SPDR Bloomberg Barclays Short Term International Treasury Bond ETF (BWZ)

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SPDR Bloomberg Barclays Short Term International Treasury Bond ETF (BWZ) is down 2.0% since the beginning of the year. BWZ is currently trading at $27 per share. Investors who bought $1,000 worth of BWZ shares 5 years ago would now be looking at an investment worth $908.

SPDR Bloomberg Barclays Short Term International Treasury Bond ETF (BWZ) has returned -1.98% so far this year and -1.90% over the past 12 months. Over the last ten years, BWZ has returned -0.60% per year, falling short of the S&P 500 Index benchmark, which averaged 13.71% annually.

Based on dividend-adjusted daily data since Jan 30, 2009, BWZ's average daily return is 0.00%, while the average monthly return is 0.00%.

Historically, 47% of months were positive and 53% were negative. The best month was Nov 2022 with a return of +6.2%, while the worst month was Sep 2011 at -5.6%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 9 months.

On a daily basis, BWZ closed higher 49% of trading days. The best single day was Jan 26, 2011 with a return of +4.6%, while the worst single day was Jan 27, 2011 at -4.0%.

SPDR Bloomberg Barclays Short Term International Treasury Bond ETF has an annualized alpha of -1.24%, beta of 0.09, and R2 of 0.04 versus S&P 500 Index. Calculated based on daily prices since January 30, 2009.

• This ETF participated in 35.07% of S&P 500 Index downside but only 12.90% of its upside - more exposed to losses than it benefited from rallies.
• Beta of 0.09 may look defensive, but with R2 of 0.04 this ETF is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
• R2 of 0.04 means this ETF moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

BWZ has an expense ratio of 0.35%, placing it in the medium range.

BWZ ranks 6 for risk / return — in the bottom 6% of ETFs on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

SPDR Bloomberg Barclays Short Term International Treasury Bond ETF provided a 2.12% dividend yield over the last twelve months, with an annual payout of $0.57 per share.

The table displays the monthly dividend distributions for SPDR Bloomberg Barclays Short Term International Treasury Bond ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the SPDR Bloomberg Barclays Short Term International Treasury Bond ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the SPDR Bloomberg Barclays Short Term International Treasury Bond ETF was 34.23%, occurring on Sep 27, 2022. The portfolio has not yet recovered.

The current SPDR Bloomberg Barclays Short Term International Treasury Bond ETF drawdown is 23.46%.

The chart below shows the rolling one-month volatility.