ducovest

RWO:ARCA-SPDR DJ Wilshire Global Real Estate (USD)

ETF | Global Real Estate | NYSE Arca

Last Closing

USD 43.03

Change

0.00 (0.00)%

Market Cap

USD 2.26B

Volume

0.05M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the Dow Jones Global Select Real Estate Securities Indexsm based upon the global real estate market. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index or in American Depositary Receipts ("ADRs") or Global Depositary Receipts ("GDRs") based on securities comprising the index. The index is a float-adjusted market capitalization index designed to measure the performance of publicly traded global real estate securities. The fund is non-diversified.

Company Website : www.spdrs.com

Currency: USD

Country : USA

Inception Date: 07/05/2008

Primary Benchmark: DJ Gbl Select RESI NR USD

Primary Index: MSCI ACWI NR USD

Gross Expense Ratio: 0.5%

Management Expense Ratio: 0.50 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Symbol Company Name Allocation
ASA ASA Gold and Precious Metals Ltd 3.28 %
Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-12-25 )

Largest Industry Peers for Global Real Estate

Symbol Name Mer Price(Change) Market Cap
GQRE FlexShares Global Quality Real.. 0.45 %

+0.19 (+0.33%)

 N/A

ETFs Containing RWO

N/A

Market Performance

  Market Performance vs. Industry/Classification (Global Real Estate) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -1.56% 50% F 32% F
Dividend Return 2.44% 100% F 39% F
Total Return 0.88% 50% F 28% F
Trailing 12 Months  
Capital Gain -1.85% 50% F 32% F
Dividend Return 2.43% 100% F 39% F
Total Return 0.58% 50% F 29% F
Trailing 5 Years  
Capital Gain -16.01% 50% F 31% F
Dividend Return 13.95% 100% F 46% F
Total Return -2.06% 50% F 25% F
Average Annual (5 Year Horizon)  
Capital Gain 2.74% 50% F 43% F
Dividend Return 5.16% 100% F 44% F
Total Return 2.43% 100% F 56% F
Risk Return Profile  
Volatility (Standard Deviation) 20.16% 50% F 54% F
Risk Adjusted Return 25.62% 50% F 40% F
Market Capitalization 2.26B 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:
High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

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.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.