SPDR Dow Jones International Real Estate ETF
Find Ratings Reports- Last Ratings Update:02/29/2024
- Price as of 02/29/2024 :$24.89
- Net Assets:$0 Million
- NAV:$25.01
- Premium-0.48%
- Peer Rank:288 of 330
- Investment Rating:E+
- Performance:D-
- RiskC
We rate SPDR DJ Wilshire Intl Real Estate at E+. Negative factors that influence this rating include a well below average total return. The fund invests approximately 100% of its assets in stocks and may be considered for investors seeking a Non-US Equity strategy.
Total return ranks well below peers over the last three years. The SPDR DJ Wilshire Intl Real Estate has returned an annual rate of -0.35% since inception. More recently, the fund has generated a total return of -4.02% in the last five years, -5.73% in the last three years, and -3.94% in the last year. How does that compare to other equity funds? In the last five years, it has outperformed 7% of them. It has also outpaced 13% of its competitors on a three year basis and 10% of them over the last year for the period ending 2/29/2024. On a year to date basis, RWX has returned -8.28%.
Downside risk has been above average. RWX has a draw down risk of -39.70%, which is the largest price decline experienced over the last three years. This fund has a three year standard deviation of 19.6%. This fund has experienced a high level of volatility in its monthly performance over the last 36 months.
High expense ratio hinders performance. As RWX is an exchange traded fund, it has no front end or back end load.
The SPDR DJ Wilshire Intl Real Estate is managed by Keith Richardson at SSgA Funds Management Inc. This fund is one of 128 SSgA Funds Management Inc exchange-traded funds launched since 1/22/1993 that we track.