Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CWB (SPDR Bloomberg Convertible Securities ETF) | 18.88% | 33.03% | 17.97% | 6.66% | 12.21% | 10.44% | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/16/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CWB (SPDR Bloomberg Convertible Securities ETF) | 04/16/2009 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.38 | 33.03 | 17.97 | 6.66 | 12.21 | 10.44 | NA | … | … | 18.88 | 16.61 | 10.06 | 14.49 | -20.82 | 2.16 | 53.44 | 22.39 | -1.99 | 13.40 | 10.74 | -0.82 | 7.70 | 20.50 | 15.65 | -7.66 | 14.02 | 29.61 |
| Sharpe Ratio | NA | 2.52 | 1.43 | 0.36 | 0.75 | NA | NA | … | … | 3.52 | 1.06 | 0.74 | 1.26 | -1.25 | 0.13 | 1.94 | 2.24 | -0.26 | 1.87 | 1.04 | -0.08 | 0.76 | 2.58 | 1.97 | -0.53 | 1.06 | 4.17 |
| Standard Deviation(%) | NA | 13.97 | 11.57 | 12.93 | 14.52 | NA | NA | … | … | 16.86 | 12.98 | 8.69 | 8.66 | 17.80 | 15.91 | 27.28 | 9.36 | 12.89 | 6.86 | 10.12 | 10.25 | 10.09 | 7.92 | 7.99 | 14.46 | 13.16 | 10.48 |
| Draw Down(%) | NA | 7.52 | 11.92 | 28.42 | 32.04 | NA | NA | … | … | 6.76 | 11.63 | 4.95 | 9.57 | 23.52 | 13.06 | 32.04 | 6.24 | 13.83 | 3.22 | 10.23 | 9.83 | 9.06 | 6.52 | 8.62 | 17.09 | 10.76 | 3.80 |
| Yield(%) | 0.14 | 1.84 | 2.20 | 1.81 | 4.14 | 4.88 | 5.58 | … | … | 0.68 | 1.94 | 2.02 | 2.22 | 1.72 | 1.98 | 3.46 | 3.60 | 5.63 | 4.72 | 5.06 | 6.94 | 7.41 | 4.20 | 3.98 | 4.37 | 4.93 | 4.82 |
Data as of 06/05/2026, Common starting date is 04/16/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CWB (SPDR Bloomberg Convertible Securities ETF) |
-4.30%
Feb 2021 – Feb 2024 |
3.52%
Dec 2020 – Dec 2025 |
6.96%
Mar 2010 – Mar 2020 |
8.70%
Mar 2010 – Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CWB (SPDR Bloomberg Convertible Securities ETF) |
24.98%
Oct 2018 – Oct 2021 |
20.55%
Feb 2016 – Feb 2021 |
14.07%
Sep 2011 – Sep 2021 |
10.36%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart