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.
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
|
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.
The Inflation Adjusted Capital now would be 941.35$, with a net total return of -5.86% (-0.40% annualized).
The Inflation Adjusted Capital now would be 940.76$, with a net total return of -5.92% (-0.40% annualized).
Drawdowns
Worst drawdowns since July 2007.
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.
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
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% |
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?
For further information about the seasonality, check the Asset Class Seasonality page.
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 |
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?
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 |