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

ETF | Global Real Estate | NYSE Arca

Last Closing

USD 42.53

Change

+0.91 (+2.19)%

Market Cap

USD 2.26B

Volume

0.06M

Analyst Target

N/A
Analyst Rating

Verdict

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.

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 3.42 %
Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-03-27 )

Largest Industry Peers for Global Real Estate

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

+0.24 (+0.45%)

USD 0.30B
WPS iShares International Develope.. 0.48 %

+0.23 (+0.87%)

USD 0.04B

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 -2.70% 33% F 21% F
Dividend Return 0.58% 100% F 35% F
Total Return -2.12% 33% F 20% F
Trailing 12 Months  
Capital Gain 6.51% 33% F 46% F
Dividend Return 3.81% 100% F 56% F
Total Return 10.32% 33% F 44% F
Trailing 5 Years  
Capital Gain -14.99% 67% D+ 28% F
Dividend Return 12.62% 100% F 49% F
Total Return -2.37% 67% D+ 25% F
Average Annual (5 Year Horizon)  
Capital Gain -2.98% 67% D+ 28% F
Dividend Return -0.50% 67% D+ 26% F
Total Return 2.48% 67% D+ 54% F
Risk Return Profile  
Volatility (Standard Deviation) 21.42% 33% F 53% F
Risk Adjusted Return -2.33% 67% D+ 27% F
Market Capitalization 2.26B 100% F 58% F

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 market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:
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.