ducovest

RWX:ARCA-SPDR DJ Wilshire Intl Real Estate (USD)

ETF | International Equity | NYSE Arca

Last Closing

USD 23.19

Change

+0.08 (+0.35)%

Market Cap

USD 3.74B

Volume

0.10M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

The investment seeks to provide investment results, before fees and expenses, correspond generally to the total return performance of the Dow Jones Global ex-U.S. Select Real Estate Securities Indexsm. 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 real estate securities in countries excluding the United States. The fund is non-diversified.

Company Website : www.spdrs.com

Currency: USD

Country : USA

Inception Date: 15/12/2006

Primary Benchmark: DJ Gbl Ex US Select RESI NR USD

Primary Index: MSCI ACWI NR USD

Gross Expense Ratio: 0.6%

Management Expense Ratio: 0.59 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-12-26 )

Largest Industry Peers for International Equity

Symbol Name Mer Price(Change) Market Cap
MINT PIMCO Enhanced Short Maturity .. 0.56 %

+0.03 (+0.03%)

 USD 11.94B

ETFs Containing RWX

RLY SPDR® SSgA Multi-Asset R.. 0.51 % 0.22 %

+0.03 (+0.11%)

 USD 0.51B

Market Performance

  Market Performance vs. Industry/Classification (International Equity) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -15.02% 50% F 15% F
Dividend Return 2.93% 50% F 45% F
Total Return -12.10% 50% F 15% F
Trailing 12 Months  
Capital Gain -14.71% 50% F 15% F
Dividend Return 2.94% 50% F 45% F
Total Return -11.77% 50% F 15% F
Trailing 5 Years  
Capital Gain -40.15% 50% F 13% F
Dividend Return 14.42% 100% F 47% F
Total Return -25.74% 50% F 14% F
Average Annual (5 Year Horizon)  
Capital Gain -3.37% 50% F 17% F
Dividend Return -0.61% 50% F 18% F
Total Return 2.76% 100% F 61% D-
Risk Return Profile  
Volatility (Standard Deviation) 17.59% 50% F 61% D-
Risk Adjusted Return -3.48% 50% F 18% F
Market Capitalization 3.74B 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:
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.

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.

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.