Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CWI (SPDR MSCI ACWI ex-US ETF) | 8.94% | 25.35% | 18.14% | 7.79% | 14.39% | 10.33% | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/17/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CWI (SPDR MSCI ACWI ex-US ETF) | 01/17/2007 | 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 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.16 | 25.35 | 18.14 | 7.79 | 14.39 | 10.33 | NA | … | … | 8.94 | 32.75 | 6.27 | 15.73 | -15.40 | 8.82 | 9.81 | 84.35 | -12.67 | 28.42 | 6.14 | -4.52 | -1.79 | 15.65 | 19.06 | -12.61 | 12.93 | 38.91 | -41.57 | 16.50 |
| Sharpe Ratio | NA | 1.92 | 1.11 | 0.40 | 0.62 | NA | NA | … | … | 1.71 | 1.97 | 0.20 | 0.91 | -0.78 | 0.66 | 0.31 | 1.98 | -0.95 | 3.42 | 0.33 | -0.27 | -0.15 | 1.18 | 1.11 | -0.43 | 0.54 | 1.21 | -0.85 | 0.70 |
| Standard Deviation(%) | NA | 15.31 | 15.10 | 16.22 | 21.43 | NA | NA | … | … | 20.04 | 15.86 | 12.99 | 13.37 | 21.57 | 13.35 | 30.89 | 41.94 | 14.91 | 8.16 | 18.20 | 16.80 | 11.97 | 13.25 | 17.32 | 29.45 | 23.76 | 32.16 | 49.86 | 20.18 |
| Draw Down(%) | NA | 11.47 | 13.85 | 29.45 | 34.08 | NA | NA | … | … | 11.47 | 13.85 | 8.18 | 11.87 | 28.46 | 7.46 | 34.08 | 8.36 | 21.32 | 2.38 | 11.89 | 18.67 | 13.07 | 10.51 | 16.28 | 26.92 | 18.83 | 28.14 | 55.19 | 12.74 |
| Yield(%) | 0.00 | 1.95 | 2.90 | 2.50 | 3.94 | 3.77 | 3.25 | … | … | 0.00 | 3.82 | 3.02 | 3.13 | 2.59 | 2.79 | 2.20 | 4.51 | 3.51 | 4.22 | 3.82 | 3.65 | 4.61 | 4.40 | 5.20 | 3.72 | 3.66 | 4.35 | 1.85 | 3.40 |
Data as of 06/05/2026, Common starting date is 01/17/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CWI (SPDR MSCI ACWI ex-US ETF) |
-9.40%
Jun 2007 – Jun 2010 |
-4.29%
May 2007 – May 2012 |
2.56%
Oct 2007 – Oct 2017 |
4.53%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CWI (SPDR MSCI ACWI ex-US ETF) |
30.11%
Dec 2018 – Dec 2021 |
21.93%
Feb 2016 – Feb 2021 |
15.85%
Feb 2016 – Feb 2026 |
12.55%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart