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CWI: SPDR MSCI ACWI ex-US ETF (ETF)
Basic Info 25.87 0.3(1.17%) May 26
| Asset Class: | Foreign Large Blend |
| MyPlanIQ Rating: | (97%) |
| Start Date: | 01/17/2007 |
| Last Dividend Date: | 12/17/2021 |
| 12-Mo. Yield | 2.10% |
| Expenses | 0.35% |
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Performance Analytics (As of 05/26/2022)
Not up-to-date? Try| Last 1 Week* | YTD*(2022) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 2.7 | -11.7 | -11.6 | 22.4 | 14.2 | 12.0 | 6.5 | 7.0 | 10.6 | 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 |
| SR | NA | -1.45 | -0.76 | 0.66 | 0.51 | 0.54 | NA | 0.25 | 0.79 | 0.31 | 1.98 | -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 | 18.7 | 18.7 | 34.1 | 34.1 | 34.1 | NA | 59.9 | 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 |
| SD(%) | NA | 21.8 | 16.6 | 31.7 | 25.8 | 21.2 | NA | 25.5 | 13.3 | 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 |
| TR | NA | -0.3 | -0.12 | 0.21 | 0.13 | 0.11 | NA | 0.06 | 0.11 | 0.1 | 0.96 | -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 | 0.07 | 0.04 | 0.02 | NA | 0.02 | 0.0 | 0.01 | 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 | 1.01 | 0.99 | 1.0 | 1.01 | NA | 1.08 | 0.97 | 0.99 | 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 |
| RS | NA | 0.96 | 0.93 | 0.33 | 0.38 | 0.5 | NA | 0.71 | 0.88 | 0.98 | 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 |
*: 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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