SPDW
SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
SPDW Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | 30.52% | 30.52% | 8.36% | 8.63% | 8.68% | 9.41% | 5.49% | 9.28% |
| Sharpe Ratio | 1.83 | 1.83 | 0.65 | 0.51 | 0.68 | 0.52 | 0.40 | 0.48 |
| Max Drawdown | -11.55% | -11.55% | -19.21% | -30.21% | -19.26% | -34.98% | -27.14% | -34.98% |
| % Time Invested | 100.0% | 100.0% | 72.2% | 100.0% | 74.4% | 100.0% | 70.0% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 0.6 | 0.0 | 0.8 | 0.0 | 0.9 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-03-06 | Open | Open | 100% | $35.96 | $47.76 | 32.81% | Mark-to-Market |
| 2024-12-31 | 2025-03-06 | Interest | 100% | $1.00 | $1.01 | 0.76% | Interest Income |
| 2024-01-12 | 2024-12-31 | Completed | 100% | $31.71 | $33.05 | 4.25% | Signal |
| 2023-12-19 | 2024-01-12 | Interest | 100% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2023-12-15 | 2023-12-19 | Completed | 100% | $31.11 | $31.18 | 0.25% | Signal |
| 2023-10-13 | 2023-12-15 | Interest | 100% | $1.00 | $1.01 | 0.78% | Interest Income |
| 2023-01-10 | 2023-10-13 | Completed | 100% | $28.12 | $28.63 | 1.84% | Signal |
| 2022-01-18 | 2023-01-10 | Interest | 100% | $1.00 | $1.03 | 2.95% | Interest Income |
| 2020-08-05 | 2022-01-18 | Completed | 100% | $24.74 | $31.84 | 28.73% | Signal |
| 2020-03-10 | 2020-08-05 | Interest | 100% | $1.00 | $1.00 | 0.28% | Interest Income |
| 2019-04-08 | 2020-03-10 | Completed | 100% | $24.17 | $22.30 | -7.74% | Stop |
| 2018-11-12 | 2019-04-08 | Interest | 100% | $1.00 | $1.01 | 1.07% | Interest Income |
| 2018-11-08 | 2018-11-12 | Completed | 100% | $23.21 | $22.76 | -1.94% | Signal |
| 2018-09-24 | 2018-11-08 | Interest | 100% | $1.00 | $1.00 | 0.41% | Interest Income |
| 2018-09-19 | 2018-09-24 | Completed | 100% | $24.55 | $24.87 | 1.31% | Signal |
| 2018-07-17 | 2018-09-19 | Interest | 100% | $1.00 | $1.01 | 0.51% | Interest Income |
| 2016-05-20 | 2018-07-17 | Completed | 100% | $19.06 | $24.47 | 28.40% | Signal |
| 2015-10-13 | 2016-05-20 | Interest | 100% | $1.00 | $1.01 | 1.20% | Interest Income |
| 2015-10-09 | 2015-10-13 | Completed | 100% | $20.00 | $19.66 | -1.66% | Signal |
| 2015-08-25 | 2015-10-09 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2015-04-09 | 2015-08-25 | Completed | 100% | $21.22 | $19.16 | -9.70% | Stop |
| 2014-10-13 | 2015-04-09 | Interest | 100% | $1.00 | $1.01 | 1.01% | Interest Income |
| 2012-09-07 | 2014-10-13 | Completed | 100% | $16.19 | $19.40 | 19.82% | Signal |
| 2012-06-01 | 2012-09-07 | Interest | 100% | $1.00 | $1.00 | 0.43% | Interest Income |
| 2012-03-09 | 2012-06-01 | Completed | 100% | $16.32 | $14.09 | -13.70% | Stop |
| 2011-08-05 | 2012-03-09 | Interest | 100% | $1.00 | $1.01 | 1.20% | Interest Income |
| 2010-09-28 | 2011-08-05 | Completed | 100% | $15.57 | $15.80 | 1.52% | Stop |
| 2010-06-03 | 2010-09-28 | Interest | 100% | $1.00 | $1.01 | 0.92% | Interest Income |
| 2010-06-01 | 2010-06-03 | Completed | 100% | $13.37 | $13.85 | 3.57% | Signal |
| 2010-05-07 | 2010-06-01 | Interest | 100% | $1.00 | $1.00 | 0.21% | Interest Income |
| 2009-06-12 | 2010-05-07 | Completed | 100% | $12.84 | $13.58 | 5.81% | Stop |
| 2009-04-17 | 2009-06-12 | Interest | 100% | $1.00 | $1.00 | 0.50% | Interest Income |
Return Distribution Analysis
