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WDIV: SPDR® S&P Global Dividend ETF (ETF)
Basic Info 59.98 0.03(0.05%) March 28
Asset Class: | WORLD STOCK |
MyPlanIQ Rating: | (1%) |
Start Date: | 05/31/2013 |
Last Dividend Date: | 03/18/2024 |
12-Mo. Yield | 4.95% |
Expenses | 0.40% |
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Performance Analytics (As of 03/26/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 05/31/2013 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.2 | -0.2 | 9.2 | 1.1 | 2.9 | 3.7 | 4.6 | 8.2 | -6.9 | 14.4 | -10.2 | 19.5 | -8.8 | 19.0 | 13.4 | -7.9 | 4.3 | 11.7 |
Sharpe Ratio | NA | -0.75 | 0.46 | -0.08 | 0.07 | 0.16 | 0.23 | 0.3 | -0.51 | 1.31 | -0.32 | 1.88 | -0.83 | 2.52 | 0.74 | -0.53 | 0.42 | 1.86 |
Draw Down(%) | NA | 5.8 | 11.3 | 22.1 | 42.3 | 42.3 | 42.3 | 13.4 | 22.1 | 8.6 | 42.3 | 7.6 | 15.4 | 2.6 | 9.1 | 15.7 | 9.3 | 5.8 |
Standard Deviation(%) | NA | 10.8 | 12.7 | 13.5 | 18.6 | 16.0 | 15.7 | 13.2 | 16.3 | 11.0 | 32.9 | 9.6 | 12.1 | 7.3 | 17.7 | 14.9 | 10.4 | 11.2 |
Treynor Ratio | NA | -0.09 | 0.06 | -0.01 | 0.01 | 0.03 | 0.04 | 0.04 | -0.11 | 0.22 | -0.1 | 0.22 | -0.13 | 0.22 | 0.13 | -0.09 | 0.05 | 0.27 |
Alpha | NA | -0.08 | -0.02 | 0.0 | -0.01 | 0.0 | 0.0 | -0.02 | 0.02 | 0.03 | -0.08 | 0.01 | 0.01 | -0.01 | 0.03 | -0.02 | 0.03 | 0.02 |
Beta | NA | 0.88 | 1.0 | 0.78 | 0.92 | 0.9 | 0.9 | 0.99 | 0.73 | 0.66 | 1.05 | 0.83 | 0.78 | 0.83 | 0.99 | 0.9 | 0.79 | 0.78 |
RSquared | NA | 0.69 | 0.81 | 0.77 | 0.81 | 0.81 | 0.81 | 0.84 | 0.82 | 0.56 | 0.88 | 0.81 | 0.76 | 0.66 | 0.88 | 0.85 | 0.69 | 0.73 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/31/2013
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