Last Update: 31 Aug 2021
In the last 10 years, the SPDR S&P International Small Cap ETF (GWX) ETF obtained a 7.56% compound annual return, with a 15.80% standard deviation.
In 2020, the portfolio granted a 1.95% dividend yield. If you are interested in getting periodic income, please refer to the SPDR S&P International Small Cap ETF (GWX): 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
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 Small Cap ETF (GWX): Dividend Yield page.
| Period | Returns Aug 2021 |
Standard Deviation * |
Max Drawdown |
Months Pos - Neg |
|---|---|---|---|---|
|
1M
|
+1.91%
|
0.00%
|
1 - 0 | |
|
3M
|
+1.63%
|
-0.70%
Jun 2021 - Jun 2021
|
2 - 1 | |
|
6M
|
+10.18%
|
-0.70%
Jun 2021 - Jun 2021
|
5 - 1 | |
|
YTD
|
+12.83%
|
-0.70%
Jun 2021 - Jun 2021
|
6 - 2 | |
|
1Y
|
+33.35%
|
13.68%
|
-2.90%
Oct 2020 - Oct 2020
|
9 - 3 |
|
3Y
|
+8.07%
annualized
|
20.00%
|
-29.50%
Sep 2018 - Mar 2020
|
23 - 13 |
|
5Y
|
+9.47%
annualized
|
16.32%
|
-34.78%
Feb 2018 - Mar 2020
|
40 - 20 |
|
10Y
|
+7.56%
annualized
|
15.80%
|
-34.78%
Feb 2018 - Mar 2020
|
72 - 48 |
|
MAX
01 May 2007
|
+4.41%
annualized
|
19.35%
|
-60.55%
Nov 2007 - Feb 2009
|
100 - 72 |
* Annualized St.Dev. of monthly returns
Drawdowns
Rolling Returns ( more details)
SPDR S&P International Small Cap ETF (GWX) ETF: annualized rolling and average returns
| Return (*) | Negative Periods |
|||
|---|---|---|---|---|
| Rolling Period | Average | Best | Worst | |
| 1 Year |
+6.50% |
+70.96% Mar 2009 - Feb 2010 |
-52.54% Nov 2007 - Oct 2008 |
39.13% |
| 2 Years |
+5.73% |
+49.16% Mar 2009 - Feb 2011 |
-26.71% May 2007 - Apr 2009 |
29.53% |
| 3 Years |
+5.74% |
+27.27% Mar 2009 - Feb 2012 |
-11.52% Jul 2007 - Jun 2010 |
13.14% |
| 5 Years |
+6.23% |
+21.34% Mar 2009 - Feb 2014 |
-5.17% Jun 2007 - May 2012 |
9.73% |
| 7 Years |
+6.12% |
+13.12% Apr 2009 - Mar 2016 |
-0.25% Nov 2007 - Oct 2014 |
1.12% |
| 10 Years |
+6.02% |
+11.95% Mar 2009 - Feb 2019 |
+2.66% Jun 2007 - May 2017 |
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 and Yearly/Monthly Returns
In the table below, for the SPDR S&P International Small Cap ETF (GWX) 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 % |
-0.86 43% |
0.34 71% |
1.22 64% |
3.57 86% |
-0.19 60% |
-0.11 40% |
1.71 60% |
-0.53 40% |
0.15 64% |
-0.98 57% |
-0.18 50% |
2.21 64% |
| 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 |
-1.7 2012 |
-11.8 2010 |
-7.7 2008 |
-3.8 2008 |
-7.5 2011 |
-14.2 2011 |
-25.2 2008 |
-8.1 2007 |
-7.4 2018 |
For further information about the seasonality, check the Asset Class Seasonality page.
Investing in SPDR S&P International Small Cap ETF (GWX) ETF: detail of monthly returns
| Months | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Year | Return | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| 2021 |
+12.83% | -0.6 | 3.0 | 3.1 | 2.8 | 2.3 | -0.7 | 0.4 | 1.9 | ||||
| 2020 |
+13.39% | -5.4 | -9.8 | -16.3 | 10.8 | 7.7 | 1.9 | 3.7 | 6.5 | 0.5 | -2.9 | 12.7 | 7.5 |
| 2019 |
+18.17% | 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% | 5.0 | -4.9 | -0.1 | 0.6 | -0.3 | -3.1 | 0.4 | -0.2 | 0.0 | -11.0 | 1.3 | -7.4 |
| 2017 |
+28.88% | 4.3 | 2.3 | 1.8 | 2.0 | 2.2 | 1.5 | 3.1 | 0.2 | 1.6 | 1.6 | 2.3 | 2.8 |
| 2016 |
+7.07% | -6.5 | -0.9 | 9.2 | 3.0 | 0.9 | -1.9 | 5.3 | -1.0 | 3.5 | -3.1 | -2.0 | 1.3 |
| 2015 |
+6.17% | -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% | -3.0 | 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% | 3.7 | 0.8 | 3.1 | 2.5 | -5.0 | -2.6 | 5.9 | -1.1 | 8.2 | 2.4 | -0.3 | 3.1 |
| 2012 |
+16.27% | 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% | 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% | -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% | -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% | -11.3 | 3.9 | 1.0 | 1.8 | 2.2 | -7.7 | -3.8 | -4.7 | -13.3 | -25.2 | -4.9 | 9.6 |