Last Update: 31 Aug 2021
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.
ETF Returns, up to February 2008, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.
| 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
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 |
+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.
| 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
| 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.