Performance analysis of BWZ (SPDR(R) BLOOMBERG SHORT TERM INTERNATIONAL TREASURY BOND ETF)
Annual Return
Over the past 3 years, BWZ has had an average annual return of +2.76%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, BWZ has had an average annual return of -1.78%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, BWZ has had an average annual return of -0.44%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Jan 30, 2009, BWZ has had an average annual return of -0.17%, underperforming the benchmark SPY, which returned +15.70% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -0.10% | +10.47% | -5.32% | +2.97% | -10.56% | -6.84% | +6.47% | +0.99% | -3.37% | +10.18% | -1.48% | -7.73% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | ||||||
| -9.76% | -2.20% | +3.01% | -0.50% | +1.81% | +12.97% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.79% | -0.19% | -3.02% | +2.15% | -0.45% | -0.30% | -0.10% | ||||||
| 2025 | +0.56% | +1.33% | +2.12% | +4.87% | +0.44% | +1.97% | -3.03% | +2.47% | +0.29% | -2.10% | +0.05% | +1.27% | +10.47% |
| 2024 | -2.56% | -0.73% | -0.19% | -2.51% | +1.53% | -1.17% | +3.02% | +2.71% | +2.13% | -4.11% | -0.62% | -2.66% | -5.32% |
| 2023 | +1.84% | -3.86% | +3.12% | -0.02% | -1.93% | +0.28% | +1.71% | -2.13% | -2.67% | -0.10% | +3.59% | +3.46% | +2.97% |
| 2022 | -0.81% | -0.24% | -3.18% | -4.95% | +0.88% | -3.42% | -0.21% | -3.08% | -4.03% | -0.02% | +6.16% | +2.33% | -10.56% |
| 2021 | -0.94% | -0.87% | -2.28% | +1.79% | +0.94% | -1.88% | -0.16% | -0.34% | -1.60% | -0.25% | -1.50% | +0.11% | -6.84% |
| 2020 | -1.07% | -0.82% | -2.02% | +0.66% | +0.91% | +1.32% | +3.09% | +0.90% | -1.05% | +0.15% | +2.31% | +2.03% | +6.47% |
| 2019 | +1.10% | -0.64% | -0.81% | -0.19% | +0.10% | +1.91% | -1.76% | -0.10% | -0.59% | +1.45% | -1.21% | +1.80% | +0.99% |
| 2018 | +3.43% | -1.11% | +0.71% | -2.33% | -2.16% | -0.99% | +0.39% | -0.54% | -0.17% | -1.73% | +0.23% | +0.98% | -3.37% |
| 2017 | +3.10% | -0.52% | +1% | +0.82% | +1.48% | +1.10% | +2.96% | +0.12% | -1.07% | -0.96% | +1.21% | +0.60% | +10.18% |
Drawdown analysis of BWZ (SPDR(R) BLOOMBERG SHORT TERM INTERNATIONAL TREASURY BOND ETF)
The maximum drawdown for the BWZ was -34.22%, occurring on Sep 27, 2022. This drawdown has not yet recovered.
The current BWZ drawdown is -21.98%.
Since Jan 30, 2009 BWZ has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -34.22% | Aug 29, 2011 | 2788 | Sep 27, 2022 | Ongoing | Ongoing | Ongoing |
| -13.71% | Dec 1, 2009 | 128 | Jun 7, 2010 | 106 | Nov 4, 2010 | 234 |
| -6.59% | Nov 4, 2010 | 32 | Dec 21, 2010 | 24 | Jan 26, 2011 | 56 |
| -5.56% | Feb 9, 2009 | 15 | Mar 3, 2009 | 11 | Mar 18, 2009 | 26 |
| -5.06% | Jan 26, 2011 | 18 | Feb 22, 2011 | 44 | Apr 26, 2011 | 62 |
| -3.59% | May 2, 2011 | 15 | May 23, 2011 | 47 | Jul 29, 2011 | 62 |
| -3.44% | Jun 2, 2009 | 4 | Jun 8, 2009 | 29 | Jul 20, 2009 | 33 |
| -2.50% | Mar 19, 2009 | 21 | Apr 20, 2009 | 10 | May 4, 2009 | 31 |
| -2.22% | Oct 14, 2009 | 14 | Nov 3, 2009 | 6 | Nov 11, 2009 | 20 |
| -2.21% | Jul 29, 2011 | 4 | Aug 4, 2011 | 17 | Aug 29, 2011 | 21 |
| -2.15% | Sep 18, 2009 | 1 | Sep 21, 2009 | 17 | Oct 14, 2009 | 18 |
| -1.88% | Aug 4, 2009 | 4 | Aug 10, 2009 | 11 | Aug 25, 2009 | 15 |
| -1.52% | Feb 3, 2009 | 2 | Feb 5, 2009 | 2 | Feb 9, 2009 | 4 |
| -1.10% | May 22, 2009 | 3 | May 28, 2009 | 2 | Jun 1, 2009 | 5 |
| -1.06% | Nov 11, 2009 | 1 | Nov 12, 2009 | 9 | Nov 25, 2009 | 10 |
| -1.05% | May 12, 2009 | 3 | May 15, 2009 | 2 | May 19, 2009 | 5 |
| -0.95% | Jul 21, 2009 | 7 | Jul 30, 2009 | 1 | Jul 31, 2009 | 8 |
| -0.84% | Nov 25, 2009 | 1 | Nov 27, 2009 | 2 | Dec 1, 2009 | 3 |
| -0.51% | May 5, 2009 | 1 | May 6, 2009 | 2 | May 8, 2009 | 3 |
| -0.50% | Aug 25, 2009 | 1 | Aug 26, 2009 | 3 | Aug 31, 2009 | 4 |
| -0.37% | Jan 30, 2009 | 1 | Feb 2, 2009 | 1 | Feb 3, 2009 | 2 |
| -0.37% | Aug 31, 2009 | 1 | Sep 1, 2009 | 3 | Sep 4, 2009 | 4 |
| -0.17% | Sep 11, 2009 | 1 | Sep 14, 2009 | 1 | Sep 15, 2009 | 2 |