Data Source: from May 2007 to July 2022
Consolidated Returns as of 31 Jul 2022
Category: Stocks
ETF: SPDR S&P International Small Cap ETF (GWX)

In the last 15 Years, the SPDR S&P International Small Cap ETF (GWX) ETF obtained a 2.50% compound annual return, with a 19.51% standard deviation.

In 2021, the ETF granted a 2.95% dividend yield. If you are interested in getting periodic income, please refer to the SPDR S&P International Small Cap ETF (GWX) 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

Historical Returns as of Jul 31, 2022

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

SPDR S&P INTERNATIONAL SMALL CAP ETF (GWX) ETF
Consolidated returns as of 31 Jul 2022
Data Source: from May 2007 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
6.74
6.75
0.00
1 - 0
3M
-3.64
-5.97
-10.25
Jun 2022 - Jun 2022
2 - 1
6M
-11.00
-15.55
-16.62
Feb 2022 - Jun 2022
3 - 3
YTD
-17.08
-21.97
-22.32
Jan 2022 - Jun 2022
3 - 4
1Y
-17.87
-24.32
17.37
-24.49
Sep 2021 - Jun 2022
6 - 6
50% pos
3Y(*)
4.57
-0.33
20.42
-28.53
Jan 2020 - Mar 2020
23 - 13
64% pos
5Y(*)
1.42
-2.38
18.01
-34.78
Feb 2018 - Mar 2020
36 - 24
60% pos
10Y(*)
6.30
3.61
15.18
-34.78
Feb 2018 - Mar 2020
72 - 48
60% pos
15Y(*)
2.50
0.12
19.51
-60.56
Nov 2007 - Feb 2009
103 - 77
57% pos
MAX(*)
01 May 2007
2.68
0.28
19.36
-60.56
Nov 2007 - Feb 2009
105 - 78
57% 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%

Correlations as of Jul 31, 2022

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

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

SPDR S&P INTERNATIONAL SMALL CAP ETF (GWX) ETF
Monthly correlations as of 31 Jul 2022
Swipe left to see all data
Correlation vs GWX
 
Asset Class 1 Year 5 Years 10 Years Since
May 2007
US Total Stock Market
VTI
0.91
0.92
0.86
0.87
US Large Cap
SPY
0.89
0.91
0.85
0.87
US Small Cap
IJR
0.97
0.90
0.80
0.81
US REITs
VNQ
0.81
0.73
0.60
0.69
US Technology
QQQ
0.80
0.79
0.75
0.79
Preferred Stocks
PFF
0.91
0.78
0.69
0.59
EAFE Stocks
EFA
0.95
0.96
0.93
0.95
World All Countries
VT
0.93
0.96
0.93
0.95
Emerging Markets
EEM
0.68
0.81
0.80
0.87
Europe
VGK
0.89
0.93
0.89
0.93
Pacific
VPL
0.98
0.97
0.93
0.93
Latin America
FLLA
0.55
0.64
0.64
0.76
US Total Bond Market
BND
0.65
0.28
0.23
0.20
Long Term Treasuries
TLT
0.39
-0.19
-0.17
-0.23
US Cash
BIL
-0.11
-0.30
-0.23
-0.19
TIPS
TIP
0.74
0.44
0.37
0.34
Investment Grade Bonds
LQD
0.76
0.54
0.47
0.44
High Yield Bonds
HYG
0.90
0.81
0.78
0.76
International Bond Market
BNDX
0.54
0.27
0.23
0.28
Emerging Market Bonds
EMB
0.85
0.71
0.66
0.68
Gold
GLD
0.30
0.15
0.14
0.20
Commodities
DBC
0.27
0.61
0.52
0.61

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 Small Cap ETF (GWX) ETF: Dividend Yield page.

An investment of 1000$, since August 2007, now would be worth 1448.08$, with a total return of 44.81% (2.50% annualized).

The Inflation Adjusted Capital now would be 1018.08$, with a net total return of 1.81% (0.12% annualized).
An investment of 1000$, since May 2007, now would be worth 1496.14$, with a total return of 49.61% (2.68% annualized).

The Inflation Adjusted Capital now would be 1043.72$, with a net total return of 4.37% (0.28% annualized).
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Drawdowns

Worst drawdowns since August 2007.

Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-60.56% Nov 2007 Feb 2009 16 Dec 2013 58 74
-34.78% Feb 2018 Mar 2020 26 Dec 2020 9 35
-24.49% Sep 2021 Jun 2022 10 in progress 1 11
-13.96% Jul 2014 Feb 2016 20 Jul 2016 5 25
-5.07% Oct 2016 Nov 2016 2 Jan 2017 2 4
-3.97% Aug 2007 Aug 2007 1 Oct 2007 2 3
-2.95% Jan 2014 Jan 2014 1 Feb 2014 1 2
-0.95% Aug 2016 Aug 2016 1 Sep 2016 1 2
-0.73% Mar 2014 Apr 2014 2 May 2014 1 3
-0.70% Jun 2021 Jun 2021 1 Aug 2021 2 3
-0.59% Jan 2021 Jan 2021 1 Feb 2021 1 2

Worst drawdowns since May 2007.

Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-60.56% Nov 2007 Feb 2009 16 Dec 2013 58 74
-34.78% Feb 2018 Mar 2020 26 Dec 2020 9 35
-24.49% Sep 2021 Jun 2022 10 in progress 1 11
-13.96% Jul 2014 Feb 2016 20 Jul 2016 5 25
-5.07% Oct 2016 Nov 2016 2 Jan 2017 2 4
-3.97% Aug 2007 Aug 2007 1 Oct 2007 2 3
-2.95% Jan 2014 Jan 2014 1 Feb 2014 1 2
-0.95% Aug 2016 Aug 2016 1 Sep 2016 1 2
-0.73% Mar 2014 Apr 2014 2 May 2014 1 3
-0.70% Jun 2021 Jun 2021 1 Aug 2021 2 3
-0.59% Jan 2021 Jan 2021 1 Feb 2021 1 2
-0.33% Jun 2007 Jun 2007 1 Jul 2007 1 2

Rolling Returns ( more details)

SPDR S&P International Small Cap ETF (GWX) ETF: annualized rolling and average returns

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Rolling
Period		 Return (*) Negative
Periods
Average (%) Best (%) Worst (%)
1 Year
 6.19 70.96
Mar 2009 - Feb 2010 		-52.54
Nov 2007 - Oct 2008 		40.12%
2 Years
 6.29 49.16
Mar 2009 - Feb 2011 		-26.71
May 2007 - Apr 2009 		27.50%
3 Years
 5.88 27.27
Mar 2009 - Feb 2012 		-11.53
Jul 2007 - Jun 2010 		12.16%
5 Years
 6.17 21.34
Mar 2009 - Feb 2014 		-5.17
Jun 2007 - May 2012 		8.87%
7 Years
 6.11 13.12
Apr 2009 - Mar 2016 		-0.25
Nov 2007 - Oct 2014 		1.00%
10 Years
 6.21 11.95
Mar 2009 - Feb 2019 		2.66
Jun 2007 - May 2017 		0.00%
15 Years
 2.61 2.98
May 2007 - Apr 2022 		2.13
Jul 2007 - Jun 2022 		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 Small Cap ETF (GWX) ETF: Rolling Returns page.

Seasonality

SPDR S&P International Small Cap ETF (GWX) 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 %		 -1.26
40% 		0.31
67% 		1.14
67% 		2.83
80% 		-0.14
63% 		-0.74
38% 		2.02
63% 		-0.53
40% 		-0.04
60% 		-0.78
60% 		-0.59
47% 		2.36
67%
Best
Year		 8.0
2012 		6.2
2015 		9.2
2016 		14.6
2009 		15.4
2009 		4.4
2012 		8.9
2010 		6.8
2009 		10.7
2010 		8.6
2011 		12.7
2020 		11.1
2010
Worst
Year		 -11.3
2008 		-10.6
2009 		-16.3
2020 		-7.6
2022 		-11.8
2010 		-10.2
2022 		-3.8
2008 		-7.5
2011 		-14.2
2011 		-25.2
2008 		-8.0
2007 		-7.4
2018
Statistics calculated for the period May 2007 - Jul 2022

Monthly/Yearly Returns

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

MONTHLY RETURNS HISTOGRAM
105 Positive Months (57%) - 78 Negative Months (43%)
May 2007 - 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
 -17.08 -21.97 -6.8 -0.1 0.0 -7.6 0.6 -10.2 6.7
2021
 +9.67 +2.46 -0.6 3.0 3.1 2.8 2.3 -0.7 0.4 1.9 -2.7 2.1 -6.2 4.4
2020
 +13.39 +11.87 -5.4 -9.8 -16.3 10.8 7.7 1.9 3.7 6.5 0.5 -2.9 12.7 7.4
2019
 +18.17 +15.53 6.9 2.1 -0.5 1.9 -5.7 4.2 -2.0 -2.4 2.6 3.9 2.2 4.3
2018
 -18.94 -20.46 5.0 -4.9 -0.1 0.6 -0.3 -3.1 0.3 -0.2 0.0 -11.0 1.3 -7.4
2017
 +28.88 +26.21 4.3 2.3 1.8 2.0 2.2 1.5 3.1 0.2 1.6 1.6 2.2 2.8
2016
 +7.07 +4.90 -6.5 -0.9 9.2 3.0 0.9 -1.9 5.3 -0.9 3.5 -3.1 -2.0 1.3
2015
 +6.17 +5.40 -0.3 6.2 0.2 5.6 0.6 -0.6 -1.9 -4.9 -3.4 5.6 0.0 -0.5
2014
 -7.76 -8.46 -2.9 4.8 -0.7 0.0 0.9 3.5 -2.2 1.5 -6.7 -1.5 -3.0 -1.2
2013
 +21.86 +20.06 3.7 0.8 3.1 2.4 -5.0 -2.6 5.9 -1.0 8.2 2.4 -0.3 3.1
2012
 +16.27 +14.28 8.0 4.5 1.3 -1.7 -11.6 4.4 -1.0 2.7 4.2 0.6 0.8 4.4
2011
 -15.71 -18.13 0.6 2.1 -0.3 4.6 -3.2 -0.3 -0.3 -7.5 -14.2 8.6 -2.1 -3.1
2010
 +24.93 +23.09 -2.6 1.2 7.1 1.8 -11.8 -0.6 8.9 -1.9 10.7 3.8 -2.8 11.1
2009
 +38.31 +34.64 -10.8 -10.6 8.2 14.6 15.4 0.8 8.0 6.8 4.7 -3.2 1.3 1.7
2008
 -44.78 -44.83 -11.3 3.9 0.9 1.7 2.1 -7.7 -3.8 -4.7 -13.3 -25.2 -4.9 9.6
2007
 - - 2.5 -0.3 1.1 -4.0 3.8 6.6 -8.0 -2.6
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