Performance analysis of RWR (SPDR(R) DOW JONES REIT ETF)
Annual Return
Over the past 3 years, RWR has had an average annual return of +10.91%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, RWR has had an average annual return of +4.06%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, RWR has had an average annual return of +5.13%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Apr 27, 2001, RWR has had an average annual return of +8.59%, underperforming the benchmark SPY, which returned +9.37% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +10.77% | +3.17% | +7.72% | +13.78% | -26.08% | +45.46% | -11.34% | +22.73% | -4.40% | +3.46% | +6.41% | +4.12% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +31.82% | +0.93% | +16.87% | +8.97% | +27.96% | +28.32% | -38.84% | -17.90% | +35.62% | +13.55% | +32.45% | +35.50% |
| 2002 | 2001 | ||||||||||
| +3.01% | +10.84% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.74% | +7.17% | -6.07% | +8.54% | +0.23% | -1.54% | +10.77% | ||||||
| 2025 | +0.92% | +3.73% | -3.64% | -3.15% | +1.85% | -0.46% | -0.74% | +4.85% | +0.92% | -1.60% | +3.34% | -2.50% | +3.17% |
| 2024 | -4.16% | +1.77% | +1.98% | -7.27% | +4.75% | +2.68% | +5.91% | +6.26% | +2.67% | -3.25% | +4.62% | -7.15% | +7.72% |
| 2023 | +10.89% | -4.93% | -2.69% | +0.71% | -2.81% | +5.10% | +2.94% | -3.23% | -7.08% | -4.53% | +10.79% | +10.12% | +13.78% |
| 2022 | -6.67% | -3.38% | +6.97% | -4.80% | -6.98% | -7.72% | +8.89% | -6.27% | -12.26% | +4.51% | +5.63% | -5.15% | -26.08% |
| 2021 | -0.17% | +5.26% | +4.79% | +8.01% | +0.95% | +2.28% | +5.24% | +1.79% | -5.50% | +8.14% | -0.63% | +8.91% | +45.46% |
| 2020 | +0.46% | -8.36% | -22.37% | +7.85% | -0.60% | +1.72% | +3.41% | +0.68% | -3.21% | -2.54% | +12.34% | +3.11% | -11.34% |
| 2019 | +11.41% | +0.99% | +2.81% | -0.24% | -0.32% | +1.31% | +1.56% | +2.37% | +2.66% | +1.11% | -1.39% | -1.03% | +22.73% |
| 2018 | -4.10% | -7.23% | +3.97% | +1.45% | +4.02% | +4.33% | +0.32% | +2.99% | -2.74% | -2.54% | +4.90% | -8.61% | -4.40% |
| 2017 | -0.95% | +3.47% | -2.90% | -0.21% | -0.63% | +2.47% | +0.87% | -0.79% | +0.22% | -1.12% | +3.14% | +0.04% | +3.46% |
Drawdown analysis of RWR (SPDR(R) DOW JONES REIT ETF)
The maximum drawdown for the RWR was -74.95%, occurring on Mar 6, 2009. Recovery took 1026 trading sessions.
The current RWR drawdown is -3.35%.
Since Apr 27, 2001 RWR has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 3 times
- 20% or more: 3 times
- 10% or more: 12 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -74.95% | Feb 7, 2007 | 523 | Mar 6, 2009 | 1026 | Apr 4, 2013 | 1549 |
| -44.37% | Feb 18, 2020 | 24 | Mar 23, 2020 | 295 | May 24, 2021 | 319 |
| -32.56% | Dec 31, 2021 | 458 | Oct 27, 2023 | 572 | Feb 10, 2026 | 1030 |
| -18.01% | May 21, 2013 | 62 | Aug 19, 2013 | 174 | Apr 29, 2014 | 236 |
| -17.80% | Apr 1, 2004 | 27 | May 11, 2004 | 72 | Aug 24, 2004 | 99 |
| -17.52% | Jun 28, 2002 | 71 | Oct 9, 2002 | 147 | May 12, 2003 | 218 |
| -16.82% | Aug 1, 2016 | 384 | Feb 8, 2018 | 132 | Aug 17, 2018 | 516 |
| -16.64% | Jan 26, 2015 | 155 | Sep 4, 2015 | 166 | May 4, 2016 | 321 |
| -13.38% | Dec 6, 2018 | 12 | Dec 24, 2018 | 25 | Jan 31, 2019 | 37 |
| -11.44% | Aug 2, 2005 | 50 | Oct 12, 2005 | 56 | Jan 3, 2006 | 106 |
| -11.32% | Aug 21, 2001 | 44 | Oct 29, 2001 | 85 | Mar 4, 2002 | 129 |
| -10.70% | Mar 17, 2006 | 46 | May 23, 2006 | 46 | Jul 28, 2006 | 92 |
| -8.98% | Dec 30, 2004 | 19 | Jan 27, 2005 | 70 | May 9, 2005 | 89 |
| -8.38% | Aug 28, 2018 | 32 | Oct 12, 2018 | 35 | Dec 3, 2018 | 67 |
| -8.04% | Mar 2, 2026 | 19 | Mar 27, 2026 | 13 | Apr 16, 2026 | 32 |
| -7.45% | Sep 5, 2014 | 14 | Sep 25, 2014 | 20 | Oct 23, 2014 | 34 |
| -7.17% | Sep 2, 2021 | 19 | Sep 30, 2021 | 14 | Oct 20, 2021 | 33 |
| -6.44% | Oct 23, 2019 | 38 | Dec 17, 2019 | 38 | Feb 12, 2020 | 76 |
| -6.21% | May 10, 2016 | 7 | May 19, 2016 | 27 | Jun 28, 2016 | 34 |
| -6.16% | Nov 24, 2021 | 4 | Dec 1, 2021 | 5 | Dec 8, 2021 | 9 |
| -5.98% | Apr 12, 2002 | 20 | May 10, 2002 | 34 | Jun 28, 2002 | 54 |
| -5.52% | Dec 4, 2006 | 14 | Dec 22, 2006 | 13 | Jan 16, 2007 | 27 |
| -4.95% | Jun 20, 2019 | 4 | Jun 26, 2019 | 9 | Jul 10, 2019 | 13 |
| -4.72% | Jun 11, 2003 | 8 | Jun 23, 2003 | 8 | Jul 3, 2003 | 16 |
| -4.32% | Apr 12, 2019 | 5 | Apr 22, 2019 | 18 | May 16, 2019 | 23 |