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GWL: SPDR S&P World ex-US ETF (ETF)
Basic Info
| Asset Class: | Foreign Large Blend |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 04/27/2007 |
| Last Dividend Date: | 06/16/2017 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.34% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 04/27/2007 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | -8.5 | -2.9 | 2.1 | -0.7 | -26.6 | 23.6 | 3.0 | -1.7 | -5.3 | 18.9 | 19.1 | -13.5 | 11.2 | 28.6 | -40.8 | 2.5 |
| Sharpe Ratio | NA | -0.37 | -0.07 | -0.04 | 0.02 | -0.04 | -0.5 | 3.34 | 0.16 | -0.11 | -0.45 | 1.45 | 1.1 | -0.46 | 0.43 | 0.89 | -0.89 | 0.04 |
| Draw Down(%) | NA | 33.1 | 33.1 | 33.1 | 50.0 | 60.0 | 33.1 | 2.3 | 12.6 | 16.4 | 13.9 | 10.3 | 16.6 | 26.6 | 18.9 | 28.9 | 52.5 | 12.8 |
| Standard Deviation(%) | NA | 67.9 | 38.6 | 41.1 | 59.4 | 26.4 | 66.7 | 7.7 | 17.7 | 16.1 | 11.9 | 13.0 | 17.4 | 29.1 | 25.9 | 32.0 | 46.6 | 19.2 |
| Treynor Ratio | NA | -0.12 | -0.02 | -0.01 | 0.01 | -0.01 | -0.19 | 0.26 | 0.03 | -0.02 | -0.05 | 0.19 | 0.19 | -0.13 | 0.1 | 0.27 | -0.43 | 0.01 |
| Alpha | NA | -0.36 | -0.09 | -0.06 | -0.06 | -0.02 | -0.48 | 0.0 | 0.0 | 0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | 0.0 |
| Beta | NA | 2.01 | 1.19 | 1.16 | 1.09 | 1.03 | 1.76 | 0.99 | 1.0 | 1.02 | 1.04 | 1.0 | 1.02 | 1.03 | 1.14 | 1.07 | 0.98 | 0.8 |
| RSquared | NA | 0.22 | 0.3 | 0.28 | 0.44 | 0.76 | 0.28 | 0.94 | 0.98 | 0.96 | 0.95 | 0.96 | 0.95 | 0.95 | 0.88 | 0.92 | 0.74 | 0.57 |
| Yield(%) | N/A | 0.0 | 1.9 | 2.2 | 2.4 | N/A | 0.0 | 1.4 | 3.2 | 2.7 | 3.3 | 2.7 | 2.5 | 2.7 | 2.4 | 1.0 | 2.0 | 2.0 |
| Dividend Growth(%) | N/A | -100.0 | -33.2 | -0.4 | N/A | N/A | -100.0 | -54.9 | 11.4 | -23.9 | 35.9 | 23.0 | -20.6 | 21.8 | 210.1 | -70.8 | -2.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/27/2007
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