Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RWR (SPDR Dow Jones REIT ETF) | -0.92% | 8.46% | 4.42% | 8.23% | 5.16% | 8.08% | 5.87% | 8.04% |
Data as of 06/30/2025, AR inception is 08/27/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RWR (SPDR Dow Jones REIT ETF) | 08/27/2001 | 06/30/2025 |
| 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 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.60 | 8.46 | 4.42 | 8.23 | 5.16 | 8.08 | 5.87 | 8.04 | -0.92 | 7.74 | 13.76 | -26.09 | 45.47 | -11.40 | 22.71 | -4.47 | 3.47 | 6.43 | 4.11 | 31.83 | 0.93 | 16.88 | 9.01 | 27.96 | 28.09 | -38.80 | -17.84 | 35.53 | 13.55 | 32.45 | 35.52 | 2.65 | -3.83 |
| Sharpe Ratio | NA | 0.26 | 0.01 | 0.33 | 0.16 | NA | NA | 0.23 | -0.28 | 0.26 | 0.50 | -1.13 | 2.85 | -0.25 | 1.72 | -0.35 | 0.27 | 0.37 | 0.23 | 2.85 | 0.06 | 1.24 | 0.30 | 1.01 | 0.42 | -0.52 | -0.81 | 2.11 | 0.71 | 1.81 | 2.86 | 0.09 | -0.89 |
| Standard Deviation(%) | NA | 18.61 | 20.08 | 20.24 | 22.03 | NA | NA | 28.51 | 21.71 | 15.93 | 20.51 | 24.36 | 15.94 | 45.86 | 12.35 | 16.83 | 10.39 | 16.93 | 17.51 | 11.16 | 15.59 | 13.67 | 29.74 | 27.49 | 66.86 | 75.83 | 26.11 | 15.30 | 15.96 | 17.41 | 12.18 | 15.89 | 14.37 |
| Draw Down(%) | NA | 18.85 | 23.64 | 32.58 | 44.39 | NA | NA | 74.94 | 16.52 | 9.92 | 20.05 | 32.43 | 7.17 | 44.39 | 6.44 | 13.43 | 6.32 | 14.54 | 16.63 | 7.45 | 18.00 | 9.43 | 22.66 | 17.24 | 43.35 | 64.42 | 29.63 | 10.70 | 11.44 | 17.80 | 7.21 | 17.55 | 13.00 |
| Yield(%) | 0.93 | 4.10 | 3.81 | 4.48 | 4.09 | 6.03 | 4.63 | 7.22 | 1.55 | 3.86 | 4.11 | 2.73 | 4.08 | 3.22 | 4.09 | 3.86 | 3.06 | 4.53 | 3.15 | 3.90 | 3.28 | 3.43 | 3.27 | 3.66 | 5.03 | 4.17 | 3.74 | 4.86 | 5.47 | 6.28 | 5.71 | 4.84 | 2.31 |
Data as of 06/30/2025, AR inception is 08/27/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RWR (SPDR Dow Jones REIT ETF) |
-26.96%
Mar 2006 - Mar 2009 |
-9.44%
Mar 2004 - Mar 2009 |
3.48%
Jan 2007 - Jan 2017 |
3.97%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RWR (SPDR Dow Jones REIT ETF) |
43.96%
Mar 2009 - Mar 2012 |
29.12%
Feb 2009 - Feb 2014 |
18.22%
Feb 2009 - Feb 2019 |
12.87%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart