SPDR MSCI ACWI IMI UE USD/ IE00B3YLTY66 /
| NAV2024-04-18 | Chg.+0.1430 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 211.1126USD | +0.07% | reinvestment | Equity Worldwide | State Street Gl. Ad. ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2012 | - | - | - | - | - | - | - | - | - | - | - | 4.76 | - |
| 2013 | 3.31 | -1.23 | 2.21 | 1.97 | 0.66 | -2.22 | 5.39 | -2.64 | 5.31 | 2.99 | 1.55 | 1.28 | +19.81% |
| 2014 | -4.89 | 5.30 | 2.08 | 0.44 | 2.25 | 2.58 | -2.40 | 2.83 | -4.28 | 1.53 | 1.38 | -1.27 | +5.17% |
| 2015 | -0.06 | 4.91 | -1.53 | 3.40 | -0.37 | -1.55 | -0.40 | -8.95 | -0.64 | 8.02 | -0.34 | -4.76 | -3.26% |
| 2016 | -3.71 | 0.89 | 5.01 | 2.61 | 0.01 | 0.12 | 3.57 | 0.97 | 0.53 | -2.20 | 1.33 | 2.78 | +12.22% |
| 2017 | 2.40 | 3.61 | -0.03 | 1.71 | 1.95 | 0.68 | 2.58 | 0.26 | 2.19 | 1.86 | 1.84 | 1.60 | +22.64% |
| 2018 | 5.45 | -4.15 | -2.64 | 1.66 | 0.16 | -0.49 | 2.89 | 0.92 | 0.30 | -7.81 | 1.16 | -7.39 | -10.31% |
| 2019 | 7.93 | 2.66 | 0.97 | 3.35 | -6.19 | 6.41 | 0.41 | -2.46 | 2.15 | 2.69 | 2.60 | 3.52 | +25.94% |
| 2020 | -1.36 | -8.19 | -14.36 | 11.01 | 4.17 | 3.21 | 5.06 | 6.26 | -3.24 | -2.40 | 12.78 | 4.81 | +15.35% |
| 2021 | -0.07 | 2.65 | 2.83 | 4.11 | 1.48 | 1.12 | 0.50 | 2.41 | -4.04 | 4.93 | -2.82 | 4.19 | +18.25% |
| 2022 | -4.61 | -2.69 | 2.30 | -7.79 | 0.24 | -8.60 | 6.69 | -3.41 | -9.59 | 6.37 | 7.92 | -3.86 | -17.52% |
| 2023 | 7.28 | -2.87 | 2.54 | 1.20 | -1.28 | 6.03 | 3.58 | -2.78 | -4.20 | -3.37 | 9.14 | 5.16 | +21.10% |
| 2024 | 0.35 | 4.08 | 3.16 | -4.34 | - | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 9.03% | 9.76% | 10.05% | 14.09% | 17.12% |
| Sharpe ratio | 0.77 | 2.84 | 1.11 | -0.03 | 0.30 |
| Best month | +5.16% | +9.14% | +9.14% | +9.14% | +12.78% |
| Worst month | -4.34% | -4.34% | -4.34% | -9.59% | -14.36% |
| Maximum loss | -4.41% | -4.41% | -10.99% | -26.01% | -34.70% |
| Outperformance | +0.89% | - | -1.86% | +0.06% | -0.22% |
All quotes in USD
Performance
| YTD | +3.06% | ||
|---|---|---|---|
| 6 Months | +14.68% | ||
| 1 Year | +15.08% | ||
| 3 Years | +10.62% | ||
| 5 Years | +53.88% | ||
| Since start | +174.49% | ||
| Year | |||
| 2023 | +21.10% | ||
| 2022 | -17.52% | ||
| 2021 | +18.25% | ||
| 2020 | +15.35% | ||
| 2019 | +25.94% | ||
| 2018 | -10.31% | ||
| 2017 | +22.64% | ||
| 2016 | +12.22% | ||
| 2015 | -3.26% | ||
