Last Update: 31 Aug 2021

Category: Stocks
ETF: SPDR S&P International Dividend ETF (DWX)

In the last 10 years, the SPDR S&P International Dividend ETF (DWX) ETF obtained a 2.57% compound annual return, with a 15.44% standard deviation.

In the last 20 years, a 6.76% compound annual return, with a 19.72% standard deviation.

In 2020, the portfolio granted a 3.55% dividend yield. If you are interested in getting periodic income, please refer to the SPDR S&P International Dividend ETF (DWX): Dividend Yield page.

The ETF is related to the following investment themes:

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

The SPDR S&P International Dividend ETF (DWX) ETF is present in the following Lazy Portfolios:

Portfolio Name Author ETF Weight
Aggressive Global Income 30.0%

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 S&P International Dividend ETF (DWX): Dividend Yield page.

Capital Growth:

ETF Returns, up to February 2008, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.

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Period Returns
Aug 2021
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+0.62%
0.00%
1 - 0
3M
+1.01%
-1.27%
Jun 2021 - Jun 2021
2 - 1
6M
+12.53%
-1.27%
Jun 2021 - Jun 2021
5 - 1
YTD
+12.10%
-1.27%
Jun 2021 - Jun 2021
6 - 2
1Y
+19.78%
12.27%
-5.85%
Sep 2020 - Oct 2020
8 - 4
3Y
+5.89%
annualized
15.20%
-23.10%
Jan 2020 - Mar 2020
22 - 14
5Y
+6.68%
annualized
12.62%
-23.10%
Jan 2020 - Mar 2020
38 - 22
10Y
+2.57%
annualized
15.44%
-33.45%
Jul 2014 - Feb 2016
68 - 52
MAX
01 Oct 1997
+8.81%
annualized
22.48%
-66.26%
Nov 2007 - Feb 2009
167 - 120

* Annualized St.Dev. of monthly returns

Drawdowns

Drawdonws Chart:

Rolling Returns ( more details)

SPDR S&P International Dividend ETF (DWX) ETF: annualized rolling and average returns

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+13.43% +247.65%
Mar 1999 - Feb 2000
-61.06%
Mar 2008 - Feb 2009
34.78%
2 Years
+10.44% +86.99%
Mar 1998 - Feb 2000
-34.45%
Mar 2007 - Feb 2009
34.85%
3 Years
+8.29% +41.43%
Apr 2003 - Mar 2006
-20.15%
Mar 2000 - Feb 2003
31.35%
5 Years
+7.61% +33.25%
Nov 2002 - Oct 2007
-6.91%
Jun 2007 - May 2012
22.37%
7 Years
+7.51% +25.93%
May 1999 - Apr 2006
-3.13%
Nov 2007 - Oct 2014
12.75%
10 Years
+6.79% +23.18%
Nov 1997 - Oct 2007
-2.02%
Nov 2007 - Oct 2017
14.88%
15 Years
+7.05% +13.21%
Nov 1998 - Oct 2013
+1.86%
May 2006 - Apr 2021
0.00%
20 Years
+7.23% +10.22%
Jan 1998 - Dec 2017
+2.58%
Apr 2000 - Mar 2020
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 S&P International Dividend ETF (DWX) ETF: Rolling Returns page.

Seasonality and Yearly/Monthly Returns

In the table below, for the SPDR S&P International Dividend ETF (DWX) 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.

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Monthly Average Return (%) and Gain Frequency
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average
Win %
0.17
58%
1.71
63%
1.09
63%
3.02
75%
-0.72
50%
0.43
50%
0.59
50%
-0.15
50%
-0.69
57%
0.68
63%
1.74
54%
2.99
67%
Best
Year
8.1
2006
34.6
2000
13.4
2009
26.3
2009
15.6
2009
14.9
1999
11.5
2010
6.0
2003
11.1
2010
10.7
2011
36.9
1999
21.0
1999
Worst
Year
-14.2
2009
-10.5
2009
-16.3
2020
-9.8
2000
-12.8
2012
-10.9
2008
-7.6
2002
-12.6
1998
-16.5
2008
-27.6
2008
-9.5
2008
-5.9
2014

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

Investing in SPDR S&P International Dividend ETF (DWX) 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
+12.10% -0.6 0.3 5.1 2.7 3.2 -1.3 1.7 0.6
2020
-5.06% -0.6 -7.6 -16.3 4.3 1.9 3.1 2.0 3.3 -2.3 -3.7 10.2 3.0
2019
+19.59% 6.3 1.7 0.7 2.0 -2.0 5.0 -2.4 -0.1 2.5 2.7 -0.2 2.3
2018
-11.08% 2.9 -4.9 -0.1 -0.1 -2.2 -0.4 2.6 -2.5 -0.4 -5.9 2.9 -3.3
2017
+18.90% 3.1 0.5 2.5 1.3 2.9 0.1 3.1 1.0 0.0 0.0 1.6 1.4
2016
+14.04% -3.6 -1.6 11.1 4.5 -3.2 1.0 4.1 -0.8 2.5 -0.9 -2.0 3.2
2015
-16.42% 0.4 5.0 -4.9 9.8 -4.7 -3.8 -6.2 -7.4 -4.5 5.9 -3.0 -2.8
2014
-6.64% -5.1 6.3 2.3 4.1 1.2 2.4 -2.3 0.5 -7.2 -0.5 -1.5 -5.9
2013
+5.94% 2.1 -2.3 2.1 3.2 -5.8 -4.1 2.8 -2.0 7.6 3.3 -2.3 1.9
2012
+10.49% 5.0 4.6 -1.5 -3.1 -12.8 9.5 -3.9 5.0 1.8 0.4 0.3 6.6
2011
-11.64% 1.6 2.2 2.6 8.4 -3.7 -2.0 -5.6 -6.5 -12.9 10.7 -2.6 -2.2
2010
+7.75% -4.4 -0.5 5.2 -1.8 -11.7 -1.5 11.5 -3.1 11.1 5.0 -7.7 8.3
2009
+62.25% -14.2 -10.5 13.4 26.3 15.6 -2.1 11.0 5.9 6.9 -2.0 4.9 1.0
2008
-51.63% -7.1 2.7 -0.4 0.1 -1.1 -10.9 -4.3 -0.4 -16.5 -27.6 -9.5 10.6
2007
+18.13% 1.3 0.8 3.9 4.0 4.5 0.0 1.0 -3.2 7.7 7.1 -8.3 -1.0
2006
+31.48% 8.1 -1.2 5.1 5.5 -5.2 -1.7 -0.3 3.0 0.8 6.0 4.7 3.8
2005
+31.82% 0.0 5.0 -2.5 -3.4 1.3 2.1 5.3 4.0 6.4 -3.6 5.8 8.5
2004
+23.52% 2.1 2.7 1.0 -4.3 -1.4 2.0 -3.0 1.5 3.6 3.2 9.5 5.2
2003
+48.59% -0.6 -1.8 -1.7 6.0 7.1 2.0 3.2 6.0 4.0 8.3 0.0 8.5
2002
-3.44% 2.1 3.7 6.1 2.9 1.6 -4.0 -7.6 -1.3 -9.0 1.6 4.8 -3.1
2001
-17.61% -0.8 -6.5 -7.0 4.0 1.0 -2.4 -3.6 -0.7 -10.7 3.6 0.8 4.4
2000
-8.58% 3.6 34.6 -10.8 -9.8 -9.0 5.0 -2.2 4.8 -4.2 -7.6 -5.2 -1.0
1999
+150.55% -0.6 1.2 1.4 2.0 0.8 14.9 8.7 1.4 4.0 9.7 36.9 21.0
1998
+10.41% 3.3 6.9 8.6 3.7 4.2 -2.6 -1.4 -12.6 -7.0 2.2 3.5 3.3

ETF Returns, up to February 2008, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.

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