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RWO: SPDR Dow Jones Global Real Estate ETF (ETF)
Basic Info 38.87 0.52(1.36%) September 25
| Asset Class: | Global Real Estate |
| MyPlanIQ Rating: | (1%) |
| Start Date: | 05/22/2008 |
| Last Dividend Date: | - |
| 12-Mo. Yield | 2.82% |
| Expenses | 0.50% |
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Performance Analytics (As of 09/25/2020)
| Last 1 Week* | YTD*(2020) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -3.8 | -24.6 | -24.5 | -6.6 | -2.9 | 0.7 | -2.0 | 16.4 | -9.5 | 4.3 | 0.1 | -1.9 | 14.9 | -1.4 | 20.7 | -5.9 | 15.4 | 25.1 | -48.4 |
| SR | NA | -0.77 | -0.69 | -0.33 | -0.18 | 0.02 | -0.09 | -0.7 | -2.26 | -1.82 | -2.15 | -1.33 | -0.37 | -1.37 | 0.16 | -0.87 | -0.13 | 0.14 | -1.56 |
| DD(%) | NA | 43.8 | 43.8 | 43.8 | 43.8 | 43.8 | 68.8 | 5.2 | 13.2 | 5.2 | 14.3 | 16.0 | 8.5 | 16.7 | 8.8 | 23.2 | 15.3 | 40.0 | 62.0 |
| SD(%) | NA | 41.8 | 36.1 | 23.0 | 19.7 | 18.7 | 25.7 | 9.7 | 13.7 | 8.2 | 15.7 | 15.4 | 9.8 | 14.6 | 13.4 | 28.2 | 25.3 | 45.7 | 57.7 |
| TR | NA | -0.3 | -0.24 | -0.08 | -0.04 | 0.0 | -0.02 | -0.15 | -0.37 | -0.23 | -0.57 | -0.25 | -0.05 | -1.89 | 0.03 | -0.25 | -0.03 | 0.06 | -1.06 |
| Alpha(%) | NA | 0.01 | -0.02 | -0.01 | -0.01 | -0.01 | -0.01 | 0.01 | 0.01 | -0.4 | -0.42 | -0.27 | 0.04 | -1.17 | -0.04 | 0.04 | -0.02 | -0.03 | -0.04 |
| Beta(%) | NA | 1.07 | 1.06 | 1.01 | 0.94 | 0.91 | 0.95 | 0.45 | 0.83 | 0.66 | 0.59 | 0.83 | 0.72 | 0.11 | 0.78 | 0.98 | 1.01 | 1.13 | 0.85 |
| RS | NA | 0.8 | 0.79 | 0.73 | 0.71 | 0.75 | 0.68 | 0.33 | 0.56 | 0.4 | 0.53 | 0.73 | 0.68 | 0.13 | 0.76 | 0.89 | 0.82 | 0.71 | 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 |
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Best ETFs
- IWDP.L (ISHARES II PLC ISHARES DM PROPE) (76%)
- VNQI (Vanguard Global ex-US Real Estate ETF) 0.23% (37%)
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- IFEU (iShares Europe Developed Real Estate) (14%)
- RWX (SPDR Dow Jones International RelEst ETF) 0.45% (10%)
- FFR (First Trust FTSE EN Dev Mkts Rel Est ETF) 1.17% (7%)
- RWO (SPDR Dow Jones Global Real Estate ETF) 1.36% (1%)
Best Closed End Funds
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