SPDR MSCI World Small Cap UCITS ETF/ IE00BCBJG560 /
| NAV3/2/2021 | Chg.-1.0151 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 99.0695USD | -1.01% | reinvestment | Equity Worldwide | State Street Gl. Ad. ▶ |
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 | 3.40 | +26.36% |
| 2020 | -2.80 | -9.21 | -20.69 | 13.26 | 6.92 | 2.47 | 3.89 | 5.66 | -2.16 | 0.05 | 15.31 | 7.36 | +15.51% |
| 2021 | 2.04 | 4.84 | 1.34 | - | - | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 16.23% | 16.41% | 31.05% | 20.40% | -% |
| Sharpe ratio | 3.86 | 4.28 | 1.27 | 0.57 | - |
| Best month | +7.36% | +15.31% | +15.31% | +15.31% | +15.31% |
| Worst month | +1.34% | -2.16% | -20.69% | -20.69% | -20.69% |
| Maximum loss | -3.58% | -6.36% | -34.39% | -40.91% | - |
| Outperformance | -1.72% | - | -1.89% | -3.85% | - |
All quotes in USD
Performance
| YTD | +8.41% | ||
|---|---|---|---|
| 6 Months | +30.01% | ||
| 1 Year | +38.87% | ||
| 3 Years | +37.30% | ||
| 5 Years | - | ||
| Since start | +69.30% | ||
| Year | |||
| 2020 | +15.51% | ||
| 2019 | +26.36% | ||
| 2018 | -13.97% | ||
| 2017 | +21.35% | ||