Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
DWX (SPDR S&P International Dividend ETF) 5.20% 14.51% 14.77% 6.87% 7.00% 3.16% NA
Data as of 06/05/2026, Common starting date is 02/19/2008
More Performance Analytics Comparison
Name Start Date End Date
DWX (SPDR S&P International Dividend ETF) 02/19/2008 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
Annualized Return (%) -1.86 14.51 14.77 6.87 7.00 3.16 NA 5.20 31.63 2.56 14.72 -13.00 10.52 -5.06 19.59 -11.08 18.90 14.04 -16.46 -6.64 5.94 10.55 -11.64 7.75 62.14 -48.24
Sharpe Ratio NA 1.36 1.12 0.41 0.38 NA NA 1.20 2.55 -0.11 0.99 -0.88 1.12 -0.17 2.08 -1.04 2.48 0.65 -0.83 -0.53 0.42 0.51 -0.39 0.31 1.49 -1.23
Standard Deviation(%) NA 10.85 11.26 12.21 15.23 NA NA 13.29 11.34 10.01 11.30 16.41 9.35 32.00 8.71 12.04 7.38 21.40 19.80 12.65 13.98 20.73 29.80 24.68 41.58 43.86
Draw Down(%) NA 8.59 10.65 26.96 36.04 NA NA 8.59 6.68 10.30 9.78 26.68 7.03 36.04 5.90 17.00 2.54 10.97 27.21 19.36 13.45 19.02 29.59 21.64 36.20 60.73
Yield(%) 0.00 4.64 4.79 3.92 4.49 3.30 2.69 0.49 5.59 4.27 4.50 3.87 4.12 3.48 4.47 4.27 4.39 5.76 4.62 5.44 6.68 6.24 5.88 4.20 5.23 6.35
Data as of 06/05/2026, Common starting date is 02/19/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
DWX (SPDR S&P International Dividend ETF) -7.96%
Jan 2013 – Jan 2016
-5.91%
Feb 2011 – Feb 2016
-0.61%
May 2008 – May 2018
0.05%
Mar 2008 – Mar 2023
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
DWX (SPDR S&P International Dividend ETF) 30.22%
Feb 2009 – Feb 2012
18.89%
Feb 2009 – Feb 2014
9.12%
Feb 2009 – Feb 2019
6.84%
Feb 2009 – Feb 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return