SPDR Dow Jones REIT ETF (RWR)
RWR is a passive ETF by State Street tracking the investment results of the Dow Jones U.S. Select REIT Index. RWR launched on Apr 23, 2001 and has a 0.25% expense ratio.
ETF Info
| ISIN | US78464A6073 |
|---|---|
| CUSIP | 78464A607 |
| Issuer | State Street |
| Inception Date | Apr 23, 2001 |
| Region | North America (U.S.) |
| Category | REIT |
| Leveraged | 1x |
| Index Tracked | Dow Jones U.S. Select REIT Index |
| Home Page | www.ssga.com |
| Asset Class | Real Estate |
Asset Class Size | Multi-Cap |
Asset Class Style | Blend |
Expense Ratio
RWR has an expense ratio of 0.25%, which is considered low compared to other funds.
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: RWR vs. SCHH, RWR vs. VGSLX, RWR vs. VNQ, RWR vs. VTIP, RWR vs. VOO, RWR vs. SPY, RWR vs. VEA, RWR vs. schh, RWR vs. FREL, RWR vs. SCHD
Performance
Performance Chart
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.
Returns By Period
SPDR Dow Jones REIT ETF had a return of 12.81% year-to-date (YTD) and 27.32% in the last 12 months. Over the past 10 years, SPDR Dow Jones REIT ETF had an annualized return of 5.59%, while the S&P 500 had an annualized return of 11.39%, indicating that SPDR Dow Jones REIT ETF did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 12.81% | 25.48% |
| 1 month | 0.66% | 2.14% |
| 6 months | 14.85% | 12.76% |
| 1 year | 27.32% | 33.14% |
| 5 years (annualized) | 3.99% | 13.96% |
| 10 years (annualized) | 5.59% | 11.39% |
Monthly Returns
The table below presents the monthly returns of RWR, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -4.16% | 1.77% | 1.98% | -7.27% | 4.75% | 2.69% | 5.91% | 6.26% | 2.68% | -3.25% | 12.81% | ||
| 2023 | 10.89% | -4.93% | -2.68% | 0.71% | -2.81% | 5.12% | 2.94% | -3.23% | -7.09% | -4.53% | 10.79% | 10.11% | 13.79% |
| 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% |
| 2020 | 0.46% | -8.36% | -22.40% | 7.85% | -0.61% | 1.72% | 3.41% | 0.68% | -3.24% | -2.54% | 12.34% | 3.10% | -11.40% |
| 2019 | 11.41% | 0.99% | 2.80% | -0.24% | -0.31% | 1.30% | 1.56% | 2.37% | 2.66% | 1.11% | -1.39% | -1.03% | 22.71% |
| 2018 | -4.10% | -7.23% | 3.98% | 1.45% | 4.02% | 4.32% | 0.32% | 2.99% | -2.76% | -2.54% | 4.90% | -8.66% | -4.47% |
| 2017 | -0.95% | 3.47% | -2.90% | -0.21% | -0.63% | 2.47% | 0.87% | -0.79% | 0.23% | -1.12% | 3.14% | 0.04% | 3.47% |
| 2016 | -4.06% | -0.85% | 10.36% | -2.96% | 1.98% | 6.46% | 4.39% | -3.44% | -2.06% | -5.66% | -1.35% | 4.75% | 6.43% |
| 2015 | 6.56% | -3.67% | 1.87% | -5.89% | -0.03% | -4.41% | 5.91% | -5.91% | 3.38% | 5.79% | -0.61% | 2.20% | 4.11% |
| 2014 | 3.89% | 5.23% | 0.79% | 3.72% | 2.45% | 0.91% | 0.14% | 2.78% | -5.82% | 10.60% | 2.15% | 1.88% | 31.83% |
| 2013 | 3.43% | 0.81% | 2.58% | 6.78% | -5.96% | -1.70% | 0.72% | -6.93% | 3.26% | 4.04% | -5.52% | 0.47% | 0.93% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of RWR is 56, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for SPDR Dow Jones REIT ETF (RWR) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
SPDR Dow Jones REIT ETF provided a 3.38% dividend yield over the last twelve months, with an annual payout of $3.55 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $3.55 | $3.57 | $3.32 | $3.41 | $3.23 | $3.43 | $3.61 | $2.86 | $4.10 | $2.91 | $2.78 | $2.42 |
Dividend yield | 3.38% | 3.75% | 3.81% | 2.79% | 3.73% | 3.36% | 4.19% | 3.05% | 4.39% | 3.17% | 3.06% | 3.39% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.55 | $0.00 | $0.00 | $0.90 | $0.00 | $0.00 | $0.84 | $0.00 | $0.00 | $2.29 | |
| 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 |
| 2020 | $0.00 | $0.00 | $0.58 | $0.00 | $0.00 | $0.71 | $0.00 | $0.00 | $0.65 | $0.00 | $0.00 | $1.29 | $3.23 |
| 2019 | $0.00 | $0.00 | $0.54 | $0.00 | $0.00 | $0.87 | $0.00 | $0.00 | $0.87 | $0.00 | $0.00 | $1.15 | $3.43 |
| 2018 | $0.00 | $0.00 | $0.52 | $0.00 | $0.00 | $0.84 | $0.00 | $0.00 | $1.16 | $0.00 | $0.00 | $1.08 | $3.61 |
| 2017 | $0.00 | $0.00 | $0.61 | $0.00 | $0.00 | $0.80 | $0.00 | $0.00 | $0.76 | $0.00 | $0.00 | $0.69 | $2.86 |
| 2016 | $0.00 | $0.00 | $1.03 | $0.00 | $0.00 | $0.78 | $0.00 | $0.00 | $0.77 | $0.00 | $0.00 | $1.53 | $4.10 |
| 2015 | $0.00 | $0.00 | $0.49 | $0.00 | $0.00 | $0.70 | $0.00 | $0.00 | $0.77 | $0.00 | $0.00 | $0.95 | $2.91 |
| 2014 | $0.00 | $0.00 | $0.49 | $0.00 | $0.00 | $0.66 | $0.00 | $0.00 | $0.67 | $0.00 | $0.00 | $0.96 | $2.78 |
| 2013 | $0.41 | $0.00 | $0.00 | $0.64 | $0.00 | $0.00 | $0.62 | $0.00 | $0.00 | $0.75 | $2.42 |
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.
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 5.13%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -74.92% | Feb 8, 2007 | 523 | Mar 6, 2009 | 1026 | Apr 4, 2013 | 1549 |
| -44.39% | Feb 19, 2020 | 24 | Mar 23, 2020 | 295 | May 24, 2021 | 319 |
| -32.57% | Jan 3, 2022 | 458 | Oct 27, 2023 | — | — | — |
| -18% | May 22, 2013 | 62 | Aug 19, 2013 | 197 | Jun 2, 2014 | 259 |
| -17.8% | Apr 2, 2004 | 27 | May 11, 2004 | 72 | Aug 24, 2004 | 99 |
Volatility
Volatility Chart
The current SPDR Dow Jones REIT ETF volatility is 5.16%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.