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EWX: SPDR S&P Emerging Markets Small Cap ETF (ETF)
Basic Info 43.49 0.15(0.34%) September 25
| Asset Class: | DIVERSIFIED EMERGING MKTS |
| MyPlanIQ Rating: | (22%) |
| Start Date: | 05/16/2008 |
| Last Dividend Date: | 06/22/2020 |
| 12-Mo. Yield | 3.47% |
| Expenses | 0.65% |
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Performance Analytics (As of 09/25/2020)
| Last 1 Week* | YTD*(2020) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -4.7 | -4.8 | 2.0 | -1.2 | 6.4 | 0.7 | 1.0 | 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 | -0.19 | 0.05 | -0.1 | 0.29 | 0.02 | 0.03 | 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 | 36.5 | 36.5 | 43.0 | 43.0 | 43.0 | 63.9 | 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 | 36.1 | 31.3 | 21.7 | 19.6 | 19.6 | 24.1 | 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 | -0.06 | 0.01 | -0.02 | 0.06 | 0.0 | 0.01 | 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 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | 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 | 1.09 | 1.08 | 1.02 | 0.99 | 0.99 | 0.89 | 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 | 0.9 | 0.89 | 0.87 | 0.84 | 0.83 | 0.77 | 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
- JFAMX (JPMorgan Emerging Mkts Eq A) 0.91% (100%)
- PEMYX (Putnam Emerging Markets Equity Y) 0.49% (100%)
- BIEMX (William Blair Emerging Mkts Growth Instl) 0.55% (99%)
- FEMKX (Fidelity Emerging Markets) 0.60% (98%)
- IJEMX (ING JPMorgan Emerging Mkts Eq Port I) 0.87% (98%)
- FKEMX (Fidelity Emerging Markets K) 0.60% (97%)
- CNWIX (Calamos Evolving World Growth I) 0.48% (97%)
- IEMIX (Invesco Emerging Markets Equity Instl) 0.10% (96%)
- MECGX (Mirae Asset GEM Great Consumer A) 1.04% (95%)
- RNWGX (American Funds New World R6) 0.72% (95%)
Best ETFs
- BKF (iShares MSCI BRIC) 0.11% (78%)
- ADRE (BLDRS Emerging Markets 50 ADR ETF) 0.55% (77%)
- BICK (First Trust BICK ETF) 1.52% (67%)
- DBEM (Deutsche X-trackers MSCI Em Mkts Hdgd Eq) 0.21% (64%)
- SCHE (Schwab Emerging Markets Equity ETF) 0.15% (57%)
- IEMG (iShares Core MSCI Emerging Markets) 0.02% (56%)
- EEM (iShares MSCI Emerging Markets) 0.09% (54%)
- VWO (Vanguard FTSE Emerging Markets ETF) 0.02% (51%)
- PIE (PowerShares DWA Emerging Markets Mom ETF) 0.21% (41%)
- PXR (PowerShares Emerging Markets Infras ETF) (33%)
Best Closed End Funds
- EMF (Templeton Emerging Markets Common) 0.0% (17%)
- IHD (ING Emerging Market High Div. Equity) 0.77% (15%)
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