Performance analysis of WDIV (STATE STREET(R) SPDR(R) S&P(R) GLOBAL DIVIDEND ETF)
Annual Return
Over the past 3 years, WDIV has had an average annual return of +17.21%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, WDIV has had an average annual return of +9.22%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, WDIV has had an average annual return of +7.49%, underperforming the benchmark SPY, which returned +15.04% annual.
Since May 30, 2013, WDIV has had an average annual return of +7.16%, underperforming the benchmark SPY, which returned +14.09% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +11.86% | +27.13% | +7.57% | +8.23% | -6.95% | +14.46% | -10.07% | +20.11% | -8.78% | +19.01% | +13.36% | -7.86% |
| 2014 | 2013 | ||||||||||
| +4.33% | +10.16% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.80% | +4.17% | -5.79% | +5% | +1.21% | -0.77% | +3.13% | +11.86% | |||||
| 2025 | -0.02% | +3.04% | +2.40% | +3.05% | +3.48% | +3.53% | -0.06% | +3.58% | +0.59% | -0.48% | +3.81% | +1.49% | +27.13% |
| 2024 | -2.50% | -0.17% | +2.55% | -2.14% | +4.23% | -1.42% | +6.02% | +4.72% | +2.54% | -2.22% | +1.49% | -5.13% | +7.57% |
| 2023 | +5.51% | -4.09% | -0.06% | +2.15% | -5.90% | +3.25% | +3.90% | -3.08% | -4.52% | -2.63% | +8.15% | +6.50% | +8.23% |
| 2022 | +1.74% | -1.37% | +1.88% | -4.11% | +3.17% | -5.54% | +0.60% | -3.97% | -9.65% | +2.62% | +10.04% | -1.19% | -6.95% |
| 2021 | +0.33% | +4.28% | +5.40% | +2.62% | +3.63% | -2.09% | -0.47% | +0.33% | -2.08% | +1.56% | -3.87% | +4.42% | +14.46% |
| 2020 | -1.79% | -8.40% | -24.36% | +7.97% | +0.83% | +2.35% | +0.42% | +5.65% | -3.70% | -2.04% | +14.42% | +3.57% | -10.07% |
| 2019 | +6.54% | +1.03% | -0.07% | +2.69% | -4.72% | +5.55% | -1.94% | -1.94% | +5% | +2.87% | -0% | +4.10% | +20.11% |
| 2018 | +2.53% | -5.19% | +0.44% | +0.77% | -1.59% | -0.07% | +3.41% | -2.13% | +0.24% | -5.17% | +2.84% | -4.70% | -8.78% |
| 2017 | +2.25% | +1.63% | +1% | +1.70% | +2.02% | +0.34% | +2.14% | +0.07% | +0.95% | +0.10% | +2.99% | +2.38% | +19.01% |
Drawdown analysis of WDIV (STATE STREET(R) SPDR(R) S&P(R) GLOBAL DIVIDEND ETF)
The maximum drawdown for the WDIV was -42.31%, occurring on Mar 23, 2020. Recovery took 268 trading sessions.
The current WDIV drawdown is -0.44%.
Since May 30, 2013 WDIV has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 3 times
- 10% or more: 4 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -42.31% | Jan 17, 2020 | 44 | Mar 23, 2020 | 268 | Apr 15, 2021 | 312 |
| -22.34% | May 15, 2015 | 171 | Jan 20, 2016 | 147 | Aug 18, 2016 | 318 |
| -22.15% | Jan 14, 2022 | 186 | Oct 12, 2022 | 401 | May 17, 2024 | 587 |
| -15.39% | Jan 26, 2018 | 229 | Dec 24, 2018 | 207 | Oct 21, 2019 | 436 |
| -9.27% | Jul 1, 2014 | 74 | Oct 15, 2014 | 89 | Feb 24, 2015 | 163 |
| -9.21% | Sep 26, 2024 | 132 | Apr 8, 2025 | 9 | Apr 22, 2025 | 141 |
| -8.80% | Aug 18, 2016 | 61 | Nov 14, 2016 | 48 | Jan 25, 2017 | 109 |
| -8.63% | Jun 10, 2021 | 121 | Dec 1, 2021 | 31 | Jan 14, 2022 | 152 |
| -8.61% | Feb 20, 2026 | 20 | Mar 20, 2026 | 57 | Jun 11, 2026 | 77 |
| -5.90% | May 30, 2013 | 17 | Jun 24, 2013 | 12 | Jul 11, 2013 | 29 |
| -5.90% | Oct 22, 2013 | 70 | Feb 3, 2014 | 14 | Feb 24, 2014 | 84 |
| -5.39% | Feb 25, 2015 | 12 | Mar 13, 2015 | 23 | Apr 16, 2015 | 35 |
| -4.23% | Jul 31, 2024 | 3 | Aug 5, 2024 | 8 | Aug 15, 2024 | 11 |
| -4.19% | May 17, 2024 | 19 | Jun 14, 2024 | 18 | Jul 12, 2024 | 37 |
| -3.84% | Aug 8, 2013 | 16 | Aug 30, 2013 | 6 | Sep 10, 2013 | 22 |
| -3.36% | Jul 23, 2025 | 7 | Aug 1, 2025 | 8 | Aug 13, 2025 | 15 |
| -2.95% | Nov 12, 2025 | 6 | Nov 20, 2025 | 5 | Nov 28, 2025 | 11 |
| -2.64% | Jun 2, 2017 | 26 | Jul 11, 2017 | 6 | Jul 19, 2017 | 32 |
| -2.59% | Sep 18, 2013 | 14 | Oct 8, 2013 | 6 | Oct 16, 2013 | 20 |
| -2.42% | Oct 3, 2025 | 5 | Oct 10, 2025 | 6 | Oct 20, 2025 | 11 |
| -2.18% | Aug 3, 2017 | 10 | Aug 17, 2017 | 16 | Sep 11, 2017 | 26 |
| -2.17% | Apr 28, 2015 | 7 | May 7, 2015 | 5 | May 14, 2015 | 12 |
| -2.17% | Jan 25, 2017 | 9 | Feb 7, 2017 | 10 | Feb 22, 2017 | 19 |
| -2.12% | Oct 28, 2025 | 5 | Nov 4, 2025 | 4 | Nov 10, 2025 | 9 |
| -2.11% | Aug 22, 2025 | 6 | Sep 2, 2025 | 23 | Oct 3, 2025 | 29 |