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RWO: SPDR® Dow Jones Global Real Estate ETF (ETF)
Basic Info 39.71 0.16(0.40%) April 19
Asset Class: | Global Real Estate |
MyPlanIQ Rating: | (95%) |
Start Date: | 05/22/2008 |
Last Dividend Date: | 03/18/2024 |
12-Mo. Yield | 3.68% |
Expenses | 0.50% |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 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(%) | -2.7 | -8.6 | -0.2 | -3.8 | -0.6 | 2.3 | 7.8 | 2.7 | 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 | -1.47 | -0.04 | -0.24 | -0.1 | 0.1 | NA | 0.08 | 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 | 6.5 | 16.4 | 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 | 16.1 | 17.1 | 18.3 | 22.4 | 18.2 | NA | 24.2 | 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 | -0.25 | -0.01 | -0.05 | -0.02 | 0.02 | NA | 0.02 | 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 | 0.02 | 0.02 | 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 | 0.94 | 0.95 | 0.92 | 0.99 | 0.92 | NA | 0.95 | 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 | 0.67 | 0.71 | 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 | 0.6 | 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 | 5.3 | 2.1 |
Dividend Growth(%) | N/A | -83.9 | N/A | N/A | N/A | N/A | N/A | N/A | 2.6 | -3.8 | 8.3 | -29.3 | 18.5 | 8.8 | -10.2 | 26.4 | -5.4 | -5.7 | -6.0 | 53.2 | -58.4 | 89.9 | 29.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/13/2008
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