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SPDR Dow Jones REIT ETF (RWR)

ETF · Currency in USD
ISIN
US78464A6073
CUSIP
78464A607
Issuer
State Street
Inception Date
Apr 23, 2001
Region
North America (U.S.)
Category
Real Estate
Expense Ratio
0.25%
Index Tracked
Dow Jones U.S. Select REIT Index
ETF Home Page
www.ssga.com
Asset Class
Real Estate

Asset Class Size

Multi-Cap

Asset Class Style

Blend

RWRPrice Chart


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RWRPerformance

The chart shows the growth of $10,000 invested in SPDR Dow Jones REIT ETF on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $36,515 for a total return of roughly 265.15%. All prices are adjusted for splits and dividends.


RWR (SPDR Dow Jones REIT ETF)
Benchmark (S&P 500)

RWRReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
YTD-3.27%-2.17%
1M2.14%0.62%
6M9.99%6.95%
1Y43.33%22.39%
5Y8.74%15.44%
10Y9.98%13.73%

RWRMonthly Returns Heatmap


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RWRSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current SPDR Dow Jones REIT ETF Sharpe ratio is 2.89. A Sharpe ratio higher than 2.0 is considered very good.

The chart below displays rolling 12-month Sharpe Ratio.


RWR (SPDR Dow Jones REIT ETF)
Benchmark (S&P 500)

RWRDividends

SPDR Dow Jones REIT ETF granted a 2.88% dividend yield in the last twelve months, as of Jan 15, 2022. The annual payout for that period amounted to $3.41 per share.


PeriodTTM202120202019201820172016201520142013201220112010
Dividend$3.41$3.41$3.23$3.43$3.61$2.86$4.10$2.91$2.78$2.42$2.23$2.03$1.79

Dividend yield

2.88%2.79%3.85%3.62%4.67%3.54%5.25%3.96%3.94%4.52%4.20%4.48%4.31%

RWRDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


RWR (SPDR Dow Jones REIT ETF)
Benchmark (S&P 500)

RWRWorst Drawdowns

The table below shows the maximum drawdowns of the SPDR Dow Jones REIT ETF. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the SPDR Dow Jones REIT ETF is 44.39%, recorded on Mar 23, 2020. It took 295 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-44.39%Feb 19, 202024Mar 23, 2020295May 24, 2021319
-22.66%Jul 25, 201150Oct 3, 201183Feb 1, 2012133
-18%May 22, 201362Aug 19, 2013197Jun 2, 2014259
-17.24%May 4, 201044Jul 6, 201053Sep 20, 201097
-16.8%Aug 2, 2016384Feb 8, 2018132Aug 17, 2018516
-16.63%Jan 27, 2015155Sep 4, 2015166May 4, 2016321
-13.43%Dec 7, 201812Dec 24, 201825Jan 31, 201937
-9.78%Jan 20, 201015Feb 9, 201017Mar 5, 201032
-9.43%Sep 17, 201242Nov 15, 201243Jan 18, 201385
-9.26%Nov 8, 20107Nov 16, 201048Jan 26, 201155

RWRVolatility Chart

Current SPDR Dow Jones REIT ETF volatility is 13.10%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


RWR (SPDR Dow Jones REIT ETF)
Benchmark (S&P 500)

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