Growth of $10,000 in CWB
State Street® SPDR® Bloomberg Convertible Securities ETF · State Street (SPDR)
A $10,000 investment compounding at CWB’s trailing 10-year annualized total return of 11.8% would reach $93,242 in 20 years. The table shows every combination of averaging period and horizon; returns include dividends and are net of the fund's 0.4% expense ratio. Past performance does not predict future results.
Projection table
| Horizon | At 3-year avg (15.9%) | At 5-year avg (5.9%) | At 10-year avg (11.8%) |
|---|---|---|---|
| 5 years | $20,922 | $13,332 | $17,474 |
| 10 years | $43,773 | $17,774 | $30,536 |
| 15 years | $91,583 | $23,696 | $53,359 |
| 20 years | $191,610 | $31,591 | $93,242 |
| 25 years | $400,888 | $42,116 | $162,936 |
| 30 years | $838,740 | $56,149 | $284,721 |
Annualized total returns as of Aug 7, 2026, dividends reinvested. A constant rate is an illustration of compounding — real markets are far bumpier.
Want a different amount, horizon or a side-by-side fund comparison? Open CWB in the interactive calculator →
Frequently Asked Questions
What would $10,000 in CWB be worth in 10 years?
Compounding at its trailing 10-year annualized return of 11.8%, $10,000 in CWB would grow to about $30,536 in 10 years and $93,242 in 20 years. Real returns arrive unevenly, so treat this as an illustration of compounding, not a forecast.
What is CWB's average annual return?
As of Aug 7, 2026, CWB's annualized total returns were 15.9% over 3 years, 5.9% over 5 years, 11.8% over 10 years — dividends reinvested, net of its 0.4% expense ratio.