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RWO: SPDR® Dow Jones Global Real Estate ETF (ETF)
Basic Info 46.18 0.43(0.94%) October 11
| Asset Class: | Global Real Estate |
| MyPlanIQ Rating: | (96%) |
| Start Date: | 05/22/2008 |
| Last Dividend Date: | 09/23/2024 |
| 12-Mo. Yield | 4.15% |
| Expenses | 0.50% |
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Performance Analytics (As of 10/10/2024)
Not up-to-date? Try| Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.9 | 8.3 | 24.0 | -0.1 | 1.3 | 4.1 | 6.6 | 3.6 | 10.9 | -25.1 | 31.0 | -10.4 | 21.2 | -6.0 | 7.8 | 3.9 | 1.0 | 18.7 | 2.4 | 25.8 | -3.0 | 24.2 | 31.9 | -46.7 |
| Sharpe Ratio | NA | 0.37 | 1.45 | -0.19 | -0.04 | 0.15 | NA | 0.11 | 0.37 | -1.2 | 2.37 | -0.28 | 2.11 | -0.55 | 0.88 | 0.24 | 0.06 | 1.91 | 0.16 | 1.96 | -0.11 | 0.98 | 0.7 | -1.12 |
| Draw Down(%) | NA | 9.2 | 9.8 | 32.8 | 43.2 | 43.2 | NA | 67.7 | 20.4 | 32.7 | 7.0 | 43.2 | 4.6 | 11.3 | 5.2 | 13.6 | 15.0 | 7.8 | 15.3 | 8.8 | 22.3 | 15.0 | 40.0 | 61.4 |
| Standard Deviation(%) | NA | 14.4 | 16.3 | 18.4 | 22.6 | 18.4 | NA | 23.9 | 18.1 | 22.1 | 13.0 | 37.3 | 9.4 | 13.3 | 8.2 | 15.7 | 15.3 | 9.7 | 14.5 | 13.3 | 28.2 | 24.7 | 45.5 | 58.1 |
| Treynor Ratio | NA | 0.07 | 0.27 | -0.04 | -0.01 | 0.03 | NA | 0.03 | 0.07 | -0.29 | 0.37 | -0.1 | 0.26 | -0.09 | 0.11 | 0.05 | 0.01 | 0.25 | 0.03 | 0.33 | -0.03 | 0.24 | 0.28 | -0.76 |
| Alpha | NA | 0.03 | 0.03 | 0.02 | 0.02 | 0.01 | NA | 0.01 | 0.02 | -0.02 | 0.08 | 0.0 | 0.02 | 0.0 | -0.01 | 0.01 | 0.02 | 0.06 | -0.01 | -0.01 | 0.05 | 0.01 | -0.02 | 0.0 |
| Beta | NA | 0.79 | 0.87 | 0.91 | 0.98 | 0.92 | NA | 0.94 | 0.98 | 0.91 | 0.83 | 1.06 | 0.75 | 0.85 | 0.67 | 0.74 | 0.82 | 0.74 | 0.86 | 0.78 | 0.98 | 0.99 | 1.13 | 0.86 |
| RSquared | NA | 0.63 | 0.69 | 0.71 | 0.74 | 0.71 | NA | 0.69 | 0.7 | 0.76 | 0.57 | 0.8 | 0.47 | 0.58 | 0.4 | 0.67 | 0.73 | 0.69 | 0.8 | 0.78 | 0.89 | 0.83 | 0.72 | 0.53 |
| Yield(%) | N/A | 2.4 | N/A | N/A | N/A | N/A | N/A | N/A | 3.8 | 2.7 | 3.6 | 2.8 | 4.7 | 3.5 | 3.4 | 3.8 | 2.9 | 3.6 | 3.7 | 4.7 | 2.9 | 8.1 | 5.4 | 2.2 |
| Dividend Growth(%) | N/A | -31.0 | N/A | N/A | N/A | N/A | N/A | N/A | 2.3 | -3.9 | 8.6 | -29.3 | 18.4 | 8.5 | -9.9 | 27.0 | -5.5 | -6.1 | -6.2 | 54.3 | -58.7 | 89.8 | 28.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/13/2008
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See Global Real Estate Asset Class Trend Rankings |
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Best ETFs
- RWX (SPDR® Dow Jones International Real Estate ETF) 0.64% (98%)
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- VNQI (Vanguard Global ex-U.S. Real Estate Index Fund ETF Shares) 0.55% (34%)
Best Closed End Funds
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