Data Source: from May 2007 to June 2022
Consolidated Returns as of 30 Jun 2022
Category: Stocks
ETF: SPDR Portfolio World ex-US ETF (SPDW)

In the last 15 Years, the SPDR Portfolio World ex-US ETF (SPDW) ETF obtained a 1.89% compound annual return, with a 18.00% standard deviation.

In 2021, the ETF granted a 3.31% dividend yield. If you are interested in getting periodic income, please refer to the SPDR Portfolio World ex-US ETF (SPDW) ETF: Dividend Yield page.

The ETF is related to the following investment themes:

  • Asset Class: Equity
  • Size: Large Cap
  • Style: Blend
  • Region: Developed Markets
  • Country: Broad Developed Markets

Historical Returns as of Jun 30, 2022

Historical returns and stats of SPDR Portfolio World ex-US ETF (SPDW) ETF. Total Returns and Inflation Adjusted Returns are both mentioned.

SPDR PORTFOLIO WORLD EX-US ETF (SPDW) ETF
Consolidated returns as of 30 Jun 2022
Data Source: from May 2007 to June 2022
Swipe left to see all data
Period Return (%)
as of Jun 2022
Return (%)
Infl.Adj.
Standard
Deviation (%)
Max
Drawdown (%)
Months
Pos - Neg
1M
Jun 2022
-9.44
-9.44
-9.44
Jun 2022 - Jun 2022
0 - 1
3M
-14.17
-15.28
-14.17
Apr 2022 - Jun 2022
1 - 2
6M
-19.34
-22.48
-19.34
Jan 2022 - Jun 2022
2 - 4
YTD
-19.34
-22.48
-19.34
Jan 2022 - Jun 2022
2 - 4
1Y
-18.67
-24.39
14.03
-20.04
Sep 2021 - Jun 2022
6 - 6
50% pos
3Y(*)
1.96
-2.44
17.86
-23.64
Jan 2020 - Mar 2020
21 - 15
58% pos
5Y(*)
2.60
-0.97
16.00
-23.64
Jan 2020 - Mar 2020
36 - 24
60% pos
10Y(*)
5.44
2.91
13.78
-23.64
Jan 2020 - Mar 2020
72 - 48
60% pos
15Y(*)
1.89
-0.40
18.00
-56.99
Nov 2007 - Feb 2009
99 - 81
55% pos
MAX(*)
01 May 2007
1.91
-0.40
17.92
-56.99
Nov 2007 - Feb 2009
100 - 82
55% pos
(*) Returns over 1 year are annualized

US Inflation is updated to May 2022. Waiting for updates, inflation of Jun 2022 is set to 0%. Current inflation (annualized) is 1Y: 7.57% , 5Y: 3.61% , 10Y: 2.46%

Capital Growth as of Jun 30, 2022

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

If you are interested in getting periodic income, please refer to the SPDR Portfolio World ex-US ETF (SPDW) ETF: Dividend Yield page.

An investment of 1000$, since July 2007, now would be worth 1324.01$, with a total return of 32.40% (1.89% annualized).

The Inflation Adjusted Capital now would be 941.35$, with a net total return of -5.86% (-0.40% annualized).
An investment of 1000$, since May 2007, now would be worth 1331.72$, with a total return of 33.17% (1.91% annualized).

The Inflation Adjusted Capital now would be 940.76$, with a net total return of -5.92% (-0.40% annualized).

Drawdowns

Worst drawdowns since July 2007.

Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-56.99% Nov 2007 Feb 2009 16 May 2014 63 79
-23.64% Jan 2020 Mar 2020 3 Nov 2020 8 11
-20.04% Sep 2021 Jun 2022 10 in progress 10
-18.76% Jul 2014 Feb 2016 20 Apr 2017 14 34
-18.12% Feb 2018 Dec 2018 11 Dec 2019 12 23
-1.62% Jul 2007 Aug 2007 2 Sep 2007 1 3
-1.07% Jun 2021 Jun 2021 1 Aug 2021 2 3
-0.44% Jan 2021 Jan 2021 1 Feb 2021 1 2
-0.23% Aug 2017 Aug 2017 1 Sep 2017 1 2

Worst drawdowns since May 2007.

Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-56.99% Nov 2007 Feb 2009 16 May 2014 63 79
-23.64% Jan 2020 Mar 2020 3 Nov 2020 8 11
-20.04% Sep 2021 Jun 2022 10 in progress 10
-18.76% Jul 2014 Feb 2016 20 Apr 2017 14 34
-18.12% Feb 2018 Dec 2018 11 Dec 2019 12 23
-3.53% Jun 2007 Aug 2007 3 Sep 2007 1 4
-1.07% Jun 2021 Jun 2021 1 Aug 2021 2 3
-0.44% Jan 2021 Jan 2021 1 Feb 2021 1 2
-0.23% Aug 2017 Aug 2017 1 Sep 2017 1 2

Rolling Returns ( more details)

SPDR Portfolio World ex-US ETF (SPDW) ETF: annualized rolling and average returns

Swipe left to see all data
Rolling
Period
Return (*) Negative
Periods
Average (%) Best (%) Worst (%)
1 Year
5.00 58.17
Mar 2009 - Feb 2010
-50.81
Mar 2008 - Feb 2009
41.52%
2 Years
5.00 38.90
Mar 2009 - Feb 2011
-23.94
May 2007 - Apr 2009
27.04%
3 Years
4.84 21.52
Mar 2009 - Feb 2012
-12.22
Jun 2007 - May 2010
18.37%
5 Years
5.13 17.84
Mar 2009 - Feb 2014
-6.43
Jun 2007 - May 2012
13.82%
7 Years
4.88 9.84
Mar 2009 - Feb 2016
-0.69
Nov 2007 - Oct 2014
3.03%
10 Years
5.12 9.91
Mar 2009 - Feb 2019
1.17
May 2007 - Apr 2017
0.00%
15 Years
2.26 2.47
May 2007 - Apr 2022
1.89
Jul 2007 - Jun 2022
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 Portfolio World ex-US ETF (SPDW) ETF: Rolling Returns page.

Seasonality

SPDR Portfolio World ex-US ETF (SPDW) ETF: in which months is it better to invest?

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

For further information about the seasonality, check the Asset Class Seasonality page.
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 %
-1.18
47%
-0.06
60%
0.75
53%
2.82
80%
-0.24
50%
-1.01
31%
1.72
67%
-0.94
40%
0.19
60%
-0.10
60%
0.15
47%
1.54
67%
Best
Year
7.6
2019
6.2
2015
9.0
2009
12.7
2009
13.2
2009
6.5
2012
10.7
2010
5.1
2020
10.0
2010
10.3
2011
14.2
2020
9.0
2010
Worst
Year
-13.1
2009
-10.9
2009
-14.8
2020
-7.1
2022
-11.6
2010
-9.4
2022
-4.7
2008
-7.8
2011
-11.4
2008
-19.9
2008
-4.8
2007
-5.5
2018
Statistics calculated for the period May 2007 - Jun 2022

Monthly/Yearly Returns

SPDR Portfolio World ex-US ETF (SPDW) ETF monthly and yearly returns: how is the distribution of the returns recorded so far?

MONTHLY RETURNS HISTOGRAM
100 Positive Months (55%) - 82 Negative Months (45%)
May 2007 - Jun 2022
Swipe left to see all data
Yearly Return(%)
Monthly Return(%)
Year Total Infl.Adj Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2022
-19.34 -22.48 -4.1 -2.6 0.6 -7.1 2.0 -9.4
2021
+11.43 +4.05 -0.4 2.6 2.5 3.1 3.5 -1.1 0.3 1.4 -3.2 3.2 -4.7 4.2
2020
+9.90 +8.51 -2.8 -7.7 -14.8 6.9 5.4 3.5 2.5 5.1 -1.7 -3.3 14.2 5.4
2019
+22.40 +19.70 7.6 2.2 0.4 2.7 -5.2 6.1 -2.0 -1.9 3.2 3.2 1.4 3.4
2018
-14.20 -15.81 4.8 -5.0 -0.4 1.4 -1.6 -1.4 2.1 -1.7 0.8 -8.8 0.9 -5.5
2017
+25.80 +23.17 3.6 1.2 2.9 2.1 3.6 0.6 2.8 -0.2 2.7 1.7 0.8 1.6
2016
+3.00 +0.93 -6.0 -2.4 7.2 2.5 -0.3 -2.1 4.1 0.5 1.5 -2.3 -1.4 2.4
2015
-1.71 -2.33 0.0 6.2 -1.2 4.1 -0.2 -2.9 0.9 -6.9 -4.1 6.6 -1.0 -2.3
2014
-5.31 -5.93 -5.2 6.0 -0.3 1.5 1.8 1.5 -2.2 0.3 -4.4 -0.5 -0.2 -3.2
2013
+18.91 +17.13 3.4 -1.1 1.4 3.5 -2.7 -3.3 5.3 -1.1 7.1 3.2 0.5 2.0
2012
+19.09 +17.03 6.7 5.3 -0.1 -1.9 -11.2 6.5 0.0 3.5 3.0 0.7 2.0 4.3
2011
-13.48 -16.05 1.7 2.8 -0.5 5.4 -3.6 -0.5 -3.8 -7.8 -11.2 10.3 -1.5 -3.7
2010
+11.15 +9.58 -5.6 1.0 6.4 -0.9 -11.6 -1.8 10.7 -3.6 10.0 3.8 -4.0 9.0
2009
+28.58 +25.06 -13.1 -10.9 9.0 12.7 13.2 -2.2 10.2 3.7 5.0 -4.0 4.5 1.4
2008
-40.82 -40.81 -8.3 1.6 -1.7 6.4 0.7 -7.8 -4.7 -4.3 -11.4 -19.9 -4.5 5.9
2007
- - 2.6 -1.9 -0.6 -1.0 5.7 4.7 -4.8 -1.5
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