SPDR Dow Jones REIT ETF (RWR)

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The chart shows the growth of an initial investment of $10,000 in SPDR Dow Jones REIT ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

SPDR Dow Jones REIT ETF (RWR) has returned 3.43% so far this year and 5.80% over the past 12 months. Over the last ten years, RWR has returned 4.36% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Apr 27, 2001, RWR's average daily return is +0.05%, while the average monthly return is +0.86%. At this rate, your investment would double in approximately 6.7 years.

Historically, 60% of months were positive and 40% were negative. The best month was Apr 2009 with a return of +31.6%, while the worst month was Oct 2008 at -31.7%. The longest winning streak lasted 14 consecutive months, and the longest losing streak was 6 months.

On a daily basis, RWR closed higher 52% of trading days. The best single day was Nov 24, 2008 with a return of +17.5%, while the worst single day was Dec 1, 2008 at -20.9%.

SPDR Dow Jones REIT ETF has an annualized alpha of 3.36%, beta of 1.02, and R² of 0.49 versus S&P 500 Index. Calculated based on daily prices since April 30, 2001.

• This ETF captured 103.08% of S&P 500 Index gains but only 96.17% of its losses — a favorable profile for investors.
• R² of 0.49 means the benchmark explains less than half of this ETF's behavior — treat beta with caution or consider switching to a more representative benchmark.

RWR has an expense ratio of 0.25%, which is considered low.

RWR ranks 22 for risk / return — below 22% of ETFs on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

The table below present risk-adjusted performance metrics for SPDR Dow Jones REIT ETF (RWR) and compare them to a chosen benchmark (S&P 500 Index).

SPDR Dow Jones REIT ETF provided a 3.69% dividend yield over the last twelve months, with an annual payout of $3.73 per share.

The table displays the monthly dividend distributions for SPDR Dow Jones REIT 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 Dow Jones REIT 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 Dow Jones REIT ETF was 74.92%, occurring on Mar 6, 2009. Recovery took 1026 trading sessions.

The current SPDR Dow Jones REIT ETF drawdown is 6.44%.

The chart below shows the rolling one-month volatility.