SPDR ETFs Australia - State Street SPDR S&P/ASX 200 Resources ETF (OZR.AX)

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SPDR ETFs Australia - State Street SPDR S&P/ASX 200 Resources ETF (OZR.AX) is up 11.5% since the beginning of the year. OZR.AX is currently trading at A$17 per share. Investors who bought A$1,000 worth of OZR.AX shares 5 years ago would now be looking at an investment worth A$1,612.

SPDR ETFs Australia - State Street SPDR S&P/ASX 200 Resources ETF (OZR.AX) has returned 11.50% so far this year and 42.19% over the past 12 months. Over the last ten years, OZR.AX has had an annualized return of 13.85%, just under the S&P 500 Index benchmark’s 14.27%.

Based on dividend-adjusted daily data since Apr 12, 2011, OZR.AX's average daily return is +0.03%, while the average monthly return is +0.54%. At this rate, an investment would double in approximately 10.7 years.

Historically, 54% of months were positive and 46% were negative. The best month was Apr 2020 with a return of +15.2%, while the worst month was Feb 2020 at -15.8%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 6 months.

On a daily basis, OZR.AX closed higher 47% of trading days. The best single day was Dec 1, 2011 with a return of +7.1%, while the worst single day was Mar 9, 2020 at -11.6%.

SPDR ETFs Australia - State Street SPDR S&P/ASX 200 Resources ETF has an annualized alpha of 4.69%, beta of 0.12, and R2 of 0.01 versus S&P 500 Index. Calculated based on daily prices since April 12, 2011.

• This ETF participated in 41.56% of S&P 500 Index downside but only 27.77% of its upside - more exposed to losses than it benefited from rallies.
• Beta of 0.12 may look defensive, but with R2 of 0.01 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 0.01 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.

OZR.AX ranks 63 for risk / return — better than 63% of ETFs on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

SPDR ETFs Australia - State Street SPDR S&P/ASX 200 Resources ETF provided a 2.45% dividend yield over the last twelve months, with an annual payout of A$0.41 per share.

The table displays the monthly dividend distributions for SPDR ETFs Australia - State Street SPDR S&P/ASX 200 Resources 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 ETFs Australia - State Street SPDR S&P/ASX 200 Resources 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 ETFs Australia - State Street SPDR S&P/ASX 200 Resources ETF was 63.68%, occurring on Jan 20, 2016. Recovery took 989 trading sessions.

The current SPDR ETFs Australia - State Street SPDR S&P/ASX 200 Resources ETF drawdown is 11.68%.

The chart below shows the rolling one-month volatility.