Find A Portfolio/Ticker
Comparison Box
CWI: SPDR MSCI ACWI ex-US ETF (ETF)
Basic Info 21.58 0.67(3.01%) September 23
| Asset Class: | Foreign Large Blend |
| MyPlanIQ Rating: | (97%) |
| Start Date: | 01/17/2007 |
| Last Dividend Date: | 06/01/2022 |
| 12-Mo. Yield | 2.10% |
| Expenses | 0.35% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 09/23/2022)
| 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(%) | -5.6 | -24.0 | -23.0 | -0.1 | 9.2 | 8.8 | 5.2 | 5.9 | 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 | -1.53 | -1.24 | -0.02 | 0.32 | 0.39 | NA | 0.21 | 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 | 25.6 | 25.6 | 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 | 21.1 | 19.2 | 22.2 | 26.3 | 21.2 | NA | 25.4 | 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 | -0.32 | -0.24 | 0.0 | 0.08 | 0.08 | NA | 0.05 | 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 | 0.0 | 0.0 | 0.0 | 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 | 1.0 | 0.99 | 1.0 | 1.0 | 1.01 | NA | 1.07 | 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 | 0.95 | 0.94 | 0.96 | 0.39 | 0.5 | NA | 0.72 | 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
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 Foreign Large Blend Asset Class Trend Rankings |
Top Rated Funds in Foreign Large Blend
Best Mutual Funds
- OAKIX (Oakmark International I) 4.38% (100%)
- HAINX (Harbor International Instl) 3.49% (99%)
- DODFX (Dodge & Cox International Stock) 3.54% (99%)
- PIPDX (PIMCO International StocksPLUS TR Str D) 0.0% (99%)
- BJBIX (Artio International Equity A) 2.60% (99%)
- FDIVX (Fidelity Diversified International) 2.78% (98%)
- VTMGX (Vanguard Tax-Managed Intl Adm) 3.18% (98%)
- LLINX (Longleaf Partners International) 3.48% (97%)
- SGOIX (First Eagle Overseas I) 2.72% (96%)
- MIERX (MainStay International Equity R1) 1.91% (96%)
Best ETFs
- EFA (iShares MSCI EAFE) 3.19% (100%)
- PID (PowerShares Intl Div Achiev ETF) 3.51% (100%)
- ACWX (iShares MSCI ACWI ex US) 2.98% (98%)
- CWI (SPDR MSCI ACWI ex-US ETF) 3.01% (97%)
- VEA (Vanguard FTSE Developed Markets ETF) 3.27% (97%)
- VEU (Vanguard FTSE All-World ex-US ETF) 3.00% (97%)
- SCHF (Schwab International Equity ETF) 3.25% (33%)
- VXUS (Vanguard Total International Stock ETF) 3.03% (29%)
- DBEF (Deutsche X-trackers MSCI EAFE Hedged Eq) 1.71% (28%)
- EFAV (iShares MSCI EAFE Minimum Volatility) 2.05% (27%)
Best Closed End Funds
* Day change on 09/23/2022.Latest Articles Related to CWI
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
