BWZ:NYE-SPDR® Bloomberg Short Term International Treasury Bond ETF (USD)

ETF | World Bond |

Last Closing

USD 25.95

Change

-0.50 (-1.89)%

Market Cap

N/A

Volume

0.01M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-11-06 )

Largest Industry Peers for World Bond

Symbol Name Price(Change) Market Cap
PICB Invesco International Corporat..

-0.31 (-1.37%)

USD 0.13B
GRNB VanEck Green Bond ETF

-0.10 (-0.42%)

USD 0.11B
CRDT Simplify Exchange Traded Funds

+0.09 (+0.36%)

USD 0.08B
BWX SPDR® Bloomberg International..

-0.41 (-1.84%)

N/A
IBND SPDR® Bloomberg International..

-0.45 (-1.51%)

N/A
RIGS RiverFront Strategic Income Fu..

-0.18 (-0.78%)

N/A
WIP SPDR® FTSE International Gove..

-0.17 (-0.45%)

N/A

ETFs Containing BWZ

N/A

Market Performance

  Market Performance vs. Industry/Classification (World Bond) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -5.29% 38% F 24% F
Dividend Return -11.63% 80% B- 58% F
Total Return -16.93% 38% F 21% F
Trailing 12 Months  
Capital Gain -0.08% 38% F 23% F
Dividend Return -11.92% 80% B- 59% D-
Total Return -11.99% 38% F 19% F
Trailing 5 Years  
Capital Gain -14.55% 57% F 35% F
Dividend Return -7.93% 80% B- 66% D+
Total Return -22.49% 43% F 30% F
Average Annual (5 Year Horizon)  
Capital Gain -3.22% 50% F 20% F
Dividend Return -2.46% 38% F 13% F
Total Return 0.77% 25% F 18% F
Risk Return Profile  
Volatility (Standard Deviation) 7.66% 63% D 83% B
Risk Adjusted Return -32.09% 25% F 9% A-
Market Capitalization N/A N/A N/A N/A N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:

There is nothing we particularly like

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.