SPDR EURO STOXX Low Volatility UE EUR/ IE00BFTWP510 /
| NAV2024-04-22 | Chg.+0.3688 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 46.9077EUR | +0.79% | reinvestment | Equity Euroland | State Street Gl. Ad. ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2014 | - | - | - | 0.83 | 3.97 | 0.35 | -2.46 | 1.30 | -0.70 | 0.43 | 4.13 | -0.02 | - |
| 2015 | 9.12 | 4.60 | 2.56 | -0.84 | 0.71 | -4.04 | 5.69 | -6.20 | -1.31 | 8.33 | 2.00 | -3.42 | +17.12% |
| 2016 | -3.18 | -1.86 | 2.64 | 0.38 | 2.01 | -3.42 | 3.87 | 0.41 | 0.82 | -1.92 | -2.86 | 5.06 | +1.51% |
| 2017 | -1.34 | 3.67 | 4.70 | 2.54 | 3.91 | -2.92 | -0.27 | -0.09 | 2.54 | 2.29 | -0.53 | 0.24 | +15.44% |
| 2018 | 2.22 | -3.20 | -3.71 | 6.66 | -0.50 | -0.35 | 3.04 | -0.48 | -0.47 | -5.42 | -0.14 | -4.84 | -7.58% |
| 2019 | 5.17 | 2.87 | 1.86 | 2.07 | -1.90 | 2.18 | 0.37 | 0.76 | 3.14 | 0.53 | 1.87 | 0.06 | +20.51% |
| 2020 | 1.78 | -7.60 | -16.86 | 5.13 | 3.25 | 3.75 | 0.94 | 1.66 | -0.10 | -5.19 | 9.32 | 1.16 | -5.35% |
| 2021 | -1.31 | -1.56 | 5.93 | 1.86 | 2.25 | 2.11 | 3.85 | 2.12 | -4.70 | 3.60 | -0.87 | 3.82 | +17.92% |
| 2022 | -3.52 | -3.54 | 1.17 | 0.92 | -1.30 | -7.97 | 4.11 | -4.70 | -7.78 | 5.94 | 4.62 | -2.52 | -14.68% |
| 2023 | 5.18 | 2.42 | 1.07 | 2.93 | -3.57 | 2.36 | -0.05 | -1.55 | -2.75 | -2.00 | 6.25 | 2.11 | +12.55% |
| 2024 | 1.11 | 0.18 | 3.90 | -1.18 | - | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 6.75% | 6.82% | 8.32% | 12.17% | 15.43% |
| Sharpe ratio | 1.46 | 4.01 | 0.07 | -0.03 | -0.02 |
| Best month | +3.90% | +6.25% | +6.25% | +6.25% | +9.32% |
| Worst month | -1.18% | -2.00% | -3.57% | -7.97% | -16.86% |
| Maximum loss | -3.17% | -3.17% | -8.83% | -23.56% | -35.43% |
| Outperformance | -2.10% | - | -7.01% | -16.33% | -20.62% |
All quotes in EUR
Performance
| YTD | +3.99% | ||
|---|---|---|---|
| 6 Months | +14.43% | ||
| 1 Year | +4.44% | ||
| 3 Years | +10.80% | ||
| 5 Years | +19.69% | ||
| Since start | +89.09% | ||
| Year | |||
| 2023 | +12.55% | ||
| 2022 | -14.68% | ||
| 2021 | +17.92% | ||
| 2020 | -5.35% | ||
| 2019 | +20.51% | ||
| 2018 | -7.58% | ||
| 2017 | +15.44% | ||
| 2016 | +1.51% | ||
| 2015 | +17.12% | ||
