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Issuer
SPDR
Inception Date
Jul 8, 2013
Leveraged
1x (No leverage)
Index Tracked
SPDR Index
Distribution Policy
Distributing
Asset Class
Equity

Share Price Chart


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Performance

WXHG.AX Performance Chart

SPDR ETFs Australia - State Street SPDR S&P World ex Australia Carbon Aware (Hedged) ETF (WXHG.AX) is up 7.4% since the beginning of the year. WXHG.AX is currently trading at A$29 per share. Investors who bought A$1,000 worth of WXHG.AX shares 5 years ago would now be looking at an investment worth A$1,629.


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S&P 500 Index

Returns By Period

SPDR ETFs Australia - State Street SPDR S&P World ex Australia Carbon Aware (Hedged) ETF (WXHG.AX) has returned 7.43% so far this year and 18.40% over the past 12 months. Over the last ten years, WXHG.AX has returned 11.88% per year, falling short of the S&P 500 Index benchmark, which averaged 14.27% annually.


SPDR ETFs Australia - State Street SPDR S&P World ex Australia Carbon Aware (Hedged) ETF

1D
0.11%
1M
0.58%
6M
6.31%
YTD
7.43%
1Y
18.40%
3Y*
18.25%
5Y*
10.25%
10Y*
11.88%

Benchmark (S&P 500 Index)

1D
0.12%
1M
1.38%
6M
4.49%
YTD
5.58%
1Y
12.98%
3Y*
18.01%
5Y*
13.12%
10Y*
14.27%
*Multi-year figures are annualized to reflect compound growth (CAGR)

WXHG.AX Monthly Returns History

Based on dividend-adjusted daily data since Jul 8, 2013, WXHG.AX's average daily return is +0.05%, while the average monthly return is +0.99%. At this rate, an investment would double in approximately 5.9 years.

Historically, 70% of months were positive and 30% were negative. The best month was Apr 2020 with a return of +11.5%, while the worst month was Mar 2020 at -12.9%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 3 months.

On a daily basis, WXHG.AX closed higher 53% of trading days. The best single day was Apr 10, 2025 with a return of +10.0%, while the worst single day was Mar 13, 2020 at -9.8%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20260.25%0.84%-8.47%8.38%5.25%0.72%1.06%7.43%
20254.00%-2.35%-4.20%-0.36%5.85%4.01%2.97%1.29%1.84%3.83%-0.92%2.04%18.99%
20242.61%2.80%3.18%-2.04%2.25%4.02%0.25%3.89%-0.31%0.63%2.55%-1.42%19.77%
20234.77%0.24%1.45%1.72%1.87%4.29%2.76%-1.50%-3.75%-3.84%9.80%4.46%23.72%
2022-6.57%-3.88%5.97%-6.35%-2.79%-8.81%7.87%-2.53%-8.95%5.53%2.85%-2.48%-19.94%
20210.12%1.91%4.18%4.31%0.81%1.85%1.59%3.38%-3.10%3.58%0.84%1.93%23.36%

Benchmark Metrics

SPDR ETFs Australia - State Street SPDR S&P World ex Australia Carbon Aware (Hedged) ETF has an annualized alpha of 11.83%, beta of 0.04, and R2 of 0.00 versus S&P 500 Index. Calculated based on daily prices since July 08, 2013.

  • This ETF participated in 85.20% of S&P 500 Index downside but only 75.29% of its upside - more exposed to losses than it benefited from rallies.
  • Beta of 0.04 may look defensive, but with R2 of 0.00 this ETF is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
  • R2 of 0.00 means this ETF moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
11.83%
Beta
0.04
0.00
Upside Capture
75.29%
Downside Capture
85.20%

Return for Risk

Risk / Return Rank

WXHG.AX ranks 52 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.


WXHG.AX Risk / Return Rank: 5252
Overall Rank
WXHG.AX Sharpe Ratio Rank: 5252
Sharpe Ratio Rank
WXHG.AX Sortino Ratio Rank: 5050
Sortino Ratio Rank
WXHG.AX Omega Ratio Rank: 5353
Omega Ratio Rank
WXHG.AX Calmar Ratio Rank: 4848
Calmar Ratio Rank
WXHG.AX Martin Ratio Rank: 5959
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for SPDR ETFs Australia - State Street SPDR S&P World ex Australia Carbon Aware (Hedged) ETF (WXHG.AX) 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.


WXHG.AXBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+0.18

Sortino ratioReturn per unit of downside risk

+0.24

Omega ratioGain probability vs. loss probability

1.27

1.24

+0.03

Calmar ratioReturn relative to maximum drawdown

2.00

1.11

+0.89

Martin ratioReturn relative to average drawdown

8.35

3.10

+5.25

Dividends

Dividend History

SPDR ETFs Australia - State Street SPDR S&P World ex Australia Carbon Aware (Hedged) ETF provided a 7.12% dividend yield over the last twelve months, with an annual payout of A$2.03 per share. The fund has been increasing its distributions for 2 consecutive years.


5.00%10.00%15.00%20.00%25.00%A$0.00A$1.00A$2.00A$3.00A$4.00A$5.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
DividendA$2.03A$1.91A$1.64A$1.31A$4.94A$0.85A$0.98A$1.03A$0.51A$0.64A$0.69A$0.98

Dividend yield

7.12%6.68%6.35%5.69%25.09%2.77%3.83%4.25%2.54%2.83%3.55%5.33%

Monthly Dividends

The table displays the monthly dividend distributions for SPDR ETFs Australia - State Street SPDR S&P World ex Australia Carbon Aware (Hedged) ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026A$0.00A$0.00A$0.00A$0.00A$0.00A$2.03A$0.00A$2.03
2025A$0.00A$0.00A$0.00A$0.00A$0.00A$1.91A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$1.91
2024A$0.00A$0.00A$0.00A$0.00A$0.00A$1.64A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$1.64
2023A$0.00A$0.00A$0.00A$0.00A$0.00A$1.31A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$1.31
2022A$0.00A$0.00A$0.00A$0.00A$0.00A$4.94A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$4.94
2021A$0.00A$0.00A$0.00A$0.00A$0.00A$0.85A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$0.85

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 ETFs Australia - State Street SPDR S&P World ex Australia Carbon Aware (Hedged) 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 ETFs Australia - State Street SPDR S&P World ex Australia Carbon Aware (Hedged) ETF was 36.37%, occurring on Mar 19, 2020. Recovery took 170 trading sessions.

The current SPDR ETFs Australia - State Street SPDR S&P World ex Australia Carbon Aware (Hedged) ETF drawdown is 0.04%.


Drawdown

Fall

Recovery

Underwater

Related event

-36.37%Mar 2020
1mo 1d8mo 3d
9mo 4dFeb 2020 - Nov 2020
COVID crash2020
-26.29%Oct 2022
9mo 11d1y 3mo
2y 17dJan 2022 - Jan 2024
Bear market2022
-18.93%Apr 2025
1mo 18d2mo 19d
4mo 7dFeb 2025 - Jun 2025
2025 selloff2025
-17.72%Feb 2016
8mo 16d9mo 17d
1y 5moJun 2015 - Nov 2016
-15.96%Dec 2018
2mo 23d4mo 6d
6mo 29dOct 2018 - Apr 2019
Rate-hike selloffLate 2018

Drawdown Indicators


WXHG.AXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-36.37%

-41.07%

+4.70%

Max Drawdown (1Y)

Largest decline over 1 year

-9.34%

-11.69%

+2.35%

Max Drawdown (3Y)

Largest decline over 3 years

-18.93%

-17.74%

-1.19%

Max Drawdown (5Y)

Largest decline over 5 years

-26.29%

-22.01%

-4.28%

Max Drawdown (10Y)

Largest decline over 10 years

-36.37%

-24.71%

-11.66%

Current Drawdown

Current decline from peak

-0.04%

-0.60%

+0.56%

Average Drawdown

Average peak-to-trough decline

-4.59%

-11.02%

+6.43%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.28%

4.20%

-1.92%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

Build a portfolio with WXHG.AX

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