Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GWX (SPDR S&P International Small Cap ETF) | 22.47% | 19.97% | 12.45% | 8.75% | 5.56% | 6.88% | NA | 3.82% |
Data as of 07/03/2025, AR inception is 04/26/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GWX (SPDR S&P International Small Cap ETF) | 04/26/2007 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.46 | 19.97 | 12.45 | 8.75 | 5.56 | 6.88 | NA | 3.82 | 22.47 | 0.23 | 10.95 | -19.97 | 9.66 | 13.39 | 18.17 | -18.94 | 28.88 | 7.07 | 6.17 | -7.76 | 21.86 | 16.27 | -15.71 | 24.93 | 38.49 | -44.85 | -1.74 |
| Sharpe Ratio | NA | 0.96 | 0.45 | 0.43 | 0.21 | NA | NA | 0.13 | 2.44 | -0.24 | 0.51 | -0.97 | 0.68 | 0.41 | 1.48 | -1.40 | 3.91 | 0.45 | 0.44 | -0.69 | 1.62 | 1.01 | -0.56 | 1.14 | 1.35 | -1.06 | -0.28 |
| Standard Deviation(%) | NA | 17.09 | 16.62 | 16.73 | 17.50 | NA | NA | 20.86 | 18.56 | 14.22 | 14.34 | 22.15 | 14.22 | 32.10 | 11.26 | 14.57 | 7.25 | 15.35 | 13.97 | 11.26 | 13.47 | 16.24 | 27.96 | 21.77 | 28.47 | 43.13 | 19.80 |
| Draw Down(%) | NA | 14.73 | 19.10 | 34.56 | 45.26 | NA | NA | 63.21 | 12.61 | 9.62 | 14.60 | 31.35 | 9.70 | 39.25 | 9.45 | 27.59 | 2.17 | 11.90 | 13.98 | 15.60 | 11.14 | 16.26 | 25.79 | 17.02 | 26.93 | 56.27 | 13.76 |
| Yield(%) | 0.00 | 2.75 | 2.98 | 3.06 | 3.41 | 4.72 | 2.64 | 2.93 | 1.58 | 2.68 | 2.85 | 2.10 | 2.94 | 1.92 | 3.89 | 2.28 | 6.29 | 4.37 | 2.75 | 11.16 | 3.55 | 2.95 | 2.64 | 2.80 | 1.99 | 1.05 | 2.29 |
Data as of 07/03/2025, AR inception is 04/26/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GWX (SPDR S&P International Small Cap ETF) |
-11.53%
Jun 2007 - Jun 2010 |
-5.17%
May 2007 - May 2012 |
2.43%
Oct 2013 - Oct 2023 |
1.14%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GWX (SPDR S&P International Small Cap ETF) |
27.32%
Feb 2009 - Feb 2012 |
21.37%
Feb 2009 - Feb 2014 |
11.97%
Feb 2009 - Feb 2019 |
8.99%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart