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CWB · SPDR Bloomberg Convertible Securities ETF
Over the last 15 years (2011-10 to 2026-10), $10,000 invested in CWB with dividends reinvested grew to $43,818, 10.29% a year, with a worst peak-to-trough fall of -26.54%. Past performance doesn't predict future results.
Growth of $10,000 · 2011-10 to 2026-10 · dividends reinvested
How CWB held up in past market crashes
CWB has been through 3 of the market crashes since 2000 in our data. Its deepest price fall was 32.2% in the 2020 COVID crash, when the S&P 500 fell 34.1%. It took 3 months from the bottom to get back to its high. No fund is safe from losses; past falls do not predict future ones.
| Crash | CWB deepest fall | S&P 500 (SPY) | Peak to bottom | Back to peak |
|---|---|---|---|---|
| 2018 fourth-quarter selloff | -16.4% | -20.2% | Sep 2018 to Dec 2018 | 7 months |
| 2020 COVID crash | -32.2% | -34.1% | Feb 2020 to Mar 2020 | 3 months |
| 2022 bear market | -23.7% | -25.4% | Jan 2022 to Jun 2022 | 3.0 years |
Price declines in the fund's listing currency, dividends not included, inside each crash's S&P 500 peak-to-bottom window. See how 50 popular ETFs compare in the crash study.
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.
Fund description from our market-data provider.
Put CWB to the test
Every tool below opens prefilled with CWB: free, no account needed.
Backtest CWB →
Full history, any date range, benchmarks, drawdowns, rolling returns.
Would CWB survive 2008? →
What actually happened to it in the crisis: real drawdown and recovery.
Project it forward →
Monte Carlo simulation of where it could go from here.
Compare CWB vs VTI →
Side by side with the total US market: returns, drawdowns and volatility over their shared history.
Replay $100/mo into CWB →
Animated growth of steady monthly contributions.
Fundamentals →
Holdings-level financials where available.
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.