SPDR MSCI World Small Cap UCITS ETF/ IE00BCBJG560 /
| NAV12/5/2019 | Chg.+0.1433 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 76.4537USD | +0.19% | reinvestment | Equity Worldwide | State Street Banque ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2016 | - | - | - | - | - | - | - | - | - | - | - | 2.77 | - |
| 2017 | 2.03 | 3.26 | -0.93 | 2.45 | 0.48 | 1.33 | 2.24 | -0.23 | 4.00 | 1.47 | 2.07 | 1.43 | +21.35% |
| 2018 | 3.67 | -4.04 | -0.55 | 1.59 | 2.61 | -0.33 | 1.15 | 2.11 | -1.43 | -9.94 | 0.55 | -9.23 | -13.97% |
| 2019 | 10.31 | 3.73 | -0.57 | 3.13 | -6.61 | 5.86 | 0.63 | -3.35 | 2.14 | 2.83 | 3.12 | -0.07 | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 11.05% | 10.43% | 11.93% | 10.50% | -% |
| Sharpe ratio | 2.21 | 1.80 | 1.15 | 0.87 | - |
| Best month | +10.31% | +5.86% | +10.31% | +10.31% | - |
| Worst month | -9.23% | -3.35% | -9.23% | -9.94% | - |
| Maximum loss | -7.04% | -6.77% | -11.28% | -22.59% | - |
| Outperformance | +7.06% | - | +3.41% | -6.46% | - |
All quotes in USD
Performance
| YTD | +22.13% | ||
|---|---|---|---|
| 6 Months | +8.85% | ||
| 1 Year | +13.29% | ||
| 3 Years | +28.68% | ||
| 5 Years | - | ||
| Since start | +30.65% | ||
| Year | |||
| 2018 | -13.97% | ||
| 2017 | +21.35% | ||
