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 |
Leveraged | 1x |
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
RWX features an expense ratio of 0.59%, falling within the medium range.
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: RWX vs. VNQI, RWX vs. RWO, RWX vs. FIVA, RWX vs. IFGL, RWX vs. WPS, RWX vs. SCHD, RWX vs. VNQ, RWX vs. XLRE, RWX vs. SPY, RWX vs. VTI
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 -7.90% year-to-date (YTD) and 6.02% in the last 12 months. Over the past 10 years, SPDR DJ Wilshire International Real Estate ETF had an annualized return of -0.84%, while the S&P 500 had an annualized return of 11.39%, indicating that SPDR DJ Wilshire International Real Estate ETF did not perform as well as the benchmark.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | -7.90% | 25.45% |
1 month | -8.63% | 2.91% |
6 months | -2.29% | 14.05% |
1 year | 6.02% | 35.64% |
5 years (annualized) | -4.65% | 14.13% |
10 years (annualized) | -0.84% | 11.39% |
Monthly Returns
The table below presents the monthly returns of RWX, 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 | -5.50% | -3.49% | 5.61% | -5.06% | 2.10% | -3.84% | 6.38% | 6.38% | 2.58% | -8.85% | -7.90% | ||
2023 | 6.46% | -4.95% | -2.11% | 4.19% | -7.09% | -0.85% | 6.26% | -3.88% | -4.98% | -3.53% | 9.63% | 8.94% | 6.31% |
2022 | -4.30% | -1.76% | 2.35% | -6.74% | -0.06% | -10.31% | 6.27% | -7.30% | -12.07% | 1.45% | 9.89% | 0.62% | -21.84% |
2021 | -1.32% | 1.37% | 1.48% | 4.73% | 3.13% | -0.55% | 3.21% | 0.37% | -5.98% | 3.24% | -3.68% | 3.53% | 9.34% |
2020 | 0.13% | -7.85% | -24.49% | 4.63% | 2.78% | 1.06% | 2.26% | 3.70% | -1.92% | -3.90% | 13.56% | 5.87% | -9.03% |
2019 | 9.73% | -1.47% | 3.26% | -1.78% | -0.49% | 2.07% | -1.57% | 2.02% | 2.53% | 3.72% | -0.95% | 1.76% | 19.88% |
2018 | 3.88% | -6.70% | 2.50% | 1.97% | -2.03% | -1.21% | 1.53% | -1.31% | -1.46% | -4.73% | 1.98% | -2.44% | -8.25% |
2017 | 2.30% | 1.33% | 0.53% | 2.09% | 2.49% | -1.70% | 3.28% | -0.33% | -1.30% | 0.23% | 2.44% | 3.28% | 15.50% |
2016 | -3.17% | 1.29% | 8.47% | 2.17% | -1.51% | 0.19% | 3.54% | -2.12% | 0.16% | -6.55% | -2.95% | 1.57% | 0.32% |
2015 | 3.58% | 3.07% | -2.02% | 2.33% | -1.92% | -2.65% | 1.03% | -6.72% | 0.42% | 5.39% | -3.35% | -1.77% | -3.23% |
2014 | -4.17% | 5.07% | -0.10% | 3.74% | 3.37% | 1.44% | -0.59% | 1.71% | -6.78% | 5.07% | -1.26% | -2.46% | 4.34% |
2013 | 0.53% | 0.51% | 3.36% | 7.21% | -10.82% | -1.55% | 1.53% | -4.05% | 9.10% | 2.42% | -2.06% | -0.41% | 4.37% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of RWX is 11, indicating that it is in the bottom 11% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for SPDR DJ Wilshire International Real Estate ETF (RWX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
SPDR DJ Wilshire International Real Estate ETF provided a 3.72% dividend yield over the last twelve months, with an annual payout of $0.91 per share.
Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend | $0.91 | $1.06 | $1.08 | $1.64 | $1.00 | $3.47 | $1.87 | $1.12 | $3.15 | $1.15 | $1.42 | $1.87 |
Dividend yield | 3.72% | 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 | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.32 | $0.00 | $0.00 | $0.29 | $0.00 | $0.00 | $0.80 | |
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 | $1.06 |
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 | $1.08 |
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 | $1.64 |
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 | $1.00 |
2019 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.44 | $0.00 | $0.00 | $0.37 | $0.00 | $0.00 | $2.48 | $3.47 |
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 | $1.87 |
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 | $1.12 |
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 | $3.15 |
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 | $1.15 |
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 | $1.42 |
2013 | $0.17 | $0.00 | $0.00 | $0.56 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.86 | $1.87 |
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 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 26.72%.
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 4.13%, 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.