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Performance analysis of QWLD (STATE STREET(R) SPDR(R) MSCI WORLD STRATEGICFACTORS(SM) ETF)

Annual Return

Over the past 3 years, QWLD has had an average annual return of +14.99%, underperforming the benchmark SPY, which returned +19.62% annual.

Over the past 5 years, QWLD has had an average annual return of +9.94%, underperforming the benchmark SPY, which returned +12.73% annual.

Over the past 10 years, QWLD has had an average annual return of +11.52%, underperforming the benchmark SPY, which returned +15.04% annual.

Since Jun 5, 2014, QWLD has had an average annual return of +10.37%, underperforming the benchmark SPY, which returned +13.67% annual.

202620252024202320222021202020192018201720162015
+7.79%+17.92%+14.46%+19.59%-13.29%+21.58%+10.23%+27.58%-7.00%+22.42%+7.72%+2.02%
2014
+2.62%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+2.75%+2.79%-5.39%+5.01%+1.76%+0.20%+0.76%+7.79%
2025+3.74%+1.48%-2.07%+0.41%+3.28%+2.79%-1.04%+3.19%+1.96%+0.46%+1.89%+0.68%+17.92%
2024+1.63%+3.62%+3.40%-3.80%+4.21%+0.87%+2.80%+3.65%+0.48%-2.28%+3.42%-3.93%+14.46%
2023+5.28%-2.88%+3.64%+2.27%-1.48%+5.09%+2.61%-1.63%-3.67%-1.85%+7%+4.39%+19.59%
2022-4.34%-2.57%+2.86%-6.90%+0.81%-7.13%+6.17%-4.27%-8.41%+7%+8.04%-3.56%-13.29%
2021-1.17%+2.04%+4.36%+3.49%+2.60%+1.06%+2.18%+2.26%-4.45%+4.84%-2.09%+5.04%+21.58%
2020+0.34%-8.66%-12.03%+9.44%+4.49%+1.32%+3.33%+5.34%-2.76%-3.35%+11.31%+3.62%+10.23%
2019+7.28%+3.15%+1.59%+2.92%-4.40%+5.96%+0.31%-0.78%+2.12%+2.26%+2.26%+2.41%+27.58%
2018+4.56%-3.29%-1.38%-0.09%+0.66%-0.32%+3.08%+0.91%+0.93%-6.01%+0.81%-6.48%-7.00%
2017+1.29%+1.28%+3.98%+1.35%+1.08%+1.25%+1.60%+0.19%+2.43%+1.81%+1.49%+2.69%+22.42%

Drawdown analysis of QWLD (STATE STREET(R) SPDR(R) MSCI WORLD STRATEGICFACTORS(SM) ETF)

The maximum drawdown for the QWLD was -31.89%, occurring on Mar 23, 2020. Recovery took 161 trading sessions.

The current QWLD drawdown is -0.44%.

Since Jun 5, 2014 QWLD has experienced the following drawdowns:

  • 30% or more: 1 time
  • 20% or more: 2 times
  • 10% or more: 5 times
DepthStartTo BottomBottomTo RecoverEndTotal
-31.89%Feb 12, 202027Mar 23, 2020161Nov 9, 2020188
-22.83%Dec 29, 2021198Oct 12, 2022292Dec 11, 2023490
-16.47%Oct 3, 201856Dec 24, 201875Apr 12, 2019131
-14.10%May 22, 2015166Jan 20, 201663Apr 20, 2016229
-12.40%Feb 20, 202533Apr 8, 202526May 15, 202559
-9.27%Jun 13, 201486Oct 15, 201485Feb 18, 2015171
-8.60%Jan 23, 201813Feb 9, 2018154Sep 20, 2018167
-7.66%Feb 27, 202620Mar 27, 202627May 6, 202647
-5.76%Sep 3, 202120Oct 4, 202122Nov 3, 202142
-5.52%Jul 16, 202414Aug 5, 202410Aug 19, 202424
-5.07%Jul 29, 201912Aug 14, 201920Sep 12, 201932
-5.05%Dec 4, 202424Jan 10, 202513Jan 30, 202537
-4.98%Jun 23, 20162Jun 27, 201610Jul 12, 201612
-4.75%Sep 6, 201641Nov 2, 201642Jan 4, 201783
-4.51%Mar 28, 202415Apr 19, 202417May 14, 202432
-4.40%Apr 30, 201922May 31, 201912Jun 18, 201934
-4.37%Nov 16, 202110Dec 1, 202116Dec 23, 202126
-3.78%Feb 16, 202112Mar 4, 20215Mar 11, 202117
-3.54%Apr 20, 201621May 19, 201611Jun 6, 201632
-3.49%Jan 20, 20217Jan 29, 20216Feb 8, 202113
-3.28%Aug 30, 20244Sep 6, 20249Sep 19, 202413
-3.28%Nov 12, 20256Nov 20, 20254Nov 26, 202510
-3.21%Oct 14, 202413Oct 31, 202420Nov 29, 202433
-3.13%May 7, 20213May 12, 20218May 24, 202111
-3.12%Sep 19, 20199Oct 2, 20199Oct 15, 201918