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RWX: SPDR® Dow Jones International Real Estate ETF (ETF)
Basic Info 24.88 0.32(1.30%) April 22
Asset Class: | Global Real Estate |
MyPlanIQ Rating: | (98%) |
Start Date: | 12/19/2006 |
Last Dividend Date: | 03/18/2024 |
12-Mo. Yield | 4.27% |
Expenses | 0.59% |
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Performance Analytics (As of 04/22/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 12/19/2006 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.8 | -8.1 | -3.0 | -7.7 | -3.7 | -0.6 | 5.5 | -0.2 | 6.3 | -21.9 | 9.3 | -9.0 | 19.9 | -8.2 | 15.5 | 0.3 | -3.2 | 4.3 | 4.4 | 39.1 | -15.0 | 22.0 | 36.5 | -50.6 | -7.3 | 4.3 |
Sharpe Ratio | NA | -2.29 | -0.53 | -0.63 | -0.28 | -0.11 | NA | -0.05 | 0.13 | -1.1 | 0.79 | -0.29 | 2.16 | -0.8 | 1.94 | 0.01 | -0.21 | 0.4 | 0.29 | 2.64 | -0.55 | 0.97 | 1.07 | -1.23 | -0.47 | 48.29 |
Draw Down(%) | NA | 9.7 | 15.1 | 35.9 | 43.4 | 43.4 | NA | 73.6 | 19.7 | 33.1 | 8.1 | 43.4 | 5.6 | 13.9 | 5.4 | 13.6 | 15.1 | 10.2 | 18.0 | 9.8 | 23.4 | 16.7 | 38.6 | 61.2 | 21.1 | 0.0 |
Standard Deviation(%) | NA | 13.7 | 15.2 | 16.7 | 19.5 | 16.6 | NA | 21.4 | 15.4 | 21.2 | 11.9 | 31.2 | 8.5 | 11.9 | 7.7 | 17.6 | 15.8 | 10.9 | 15.0 | 15.0 | 27.3 | 22.7 | 34.0 | 41.7 | 21.9 | 7.4 |
Treynor Ratio | NA | -0.31 | -0.08 | -0.11 | -0.06 | -0.02 | NA | -0.01 | 0.02 | -0.23 | 0.09 | -0.09 | 0.18 | -0.1 | 0.15 | 0.0 | -0.03 | 0.04 | 0.04 | 0.39 | -0.15 | 0.22 | 0.36 | -0.51 | -0.1 | 3.55 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Beta | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 |
RSquared | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 |
Yield(%) | N/A | 0.7 | 3.8 | 3.5 | 4.3 | 4.0 | 7.7 | N/A | 4.0 | 3.0 | 4.9 | 2.6 | 9.8 | 4.6 | 3.1 | 8.2 | 2.8 | 3.5 | 4.5 | 8.3 | 3.5 | 9.5 | 6.0 | 2.8 | 2.8 | 0.0 |
Dividend Growth(%) | N/A | -82.2 | -11.2 | -39.2 | -4.4 | N/A | N/A | N/A | -0.9 | -34.5 | 65.0 | -71.2 | 85.6 | 65.5 | -64.2 | 174.8 | -19.6 | -23.5 | -31.2 | 100.0 | -59.9 | 101.8 | 6.3 | -12.2 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/19/2006
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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) 1.30% (98%)
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- RWO (SPDR® Dow Jones Global Real Estate ETF) 1.01% (95%)
- VNQI (Vanguard Global ex-U.S. Real Estate Index Fund ETF Shares) 1.00% (34%)
Best Closed End Funds
- AWP (Aberdeen Global Premier Properties) 1.67% (100%)
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