SPDR DJ Wilshire International Real Estate ETF (RWX)
RWX is a passive ETF by State Street tracking the investment results of the Dow Jones Global ex-U.S. Real Estate Securities Index. RWX launched on Dec 15, 2006 and has a 0.59% expense ratio.
ETF Info
ISIN | US78463X8636 |
---|---|
CUSIP | 78463X863 |
Issuer | State Street |
Inception Date | Dec 15, 2006 |
Region | Developed Markets (Broad) |
Category | REIT |
Index Tracked | Dow Jones Global ex-U.S. Real Estate Securities Index |
Home Page | www.ssga.com |
Asset Class | Real Estate |
Asset Class Size | Multi-Cap |
Asset Class Style | Blend |
Expense Ratio
The SPDR DJ Wilshire International Real Estate ETF has a high expense ratio of 0.59%, indicating higher-than-average management fees.
Share Price Chart
Loading data...
Compare to other instruments
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in SPDR DJ Wilshire International Real Estate 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 DJ Wilshire International Real Estate ETF had a return of -3.68% year-to-date (YTD) and 5.51% in the last 12 months. Over the past 10 years, SPDR DJ Wilshire International Real Estate ETF had an annualized return of 0.19%, while the S&P 500 had an annualized return of 10.89%, indicating that SPDR DJ Wilshire International Real Estate ETF did not perform as well as the benchmark.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | -3.68% | 10.16% |
1 month | 4.94% | 3.47% |
6 months | 12.12% | 22.20% |
1 year | 5.51% | 30.45% |
5 years (annualized) | -3.09% | 13.16% |
10 years (annualized) | 0.19% | 10.89% |
Monthly Returns Heatmap
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | -5.50% | -3.49% | ||||||||||
2023 | -3.88% | -4.98% | -3.53% | 9.63% | 8.94% |
Risk-Adjusted Performance
Risk-Adjusted Performance Indicators
This table presents risk-adjusted performance metrics for SPDR DJ Wilshire International Real Estate ETF (RWX) and compares them with a selected benchmark (^GSPC). These performance indicators assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
---|---|---|---|---|---|
SPDR DJ Wilshire International Real Estate ETF | 0.40 | ||||
S&P 500 | 2.79 |
Dividends
Dividend History
SPDR DJ Wilshire International Real Estate ETF granted a 3.92% dividend yield in the last twelve months. The annual payout for that period amounted to $1.02 per share.
Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend | $1.02 | $1.06 | $1.08 | $1.64 | $1.00 | $3.47 | $1.87 | $1.12 | $3.15 | $1.15 | $1.42 | $1.87 |
Dividend yield | 3.92% | 3.90% | 4.05% | 4.62% | 2.92% | 8.94% | 5.28% | 2.77% | 8.74% | 2.94% | 3.43% | 4.54% |
Monthly Dividends
The table displays the monthly dividend distributions for SPDR DJ Wilshire International Real Estate 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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | $0.00 | $0.00 | ||||||||||
2023 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.46 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.11 |
2022 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.29 | $0.00 | $0.00 | $0.37 | $0.00 | $0.00 | $0.27 |
2021 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.29 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.92 |
2020 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.23 |
2019 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.44 | $0.00 | $0.00 | $0.37 | $0.00 | $0.00 | $2.48 |
2018 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.36 | $0.00 | $0.00 | $0.40 | $0.00 | $0.00 | $0.91 |
2017 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.38 | $0.00 | $0.00 | $0.34 | $0.00 | $0.00 | $0.21 |
2016 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.35 | $0.00 | $0.00 | $0.36 | $0.00 | $0.00 | $2.29 |
2015 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.48 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.24 |
2014 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.54 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.33 |
2013 | $0.17 | $0.00 | $0.00 | $0.56 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.86 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the SPDR DJ Wilshire International Real Estate 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 DJ Wilshire International Real Estate ETF was 73.57%, occurring on Mar 9, 2009. Recovery took 2231 trading sessions.
The current SPDR DJ Wilshire International Real Estate ETF drawdown is 23.35%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-73.57% | May 8, 2007 | 463 | Mar 9, 2009 | 2231 | Jan 17, 2018 | 2694 |
-43.37% | Feb 18, 2020 | 23 | Mar 19, 2020 | 306 | Jun 7, 2021 | 329 |
-35.91% | Aug 6, 2021 | 301 | Oct 14, 2022 | — | — | — |
-13.97% | Jan 29, 2018 | 229 | Dec 24, 2018 | 190 | Sep 26, 2019 | 419 |
-10.03% | Feb 26, 2007 | 6 | Mar 5, 2007 | 29 | Apr 16, 2007 | 35 |
Volatility
Volatility Chart
The current SPDR DJ Wilshire International Real Estate ETF volatility is 2.78%, 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.