Find A Portfolio/Ticker
Comparison Box
GWX: SPDR S&P International Small Cap ETF (ETF)
Basic Info 30.21 0.09(0.30%) December 08
| Asset Class: | Foreign Small/Mid Blend |
| MyPlanIQ Rating: | (97%) |
| Start Date: | 04/26/2007 |
| Last Dividend Date: | 06/20/2023 |
| 12-Mo. Yield | 2.88% |
| Expenses | 0.40% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 12/08/2023)
| 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(%) | -0.6 | 4.3 | 4.3 | -1.6 | 3.4 | 3.4 | 7.6 | 2.5 | -20.0 | 9.7 | 13.4 | 18.2 | -18.9 | 28.9 | 7.1 | 6.2 | -7.8 | 21.9 | 16.3 | -15.7 | 24.9 | 38.5 | -44.8 | -1.7 |
| SR | NA | 0.02 | 0.01 | -0.2 | 0.1 | 0.15 | NA | 0.08 | -0.97 | 0.68 | 0.41 | 1.49 | -1.39 | 3.91 | 0.45 | 0.44 | -0.69 | 1.62 | 1.01 | -0.56 | 1.14 | 1.35 | -1.06 | -0.27 |
| DD(%) | NA | 14.6 | 14.6 | 34.6 | 39.2 | 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 | 26.9 | 56.3 | 13.8 |
| SD(%) | NA | 14.3 | 14.4 | 17.2 | 20.3 | 16.9 | NA | 21.3 | 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 | 0.0 | 0.0 | -0.03 | 0.02 | 0.03 | NA | 0.02 | -0.22 | 0.1 | 0.13 | 0.18 | -0.2 | 0.36 | 0.09 | 0.07 | -0.09 | 0.22 | 0.17 | -0.15 | 0.25 | 0.36 | -0.38 | -0.05 |
| Alpha | NA | -0.03 | -0.03 | -0.03 | -0.01 | 0.0 | NA | 0.0 | -0.05 | -0.02 | 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 | 0.99 | 0.99 | 0.97 | 0.98 | 0.94 | NA | 1.01 | 0.99 | 0.94 | 1.0 | 0.92 | 1.0 | 0.78 | 0.75 | 0.91 | 0.83 | 0.99 | 0.94 | 1.04 | 0.99 | 1.06 | 1.22 | 1.04 |
| RS | NA | 0.87 | 0.87 | 0.89 | 0.91 | 0.88 | NA | 0.84 | 0.91 | 0.86 | 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) 0.05% (100%)
- IEGIX (Invesco International Small Company I) 0.10% (92%)
- VINEX (Vanguard International Explorer Inv) 0.18% (89%)
- SAISX (SA International Small Company) 0.05% (87%)
- OAKEX (Oakmark International Small Cap I) 0.32% (87%)
- LINYX (Lord Abbett International Opp I) 0.0% (82%)
- GISIX (Goldman Sachs Intl Small Cap Instl) 0.40% (79%)
- COIIX (Calvert International Opportunities I) 0.31% (76%)
- JSCIX (JHancock International Small Company I) 0.10% (71%)
- MISIX (Munder International Small Cap I) 0.0% (66%)
Best ETFs
- GWX (SPDR S&P International Small Cap ETF) 0.30% (97%)
- SCZ (iShares MSCI EAFE Small-Cap) 0.17% (95%)
- SCHC (Schwab International Small-Cap Eq ETF) 0.12% (42%)
- VSS (Vanguard FTSE All-World ex-US Sm-Cp ETF) 0.14% (39%)
- FNDC (Schwab Fundamental Intl Sm Co ETF) 0.09% (3%)
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 >>
