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EWX: SPDR S&P Emerging Markets Small Cap ETF (ETF)
Basic Info 47.18 0.11(0.23%) October 05
| Asset Class: | DIVERSIFIED EMERGING MKTS |
| MyPlanIQ Rating: | (98%) |
| Start Date: | 05/16/2008 |
| Last Dividend Date: | 12/20/2021 |
| 12-Mo. Yield | 2.12% |
| Expenses | 0.65% |
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Performance Analytics (As of 10/04/2022)
Not up-to-date? Try| Last 1 Week* | YTD*(2022) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 2.3 | -20.5 | -16.2 | 5.9 | 1.9 | 3.3 | 1.9 | 20.6 | 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 | -1.64 | -1.15 | 0.2 | 0.03 | 0.14 | 0.06 | 1.49 | 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 | 23.9 | 23.9 | 36.5 | 43.0 | 43.0 | 63.9 | 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 |
| SD(%) | NA | 18.7 | 17.2 | 22.3 | 19.6 | 18.0 | 23.1 | 13.9 | 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 | -0.38 | -0.26 | 0.05 | 0.01 | 0.03 | 0.01 | 0.36 | 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 | -0.04 | -0.02 | 0.02 | 0.01 | 0.01 | 0.01 | 0.07 | 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 | 0.81 | 0.75 | 0.91 | 0.91 | 0.93 | 0.87 | 0.58 | 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 | 0.76 | 0.69 | 0.77 | 0.78 | 0.77 | 0.76 | 0.47 | 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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See DIVERSIFIED EMERGING MKTS Asset Class Trend Rankings |
Top Rated Funds in DIVERSIFIED EMERGING MKTS
Best Mutual Funds
- VEIEX (Vanguard Emerging Mkts Stock Idx) (99%)
- GEMMX (GMO Emerging Markets VI) (97%)
- EMGYX (Wells Fargo Advantage Emerg Mkts Eq Adm) (96%)
- DFEVX (DFA Emerging Markets Value I) (96%)
- HIEMX (Virtus Emerging Markets Opportunities I) (95%)
- AOTIX (Allianz AGIC Emerging Markets Opp I) (95%)
- DEMSX (DFA Emerging Markets Small Cap I) (95%)
- RNWFX (American Funds New World R5) (94%)
- DFCEX (DFA Emerging Markets Core Equity I) (94%)
- IJEMX (ING JPMorgan Emerging Mkts Eq Port I) (94%)
Best ETFs
- EEM (iShares MSCI Emerging Markets) (100%)
- ADRE (BLDRS Emerging Markets 50 ADR ETF) (99%)
- BKF (iShares MSCI BRIC) (99%)
- DEM (WisdomTree Emerging Markets Eq Inc ETF) (98%)
- DGS (WisdomTree Emerging Markets SmCp Div ETF) (98%)
- EWX (SPDR S&P Emerging Markets Small Cap ETF) (98%)
- PIE (PowerShares DWA Emerging Markets Mom ETF) (98%)
- PXH (PowerShares FTSE RAFI Emerging Mkts ETF) (97%)
- VWO (Vanguard FTSE Emerging Markets ETF) (97%)
- SCHE (Schwab Emerging Markets Equity ETF) (45%)
Best Closed End Funds
- EMF (Templeton Emerging Markets Common) 0.64% (100%)
- IHD (ING Emerging Market High Div. Equity) 0.40% (37%)
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