- ISIN
- US78464A6073
- CUSIP
- 78464A607
- Issuer
- State Street
- Inception Date
- Apr 23, 2001
- Region
- North America (U.S.)
- Category
- REIT
- Leveraged
- 1x (No leverage)
- Index Tracked
- Dow Jones U.S. Select REIT Index
- Distribution Policy
- Distributing
- Asset Class
- Real Estate
- Asset Class Size
- Multi-Cap
- Asset Class Style
- Blend
- Assets Under Management
- $2B
Share Price Chart
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Performance
RWR Performance Chart
SPDR Dow Jones REIT ETF (RWR) is up 14.6% since the beginning of the year. RWR is currently trading at $111 per share. Investors who bought $1,000 worth of RWR shares 5 years ago would now be looking at an investment worth $1,255.
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Returns By Period
SPDR Dow Jones REIT ETF (RWR) has returned 14.64% so far this year and 19.15% over the past 12 months. Over the last ten years, RWR has returned 5.37% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
SPDR Dow Jones REIT ETF
- 1D
- 1.26%
- 1M
- 0.64%
- YTD
- 14.64%
- 6M
- 14.73%
- 1Y
- 19.15%
- 3Y*
- 13.14%
- 5Y*
- 4.64%
- 10Y*
- 5.37%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
RWR Monthly Returns History
Based on dividend-adjusted daily data since Apr 27, 2001, RWR's average daily return is +0.05%, while the average monthly return is +0.89%. At this rate, an investment would double in approximately 6.5 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%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.74% | 7.16% | -6.06% | 8.54% | 0.23% | 1.89% | 14.64% | ||||||
| 2025 | 0.92% | 3.73% | -3.62% | -3.15% | 1.85% | -0.44% | -0.74% | 4.85% | 0.93% | -1.60% | 3.34% | -2.50% | 3.20% |
| 2024 | -4.16% | 1.77% | 1.98% | -7.27% | 4.75% | 2.69% | 5.91% | 6.26% | 2.68% | -3.25% | 4.62% | -7.15% | 7.74% |
| 2023 | 10.89% | -4.93% | -2.68% | 0.71% | -2.81% | 5.09% | 2.94% | -3.23% | -7.09% | -4.53% | 10.79% | 10.11% | 13.76% |
| 2022 | -6.67% | -3.38% | 6.97% | -4.80% | -6.98% | -7.71% | 8.89% | -6.27% | -12.26% | 4.51% | 5.63% | -5.16% | -26.09% |
| 2021 | -0.17% | 5.26% | 4.79% | 8.01% | 0.95% | 2.30% | 5.24% | 1.78% | -5.50% | 8.14% | -0.63% | 8.90% | 45.47% |
Benchmark Metrics
SPDR Dow Jones REIT ETF has an annualized alpha of 3.16%, beta of 1.02, and R2 of 0.49 versus S&P 500 Index. Calculated based on daily prices since April 27, 2001.
- This ETF captured 101.45% of S&P 500 Index gains but only 95.60% 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.
- Alpha
- 3.16%
- Beta
- 1.02
- R²
- 0.49
- Upside Capture
- 101.45%
- Downside Capture
- 95.60%
Expense Ratio
RWR has an expense ratio of 0.25%, which is considered low.
Return for Risk
Risk / Return Rank
RWR ranks 43 for risk / return — on par with similar ETFs. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for SPDR Dow Jones REIT ETF (RWR) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| RWR | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.66 | ||
| Sortino ratioReturn per unit of downside risk | -0.85 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.37 | -0.13 |
| Calmar ratioReturn relative to maximum drawdown | 2.39 | 2.78 | -0.39 |
| Martin ratioReturn relative to average drawdown | 8.08 | 12.44 | -4.36 |
Dividends
Dividend History
SPDR Dow Jones REIT ETF provided a 4.23% dividend yield over the last twelve months, with an annual payout of $4.69 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $4.69 | $3.72 | $3.72 | $3.57 | $3.32 | $3.41 | $3.23 | $3.43 | $3.61 | $2.86 | $4.10 | $2.91 |
Dividend yield | 4.23% | 3.78% | 3.76% | 3.75% | 3.81% | 2.79% | 3.73% | 3.36% | 4.19% | 3.05% | 4.39% | 3.17% |
Monthly Dividends
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.62 | $0.00 | $0.00 | $0.96 | $1.58 | ||||||
| 2025 | $0.00 | $0.00 | $0.61 | $0.00 | $0.00 | $0.91 | $0.00 | $0.00 | $0.99 | $0.00 | $0.00 | $1.21 | $3.72 |
| 2024 | $0.00 | $0.00 | $0.55 | $0.00 | $0.00 | $0.90 | $0.00 | $0.00 | $0.84 | $0.00 | $0.00 | $1.43 | $3.72 |
| 2023 | $0.00 | $0.00 | $0.61 | $0.00 | $0.00 | $0.88 | $0.00 | $0.00 | $0.82 | $0.00 | $0.00 | $1.26 | $3.57 |
| 2022 | $0.00 | $0.00 | $0.50 | $0.00 | $0.00 | $0.77 | $0.00 | $0.00 | $0.97 | $0.00 | $0.00 | $1.07 | $3.32 |
| 2021 | $0.00 | $0.00 | $0.78 | $0.00 | $0.00 | $0.70 | $0.00 | $0.00 | $0.77 | $0.00 | $0.00 | $1.16 | $3.41 |
Drawdowns
Drawdowns Chart
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.
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Worst Drawdowns
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 1.74%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -74.92%Mar 2009 | 2y 27d | 4y 1mo | 6y 1moFeb 2007 - Apr 2013 |
COVID crash2020 | -44.39%Mar 2020 | 1mo 3d | 1y 2mo | 1y 3moFeb 2020 - May 2021 |
2023 bear market2023 | -32.58%Oct 2023 | 1y 9mo | 2y 3mo | 4y 1moJan 2022 - Feb 2026 |
2013 correction2013 | -18.00%Aug 2013 | 2mo 29d | 8mo 13d | 11mo 12dMay 2013 - Apr 2014 |
2004 correction2004 | -17.80%May 2004 | 1mo 9d | 3mo 15d | 4mo 24dApr 2004 - Aug 2004 |
Drawdown Indicators
| RWR | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.92% | -56.78% | -18.14% |
Max Drawdown (1Y)Largest decline over 1 year | -8.04% | -9.10% | +1.06% |
Max Drawdown (3Y)Largest decline over 3 years | -18.85% | -18.90% | +0.05% |
Max Drawdown (5Y)Largest decline over 5 years | -32.58% | -25.43% | -7.15% |
Max Drawdown (10Y)Largest decline over 10 years | -44.39% | -33.92% | -10.47% |
Current DrawdownCurrent decline from peak | -1.74% | -1.80% | +0.06% |
Average DrawdownAverage peak-to-trough decline | -13.09% | -10.71% | -2.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.38% | 2.03% | +0.35% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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