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EWX: SPDR S&P Emerging Markets Small Cap ETF (ETF)
Basic Info 57.05 0.27(0.48%) April 16
| Asset Class: | DIVERSIFIED EMERGING MKTS |
| MyPlanIQ Rating: | (36%) |
| Start Date: | 05/16/2008 |
| Last Dividend Date: | 12/21/2020 |
| 12-Mo. Yield | 2.13% |
| Expenses | 0.65% |
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Performance Analytics (As of 04/16/2021)
| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.9 | 10.5 | 67.2 | 5.6 | 10.4 | 3.2 | 3.2 | 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 |
| SR | NA | 2.98 | 3.92 | 0.22 | 0.51 | 0.15 | 0.12 | 0.46 | 1.13 | -1.21 | 3.35 | 0.42 | -0.61 | -0.14 | 0.12 | 1.54 | -1.08 | 1.02 | 2.83 | -1.35 |
| DD(%) | NA | 3.9 | 5.3 | 39.6 | 43.0 | 43.0 | 63.9 | 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 |
| SD(%) | NA | 14.0 | 17.1 | 21.7 | 19.0 | 19.5 | 23.8 | 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 |
| TR | NA | 0.72 | 0.85 | 0.05 | 0.1 | 0.03 | 0.03 | 0.14 | 0.16 | -0.22 | 0.35 | 0.08 | -0.12 | -0.02 | 0.02 | 0.28 | -0.3 | 0.23 | 1.08 | -0.97 |
| Alpha(%) | NA | 0.1 | 0.07 | 0.0 | 0.0 | 0.0 | 0.01 | 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 | 0.58 | 0.79 | 0.97 | 0.98 | 0.97 | 0.88 | 1.07 | 0.89 | 0.92 | 0.95 | 0.93 | 1.02 | 0.85 | 0.96 | 0.96 | 1.01 | 1.02 | 0.87 | 0.73 |
| RS | NA | 0.69 | 0.71 | 0.84 | 0.83 | 0.82 | 0.77 | 0.88 | 0.79 | 0.84 | 0.7 | 0.8 | 0.81 | 0.7 | 0.71 | 0.81 | 0.88 | 0.9 | 0.71 | 0.71 |
*: 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
- BIEMX (William Blair Emerging Mkts Growth Instl) 0.72% (100%)
- EMFIX (Ashmore Emerging Markets Equity Instl) 0.69% (100%)
- JFAMX (JPMorgan Emerging Mkts Eq A) 0.21% (99%)
- CNWIX (Calamos Evolving World Growth I) 0.26% (99%)
- DPEGX (Delaware Pooled Em Markets II) 0.44% (98%)
- IJEMX (ING JPMorgan Emerging Mkts Eq Port I) 0.25% (98%)
- MADCX (BlackRock Emerging Mkts Instl) 0.32% (98%)
- RNWGX (American Funds New World R6) 0.31% (97%)
- FIMKX (Fidelity Advisor Emerging Markets I) 0.34% (96%)
- FEMKX (Fidelity Emerging Markets) 0.19% (96%)
Best ETFs
- ADRE (BLDRS Emerging Markets 50 ADR ETF) 0.75% (79%)
- BICK (First Trust BICK ETF) 0.89% (77%)
- DBEM (Deutsche X-trackers MSCI Em Mkts Hdgd Eq) 0.14% (60%)
- FEMS (First Trust Emerg Mkts SC AlphaDEX® ETF) 0.50% (53%)
- BKF (iShares MSCI BRIC) 0.93% (52%)
- PIE (PowerShares DWA Emerging Markets Mom ETF) 1.18% (48%)
- IEMG (iShares Core MSCI Emerging Markets) 0.27% (48%)
- EEM (iShares MSCI Emerging Markets) 0.26% (43%)
- VWO (Vanguard FTSE Emerging Markets ETF) 0.32% (40%)
- SCHE (Schwab Emerging Markets Equity ETF) 0.40% (39%)
Best Closed End Funds
- EMF (Templeton Emerging Markets Common) 0.51% (91%)
- IHD (ING Emerging Market High Div. Equity) 0.25% (37%)
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