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GWX: SPDR S&P International Small Cap ETF (ETF)
Basic Info 38.93 0.17(0.44%) April 16
| Asset Class: | Foreign Small/Mid Blend |
| MyPlanIQ Rating: | (40%) |
| Start Date: | 04/26/2007 |
| Last Dividend Date: | 12/21/2020 |
| 12-Mo. Yield | 1.70% |
| Expenses | 0.60% |
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Performance Analytics (As of 04/16/2021)
| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 1.6 | 9.9 | 67.5 | 5.6 | 9.9 | 6.5 | 4.3 | 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 | 2.5 | 3.71 | 0.22 | 0.5 | 0.34 | 0.17 | 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 | 4.0 | 6.7 | 42.7 | 45.3 | 45.3 | 63.2 | 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 | 15.7 | 18.2 | 21.4 | 18.1 | 17.8 | 21.9 | 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 | 0.41 | 0.75 | 0.05 | 0.1 | 0.06 | 0.04 | 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 | 0.02 | 0.02 | 0.01 | 0.0 | 0.0 | 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 | 0.95 | 0.9 | 0.98 | 0.94 | 0.95 | 1.02 | 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 | 0.84 | 0.87 | 0.91 | 0.88 | 0.89 | 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
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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 |
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