SPDR Portfolio MSCI Global Stock Market ETF (SPGM)
SPGM is a passive ETF by State Street tracking the investment results of the MSCI AC World IMI. SPGM launched on Feb 27, 2012 and has a 0.09% expense ratio.
ETF Info
US78463X4759
78463X475
Feb 27, 2012
Developed Markets (Broad)
1x
MSCI AC World IMI
Large-Cap
Blend
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in SPDR Portfolio MSCI Global Stock Market 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 Portfolio MSCI Global Stock Market ETF had a return of 16.49% year-to-date (YTD) and 24.62% in the last 12 months. Over the past 10 years, SPDR Portfolio MSCI Global Stock Market ETF had an annualized return of 9.41%, while the S&P 500 had an annualized return of 11.11%, indicating that SPDR Portfolio MSCI Global Stock Market ETF did not perform as well as the benchmark.
SPGM
16.49%
-1.62%
6.03%
24.62%
11.02%
9.41%
^GSPC (Benchmark)
23.08%
0.10%
10.70%
30.05%
13.52%
11.11%
Monthly Returns
The table below presents the monthly returns of SPGM, 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 | 0.29% | 4.38% | 3.02% | -3.42% | 4.34% | 1.99% | 1.74% | 2.39% | 2.29% | -2.22% | 16.49% | ||
| 2023 | 7.61% | -3.17% | 2.63% | 1.50% | -1.17% | 5.87% | 3.71% | -3.06% | -4.05% | -3.19% | 8.72% | 5.22% | 21.35% |
| 2022 | -4.22% | -3.19% | 2.18% | -7.90% | 0.44% | -8.28% | 6.59% | -3.51% | -9.58% | 6.81% | 8.10% | -4.45% | -17.53% |
| 2021 | 0.89% | 3.60% | 2.83% | 3.81% | 1.90% | 1.04% | 0.42% | 2.46% | -4.16% | 5.49% | -2.34% | 3.80% | 21.13% |
| 2020 | -1.87% | -7.52% | -13.68% | 10.26% | 4.23% | 3.76% | 4.42% | 7.31% | -3.02% | -2.89% | 12.80% | 3.68% | 15.27% |
| 2019 | 8.30% | 2.43% | 1.11% | 3.83% | -6.26% | 6.43% | 0.26% | -2.66% | 2.29% | 2.73% | 2.85% | 3.28% | 26.59% |
| 2018 | 4.68% | -3.95% | -1.37% | 0.41% | 0.05% | -0.93% | 3.47% | 0.58% | 0.80% | -6.92% | 1.00% | -7.63% | -10.11% |
| 2017 | 2.17% | 1.98% | 1.55% | 1.33% | 1.94% | 1.17% | 2.45% | -0.35% | 2.87% | 1.75% | 2.14% | 2.13% | 23.26% |
| 2016 | -6.37% | -0.69% | 7.91% | 1.75% | 0.39% | -1.27% | 5.38% | 0.41% | 0.17% | -1.65% | 0.51% | 2.41% | 8.58% |
| 2015 | -1.04% | 3.76% | -0.15% | 1.19% | 1.17% | -1.25% | -1.36% | -5.24% | -1.70% | 5.47% | -0.57% | -1.98% | -2.10% |
| 2014 | -1.70% | 4.93% | 0.02% | 0.30% | 2.49% | 2.14% | -1.23% | 1.44% | -2.58% | 1.36% | 1.80% | -0.60% | 8.45% |
| 2013 | 5.11% | 0.92% | 2.62% | 2.92% | -0.88% | -2.65% | 5.08% | -1.91% | 5.77% | 5.12% | 3.01% | -1.66% | 25.50% |
Expense Ratio
SPGM has an expense ratio of 0.09%, which is considered low compared to other funds.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of SPGM is 70, 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 Portfolio MSCI Global Stock Market ETF (SPGM) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
SPDR Portfolio MSCI Global Stock Market ETF provided a 1.75% dividend yield over the last twelve months, with an annual payout of $1.12 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.12 | $1.16 | $1.11 | $1.12 | $0.71 | $1.06 | $0.66 | $0.90 | $0.61 | $1.14 | $0.71 | $0.53 |
Dividend yield | 1.75% | 2.09% | 2.37% | 1.94% | 1.45% | 2.46% | 1.89% | 2.29% | 1.87% | 3.70% | 2.18% | 1.74% |
Monthly Dividends
The table displays the monthly dividend distributions for SPDR Portfolio MSCI Global Stock Market 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 | $0.00 | $0.00 | $0.00 | $0.55 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.55 | |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.59 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.57 | $1.16 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.54 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.57 | $1.11 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.43 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.69 | $1.12 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.45 | $0.71 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.44 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.61 | $1.06 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.29 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.37 | $0.66 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.31 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.59 | $0.90 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.44 | $0.61 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.61 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.53 | $1.14 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.45 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.26 | $0.71 |
| 2013 | $0.36 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.18 | $0.53 |
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 Portfolio MSCI Global Stock Market 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 Portfolio MSCI Global Stock Market ETF was 33.96%, occurring on Mar 23, 2020. Recovery took 107 trading sessions.
The current SPDR Portfolio MSCI Global Stock Market ETF drawdown is 2.78%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -33.96% | Feb 13, 2020 | 27 | Mar 23, 2020 | 107 | Aug 24, 2020 | 134 |
| -25.93% | Jan 5, 2022 | 194 | Oct 12, 2022 | 322 | Jan 25, 2024 | 516 |
| -21.97% | Jun 22, 2015 | 159 | Feb 11, 2016 | 210 | Dec 13, 2016 | 369 |
| -19.41% | Jan 29, 2018 | 229 | Dec 24, 2018 | 210 | Oct 24, 2019 | 439 |
| -13.83% | Jul 11, 2014 | 60 | Oct 15, 2014 | 31 | Dec 3, 2014 | 91 |
Volatility
Volatility Chart
The current SPDR Portfolio MSCI Global Stock Market ETF volatility is 3.31%, 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.