Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WDIV (SPDR S&P Global Dividend ETF) | 8.40% | 20.76% | 16.88% | 7.54% | 7.34% | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 05/31/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WDIV (SPDR S&P Global Dividend ETF) | 05/31/2013 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.02 | 20.76 | 16.88 | 7.54 | 7.34 | NA | NA | … | … | 8.40 | 27.16 | 7.61 | 8.22 | -6.93 | 14.44 | -10.18 | 19.48 | -8.78 | 19.01 | 13.37 | -7.86 | 4.33 | 11.71 |
| Sharpe Ratio | NA | 1.77 | 1.17 | 0.39 | 0.37 | NA | NA | … | … | 1.34 | 2.13 | 0.37 | 0.35 | -0.51 | 1.31 | -0.32 | 1.88 | -0.84 | 2.52 | 0.74 | -0.53 | 0.42 | 1.86 |
| Standard Deviation(%) | NA | 10.26 | 11.77 | 12.77 | 15.50 | NA | NA | … | … | 12.22 | 11.47 | 10.86 | 13.17 | 16.29 | 11.00 | 32.87 | 9.59 | 12.10 | 7.32 | 17.68 | 14.92 | 10.35 | 11.16 |
| Draw Down(%) | NA | 8.61 | 11.26 | 22.13 | 42.34 | NA | NA | … | … | 8.61 | 9.21 | 7.56 | 13.36 | 22.13 | 8.62 | 42.34 | 7.65 | 15.39 | 2.64 | 9.11 | 15.70 | 9.27 | 5.77 |
| Yield(%) | 0.00 | 4.65 | 5.13 | 4.13 | 4.54 | 4.07 | 3.05 | … | … | 0.58 | 5.22 | 4.78 | 4.85 | 4.49 | 4.57 | 4.68 | 4.03 | 3.86 | 4.12 | 4.75 | 4.46 | 4.81 | 2.37 |
Data as of 06/09/2026, Common starting date is 05/31/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WDIV (SPDR S&P Global Dividend ETF) |
-5.63%
Mar 2017 – Mar 2020 |
-2.11%
Mar 2015 – Mar 2020 |
2.44%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WDIV (SPDR S&P Global Dividend ETF) |
18.52%
May 2023 – May 2026 |
12.14%
Oct 2020 – Oct 2025 |
8.84%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart