Find A Portfolio/Ticker
Comparison Box
DWX: SPDR® S&P International Dividend ETF (ETF)
Basic Info 36.71 0.14(0.38%) December 02
Asset Class: | Foreign Large Value |
MyPlanIQ Rating: | (92%) |
Start Date: | 02/19/2008 |
Last Dividend Date: | 09/23/2024 |
12-Mo. Yield | 4.53% |
Expenses | 0.45% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 12/02/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 02/19/2008 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.8 | 6.9 | 11.4 | 3.4 | 2.6 | 2.3 | 2.2 | 1.0 | 14.7 | -13.0 | 10.5 | -5.1 | 19.6 | -11.1 | 18.9 | 14.0 | -16.5 | -6.6 | 5.9 | 10.6 | -11.6 | 7.8 | 62.1 | -48.2 |
Sharpe Ratio | NA | 0.1 | 0.51 | -0.03 | 0.02 | 0.05 | NA | 0.0 | 0.93 | -0.88 | 1.12 | -0.16 | 2.09 | -1.03 | 2.49 | 0.65 | -0.83 | -0.53 | 0.42 | 0.51 | -0.39 | 0.31 | 1.49 | -1.23 |
Draw Down(%) | NA | 7.6 | 7.6 | 26.7 | 36.0 | 36.0 | NA | 66.9 | 9.8 | 26.7 | 7.0 | 36.0 | 5.9 | 17.0 | 2.5 | 11.0 | 27.2 | 19.4 | 13.5 | 19.0 | 29.6 | 21.6 | 36.2 | 60.7 |
Standard Deviation(%) | NA | 10.0 | 10.1 | 12.8 | 17.9 | 16.6 | NA | 22.4 | 11.3 | 16.4 | 9.3 | 32.0 | 8.7 | 12.0 | 7.4 | 21.4 | 19.8 | 12.6 | 14.0 | 20.7 | 29.8 | 24.7 | 41.6 | 43.9 |
Treynor Ratio | NA | 0.02 | 0.09 | -0.01 | 0.0 | 0.01 | NA | 0.0 | 0.14 | -0.22 | 0.18 | -0.05 | 0.26 | -0.15 | 0.22 | 0.13 | -0.15 | -0.07 | 0.06 | 0.09 | -0.11 | 0.07 | 0.48 | -0.61 |
Alpha | NA | 0.01 | 0.01 | 0.0 | -0.01 | -0.01 | NA | -0.01 | 0.01 | -0.03 | 0.02 | -0.05 | 0.02 | 0.0 | -0.01 | 0.04 | -0.04 | 0.0 | -0.05 | -0.04 | 0.02 | 0.0 | 0.06 | -0.11 |
Beta | NA | 0.59 | 0.6 | 0.67 | 0.82 | 0.88 | NA | 0.98 | 0.76 | 0.67 | 0.57 | 1.01 | 0.71 | 0.84 | 0.82 | 1.1 | 1.11 | 1.0 | 0.96 | 1.15 | 1.06 | 1.09 | 1.28 | 0.88 |
RSquared | NA | 0.56 | 0.57 | 0.72 | 0.8 | 0.79 | NA | 0.81 | 0.75 | 0.78 | 0.66 | 0.91 | 0.8 | 0.83 | 0.66 | 0.85 | 0.78 | 0.79 | 0.8 | 0.87 | 0.92 | 0.92 | 0.82 | 0.79 |
Yield(%) | N/A | 3.5 | 4.5 | 4.1 | 3.9 | 3.7 | 3.7 | N/A | 4.5 | 3.9 | 4.1 | 3.5 | 4.5 | 4.3 | 4.4 | 5.8 | 4.6 | 5.4 | 6.7 | 6.2 | 5.9 | 4.2 | 5.2 | 6.3 |
Dividend Growth(%) | N/A | -15.3 | 12.6 | 2.1 | -12.0 | N/A | N/A | N/A | -2.9 | 0.3 | 7.3 | -10.0 | -11.8 | 11.4 | -16.2 | -2.3 | -23.4 | -22.2 | 9.2 | -9.6 | 39.7 | 24.8 | -59.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/19/2008
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 Value Asset Class Trend Rankings |
Top Rated Funds in Foreign Large Value
Best Mutual Funds
- SSAIX (SSGA INTERNATIONAL STOCK SELECTION FUND CLASS N) (100%)
- VTRIX (VANGUARD INTERNATIONAL VALUE FUND INVESTOR SHARES) (99%)
- AAIPX (AMERICAN BEACON INTERNATIONAL EQUITY FUND INVESTOR CLASS) (98%)
- ICEUX (MAINSTAY EPOCH INTERNATIONAL CHOICE FUND CLASS I) (98%)
- TIVFX (THE TOCQUEVILLE INTERNATIONAL VALUE FUND THE TOCQUEVILLE INTERNATIONAL VALUE FUND) (97%)
- MYITX (MAINSTAY INTERNATIONAL OPPORTUNITIES FUND CLASS A) (95%)
- MYIIX (Mainstay 130/30 International Fund Class) (94%)
- MYINX (MAINSTAY INTERNATIONAL OPPORTUNITIES FUND INVESTOR CLASS) (93%)
- GIEAX (GMO INTERNATIONAL EQUITY ALLOCATION FUND CLASS III) (90%)
- GTMIX (GMO TAX-MANAGED INTERNATIONAL EQUITIES FUND CLASS III) (90%)
Best ETFs
- EFV (iShares MSCI EAFE Value ETF) 0.15% (99%)
- DWM (WisdomTree International Equity Fund) 0.11% (96%)
- DTH (WisdomTree International High Dividend Fund) 0.39% (96%)
- DOL (WisdomTree International LargeCap Dividend Fund) 0.06% (93%)
- DWX (SPDR® S&P International Dividend ETF) 0.38% (92%)
- IDV (iShares International Select Dividend ETF) 0.63% (91%)
- PXF (Invesco FTSE RAFI Developed Markets ex-U.S. ETF) 0.18% (91%)
- FNDF (Schwab Fundamental International Large Company Index ETF) 0.08% (2%)