(RWR) SPDR Dow Jones REIT - Ratings and Ratios
Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US78464A6073 • Real Estate
RWR: Real Estate, Property, Buildings, Apartments, Offices, Malls
The SPDR Dow Jones REIT ETF, traded on the NYSE ARCA under the ticker RWR, is an exchange-traded fund that primarily invests in securities that are part of its underlying index. This index is specifically designed to track the performance of real estate securities, which can be seen as proxies for direct investment in real estate. By focusing on these securities, the fund aims to provide investors with a way to gain exposure to the real estate market without directly investing in physical properties. The fund's investment strategy involves allocating substantially all, or at least 80%, of its total assets to the securities that make up the index, ensuring that its portfolio closely mirrors the composition and performance of the underlying index.
The index itself is constructed to include a variety of real estate securities, such as equity real estate investment trusts (REITs) and real estate operating companies, which are selected based on specific criteria. One key criterion is that the value of these securities should be closely tied to the value of the underlying real estate, meaning that their performance should reflect the broader real estate market trends. By excluding securities whose value may not always correlate with real estate market fluctuations, the index seeks to provide a more direct and relevant measure of the real estate sector. This approach allows investors in the SPDR Dow Jones REIT ETF to potentially benefit from the performance of the real estate market, including any appreciation in property values and income generated from rental properties or other real estate-related activities.
As a US-domiciled fund with the ISIN US78464A6073, the SPDR Dow Jones REIT ETF is categorized as a real estate ETF, making it an attractive option for investors looking to diversify their portfolios with exposure to the real estate sector. The fund's structure as an ETF provides the benefits of tradability on a major exchange, liquidity, and transparency, allowing investors to buy and sell shares throughout the trading day. For more information about this fund and other investment products, investors can visit the company's website at http://www.spdrs.com, which offers detailed information on the fund's holdings, performance, and other relevant data to help inform investment decisions.
Additional Sources for RWR ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
RWR ETF Overview
Market Cap in USD | 1,812m |
Category | Real Estate |
TER | 0.25% |
IPO / Inception | 2001-04-23 |
RWR ETF Ratings
Growth 5y | 32.0% |
Fundamental | - |
Dividend | 55.4% |
Rel. Strength Industry | 1.65 |
Analysts | - |
Fair Price Momentum | 90.16 USD |
Fair Price DCF | - |
RWR Dividends
Dividend Yield 12m | 3.77% |
Yield on Cost 5y | 4.31% |
Annual Growth 5y | 2.86% |
Payout Consistency | 94.4% |
RWR Growth Ratios
Growth Correlation 3m | -67.5% |
Growth Correlation 12m | 79.6% |
Growth Correlation 5y | 46.2% |
CAGR 5y | 2.74% |
CAGR/Mean DD 5y | 0.17 |
Sharpe Ratio 12m | 0.43 |
Alpha | -18.71 |
Beta | 1.11 |
Volatility | 20.81% |
Current Volume | 178.3k |
Average Volume 20d | 358.8k |
As of January 23, 2025, the stock is trading at USD 98.76 with a total of 178,300 shares traded.
Over the past week, the price has changed by +1.64%, over one month by +0.48%, over three months by -4.62% and over the past year by +9.58%.
Neither. Based on ValueRay Analyses, SPDR Dow Jones REIT is currently (January 2025) neither a good nor a bad stock to buy. It has a ValueRay Growth Rating of 32.00 and therefor a technical neutral rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of RWR as of January 2025 is 90.16. This means that RWR is currently overvalued and has a potential downside of -8.71%.
SPDR Dow Jones REIT has no consensus analysts rating.
According to ValueRays Forecast Model, RWR SPDR Dow Jones REIT will be worth about 100.6 in January 2026. The stock is currently trading at 98.76. This means that the stock has a potential upside of +1.88%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 100.6 | 1.9% |