Performance analysis of DWLD (DAVIS SELECT WORLDWIDE ETF)
Annual Return
Over the past 3 years, DWLD has had an average annual return of +19.15%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, DWLD has had an average annual return of +8.80%, underperforming the benchmark SPY, which returned +12.73% annual.
Since Jan 12, 2017, DWLD has had an average annual return of +10.83%, underperforming the benchmark SPY, which returned +15.17% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +1.62% | +30.44% | +24.35% | +20.62% | -14.19% | -4.02% | +22.73% | +31.29% | -22.41% | +30.10% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.25% | -0.23% | -6.08% | +6.69% | +2.20% | -3.20% | +2.50% | +1.62% | |||||
| 2025 | +4.24% | +1.56% | -1.95% | -1.08% | +6.16% | +4.70% | +0.82% | +5.20% | +2.91% | +0.18% | +0.82% | +3.68% | +30.44% |
| 2024 | -1.88% | +6.04% | +5.42% | -0.30% | +4.14% | -1.14% | +0.86% | +3.55% | +8.83% | -0.06% | +2.40% | -5.03% | +24.35% |
| 2023 | +13.03% | -4.84% | -1.12% | +2.61% | -1.81% | +8.11% | +6.73% | -6.39% | -4.47% | -3.05% | +6.04% | +6.11% | +20.62% |
| 2022 | +1.54% | -6.08% | -1.94% | -8.26% | +2.10% | -5.55% | +2.80% | -1.76% | -10.17% | +0.68% | +16% | -2.11% | -14.19% |
| 2021 | +2.34% | +6.52% | +0.81% | +4.85% | -2.22% | -1.30% | -9.39% | +0.38% | -4.37% | +4.20% | -5.52% | +0.80% | -4.02% |
| 2020 | -1.43% | -4.73% | -18.33% | +13.33% | +3.57% | +4.41% | +4.87% | +8.32% | -3.80% | +2.06% | +11.93% | +4.61% | +22.73% |
| 2019 | +14.02% | +3.68% | +0.34% | +6.26% | -11.05% | +6.43% | +0.53% | -3.54% | +1.06% | +3.36% | +3.09% | +5.37% | +31.29% |
| 2018 | +7.10% | -3.89% | -3.88% | +0.81% | +1.64% | -1.13% | +1.49% | -1.69% | -2.21% | -12.12% | -0.80% | -9.00% | -22.41% |
| 2017 | -0.34% | +2.14% | +2.48% | +2.09% | +2.85% | +0.62% | +5.17% | -0.40% | +4.72% | +3.09% | +0.83% | +3.53% | +30.10% |
Drawdown analysis of DWLD (DAVIS SELECT WORLDWIDE ETF)
The maximum drawdown for the DWLD was -39.26%, occurring on Oct 24, 2022. Recovery took 391 trading sessions.
The current DWLD drawdown is -2.92%.
Since Jan 12, 2017 DWLD has experienced the following drawdowns:
- 30% or more: 2 times
- 20% or more: 2 times
- 10% or more: 5 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -39.26% | Apr 29, 2021 | 375 | Oct 24, 2022 | 391 | May 15, 2024 | 766 |
| -37.02% | Jan 26, 2018 | 541 | Mar 23, 2020 | 114 | Sep 2, 2020 | 655 |
| -16.00% | Feb 14, 2025 | 36 | Apr 8, 2025 | 23 | May 12, 2025 | 59 |
| -11.27% | Jan 6, 2026 | 56 | Mar 27, 2026 | 27 | May 6, 2026 | 83 |
| -10.44% | May 17, 2024 | 53 | Aug 5, 2024 | 32 | Sep 19, 2024 | 85 |
| -9.81% | Nov 7, 2024 | 42 | Jan 10, 2025 | 23 | Feb 13, 2025 | 65 |
| -8.67% | Sep 2, 2020 | 15 | Sep 24, 2020 | 12 | Oct 12, 2020 | 27 |
| -6.63% | Jun 2, 2026 | 16 | Jun 25, 2026 | Ongoing | Ongoing | Ongoing |
| -6.33% | Nov 12, 2025 | 6 | Nov 20, 2025 | 8 | Dec 3, 2025 | 14 |
| -5.85% | Feb 17, 2021 | 25 | Mar 24, 2021 | 16 | Apr 16, 2021 | 41 |
| -5.75% | Oct 12, 2020 | 12 | Oct 28, 2020 | 5 | Nov 4, 2020 | 17 |
| -5.43% | Oct 7, 2024 | 6 | Oct 15, 2024 | 17 | Nov 7, 2024 | 23 |
| -5.04% | Jan 21, 2021 | 6 | Jan 29, 2021 | 4 | Feb 4, 2021 | 10 |
| -4.72% | Sep 18, 2025 | 16 | Oct 10, 2025 | 11 | Oct 27, 2025 | 27 |
| -4.43% | Jul 23, 2025 | 7 | Aug 1, 2025 | 8 | Aug 13, 2025 | 15 |
| -3.33% | Jul 26, 2017 | 11 | Aug 10, 2017 | 21 | Sep 11, 2017 | 32 |
| -3.21% | May 19, 2025 | 3 | May 22, 2025 | 9 | Jun 5, 2025 | 12 |
| -3.06% | May 13, 2026 | 7 | May 22, 2026 | 5 | Jun 1, 2026 | 12 |
| -2.87% | May 16, 2017 | 21 | Jun 15, 2017 | 18 | Jul 12, 2017 | 39 |
| -2.61% | Nov 6, 2017 | 7 | Nov 15, 2017 | 24 | Dec 20, 2017 | 31 |
| -2.55% | Nov 24, 2020 | 3 | Nov 30, 2020 | 13 | Dec 17, 2020 | 16 |
| -2.55% | Sep 24, 2024 | 1 | Sep 25, 2024 | 1 | Sep 26, 2024 | 2 |
| -2.48% | Jun 16, 2025 | 3 | Jun 20, 2025 | 2 | Jun 24, 2025 | 5 |
| -2.41% | Nov 9, 2020 | 3 | Nov 12, 2020 | 2 | Nov 16, 2020 | 5 |
| -2.27% | Oct 27, 2025 | 8 | Nov 6, 2025 | 2 | Nov 10, 2025 | 10 |