SPDR Dow Jones REIT ETF (RWR) Performance
RWR total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +12.0% since Dec 31, 2025
- 1 year
- +9.8% total return
- 5 years
- +2.6% a year
- 10 years
- +5.2% a year
- Since first price
- +8.4% a year since 2001
RWR trailing returns vs SPY, QQQ, AGG
| Period | RWR total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +1.0% | +1.0% | −1.0% | −5.0% | +0.9% |
| 3 months | −7.1% | −8.0% | +3.2% | +1.9% | −0.4% |
| 6 months | +0.8% | −1.0% | +7.8% | +8.4% | −1.5% |
| YTD | +12.0% | +9.3% | +12.3% | +15.1% | −1.0% |
| 1 year | +9.8% | +5.9% | +14.4% | +15.9% | −1.1% |
| 3 years | +52.8%+15.2%/yr | +36.4% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +13.6%+2.6%/yr | −5.5% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +66.2%+5.2%/yr | +14.9% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| 15 years | +199.5%+7.6%/yr | +75.3% | +696.0%+14.8%/yr | +1,299.3%+19.2%/yr | +32.2%+1.9%/yr |
| 20 years | +162.4%+4.9%/yr | +24.5% | +696.9%+10.9%/yr | +1,839.9%+16.0%/yr | +79.6%+3.0%/yr |
| Since inceptionApr 27, 2001 | +683.1%+8.4%/yr | +188.0% | — | — | — |
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: RWR vs SPY
From Apr 27, 2001: RWR grew to $78,307, SPY to $95,404.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
RWR returns by calendar year
19 of 24 full years positive. Best 2021 (+45.5%), worst 2008 (−38.8%). 2026 is year to date.
RWR annual returns table
| Year | RWR | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +12.0% | −12.7% | +12.3% | +15.1% | −1.0% |
| 2025 | +3.2% | −16.5% | +17.7% | +20.8% | +7.2% |
| 2024 | +7.7% | −9.9% | +24.9% | +25.6% | +1.3% |
| 2023 | +13.8% | −20.0% | +26.2% | +54.9% | +5.7% |
| 2022 | −26.1% | −32.4% | −18.2% | −32.6% | −13.0% |
| 2021 | +45.5% | −7.2% | +28.7% | +27.4% | −1.8% |
| 2020 | −11.4% | −44.4% | +18.3% | +48.6% | +7.5% |
| 2019 | +22.7% | −6.4% | +31.2% | +39.0% | +8.5% |
| 2018 | −4.5% | −13.4% | −4.6% | −0.1% | +0.1% |
| 2017 | +3.5% | −6.3% | +21.7% | +32.7% | +3.6% |
| 2016 | +6.4% | −14.5% | +12.0% | +7.1% | +2.4% |
| 2015 | +4.1% | −16.6% | +1.2% | +9.4% | +0.5% |
| 2014 | +31.8% | −7.5% | +13.5% | +19.2% | +6.0% |
| 2013 | +0.9% | −18.0% | +32.3% | +36.6% | −2.0% |
| 2012 | +16.9% | −9.4% | +16.0% | +18.1% | +3.8% |
| 2011 | +9.0% | −22.7% | +1.9% | +3.4% | +7.7% |
| 2010 | +28.0% | −17.2% | +15.1% | +19.9% | +6.4% |
| 2009 | +28.2% | −43.1% | +26.4% | +54.7% | +3.0% |
| 2008 | −38.8% | −64.4% | −36.8% | −41.7% | +7.9% |
| 2007 | −17.8% | −29.6% | +5.1% | +19.0% | +6.6% |
| 2006 | +35.5% | −10.7% | +15.8% | +7.1% | +3.9% |
| 2005 | +13.6% | −11.4% | +4.8% | +1.6% | +2.3% |
| 2004 | +32.5% | −17.8% | +10.7% | +10.5% | +3.8% |
| 2003 | +35.6% | −7.2% | +28.2% | +49.7% | — |
| 2002 | +2.7% | −17.5% | −21.6% | −37.4% | — |
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.
RWR largest drawdowns
Now 9.1% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Feb 7, 2007 | −74.9% | Mar 6, 2009 | Apr 4, 2013 | 2.1 years | 6.2 years |
| Feb 18, 2020 | −44.4% | Mar 23, 2020 | May 24, 2021 | 34 days | 1.3 years |
| Dec 31, 2021 | −32.6% | Oct 27, 2023 | Feb 10, 2026 | 1.8 years | 4.1 years |
| May 21, 2013 | −18.0% | Aug 19, 2013 | Jun 2, 2014 | 3 months | 1.0 years |
| Apr 1, 2004 | −17.8% | May 11, 2004 | Aug 24, 2004 | 40 days | 5 months |
| Jun 28, 2002 | −17.5% | Oct 9, 2002 | May 12, 2003 | 3 months | 10 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
RWR risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2001 |
|---|---|---|---|---|
| Annualized return | +12.3% | +3.7% | +4.5% | +8.3% |
| Volatility (annualized) | 16.4% | 19.1% | 18.2% | 21.1% |
| Sharpe ratio | 0.52 | 0.09 | 0.21 | — |
| Sortino ratio | 0.85 | 0.14 | 0.30 | — |
| Best month | +10.8% | +10.9% | +12.3% | +31.6% |
| Worst month | −7.3% | −12.3% | −22.4% | −31.2% |
| Best 12 months | +35.3% | +35.3% | +55.7% | +112.3% |
| Worst 12 months | −2.2% | −26.1% | −26.1% | −60.3% |
| Positive months | 61% | 53% | 57% | 60% |
| Beta vs S&P 500 | 0.84 | 0.96 | 0.92 | — |
| Correlation with S&P 500 | 0.64 | 0.79 | 0.77 | — |
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.
RWR rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 295 | −60.3% | +10.3% | +112.3% | 75% |
| 3-year (a year) | 271 | −26.9% | +8.5% | +44.0% | 82% |
| 5-year (a year) | 247 | −9.4% | +6.2% | +29.1% | 90% |
| 10-year (a year) | 187 | +3.5% | +7.0% | +18.2% | 100% |
Every holding period starting at a month-end since 2001. Returns for 3 years and longer are annualized.
RWR performance overview
SPDR Dow Jones REIT ETF (RWR) returned +9.8% over the past year and +5.2% a year over ten years, with distributions reinvested. Since its first recorded price in 2001 it has returned +8.4% a year, turning $10,000 into about $78,307. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −74.9%, from Feb 7, 2007 to Mar 6, 2009, and it took 4.1 years to get back to the old high. RWR finished 19 of its 24 full calendar years with a gain; the best year was 2021 (+45.5%) and the worst 2008 (−38.8%). Volatility has been 21.1% a year.
Related: RWR chart, RWR holdings, RWR dividends, RWR valuation. See the RWR overview for the latest quote and fund facts.
RWR performance FAQ
What is the RWR return over the past year?
RWR returned +9.8% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 5.9%.
What is the average annual return of RWR?
RWR has returned +2.6% a year over 5 years, +5.2% a year over 10 years, +8.4% a year since April 27, 2001 (total return, distributions reinvested).
How much would $10,000 invested in RWR be worth?
$10,000 invested in RWR at its first recorded close on April 27, 2001 would be worth about $78,307 on October 23, 2026 with distributions reinvested.
What was the worst year for RWR?
The worst calendar year was 2008, with a total return of −38.8%. The best was 2021 at +45.5%.
What is the biggest drawdown of RWR?
The largest peak-to-trough decline was −74.9% between February 7, 2007 and March 6, 2009. It recovered to the old high on April 4, 2013, 4.1 years after the bottom.
How volatile is RWR?
Over the past 3 years RWR had an annualized volatility of 16.4% and a Sharpe ratio of 0.52 (excess return over 1–3 month T-bills per unit of risk).