Data Source: from January 1986 to July 2022
Consolidated Returns as of 31 Jul 2022
Live Update: Aug 15 2022
Category: Stocks
ETF: SPDR S&P International Dividend ETF (DWX)
ETF • LIVE PERFORMANCE (USD currency)
0.77%
1 Day
Aug 15 2022
0.46%
Current Month
August 2022

In the last 30 Years, the SPDR S&P International Dividend ETF (DWX) ETF obtained a 8.47% compound annual return, with a 21.03% standard deviation.

In 2021, the ETF granted a 4.19% dividend yield. If you are interested in getting periodic income, please refer to the SPDR S&P International Dividend ETF (DWX) ETF: 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 part of the following Lazy Portfolios:

Portfolio Name Author DWX Weight
Aggressive Global Income 30.0%

Historical Returns as of Jul 31, 2022

Historical returns and stats of SPDR S&P International Dividend ETF (DWX) ETF. Total Returns and Inflation Adjusted Returns are both mentioned.

SPDR S&P INTERNATIONAL DIVIDEND ETF (DWX) ETF
Consolidated returns as of 31 Jul 2022
Data Source: from January 1986 to July 2022
Swipe left to see all data
Period Return (%)
as of Jul 2022		 Return (%)
Infl.Adj.		 Standard
Deviation (%)		 Max
Drawdown (%)		 Months
Pos - Neg
1M
Jul 2022
1.22
1.24
0.00
1 - 0
3M
-4.84
-7.14
-6.87
Jun 2022 - Jun 2022
2 - 1
6M
-9.63
-14.24
-10.72
Feb 2022 - Jun 2022
3 - 3
YTD
-8.77
-14.15
-10.72
Feb 2022 - Jun 2022
4 - 3
1Y
-9.46
-16.57
11.01
-11.11
Sep 2021 - Jun 2022
7 - 5
58% pos
3Y(*)
0.92
-3.81
15.24
-23.10
Jan 2020 - Mar 2020
22 - 14
61% pos
5Y(*)
1.18
-2.61
13.33
-23.10
Jan 2020 - Mar 2020
35 - 25
58% pos
10Y(*)
2.74
0.13
13.76
-33.45
Jul 2014 - Feb 2016
70 - 50
58% pos
15Y(*)
-0.31
-2.62
20.96
-66.27
Nov 2007 - Feb 2009
96 - 84
53% pos
20Y(*)
6.12
3.51
19.54
-66.27
Nov 2007 - Feb 2009
140 - 100
58% pos
25Y(*)
7.79
5.18
22.23
-66.27
Nov 2007 - Feb 2009
174 - 126
58% pos
30Y(*)
8.47
5.81
21.03
-66.27
Nov 2007 - Feb 2009
212 - 148
59% pos
MAX(*)
01 Jan 1986
9.13
6.19
21.14
-66.27
Nov 2007 - Feb 2009
256 - 183
58% pos
(*) Returns over 1 year are annualized

US Inflation is updated to Jul 2022. Current inflation (annualized) is 1Y: 8.52% , 5Y: 3.89% , 10Y: 2.60% , 30Y: 2.52%

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

Correlations as of Jul 31, 2022

Monthly correlations of SPDR S&P International Dividend ETF (DWX) ETF vs the main Asset Classes, over different timeframes.

Columns are sortable (click on table header to sort).

SPDR S&P INTERNATIONAL DIVIDEND ETF (DWX) ETF
Monthly correlations as of 31 Jul 2022
Swipe left to see all data
Correlation vs DWX
 
Asset Class 1 Year 5 Years 10 Years 30 Years Since
Jan 1992
US Total Stock Market
VTI
0.76
0.83
0.71
0.65
0.64
US Large Cap
SPY
0.78
0.83
0.71
0.60
0.60
US Small Cap
IJR
0.70
0.79
0.62
0.66
0.66
US REITs
VNQ
0.70
0.77
0.57
0.48
0.49
US Technology
QQQ
0.62
0.66
0.58
0.56
0.56
Preferred Stocks
PFF
0.70
0.73
0.58
0.43
0.42
EAFE Stocks
EFA
0.88
0.93
0.88
0.82
0.82
World All Countries
VT
0.83
0.89
0.83
0.76
0.76
Emerging Markets
EEM
0.86
0.80
0.83
0.70
0.70
Europe
VGK
0.91
0.94
0.86
0.77
0.77
Pacific
VPL
0.73
0.85
0.81
0.71
0.71
Latin America
FLLA
0.74
0.76
0.76
0.66
0.66
US Total Bond Market
BND
0.41
0.27
0.23
0.08
0.08
Long Term Treasuries
TLT
0.24
-0.16
-0.11
-0.15
-0.14
US Cash
BIL
-0.24
-0.22
-0.12
0.03
0.02
TIPS
TIP
0.45
0.40
0.40
0.16
0.16
Investment Grade Bonds
LQD
0.52
0.54
0.46
0.25
0.25
High Yield Bonds
HYG
0.67
0.74
0.70
0.59
0.58
International Bond Market
BNDX
0.30
0.31
0.23
0.10
0.10
Emerging Market Bonds
EMB
0.76
0.76
0.69
0.50
0.50
Gold
GLD
0.35
0.21
0.21
0.19
0.19
Commodities
DBC
0.46
0.61
0.57
0.43
0.43

Capital Growth as of Jul 31, 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 S&P International Dividend ETF (DWX) ETF: Dividend Yield page.

An investment of 1000$, since August 1992, now would be worth 11474.52$, with a total return of 1047.45% (8.47% annualized).

The Inflation Adjusted Capital now would be 5441.45$, with a net total return of 444.14% (5.81% annualized).
An investment of 1000$, since January 1986, now would be worth 24407.66$, with a total return of 2340.77% (9.13% annualized).

The Inflation Adjusted Capital now would be 9004.30$, with a net total return of 800.43% (6.19% annualized).
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Drawdowns

Worst drawdowns since August 1992.

Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-66.27% Nov 2007 Feb 2009 16 in progress 161 177
-50.44% Mar 2000 Sep 2001 19 Feb 2005 41 60
-22.01% Jun 1998 Sep 1998 4 Jun 1999 9 13
-13.15% Sep 1994 Feb 1995 6 Mar 1996 13 19
-10.94% Sep 1993 Nov 1993 3 Jan 1994 2 5
-8.60% Aug 1997 Aug 1997 1 Feb 1998 6 7
-7.92% Sep 1992 Oct 1992 2 Mar 1993 5 7
-7.12% May 2006 Jul 2006 3 Oct 2006 3 6
-5.82% Mar 2005 Apr 2005 2 Jul 2005 3 5
-4.41% May 1996 Jan 1997 9 May 1997 4 13
-3.57% Oct 2005 Oct 2005 1 Nov 2005 1 2
-3.24% Aug 2007 Aug 2007 1 Sep 2007 1 2
-3.02% Mar 1994 Mar 1994 1 Apr 1994 1 2
-2.98% Jun 1993 Jun 1993 1 Jul 1993 1 2
-1.19% Feb 2006 Feb 2006 1 Mar 2006 1 2
-0.09% May 1994 May 1994 1 Jun 1994 1 2

Worst drawdowns since January 1986.

Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-66.27% Nov 2007 Feb 2009 16 in progress 161 177
-50.44% Mar 2000 Sep 2001 19 Feb 2005 41 60
-31.21% Jan 1990 Sep 1990 9 Jan 1994 40 49
-22.01% Jun 1998 Sep 1998 4 Jun 1999 9 13
-13.46% Sep 1987 Oct 1987 2 Mar 1988 5 7
-13.15% Sep 1994 Feb 1995 6 Mar 1996 13 19
-9.43% May 1988 Aug 1988 4 Nov 1988 3 7
-8.70% Sep 1986 Oct 1986 2 Dec 1986 2 4
-8.60% Aug 1997 Aug 1997 1 Feb 1998 6 7
-7.94% Mar 1989 Jun 1989 4 Jul 1989 1 5
-7.12% May 2006 Jul 2006 3 Oct 2006 3 6
-5.82% Mar 2005 Apr 2005 2 Jul 2005 3 5
-4.41% May 1996 Jan 1997 9 May 1997 4 13
-3.98% Aug 1989 Aug 1989 1 Sep 1989 1 2
-3.67% Oct 1989 Oct 1989 1 Nov 1989 1 2
-3.60% Jun 1987 Jul 1987 2 Aug 1987 1 3
-3.57% Oct 2005 Oct 2005 1 Nov 2005 1 2
-3.24% Aug 2007 Aug 2007 1 Sep 2007 1 2
-3.22% May 1986 May 1986 1 Jun 1986 1 2
-3.02% Mar 1994 Mar 1994 1 Apr 1994 1 2

Rolling Returns ( more details)

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

Swipe left to see all data
Rolling
Period		 Return (*) Negative
Periods
Average (%) Best (%) Worst (%)
1 Year
 12.44 247.65
Mar 1999 - Feb 2000 		-61.06
Mar 2008 - Feb 2009 		33.18%
2 Years
 9.54 86.99
Mar 1998 - Feb 2000 		-34.45
Mar 2007 - Feb 2009 		29.81%
3 Years
 8.68 59.25
Mar 1997 - Feb 2000 		-20.15
Mar 2000 - Feb 2003 		25.50%
5 Years
 8.24 36.83
Mar 1995 - Feb 2000 		-6.91
Jun 2007 - May 2012 		16.32%
7 Years
 8.38 29.23
Mar 1993 - Feb 2000 		-3.13
Nov 2007 - Oct 2014 		7.30%
10 Years
 8.94 23.18
Nov 1997 - Oct 2007 		-2.02
Nov 2007 - Oct 2017 		7.81%
15 Years
 9.64 19.01
Nov 1992 - Oct 2007 		-0.32
Jul 2007 - Jun 2022 		0.77%
20 Years
 9.88 15.42
Feb 1986 - Jan 2006 		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

SPDR S&P International Dividend ETF (DWX) 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 %		 0.67
59% 		1.65
65% 		1.29
59% 		2.93
76% 		-0.03
49% 		-0.17
43% 		1.26
59% 		-0.28
50% 		-0.62
53% 		0.45
58% 		0.97
56% 		2.80
72%
Best
Year		 11.7
1987 		34.6
2000 		13.4
2009 		26.3
2009 		15.6
2009 		14.9
1999 		12.2
1989 		8.4
1987 		11.1
2010 		17.1
1990 		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
Statistics calculated for the period Jan 1986 - Jul 2022

Monthly/Yearly Returns

SPDR S&P International Dividend ETF (DWX) ETF monthly and yearly returns: how is the distribution of the returns recorded so far?

MONTHLY RETURNS HISTOGRAM
256 Positive Months (58%) - 183 Negative Months (42%)
Jan 1986 - Jul 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
 -8.77 -14.15 1.0 -1.5 0.7 -4.2 0.9 -6.9 1.2
2021
 +10.56 +3.29 -0.6 0.2 5.1 2.7 3.2 -1.3 1.7 0.6 -4.8 2.6 -3.1 4.2
2020
 -5.06 -6.33 -0.5 -7.6 -16.3 4.3 1.9 3.1 2.0 3.3 -2.2 -3.7 10.2 3.0
2019
 +19.59 +16.92 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 -12.74 2.9 -4.9 -0.1 0.0 -2.1 -0.4 2.6 -2.5 -0.4 -5.9 2.9 -3.3
2017
 +18.90 +16.45 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 +11.72 -3.6 -1.6 11.0 4.5 -3.2 1.0 4.1 -0.8 2.5 -0.9 -2.0 3.2
2015
 -16.42 -17.02 0.4 5.0 -4.9 9.8 -4.7 -3.8 -6.1 -7.4 -4.5 5.9 -3.0 -2.8
2014
 -6.64 -7.34 -5.1 6.3 2.3 4.1 1.1 2.4 -2.3 0.5 -7.2 -0.5 -1.5 -5.9
2013
 +5.94 +4.37 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 +8.60 5.0 4.6 -1.4 -3.1 -12.8 9.5 -3.9 5.0 1.8 0.4 0.3 6.6
2011
 -11.64 -14.18 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 +6.17 -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 +57.95 -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 -51.67 -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 +13.49 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 +28.22 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 +27.46 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 +19.62 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 +45.85 -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 -5.68 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 -18.87 -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 -11.58 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 +144.00 -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 +8.66 3.3 6.9 8.6 3.7 4.2 -2.6 -1.4 -12.6 -7.0 2.2 3.5 3.3
1997
 +4.02 +2.28 -2.4 1.8 -0.1 0.2 6.5 5.4 1.6 -8.6 5.5 -1.6 -2.0 -1.4
1996
 +4.68 +1.31 0.5 0.3 2.0 4.0 -1.3 0.4 -3.2 0.0 2.1 -1.2 3.1 -1.9
1995
 +3.98 +1.41 -3.9 -5.2 6.5 3.5 -1.9 -1.8 5.7 -3.4 1.6 -2.6 2.5 3.7
1994
 +9.76 +6.90 9.9 0.4 -3.0 3.3 -0.1 2.0 0.5 1.7 -2.9 2.8 -5.4 0.9
1993
 +29.92 +26.45 0.0 3.5 10.1 10.0 3.6 -3.0 4.2 4.8 -3.0 1.3 -9.4 6.1
1992
 -14.79 -17.19 -2.4 -3.7 -7.2 -0.8 7.1 -4.6 -3.3 7.0 -2.7 -5.3 0.8 0.5
1991
 +9.48 +6.23 1.7 11.1 -4.8 1.6 -0.4 -6.6 4.0 -3.1 6.4 2.0 -5.3 4.0
1990
 -24.79 -29.11 -3.6 -6.5 -10.4 -2.8 11.7 -0.3 2.3 -10.4 -14.2 17.1 -7.8 1.3
1989
 +12.85 +7.84 2.3 0.6 -2.3 1.3 -4.8 -2.4 12.2 -4.0 5.5 -3.7 4.8 3.8
1988
 +25.66 +20.35 3.7 6.6 6.1 1.9 -2.4 -3.0 1.7 -5.9 2.9 6.3 6.8 -0.5
1987
 +30.48 +24.94 11.7 2.3 11.2 10.5 0.5 -3.1 -0.5 8.4 -1.2 -12.4 0.5 1.8
1986
 +63.38 +61.60 2.3 10.4 12.7 7.2 -3.2 7.4 6.1 7.2 -1.9 -7.0 5.6 5.0

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

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