SPDR MSCI Europe Industrials UCITS ETF/ IE00BKWQ0J47 /
| NAV15/05/2024 | Chg.+4.1791 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 320.4989EUR | +1.32% | reinvestment | Equity Europe | State Street Gl. Ad. ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2015 | - | - | - | - | - | - | - | - | - | 8.40 | 5.47 | -6.72 | - |
| 2016 | -4.46 | 0.24 | 3.92 | 1.05 | 2.78 | -5.58 | 5.47 | 2.90 | -0.23 | -1.83 | 2.31 | 4.53 | +10.93% |
| 2017 | 0.66 | 4.05 | 3.87 | 4.63 | 0.03 | -1.77 | -2.26 | -0.25 | 5.60 | 3.56 | -3.29 | -0.07 | +15.25% |
| 2018 | 2.52 | -3.90 | -2.65 | 3.20 | 2.42 | -1.50 | 3.36 | -0.40 | -0.52 | -8.52 | -1.00 | -6.15 | -13.08% |
| 2019 | 7.22 | 5.34 | 0.83 | 7.64 | -6.78 | 6.51 | -0.07 | -1.31 | 3.20 | 3.33 | 4.14 | 1.39 | +35.15% |
| 2020 | -0.42 | -9.33 | -20.25 | 6.72 | 6.66 | 5.01 | -0.17 | 7.00 | 0.26 | -3.68 | 14.44 | 1.99 | +3.64% |
| 2021 | -0.52 | 2.87 | 7.84 | 1.85 | 2.52 | 1.63 | 3.42 | 2.42 | -3.73 | 2.87 | -2.25 | 7.50 | +29.08% |
| 2022 | -8.59 | -3.25 | 0.35 | -2.83 | -2.17 | -10.61 | 13.68 | -7.89 | -6.92 | 10.03 | 6.03 | -2.88 | -16.71% |
| 2023 | 7.94 | 3.73 | 0.99 | 1.75 | -1.18 | 3.21 | 1.49 | -3.62 | -2.06 | -4.82 | 11.00 | 7.13 | +27.24% |
| 2024 | 0.82 | 5.96 | 2.76 | -1.58 | 6.10 | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 11.34% | 10.61% | 12.51% | 17.87% | 21.42% |
| Sharpe ratio | 3.64 | 5.40 | 1.82 | 0.42 | 0.44 |
| Best month | +7.13% | +11.00% | +11.00% | +13.68% | +14.44% |
| Worst month | -1.58% | -1.58% | -4.82% | -10.61% | -20.25% |
| Maximum loss | -3.41% | -3.41% | -11.81% | -29.12% | -41.27% |
| Outperformance | +1.89% | - | +2.63% | +9.56% | +19.77% |
All quotes in EUR
Performance
| YTD | +14.63% | ||
|---|---|---|---|
| 6 Months | +26.67% | ||
| 1 Year | +26.59% | ||
| 3 Years | +37.76% | ||
| 5 Years | +86.66% | ||
| 10 Years | - | ||
| Since start | +164.89% | ||
| Year | |||
| 2023 | +27.24% | ||
| 2022 | -16.71% | ||
| 2021 | +29.08% | ||
| 2020 | +3.64% | ||
| 2019 | +35.15% | ||
| 2018 | -13.08% | ||
| 2017 | +15.25% | ||
| 2016 | +10.93% | ||
