State Street Bridgewater All Weather ETF ALLW | NASDAQ
Company Overview:
1.7 Year ALLW Performance Metrics:
ALLW Dividend Payments & Yield
ALLW Dividends Info:
Projected Future Returns & Dividends for ALLW
Based on past 1.7-year performance, here are ALLW growth metrics:
Share price CAGR of +7.54%
Dividend CAGR of +0%
Using ALLW CAGR metrics, we can estimate that your initial $10000 investment, over the next 10 years, should grow as follows:
| ALLW (DRIP) | ALLW - No DRIP | |
|---|---|---|
| Current Price | $28.29 | $28.29 |
| Start Shares | 353.48 | 353.48 |
| Start Value | $10,000 | $10,000 |
| After 10 years: | ||
| Final Share Count | 859.34 | 353.48 |
| Dividends Payment | $1.28 | $1.28 |
| Annual Dividends | $4,417 | $1,817 |
| Yield on cost | 44.17% | 18.17% |
| Share Price | $28.29 | $28.29 |
| Total Dividends | $14,311 | $9,084 |
| Final Value | $24,311 | $19,084 |
NOTE: Above numbers are our estimate based on ALLW's Dividend and Price CAGR over past 1.7 years.
These numbers should only be considered as "potential future returns"! DRIP assumes reinvesting dividends; No-DRIP assumes collecting dividends as cash.
We cannot guarantee that your actual returns will meet these estimates.
Company Info
State Street Bridgewater All Weather ETF (ALLW) had its IPO on 2025-03-06, and is traded on NASDAQ stock exchange.
The State Street Bridgewater All Weather ETF (ALLW) is an actively managed fund that employs a diversified, global approach to asset allocation. Its primary objective is to maintain robustness across a wide spectrum of market conditions, specifically designed to withstand challenging periods such as economic downturns and periods of elevated inflation. To achieve this, ALLW invests across a broad array of global asset classes, which may include both domestic and international equities, various types of bonds (including those linked to inflation), and exposure to commodities. A core tenet of ALLW's strategy is to strategically balance assets with differing sensitivities to economic environments, rather than attempting to predict future market movements. This involves an equal allocation of risk across various growth and inflation scenarios, ensuring a balanced exposure regardless of prevailing economic trends. The fund leverages Bridgewater's deep expertise in portfolio construction and profound understanding of macroeconomic cycles to develop and continually refine its underlying model portfolio. Subsequently, SSGA Funds Management Inc. is responsible for executing this model by actively purchasing and selling the necessary securities and instruments within the fund.
ALLW website: https://www.ssga.com/us/en/intermediary/etfs/spdr-bridgewater-all-weather-etf-allw
DCF model unavailable for ALLW — no fundamentals on file (ETFs and funds are not modelable).
