Seasonal Evaluation for State Street SPDR Portfolio Developed World ex-US ETF (SPDW)
The following tables show quarterly and semi-annual reports.
In the quarterly breakdown, the first through fourth quarters correspond to spring, summer, fall, and winter, respectively.
Detailed definitions for the semi-annual periods are provided in the table headers.
| Overview | 1st Quarter Jan. - Mar. |
2nd Quarter Apr. - Jun. |
3rd Quarter Jul. - Sep. |
4th Quarter Oct. - Dec. |
|---|---|---|---|---|
| Success Rate | 66.67% | 55.56% | 57.89% | 68.42% |
| Median Return | 3.82% | 1.00% | 3.96% | 4.12% |
| Average Return | 4.11% | 4.97% | 6.58% | 5.93% |
| Maximum Gain | 12.29% | 24.80% | 19.99% | 16.48% |
| Gain Year | 2012 | 2009 | 2009 | 2020 |
| Maximum Loss | -23.63% | -14.17% | -21.27% | -19.02% |
| Loss Year | 2020 | 2022 | 2011 | 2008 |
| Based on the past 18 years (2008-2025) | ||||
| Overview | Winter Season Oct. - Mar. |
Summer Season Apr. - Sep. |
First HY Jan. - Jun. |
Second HY Jul. - Dec. |
|---|---|---|---|---|
| Success Rate | 67.57% | 56.76% | 61.11% | 63.16% |
| Median Return | 4.00% | 1.22% | 2.24% | 4.04% |
| Average Return | 4.97% | 5.76% | 4.48% | 6.22% |
| Maximum Gain | 16.48% | 24.80% | 24.80% | 19.99% |
| Gain Year | 2020 | 2009 | 2009 | 2009 |
| Maximum Loss | -23.63% | -21.27% | -23.63% | -21.27% |
| Loss Year | 2020 | 2011 | 2020 | 2011 |
| Based on the past 18 years (2008-2025) | ||||