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CWI: SPDR MSCI ACWI ex-US ETF (ETF)
Basic Info 24.75 0.17(0.69%) October 23
| Asset Class: | Foreign Large Blend |
| MyPlanIQ Rating: | (70%) |
| Start Date: | 01/17/2007 |
| Last Dividend Date: | 06/01/2020 |
| 12-Mo. Yield | 2.57% |
| Expenses | 0.35% |
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Performance Analytics (As of 10/23/2020)
Not up-to-date? Try| Last 1 Week* | YTD*(2020) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.8 | -2.8 | 3.1 | 2.6 | 6.2 | 5.3 | 4.0 | 22.9 | -12.7 | 28.4 | 6.1 | -4.5 | -1.8 | 15.7 | 19.1 | -12.6 | 12.9 | 38.9 | -41.6 | 16.5 |
| SR | NA | -0.11 | 0.09 | 0.08 | 0.29 | 0.26 | 0.14 | 1.83 | -0.94 | 3.42 | 0.32 | -0.27 | -0.15 | 1.18 | 1.11 | -0.43 | 0.54 | 1.21 | -0.85 | 0.71 |
| DD(%) | NA | 34.1 | 34.1 | 34.1 | 34.1 | 34.1 | 59.9 | 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 |
| SD(%) | NA | 33.2 | 30.1 | 20.6 | 18.4 | 18.7 | 24.0 | 11.8 | 14.9 | 8.2 | 18.2 | 16.8 | 12.0 | 13.2 | 17.3 | 29.4 | 23.8 | 32.2 | 49.9 | 20.2 |
| TR | NA | -0.04 | 0.03 | 0.02 | 0.05 | 0.05 | 0.03 | 0.2 | -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 | 0.01 | 0.01 | 0.01 | 0.01 | 0.0 | 0.01 | 0.0 | 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 | 0.99 | 0.99 | 1.01 | 1.02 | 1.03 | 1.08 | 1.06 | 1.08 | 1.03 | 1.02 | 1.06 | 1.03 | 1.01 | 1.02 | 1.06 | 1.1 | 1.1 | 1.17 | 1.09 |
| RS | NA | 0.98 | 0.98 | 0.96 | 0.96 | 0.96 | 0.93 | 0.92 | 0.95 | 0.88 | 0.96 | 0.94 | 0.94 | 0.94 | 0.96 | 0.97 | 0.96 | 0.96 | 0.9 | 0.84 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/17/2007
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See Foreign Large Blend Asset Class Trend Rankings |
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Best ETFs
- IMTM (iShares Edge MSCI Intl Momentum Factor ETF) 0.15% (96%)
- CWI (SPDR MSCI ACWI ex-US ETF) 0.69% (70%)
- IXUS (iShares Core MSCI Total Intl Stk) 0.59% (65%)
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* Day change on 10/23/2020.Latest Articles Related to CWI
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