Last Update: 31 Jan 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 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.

Capital Growth:
Swipe left to see all data
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

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
+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

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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

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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
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