Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RWO (SPDR Dow Jones Global Real Estate ETF) | 5.64% | 11.24% | 3.96% | 5.88% | 3.24% | 6.60% | NA | 3.34% |
Data as of 07/03/2025, AR inception is 05/22/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RWO (SPDR Dow Jones Global Real Estate ETF) | 05/22/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.39 | 11.24 | 3.96 | 5.88 | 3.24 | 6.60 | NA | 3.34 | 5.64 | 1.76 | 10.93 | -25.11 | 30.99 | -10.36 | 21.17 | -6.02 | 7.78 | 3.89 | 1.00 | 18.66 | 2.38 | 25.79 | -3.03 | 24.19 | 31.85 | -46.65 |
| Sharpe Ratio | NA | 0.49 | 0.02 | 0.22 | 0.10 | NA | NA | 0.10 | 0.45 | -0.13 | 0.41 | -1.20 | 2.37 | -0.28 | 2.10 | -0.56 | 0.87 | 0.23 | 0.06 | 1.91 | 0.16 | 1.96 | -0.11 | 0.98 | 0.70 | -1.12 |
| Standard Deviation(%) | NA | 16.44 | 18.05 | 17.66 | 18.64 | NA | NA | 23.69 | 18.84 | 14.38 | 18.06 | 22.11 | 13.04 | 37.28 | 9.36 | 13.27 | 8.18 | 15.68 | 15.29 | 9.74 | 14.51 | 13.26 | 28.19 | 24.67 | 45.48 | 58.13 |
| Draw Down(%) | NA | 17.67 | 23.18 | 32.84 | 43.24 | NA | NA | 67.69 | 13.55 | 11.78 | 20.38 | 32.74 | 6.95 | 43.24 | 4.61 | 11.31 | 5.17 | 13.57 | 14.99 | 7.75 | 15.31 | 8.75 | 22.28 | 15.03 | 39.99 | 61.37 |
| Yield(%) | 0.00 | 3.98 | 3.58 | 3.91 | 3.53 | 5.49 | 2.79 | 3.28 | 1.74 | 3.60 | 3.77 | 2.68 | 3.65 | 2.82 | 4.70 | 3.54 | 3.39 | 3.82 | 2.90 | 3.57 | 3.68 | 4.72 | 2.88 | 8.10 | 5.35 | 2.17 |
Data as of 07/03/2025, AR inception is 05/22/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RWO (SPDR Dow Jones Global Real Estate ETF) |
-5.93%
Sep 2019 - Sep 2022 |
-2.76%
Mar 2015 - Mar 2020 |
1.70%
Oct 2013 - Oct 2023 |
3.59%
Jun 2008 - Jun 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RWO (SPDR Dow Jones Global Real Estate ETF) |
35.24%
Feb 2009 - Feb 2012 |
25.20%
Feb 2009 - Feb 2014 |
15.07%
Feb 2009 - Feb 2019 |
10.00%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart