Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RWX (SPDR Dow Jones International Real Estate ETF) | 21.21% | 16.94% | 3.88% | 2.29% | 0.69% | 4.15% | NA | 0.58% |
Data as of 07/03/2025, AR inception is 12/19/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RWX (SPDR Dow Jones International Real Estate ETF) | 12/19/2006 | 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 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.62 | 16.94 | 3.88 | 2.29 | 0.69 | 4.15 | NA | 0.58 | 21.21 | -12.15 | 6.26 | -21.85 | 9.33 | -9.00 | 19.88 | -8.22 | 15.49 | 0.32 | -3.22 | 4.34 | 4.36 | 39.11 | -15.00 | 22.00 | 36.45 | -50.62 | -7.32 | 4.32 |
| Sharpe Ratio | NA | 0.95 | -0.01 | 0.02 | -0.05 | NA | NA | -0.02 | 2.93 | -1.11 | 0.17 | -1.10 | 0.79 | -0.30 | 2.15 | -0.81 | 1.94 | 0.01 | -0.21 | 0.40 | 0.29 | 2.64 | -0.55 | 0.97 | 1.07 | -1.23 | -0.48 | 48.22 |
| Standard Deviation(%) | NA | 14.46 | 16.73 | 15.98 | 16.89 | NA | NA | 21.01 | 14.95 | 14.15 | 15.42 | 21.17 | 11.85 | 31.21 | 8.54 | 11.88 | 7.69 | 17.58 | 15.80 | 10.92 | 15.03 | 14.96 | 27.29 | 22.69 | 34.02 | 41.73 | 21.90 | 7.35 |
| Draw Down(%) | NA | 19.05 | 22.48 | 35.91 | 43.37 | NA | NA | 73.59 | 6.90 | 18.52 | 19.68 | 33.15 | 8.07 | 43.37 | 5.60 | 13.95 | 5.41 | 13.56 | 15.05 | 10.16 | 18.04 | 9.80 | 23.37 | 16.72 | 38.59 | 61.18 | 21.12 | 0.00 |
| Yield(%) | 0.00 | 3.90 | 3.81 | 3.84 | 3.94 | 5.71 | 2.71 | 3.01 | 2.02 | 3.70 | 3.94 | 3.04 | 4.88 | 2.56 | 9.82 | 4.58 | 3.11 | 8.13 | 2.77 | 3.52 | 4.46 | 8.34 | 3.44 | 9.49 | 5.99 | 2.80 | 2.85 | 0.00 |
Data as of 07/03/2025, AR inception is 12/19/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RWX (SPDR Dow Jones International Real Estate ETF) |
-20.12%
May 2007 - May 2010 |
-8.63%
May 2007 - May 2012 |
-1.40%
Oct 2013 - Oct 2023 |
-1.46%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RWX (SPDR Dow Jones International Real Estate ETF) |
29.04%
Feb 2009 - Feb 2012 |
22.34%
Feb 2009 - Feb 2014 |
12.19%
Feb 2009 - Feb 2019 |
6.69%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart