Find A Portfolio/Ticker
Comparison Box
GWX: SPDR S&P International Small Cap ETF (ETF)
Basic Info 30.97 0.13(0.42%) March 31
| Asset Class: | Foreign Small/Mid Blend |
| MyPlanIQ Rating: | (98%) |
| Start Date: | 04/26/2007 |
| Last Dividend Date: | 12/20/2022 |
| 12-Mo. Yield | 2.81% |
| Expenses | 0.60% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 03/30/2023)
Not up-to-date? Try| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 3.0 | 5.3 | -9.0 | 14.8 | 1.1 | 5.0 | 3.7 | 2.9 | -18.9 | 11.7 | 13.4 | 18.2 | -18.9 | 28.9 | 7.1 | 6.2 | -7.8 | 21.9 | 16.3 | -15.7 | 24.9 | 38.3 | -44.8 | -1.7 |
| SR | NA | 0.3 | -0.66 | 0.81 | -0.02 | 0.23 | NA | 0.1 | -0.92 | 0.82 | 0.41 | 1.49 | -1.39 | 3.91 | 0.45 | 0.44 | -0.69 | 1.62 | 1.01 | -0.56 | 1.14 | 1.34 | -1.06 | -0.27 |
| DD(%) | NA | 8.4 | 27.2 | 33.3 | 42.7 | 45.3 | NA | 63.2 | 31.3 | 9.7 | 39.2 | 9.4 | 27.6 | 2.2 | 11.9 | 14.0 | 15.6 | 11.1 | 16.3 | 25.8 | 17.0 | 27.0 | 56.3 | 13.8 |
| SD(%) | NA | 15.3 | 21.3 | 19.5 | 20.3 | 17.0 | NA | 21.5 | 22.2 | 14.2 | 32.1 | 11.3 | 14.6 | 7.2 | 15.3 | 14.0 | 11.3 | 13.5 | 16.2 | 28.0 | 21.8 | 28.5 | 43.1 | 19.8 |
| TR | NA | 0.05 | -0.14 | 0.17 | 0.0 | 0.04 | NA | 0.02 | -0.2 | 0.12 | 0.13 | 0.18 | -0.2 | 0.36 | 0.09 | 0.07 | -0.09 | 0.22 | 0.17 | -0.15 | 0.25 | 0.36 | -0.37 | -0.05 |
| Alpha(%) | NA | -0.01 | -0.03 | -0.01 | 0.0 | 0.0 | NA | 0.0 | -0.04 | -0.01 | 0.05 | 0.0 | 0.02 | 0.02 | 0.0 | 0.01 | -0.02 | -0.03 | -0.02 | 0.01 | 0.02 | -0.01 | 0.04 | 0.05 |
| Beta(%) | NA | 0.97 | 0.99 | 0.96 | 0.98 | 0.94 | NA | 1.01 | 1.0 | 0.94 | 1.0 | 0.92 | 1.0 | 0.78 | 0.75 | 0.91 | 0.83 | 0.99 | 0.94 | 1.04 | 1.0 | 1.06 | 1.22 | 1.04 |
| RS | NA | 0.87 | 0.92 | 0.89 | 0.91 | 0.87 | NA | 0.84 | 0.91 | 0.84 | 0.94 | 0.83 | 0.87 | 0.75 | 0.78 | 0.84 | 0.84 | 0.83 | 0.92 | 0.94 | 0.87 | 0.86 | 0.77 | 0.73 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/26/2007
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Foreign Small/Mid Blend Asset Class Trend Rankings |
Top Rated Funds in Foreign Small/Mid Blend
Best Mutual Funds
- DFISX (DFA International Small Company I) (100%)
- FKSCX (Franklin Intl Small Cap Growth Adv) (93%)
- IEGIX (Invesco International Small Company I) (90%)
- VINEX (Vanguard International Explorer Inv) (88%)
- SAISX (SA International Small Company) (86%)
- OAKEX (Oakmark International Small Cap I) (83%)
- LINYX (Lord Abbett International Opp I) (81%)
- GISIX (Goldman Sachs Intl Small Cap Instl) (79%)
- COIIX (Calvert International Opportunities I) (76%)
- JSCIX (JHancock International Small Company I) (71%)
Best ETFs
- GWX (SPDR S&P International Small Cap ETF) 0.42% (98%)
- SCZ (iShares MSCI EAFE Small-Cap) 0.39% (95%)
- SCHC (Schwab International Small-Cap Eq ETF) 0.54% (45%)
- VSS (Vanguard FTSE All-World ex-US Sm-Cp ETF) 0.46% (43%)
- FNDC (Schwab Fundamental Intl Sm Co ETF) 0.49% (2%)
Latest Articles Related to GWX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
