State Street Bridgewater All Weather ETF (ALLW) Performance
ALLW total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +5.8% since Dec 31, 2025
- 1 year
- +5.0% total return
- Since first price
- +21.7% since 2025
ALLW trailing returns vs SPY, QQQ, AGG
| Period | ALLW total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −0.6% | −0.6% | −1.0% | −5.0% | +0.9% |
| 3 months | −0.2% | −0.2% | +3.2% | +1.9% | −0.4% |
| 6 months | −2.2% | −2.2% | +7.8% | +8.4% | −1.5% |
| YTD | +5.8% | +5.8% | +12.3% | +15.1% | −1.0% |
| 1 year | +5.0% | +0.4% | +14.4% | +15.9% | −1.1% |
| Since inceptionMar 6, 2025 | +21.7% | +16.3% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: ALLW vs SPY
From Mar 6, 2025: ALLW grew to $12,169, SPY to $13,530.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
ALLW returns by calendar year
2026 is year to date.
ALLW annual returns table
| Year | ALLW | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +5.8% | −7.2% | +12.3% | +15.1% | −1.0% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
ALLW risk statistics
| Statistic | Since 2025 |
|---|---|
| Annualized return | +12.2% |
| Volatility (annualized) | 10.3% |
| Sharpe ratio | 0.80 |
| Sortino ratio | 1.28 |
| Best month | +4.8% |
| Worst month | −5.1% |
| Best 12 months | +24.6% |
| Worst 12 months | +7.2% |
| Positive months | 67% |
| Beta vs S&P 500 | — |
| Correlation with S&P 500 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
ALLW rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 8 | +6.2% | +17.7% | +24.6% | 100% |
Every holding period starting at a month-end since 2025. Returns for 3 years and longer are annualized.
ALLW performance overview
State Street Bridgewater All Weather ETF (ALLW) returned +5.0% over the past year, with distributions reinvested. Since its first recorded price on Mar 6, 2025 it has returned +21.7%. Over the same year S&P 500 (SPY) returned +14.4%.
Related: ALLW chart, ALLW dividends. See the ALLW overview for the latest quote and fund facts.
ALLW performance FAQ
What is the ALLW return over the past year?
ALLW returned +5.0% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 0.4%.
How much would $10,000 invested in ALLW be worth?
$10,000 invested in ALLW at its first recorded close on March 6, 2025 would be worth about $12,169 on October 23, 2026 with distributions reinvested.
How volatile is ALLW?
Over the past history ALLW had an annualized volatility of 10.3% and a Sharpe ratio of 0.80 (excess return over 1–3 month T-bills per unit of risk).