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CWB Spdr Bloomberg Convertible Securities ETF

Over the last 15 years (2011-082026-09), $10,000 invested in CWB with dividends reinvested grew to $32,6328.11% a year — with a worst peak-to-trough fall of -26.54%. Past performance doesn't predict future results.

Growth of $10,000 · 2011-082026-09 · dividends reinvested

CAGR (annualized return)
8.11%
Volatility (annualized)
12.95%
Worst drawdown
-26.54%
Sharpe ratio
0.54

About CWB

SPDR Bloomberg Convertible Securities ETF is an exchange-traded fund that provides diversified exposure to U.S. convertible securities, including convertible bonds and convertible preferred stock. It seeks to track the Bloomberg U.S. Convertible Liquid Bond Index, offering investors a rules-based portfolio centered on securities that combine fixed-income characteristics with the potential to convert into equity. The fund holds a broad mix of issuers across sectors such as technology, industrials, consumer discretionary, and financials, with positions that can include investment-grade, below-investment-grade, and unrated issues. Managed by State Street Global Advisors, SPDR Bloomberg Convertible Securities ETF serves as a focused instrument for accessing the convertible securities market through a single, passively managed vehicle. Its role in the market is to package a specialized segment of corporate financing into a liquid portfolio structure that is widely used by institutions and individual investors seeking convertible bond exposure.

Put CWB to the test

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Educational use only — not investment advice. Results are hypothetical.Read full disclaimer

This tool is for educational and informational purposes only and does not provide financial, investment, tax, legal, or accounting advice. Results are hypothetical and based on historical data and assumptions that may be inaccurate. Past performance does not guarantee future results. Consult a licensed professional before making investment decisions.

CWB — Spdr Bloomberg Convertible Securities ETF: returns, risk & backtest · Informed Portfolio