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EWX: SPDR® S&P Emerging Markets Small Cap ETF (ETF)
Basic Info 63.28 1.26(2.03%) December 09
| Asset Class: | DIVERSIFIED EMERGING MKTS |
| MyPlanIQ Rating: | (98%) |
| Start Date: | 05/16/2008 |
| Last Dividend Date: | 06/24/2024 |
| 12-Mo. Yield | 2.29% |
| Expenses | 0.65% |
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Performance Analytics (As of 12/06/2024)
Not up-to-date? Try| Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 05/16/2008 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 3.3 | 12.9 | 15.5 | 5.4 | 10.2 | 5.9 | 5.0 | 3.7 | 18.1 | -15.0 | 18.1 | 14.9 | 15.6 | -18.7 | 34.1 | 7.9 | -12.4 | -1.9 | 1.9 | 26.6 | -30.1 | 23.5 | 94.8 | -53.2 |
| Sharpe Ratio | NA | 0.31 | 0.49 | 0.05 | 0.37 | 0.23 | NA | 0.12 | 1.2 | -0.91 | 1.31 | 0.46 | 1.13 | -1.21 | 3.35 | 0.43 | -0.61 | -0.14 | 0.12 | 1.54 | -1.08 | 1.02 | 2.83 | -1.35 |
| Draw Down(%) | NA | 9.2 | 9.2 | 23.7 | 36.5 | 43.0 | NA | 63.9 | 7.8 | 23.7 | 7.0 | 36.5 | 8.6 | 27.4 | 3.9 | 10.9 | 28.3 | 15.9 | 15.0 | 18.7 | 34.1 | 17.0 | 19.0 | 63.9 |
| Standard Deviation(%) | NA | 14.8 | 14.8 | 15.0 | 19.4 | 17.8 | NA | 22.1 | 11.7 | 18.1 | 13.8 | 31.8 | 12.5 | 16.6 | 10.0 | 18.2 | 20.5 | 13.1 | 16.4 | 17.4 | 28.0 | 22.9 | 33.5 | 52.4 |
| Treynor Ratio | NA | 0.05 | 0.07 | 0.01 | 0.08 | 0.05 | NA | 0.03 | 0.18 | -0.2 | 0.26 | 0.14 | 0.16 | -0.22 | 0.35 | 0.08 | -0.12 | -0.02 | 0.02 | 0.28 | -0.3 | 0.23 | 1.09 | -0.97 |
| Alpha | NA | -0.01 | -0.01 | 0.01 | 0.02 | 0.01 | NA | 0.01 | 0.04 | 0.0 | 0.06 | 0.0 | -0.01 | -0.02 | 0.01 | -0.01 | 0.02 | -0.01 | 0.03 | 0.03 | -0.06 | 0.02 | 0.07 | -0.13 |
| Beta | NA | 0.98 | 0.99 | 0.83 | 0.9 | 0.92 | NA | 0.88 | 0.78 | 0.81 | 0.69 | 1.03 | 0.89 | 0.92 | 0.96 | 0.93 | 1.02 | 0.85 | 0.99 | 0.95 | 1.01 | 1.02 | 0.87 | 0.73 |
| RSquared | NA | 0.72 | 0.72 | 0.74 | 0.76 | 0.78 | NA | 0.76 | 0.68 | 0.8 | 0.64 | 0.83 | 0.79 | 0.84 | 0.71 | 0.8 | 0.81 | 0.7 | 0.72 | 0.8 | 0.88 | 0.9 | 0.71 | 0.71 |
| Yield(%) | N/A | 0.8 | 2.3 | 2.5 | 3.1 | 2.8 | 2.8 | N/A | 2.6 | 2.5 | 3.1 | 2.5 | 3.0 | 2.5 | 3.0 | 2.6 | 2.6 | 2.7 | 2.3 | 2.7 | 3.7 | 3.5 | 3.4 | 0.4 |
| Dividend Growth(%) | N/A | -65.7 | -2.7 | 17.3 | 14.4 | N/A | N/A | N/A | -10.4 | -11.0 | 41.5 | -7.8 | -5.8 | 11.4 | 22.6 | -15.0 | -5.4 | 12.3 | 2.2 | -49.7 | 21.9 | 102.5 | 302.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/16/2008
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See DIVERSIFIED EMERGING MKTS Asset Class Trend Rankings |
Top Rated Funds in DIVERSIFIED EMERGING MKTS
Best Mutual Funds
- VEIEX (VANGUARD EMERGING MARKETS STOCK INDEX FUND INVESTOR SHARES) 1.66% (99%)
- GEMMX (GMO EMERGING MARKETS FUND CLASS VI) 0.0% (97%)
- EMGYX (WELLS FARGO EMERGING MARKETS EQUITY FUND ADMINISTRATOR CLASS) 0.65% (96%)
- DFEVX (EMERGING MARKETS VALUE PORTFOLIO EMERGING MARKETS VALUE PORTFOLIO - INSTITUTIONAL CLASS) 0.99% (96%)
- HIEMX (VIRTUS EMERGING MARKETS OPPORTUNITIES FUND CLASS I) 0.27% (95%)
- AOTIX (ALLIANZGI EMERGING MARKETS OPPORTUNITIES FUND INSTITUTIONAL) 0.82% (95%)
- DEMSX (EMERGING MARKETS SMALL CAP PORTFOLIO EMERGING MARKETS SMALL CAP PORTFOLIO - INSTITUTIONAL CLASS) 0.62% (95%)
- RNWFX (NEW WORLD FUND INC CLASS R-5) 0.78% (94%)
- DFCEX (EMERGING MARKETS CORE EQUITY PORTFOLIO EMERGING MARKETS CORE EQUITY PORTFOLIO - INSTITUTIONAL CLASS) 0.95% (93%)
- IJEMX (VY(R) JPMORGAN EMERGING MARKETS EQUITY PORTFOLIO CLASS I) 1.14% (93%)
Best ETFs
- EEM (iShares MSCI Emerging Markets ETF) 2.05% (100%)
- BKF (iShares MSCI BIC ETF) 3.93% (99%)
- DEM (WisdomTree Emerging Markets High Dividend Fund) 1.84% (99%)
- DGS (WisdomTree Emerging Markets SmallCap Dividend Fund) 0.41% (98%)
- EWX (SPDR® S&P Emerging Markets Small Cap ETF) 2.03% (98%)
- PIE (Invesco DWA Emerging Markets Momentum ETF) 1.64% (98%)
- PXH (Invesco FTSE RAFI Emerging Markets ETF) 3.66% (97%)
- VWO (Vanguard FTSE Emerging Markets Index Fund ETF Shares) 2.44% (97%)
- SCHE (Schwab Emerging Markets Equity ETF) 2.48% (42%)
- EMIF (iShares Emerging Markets Infrastructure ETF) 2.31% (41%)
Best Closed End Funds
- EMF (Templeton Emerging Markets Closed Fund) 2.37% (100%)
- IHD (Voya Emerging Markets High Dividend Equity Fund) 1.54% (35%)
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