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RWR: SPDR Dow Jones REIT ETF (ETF)
Basic Info 110.39 0.12(0.11%) July 30
| Asset Class: | REAL ESTATE |
| MyPlanIQ Rating: | (17%) |
| Start Date: | 08/27/2001 |
| Last Dividend Date: | 06/21/2021 |
| 12-Mo. Yield | 2.83% |
| Expenses | 0.25% |
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Performance Analytics (As of 07/30/2021)
| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.4 | 29.2 | 40.9 | 10.0 | 4.9 | 8.7 | 6.1 | 9.3 | -12.1 | 18.6 | -8.2 | 0.4 | 1.9 | 0.8 | 27.5 | -2.3 | 13.3 | 5.5 | 24.0 | 21.4 | -41.5 | -21.1 | 30.1 | 8.0 | 25.2 | 28.8 | -2.0 | -6.2 |
| SR | NA | 3.44 | 2.02 | 0.31 | 0.17 | 0.38 | NA | 0.28 | -0.27 | -0.37 | -1.71 | -1.81 | -1.89 | -1.0 | 0.8 | -1.33 | -0.39 | -0.44 | 0.2 | 0.04 | -0.8 | -1.66 | 0.51 | -0.81 | 0.32 | 0.78 | -1.37 | -3.32 |
| DD(%) | NA | 4.8 | 9.7 | 44.4 | 44.4 | 44.4 | NA | 74.9 | 44.4 | 6.4 | 14.9 | 6.3 | 15.2 | 17.7 | 8.2 | 18.7 | 10.2 | 23.3 | 17.9 | 43.3 | 65.3 | 31.7 | 10.7 | 12.4 | 17.8 | 7.2 | 19.4 | 13.0 |
| SD(%) | NA | 16.3 | 20.3 | 29.2 | 24.2 | 21.6 | NA | 29.9 | 45.9 | 12.6 | 17.4 | 10.5 | 17.0 | 17.6 | 11.2 | 15.6 | 13.7 | 29.7 | 27.6 | 67.1 | 75.7 | 26.1 | 15.5 | 16.1 | 17.5 | 12.3 | 15.9 | 14.7 |
| TR | NA | 0.55 | 0.37 | 0.09 | 0.04 | 0.08 | NA | 0.08 | -0.12 | -0.05 | -0.28 | -0.56 | -0.33 | -0.17 | 0.09 | -0.21 | -0.05 | -0.13 | 0.06 | 0.03 | -0.61 | -0.43 | 0.08 | -0.13 | 0.06 | 0.1 | -0.24 | -0.85 |
| Alpha(%) | NA | 0.01 | 0.01 | -0.01 | -0.01 | -0.01 | NA | 0.0 | -0.03 | -0.03 | -0.01 | -0.77 | -0.04 | 0.02 | -0.01 | -0.03 | -0.01 | -0.01 | -0.03 | -0.02 | -0.03 | -0.02 | -0.02 | -0.03 | -0.01 | -0.02 | -0.05 | -0.11 |
| Beta(%) | NA | 1.01 | 1.1 | 1.03 | 1.03 | 1.01 | NA | 1.0 | 1.04 | 1.0 | 1.05 | 0.34 | 0.98 | 1.02 | 0.96 | 0.99 | 1.0 | 0.98 | 0.98 | 1.0 | 0.99 | 1.0 | 1.04 | 0.98 | 0.94 | 0.94 | 0.9 | 0.58 |
| RS | NA | 0.89 | 0.91 | 0.96 | 0.96 | 0.97 | NA | 0.97 | 0.96 | 0.94 | 0.96 | 0.35 | 0.97 | 0.99 | 0.95 | 0.98 | 0.98 | 0.99 | 0.99 | 0.99 | 0.97 | 0.96 | 0.95 | 0.92 | 0.9 | 0.78 | 0.71 | 0.29 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/27/2001
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Best ETFs
- REZ (iShares Residential Rel Est Capped) 0.10% (93%)
- PSR (PowerShares Active US Real Estate ETF) 0.12% (80%)
- ICF (iShares Cohen & Steers REIT) 0.43% (42%)
- FRI (First Trust S&P REIT ETF) 0.34% (27%)
- MORT (Market Vectors® Mortgage REIT Income ETF) 1.15% (25%)
- REM (iShares Mortgage Real Estate Capped) 1.28% (23%)
- RWR (SPDR Dow Jones REIT ETF) 0.11% (17%)
- ROOF (IQ U.S. Real Estate Small Cap ETF) 0.53% (9%)
- SCHH (Schwab US REIT ETF) 0.06% (6%)
- KBWY (PowerShares KBW Premium Yld Eq REIT ETF) 0.21% (5%)
Best Closed End Funds
- RNP (Cohen & Steers REIT & Preferred Income) 0.92% (98%)
- RQI (Cohen & Steers Qty Inc Realty Common) 0.82% (97%)
- RFI (Cohen & Steers Total Return) 1.07% (97%)
- JRS (Nuveen Real Estate Income) 0.26% (78%)
- NRO (Neuberger Real Estate Securities Income) 0.58% (56%)
- PGZ (Principal Real Estate Income Fund) 0.52% (35%)
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