Last Update: 31 Aug 2021

Category: Stocks
ETF: SPDR Dow Jones REIT ETF (RWR)

In the last 10 years, the SPDR Dow Jones REIT ETF (RWR) ETF obtained a 9.48% compound annual return, with a 16.73% standard deviation.

In the last 20 years, a 9.56% compound annual return, with a 21.69% standard deviation.

In 2020, the portfolio granted a 2.56% dividend yield. If you are interested in getting periodic income, please refer to the SPDR Dow Jones REIT ETF (RWR): Dividend Yield page.

The ETF is related to the following investment themes:

  • Asset Class: Real Estate
  • Size: Multi Cap
  • Style: Blend
  • Region: North America
  • Country: U.S.
  • Sector: Real Estate
  • Industry: Broad Real Estate

Capital Growth and Historical Returns

Capital growth, returns, stats are calculated assuming a reinvestment of dividends.

If you are interested in getting periodic income, please refer to the SPDR Dow Jones REIT ETF (RWR): Dividend Yield page.

Capital Growth:
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Period Returns
Aug 2021
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+1.78%
0.00%
1 - 0
3M
+9.57%
0.00%
3 - 0
6M
+25.18%
0.00%
6 - 0
YTD
+31.53%
-0.17%
Jan 2021 - Jan 2021
7 - 1
1Y
+42.52%
14.90%
-6.47%
Sep 2020 - Oct 2020
9 - 3
3Y
+8.85%
annualized
20.23%
-30.25%
Nov 2019 - Mar 2020
23 - 13
5Y
+6.03%
annualized
17.12%
-30.25%
Nov 2019 - Mar 2020
36 - 24
10Y
+9.48%
annualized
16.73%
-30.25%
Nov 2019 - Mar 2020
73 - 47
MAX
01 Sep 2001
+9.56%
annualized
21.69%
-70.36%
Feb 2007 - Feb 2009
147 - 93

* Annualized St.Dev. of monthly returns

Drawdowns

Drawdonws Chart:

Rolling Returns ( more details)

SPDR Dow Jones REIT ETF (RWR) ETF: annualized rolling and average returns

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+11.52% +112.29%
Apr 2009 - Mar 2010
-60.22%
Apr 2008 - Mar 2009
22.27%
2 Years
+10.26% +66.38%
Mar 2009 - Feb 2011
-44.90%
Mar 2007 - Feb 2009
19.82%
3 Years
+9.63% +43.93%
Apr 2009 - Mar 2012
-26.93%
Apr 2006 - Mar 2009
17.56%
5 Years
+8.48% +29.15%
Mar 2009 - Feb 2014
-9.41%
Apr 2004 - Mar 2009
14.36%
7 Years
+7.81% +24.28%
Apr 2009 - Mar 2016
-1.91%
Apr 2002 - Mar 2009
1.27%
10 Years
+8.64% +18.24%
Mar 2009 - Feb 2019
+3.49%
Feb 2007 - Jan 2017
0.00%
15 Years
+8.19% +10.95%
Oct 2001 - Sep 2016
+4.82%
Nov 2005 - Oct 2020
0.00%
20 Years
+9.56% +9.56%
Sep 2001 - Aug 2021
+9.56%
Sep 2001 - Aug 2021
0.00%

* Annualized rolling and average returns over full calendar month periods

If you need a deeper detail about rolling returns, please refer to the SPDR Dow Jones REIT ETF (RWR) ETF: Rolling Returns page.

Seasonality and Yearly/Monthly Returns

In the table below, for the SPDR Dow Jones REIT ETF (RWR) ETF, the average monthly return is represented.

Below each return, it's also mentioned the probability of obtaining a positive monthly result (Win %).

Both the Average Return and the Gain Frequency are useful to get an idea of what happened in the past.

Swipe left to see all data
Monthly Average Return (%) and Gain Frequency
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average
Win %
0.49
50%
-0.59
60%
2.15
75%
3.10
60%
0.66
50%
0.25
65%
2.61
85%
0.88
60%
-0.32
50%
-0.27
50%
0.50
55%
2.16
75%
Best
Year
11.4
2019
5.7
2010
10.5
2010
31.6
2009
8.4
2004
6.5
2016
10.5
2009
14.7
2009
6.8
2009
14.5
2011
12.3
2020
15.8
2008
Worst
Year
-17.9
2009
-21.8
2009
-22.4
2020
-15.0
2004
-6.0
2013
-10.8
2008
-8.2
2007
-6.9
2013
-11.1
2011
-31.2
2008
-23.9
2008
-8.6
2018

For further information about the seasonality, check the Asset Class Seasonality page.

Investing in SPDR Dow Jones REIT ETF (RWR) ETF: detail of monthly returns

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Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2021
+31.53% -0.2 5.3 4.8 8.0 1.0 2.3 5.2 1.8
2020
-12.09% 0.5 -8.4 -22.4 7.9 -0.6 1.7 3.4 0.7 -4.0 -2.5 12.3 3.1
2019
+22.73% 11.4 1.0 2.8 -0.2 -0.3 1.3 1.6 2.4 2.7 1.1 -1.4 -1.0
2018
-4.40% -4.1 -7.2 4.0 1.5 4.0 4.3 0.3 3.0 -2.7 -2.5 4.9 -8.6
2017
+3.46% -1.0 3.5 -2.9 -0.2 -0.6 2.5 0.9 -0.8 0.2 -1.1 3.1 0.0
2016
+6.41% -4.1 -0.9 10.4 -3.0 2.0 6.5 4.4 -3.4 -2.1 -5.7 -1.4 4.7
2015
+4.12% 6.6 -3.7 1.9 -5.9 0.0 -4.4 5.9 -5.9 3.4 5.8 -0.6 2.2
2014
+31.82% 3.9 5.2 0.8 3.7 2.5 0.9 0.1 2.8 -5.8 10.6 2.2 1.9
2013
+0.93% 3.4 0.8 2.6 6.8 -6.0 -1.7 0.7 -6.9 3.3 4.0 -5.5 0.5
2012
+16.87% 6.4 -1.1 5.2 3.0 -4.6 5.5 1.9 -0.3 -2.0 -0.9 -0.5 3.7
2011
+8.97% 3.4 4.8 -1.6 6.0 1.5 -3.3 1.7 -5.4 -11.1 14.5 -4.0 4.6
2010
+27.96% -5.9 5.7 10.5 6.9 -5.4 -5.3 9.9 -1.3 4.4 4.4 -1.8 4.7
2009
+28.32% -17.9 -21.8 3.4 31.6 4.2 -4.7 10.5 14.7 6.8 -4.4 6.8 6.9
2008
-38.83% -0.8 -3.5 6.7 6.5 -0.3 -10.8 2.9 2.1 -0.6 -31.2 -23.9 15.8
2007
-17.84% 8.9 -2.4 -2.5 -0.1 0.0 -9.0 -8.2 5.7 4.3 0.9 -9.6 -5.4
2006
+35.53% 7.9 2.0 5.4 -3.9 -3.0 5.7 3.7 3.2 2.0 6.0 4.9 -2.3
2005
+13.55% -8.6 3.1 -1.5 5.8 3.7 4.8 7.7 -4.1 0.4 -2.0 4.9 -0.2
2004
+32.45% 3.9 1.5 5.8 -15.0 8.4 3.4 -0.3 8.6 -0.6 5.6 4.0 5.4
2003
+35.52% -3.1 1.9 3.1 2.9 5.2 2.6 5.4 0.6 3.4 1.6 4.5 3.1
2002
+2.65% -0.9 2.5 6.7 -0.2 1.8 2.8 -5.5 0.2 -3.8 -6.1 5.1 1.1
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