8 | 28.1 | 55.2 | 12.7 |
| Standard Deviation(%) | NA | 19.4 | 17.3 | 15.9 | 16.1 | 21.7 | NA | 24.2 | 13.0 | 13.4 | 21.6 | 13.4 | 30.9 | 41.9 | 14.9 | 8.2 | 18.2 | 16.8 | 12.0 | 13.2 | 17.3 | 29.4 | 23.8 | 32.2 | 49.9 | 20.2 |
| Treynor Ratio | NA | 0.37 | 0.13 | 0.11 | 0.08 | 0.11 | NA | 0.06 | 0.03 | 0.12 | -0.17 | 0.09 | 0.12 | 0.95 | -0.13 | 0.27 | 0.06 | -0.04 | -0.02 | 0.15 | 0.19 | -0.12 | 0.12 | 0.35 | -0.36 | 0.13 |
| Alpha | NA | -0.02 | 0.0 | 0.0 | -0.01 | 0.02 | NA | 0.01 | 0.01 | -0.01 | -0.01 | -0.01 | 0.02 | 0.21 | 0.01 | 0.01 | 0.01 | -0.01 | 0.02 | -0.02 | 0.0 | 0.0 | 0.01 | 0.02 | 0.05 | 0.01 |
| Beta | NA | 1.05 | 1.04 | 0.99 | 1.0 | 0.95 | NA | 1.05 | 1.01 | 1.0 | 0.98 | 1.0 | 0.77 | 0.87 | 1.08 | 1.03 | 1.02 | 1.06 | 1.03 | 1.01 | 1.02 | 1.06 | 1.1 | 1.1 | 1.17 | 1.09 |
| RSquared | NA | 0.95 | 0.94 | 0.95 | 0.94 | 0.43 | NA | 0.69 | 0.93 | 0.95 | 0.96 | 0.91 | 0.46 | 0.03 | 0.95 | 0.88 | 0.96 | 0.94 | 0.94 | 0.94 | 0.96 | 0.97 | 0.96 | 0.96 | 0.9 | 0.84 |
| Yield(%) | N/A | 1.6 | 2.9 | 3.4 | 3.3 | 3.6 | 4.4 | N/A | 3.0 | 3.1 | 2.6 | 2.8 | 2.2 | 4.5 | 3.5 | 4.2 | 3.8 | 3.6 | 4.6 | 4.4 | 5.2 | 3.7 | 3.7 | 4.3 | 1.9 | 3.4 |
| Dividend Growth(%) | N/A | -44.7 | 10.1 | 9.6 | -9.3 | N/A | N/A | N/A | 6.6 | -0.8 | -1.7 | 35.6 | -41.7 | 6.7 | 3.2 | 16.0 | -4.7 | -24.7 | 11.8 | -5.4 | 19.7 | 8.3 | 14.3 | 35.1 | -38.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/17/2007
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