Last Update: 31 Jan 2021
In the last 10 years, the SPDR S&P International Dividend ETF (DWX) ETF obtained a 0.78% compound annual return, with a 15.87% 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.
| Period | Returns Jan 2021 |
Standard Deviation * |
Max Drawdown |
Months Pos - Neg |
|---|---|---|---|---|
|
1M
|
-0.63%
|
-0.63%
Jan 2021 - Jan 2021
|
0 - 1 | |
|
3M
|
+12.76%
|
-0.63%
Jan 2021 - Jan 2021
|
2 - 1 | |
|
6M
|
+9.72%
|
-5.85%
Sep 2020 - Oct 2020
|
3 - 3 | |
|
YTD
|
-0.63%
|
-0.63%
Jan 2021 - Jan 2021
|
0 - 1 | |
|
1Y
|
-5.14%
|
22.41%
|
-22.67%
Feb 2020 - Mar 2020
|
7 - 5 |
|
3Y
|
-0.84%
annualized
|
15.26%
|
-23.10%
Jan 2020 - Mar 2020
|
17 - 19 |
|
5Y
|
+7.14%
annualized
|
13.55%
|
-23.10%
Jan 2020 - Mar 2020
|
36 - 24 |
|
10Y
|
+0.78%
annualized
|
15.87%
|
-33.69%
May 2011 - Feb 2016
|
65 - 55 |
|
MAX
01 Mar 2008
|
-0.21%
annualized
|
21.85%
|
-61.05%
Mar 2008 - Feb 2009
|
81 - 74 |
* Annualized St.Dev. of monthly returns
Drawdowns
Rolling Returns ( more details)
SPDR S&P International Dividend ETF (DWX) ETF: annualized rolling and average returns
| Return (*) | Negative Periods |
|||
|---|---|---|---|---|
| Rolling Period | Average | Best | Worst | |
| 1 Year |
+4.03% |
+101.02% Mar 2009 - Feb 2010 |
-61.06% Mar 2008 - Feb 2009 |
41.67% |
| 2 Years |
+3.38% |
+53.72% Mar 2009 - Feb 2011 |
-14.92% Jun 2008 - May 2010 |
42.42% |
| 3 Years |
+2.64% |
+30.22% Mar 2009 - Feb 2012 |
-7.94% Feb 2013 - Jan 2016 |
34.17% |
| 5 Years |
+1.99% |
+18.87% Mar 2009 - Feb 2014 |
-5.91% Mar 2011 - Feb 2016 |
35.42% |
| 7 Years |
+1.60% |
+8.26% Mar 2009 - Feb 2016 |
-2.12% Apr 2008 - Mar 2015 |
22.22% |
| 10 Years |
+2.50% |
+9.12% Mar 2009 - Feb 2019 |
-0.61% Jun 2008 - May 2018 |
16.67% |
* 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
SPDR S&P International Dividend ETF (DWX) ETF Seasonality
| Months | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Return (%) | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| Average | -0.6 | -0.6 | 1.3 | 4.5 | -2.0 | -0.3 | 1.0 | -0.5 | -0.9 | -1.0 | -0.7 | 1.8 |
| Best |
6.3 2019 |
6.3 2014 |
13.4 2009 |
26.3 2009 |
15.6 2009 |
9.5 2012 |
11.5 2010 |
5.9 2009 |
11.1 2010 |
10.7 2011 |
10.2 2020 |
10.6 2008 |
| Worst |
-14.2 2009 |
-10.5 2009 |
-16.3 2020 |
-3.1 2012 |
-12.8 2012 |
-10.9 2008 |
-6.2 2015 |
-7.4 2015 |
-16.5 2008 |
-27.6 2008 |
-9.5 2008 |
-5.9 2014 |
| Gain Frequency |
54 | 50 | 62 | 77 | 31 | 46 | 54 | 38 | 54 | 54 | 38 | 69 |
Detail of Monthly Returns
| Months | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Year | Return | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| 2021 |
-0.63% | -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 |