Performance analysis of CWB (SPDR(R) BLOOMBERG CONVERTIBLE SECURITIES ETF)
Annual Return
Over the past 3 years, CWB has had an average annual return of +20.17%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, CWB has had an average annual return of +7.94%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, CWB has had an average annual return of +13.07%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Apr 16, 2009, CWB has had an average annual return of +12.13%, underperforming the benchmark SPY, which returned +15.56% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +24.92% | +16.61% | +10.06% | +14.49% | -20.81% | +2.17% | +53.39% | +22.39% | -1.96% | +15.69% | +10.56% | -0.83% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | ||||||
| +7.71% | +20.51% | +15.89% | -7.65% | +14.03% | +29.61% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.71% | +1.14% | -2.88% | +10.52% | +7.12% | +2.59% | +24.92% | ||||||
| 2025 | +3.06% | -1.29% | -2.99% | +1.31% | +3.07% | +3.83% | +2.84% | +1.75% | +5.07% | +3.03% | -2.65% | -1.18% | +16.61% |
| 2024 | -1.40% | +0.89% | +2.08% | -3.68% | +2.13% | +0.73% | +2.18% | +1.15% | +3.28% | +0.34% | +6.76% | -4.35% | +10.06% |
| 2023 | +6.02% | -1.61% | +0.26% | -1.39% | +1.33% | +4.84% | +2.92% | -2.84% | -2.62% | -4.22% | +5.68% | +6.02% | +14.49% |
| 2022 | -7.40% | -1.14% | +1.56% | -7.70% | -3.03% | -5.89% | +5.43% | +0.15% | -6.74% | +2.98% | +2.47% | -2.68% | -20.81% |
| 2021 | +2.17% | +2.88% | -4.04% | +2.49% | -1.19% | +3.07% | -1.07% | +2% | -2.18% | +3.19% | -4.53% | -0.21% | +2.17% |
| 2020 | +3.14% | -3.49% | -13.10% | +11.51% | +6.91% | +6.64% | +7.44% | +9.24% | -2.58% | +0.18% | +13.67% | +7.12% | +53.39% |
| 2019 | +7.99% | +3.53% | +0.19% | +2.64% | -5.41% | +4.78% | +1.65% | -1.60% | -0.30% | +1.72% | +2.88% | +2.92% | +22.39% |
| 2018 | +5.04% | -2.39% | -0.00375% | -0.16% | +3.80% | -0.35% | +0.52% | +2.36% | -0.61% | -6.63% | +2.55% | -5.43% | -1.96% |
| 2017 | +2.87% | +2.07% | +0.85% | +1.69% | +0.90% | +1.31% | +3.02% | +0.25% | +0.50% | +1.69% | -0.09% | -0.33% | +15.69% |
Drawdown analysis of CWB (SPDR(R) BLOOMBERG CONVERTIBLE SECURITIES ETF)
The maximum drawdown for the CWB was -32.06%, occurring on Mar 23, 2020. Recovery took 53 trading sessions.
Since Apr 16, 2009 CWB has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 2 times
- 10% or more: 6 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -32.06% | Feb 19, 2020 | 23 | Mar 23, 2020 | 53 | Jun 8, 2020 | 76 |
| -29.86% | Feb 12, 2021 | 338 | Jun 16, 2022 | 771 | Jul 16, 2025 | 1109 |
| -17.09% | May 2, 2011 | 107 | Oct 3, 2011 | 264 | Oct 18, 2012 | 371 |
| -15.95% | Jun 1, 2015 | 177 | Feb 11, 2016 | 112 | Jul 22, 2016 | 289 |
| -13.79% | Jun 20, 2018 | 129 | Dec 24, 2018 | 41 | Feb 25, 2019 | 170 |
| -10.76% | Apr 26, 2010 | 18 | May 20, 2010 | 95 | Oct 5, 2010 | 113 |
| -9.06% | Sep 5, 2014 | 28 | Oct 15, 2014 | 107 | Mar 20, 2015 | 135 |
| -7.61% | Sep 1, 2020 | 4 | Sep 8, 2020 | 23 | Oct 9, 2020 | 27 |
| -7.58% | Jan 19, 2010 | 13 | Feb 5, 2010 | 20 | Mar 8, 2010 | 33 |
| -7.52% | Oct 29, 2025 | 16 | Nov 20, 2025 | 35 | Jan 13, 2026 | 51 |
| -7.36% | Jan 26, 2018 | 9 | Feb 8, 2018 | 21 | Mar 12, 2018 | 30 |
| -6.76% | Jan 28, 2026 | 42 | Mar 30, 2026 | 6 | Apr 8, 2026 | 48 |
| -6.52% | May 21, 2013 | 23 | Jun 24, 2013 | 19 | Jul 22, 2013 | 42 |
| -6.24% | May 3, 2019 | 20 | Jun 3, 2019 | 28 | Jul 12, 2019 | 48 |
| -5.36% | Mar 12, 2018 | 14 | Apr 2, 2018 | 41 | May 30, 2018 | 55 |
| -4.65% | Mar 5, 2014 | 27 | Apr 11, 2014 | 32 | May 29, 2014 | 59 |
| -4.54% | Oct 13, 2020 | 13 | Oct 30, 2020 | 4 | Nov 5, 2020 | 17 |
| -4.41% | Oct 3, 2016 | 23 | Nov 3, 2016 | 31 | Dec 19, 2016 | 54 |
| -4.32% | Jun 8, 2020 | 3 | Jun 11, 2020 | 7 | Jun 22, 2020 | 10 |
| -4.28% | Feb 18, 2011 | 17 | Mar 16, 2011 | 29 | Apr 27, 2011 | 46 |
| -4.18% | Jul 24, 2019 | 49 | Oct 2, 2019 | 32 | Nov 15, 2019 | 81 |
| -3.88% | May 14, 2026 | 3 | May 19, 2026 | 4 | May 26, 2026 | 7 |
| -3.78% | Jun 11, 2009 | 8 | Jun 23, 2009 | 16 | Jul 16, 2009 | 24 |
| -3.68% | Oct 16, 2009 | 8 | Oct 28, 2009 | 9 | Nov 10, 2009 | 17 |
| -3.61% | Jan 25, 2021 | 4 | Jan 29, 2021 | 2 | Feb 2, 2021 | 6 |