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CWI: SPDR® MSCI ACWI ex-US ETF (ETF)
Basic Info 27.75 0.03(0.11%) April 24
Asset Class: | Foreign Large Blend |
MyPlanIQ Rating: | (97%) |
Start Date: | 01/17/2007 |
Last Dividend Date: | 12/15/2023 |
12-Mo. Yield | 2.75% |
Expenses | 0.30% |
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Performance Analytics (As of 04/22/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 01/17/2007 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.9 | 2.6 | 8.9 | 0.7 | 14.2 | 9.3 | 11.0 | 6.9 | 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 | -0.18 | 0.24 | -0.16 | 0.46 | 0.38 | NA | 0.24 | 0.87 | -0.78 | 0.66 | 0.31 | 1.98 | -0.94 | 3.42 | 0.33 | -0.27 | -0.15 | 1.18 | 1.11 | -0.43 | 0.54 | 1.21 | -0.85 | 0.71 |
Draw Down(%) | NA | 4.4 | 11.9 | 29.4 | 34.1 | 34.1 | NA | 59.9 | 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 | 10.9 | 12.5 | 16.2 | 26.6 | 21.4 | NA | 24.6 | 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 | -0.02 | 0.03 | -0.03 | 0.12 | 0.08 | NA | 0.06 | 0.12 | -0.17 | 0.09 | 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 | 0.0 | -0.01 | 0.03 | 0.02 | NA | 0.01 | -0.01 | -0.01 | -0.01 | 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 | 1.01 | 1.02 | 0.98 | 0.99 | 1.0 | NA | 1.07 | 1.0 | 0.98 | 1.0 | 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 |
RSquared | NA | 0.94 | 0.95 | 0.95 | 0.41 | 0.51 | NA | 0.72 | 0.95 | 0.96 | 0.91 | 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 |
Yield(%) | N/A | 0.0 | 2.9 | 2.6 | 3.1 | 3.4 | 5.6 | N/A | 3.1 | 2.6 | 2.8 | 2.2 | 4.5 | 3.5 | 4.2 | 3.8 | 3.7 | 4.6 | 4.4 | 5.2 | 3.7 | 3.6 | 4.4 | 1.9 | 3.4 |
Dividend Growth(%) | N/A | -100.0 | 0.0 | -6.9 | -13.7 | N/A | N/A | N/A | 0.0 | -2.6 | 36.8 | -41.8 | 6.5 | 3.4 | 15.6 | -4.9 | -24.3 | 11.5 | -5.9 | 20.0 | 9.0 | 13.0 | 35.3 | -38.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/17/2007
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