(RWR) SPDR Dow Jones REIT - Ratings and Ratios
Office Buildings, Malls, Storage, Apartments, Data Centers
Description: RWR SPDR Dow Jones REIT
The SPDR Dow Jones REIT ETF (RWR) is a real estate-focused exchange-traded fund that tracks the Dow Jones U.S. REIT Index, providing investors with diversified exposure to the U.S. real estate investment trust (REIT) market. The funds underlying index comprises REITs that are listed on major U.S. exchanges, offering a broad representation of the U.S. REIT universe.
Key performance indicators (KPIs) for RWR include its ability to generate rental income, occupancy rates, and property valuations. The funds returns are closely tied to the overall health of the U.S. real estate market, with key economic drivers including GDP growth, interest rates, and demographic trends. The REIT sector is also influenced by factors such as rental yields, property type (e.g., residential, commercial, industrial), and geographic location.
The RWR ETFs investment thesis is centered around the idea that REITs can provide a stable source of income and potentially lower volatility compared to other equity sectors. As a diversified REIT fund, RWR offers investors a convenient way to gain exposure to a broad range of property types and geographic regions, potentially reducing the risks associated with individual REIT investments.
To evaluate the funds performance, investors can monitor metrics such as the funds yield, total return, and tracking error relative to its underlying index. Additionally, investors should consider the funds expense ratio, trading volume, and liquidity when making investment decisions.
RWR ETF Overview
| Market Cap in USD | 1,791m |
| Category | Real Estate |
| TER | 0.25% |
| IPO / Inception | 2001-04-23 |
RWR ETF Ratings
| Growth Rating | 3.40 |
| Fundamental | - |
| Dividend Rating | 52.2 |
| Rel. Strength | -1.95 |
| Analysts | - |
| Fair Price Momentum | 92.44 USD |
| Fair Price DCF | - |
RWR Dividends
| Dividend Yield 12m | 3.89% |
| Yield on Cost 5y | 5.59% |
| Annual Growth 5y | 2.86% |
| Payout Consistency | 94.4% |
| Payout Ratio | % |
RWR Growth Ratios
| Growth Correlation 3m | -2.8% |
| Growth Correlation 12m | -66.3% |
| Growth Correlation 5y | 39.6% |
| CAGR 5y | 7.22% |
| CAGR/Max DD 5y | 0.22 |
| Sharpe Ratio 12m | 0.46 |
| Alpha | -14.49 |
| Beta | 0.590 |
| Volatility | 17.46% |
| Current Volume | 128k |
| Average Volume 20d | 176.9k |
| Stop Loss | 93.1 (-3%) |
| Signal | -0.35 |
What is the price of RWR shares?
Over the past week, the price has changed by -0.53%, over one month by -1.93%, over three months by +1.12% and over the past year by -0.92%.
Is SPDR Dow Jones REIT a good stock to buy?
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of RWR is around 92.44 USD . This means that RWR is currently overvalued and has a potential downside of -3.7%.
Is RWR a buy, sell or hold?
What are the forecasts/targets for the RWR price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 102.8 | 7.1% |
Last update: 2025-08-05 04:48
RWR Fundamental Data Overview
CCE Cash And Equivalents = unknown
Revenue TTM is 0, using Net Income TTM 0.0 + Cost of Revenue 0.0 = 0.0 USD
Beta = 1.18
Revenue TTM = 0.0 USD
EBIT TTM = 0.0 USD
EBITDA TTM = 0.0 USD
Long Term Debt = unknown (none)
Short Term Debt = unknown (none)
Debt = unknown
Net Debt = unknown
Enterprise Value = 1.79b USD (1.79b + (null Debt) - (null CCE))
Interest Coverage Ratio = unknown (Ebit TTM 0.0 / Interest Expense TTM 0.0)
FCF Yield = none (FCF TTM 0.0 / Enterprise Value 1.79b)
FCF Margin = unknown (Revenue TTM is 0)
Net Margin = unknown
Gross Margin = unknown ((Revenue TTM 0.0 - Cost of Revenue TTM 0.0) / Revenue TTM)
Tobins Q-Ratio = unknown (Enterprise Value 1.79b / Book Value Of Equity 0.0)
Interest Expense / Debt = 0.0% (Interest Expense 0.0 / Debt none)
Taxrate = 21.0% (US default)
NOPAT = 0.0 (EBIT 0.0, no tax applied on loss)
Current Ratio = unknown (Total Current Assets none / Total Current Liabilities none)
Debt / Equity = unknown Debt (none)
Debt / EBITDA = unknown (Net Debt none / EBITDA 0.0)
Debt / FCF = none (Debt none / FCF TTM 0.0)
Total Stockholder Equity = unknown
RoE = unknown (Net Income TTM 0.0 / Total Stockholder Equity none)
RoCE = unknown (Ebit 0.0 / (Equity none + L.T.Debt none))
RoIC = unknown (NOPAT 0.0, Invested Capital 0.0, Ebit 0.0)
WACC = unknown (E(1.79b)/V(0.0) * Re(8.19%)) + (D(none)/V(0.0) * Rd(0.0%) * (1-Tc(0.21)))
Discount Rate = 8.19% (= CAPM, Blume Beta Adj.)
Fair Price DCF = unknown (Cash Flow 0.0)
Additional Sources for RWR ETF
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle