SPDR MSCI ACWI IMI UE USD/  IE00B3YLTY66  /

Fonds
NAV5/6/2021 Chg.+1.1683 Type of yield Investment Focus Investment company
191.2574USD +0.61% 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 0.40 - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 11.61% 10.98% 14.40% 18.27% 15.36%
Sharpe ratio 2.87 4.40 3.60 0.73 0.95
Best month +4.81% +12.78% +12.78% +12.78% +12.78%
Worst month -0.07% -0.07% -3.24% -14.36% -14.36%
Maximum loss -4.06% -4.06% -7.39% -34.70% -34.70%
Outperformance +3.14% - +3.02% +5.70% +3.13%
 
All quotes in USD

Performance

YTD  
+10.27%
6 Months  
+21.37%
1 Year  
+51.29%
3 Years  
+43.25%
5 Years  
+92.48%
Since start  
+148.68%
Year
2020  
+15.35%
2019  
+25.94%
2018
  -10.31%
2017  
+22.64%
2016  
+12.22%
2015
  -3.26%
2014  
+5.17%
2013  
+19.81%