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RWO: SPDR Dow Jones Global Real Estate ETF (ETF)
Basic Info 53.86 0.05(0.09%) July 30
| Asset Class: | Global Real Estate |
| MyPlanIQ Rating: | (32%) |
| Start Date: | 05/22/2008 |
| Last Dividend Date: | 06/21/2021 |
| 12-Mo. Yield | 3.16% |
| Expenses | 0.50% |
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Performance Analytics (As of 07/30/2021)
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.8 | 22.4 | 38.1 | 7.8 | 4.2 | 6.9 | 4.7 | -10.4 | 21.2 | -6.0 | 7.8 | 3.9 | 1.0 | 18.7 | 2.4 | 25.8 | -3.0 | 24.2 | 32.1 | -46.7 |
| SR | NA | 3.17 | 2.33 | 0.3 | 0.18 | 0.35 | 0.17 | -0.28 | 2.11 | -0.55 | 0.88 | 0.23 | 0.06 | 1.91 | 0.16 | 1.96 | -0.11 | 0.98 | 0.7 | -1.12 |
| DD(%) | NA | 3.9 | 8.5 | 43.3 | 43.3 | 43.3 | 67.7 | 43.3 | 4.6 | 11.3 | 5.2 | 13.6 | 15.0 | 7.8 | 15.3 | 8.8 | 22.3 | 15.0 | 40.0 | 61.4 |
| SD(%) | NA | 13.3 | 16.3 | 23.6 | 19.6 | 18.6 | 25.1 | 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 |
| TR | NA | 0.48 | 0.4 | 0.07 | 0.04 | 0.07 | 0.05 | -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 | 0.07 | 0.03 | 0.02 | 0.01 | 0.01 | 0.01 | 0.0 | 0.02 | 0.0 | -0.01 | 0.01 | 0.02 | 0.06 | -0.01 | -0.01 | 0.05 | 0.01 | -0.01 | -0.01 |
| Beta(%) | NA | 0.88 | 0.95 | 1.02 | 0.98 | 0.92 | 0.95 | 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 |
| RS | NA | 0.63 | 0.67 | 0.75 | 0.72 | 0.76 | 0.69 | 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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/22/2008
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Global Real Estate Asset Class Trend Rankings |
Top Rated Funds in Global Real Estate
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- PURZX (Prudential Global Real Estate Z) 0.11% (75%)
Best ETFs
- IWDP.L (ISHARES II PLC ISHARES DM PROPE) (68%)
- FFR (First Trust FTSE EN Dev Mkts Rel Est ETF) 0.02% (37%)
- RWO (SPDR Dow Jones Global Real Estate ETF) 0.09% (32%)
- VNQI (Vanguard Global ex-US Real Estate ETF) 0.51% (19%)
- WPS (iShares International Developed Property) 0.20% (18%)
- IFGL (iShares International Dev Rel Est) 0.03% (13%)
- RWX (SPDR Dow Jones International RelEst ETF) 0.08% (11%)
- DRW (WisdomTree Global ex-US Real Estate ETF) 0.49% (10%)
Best Closed End Funds
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- AWP (Alpine Global Premier Property Common) 0.45% (94%)
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