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SPDR MSCI USA Small Cap Value Weighted UCITS ETF/  IE00BSPLC413  /

Fonds
NAV2024-05-07 Chg.-0.0224 Type of yield Investment Focus Investment company
62.8024USD -0.04% reinvestment Equity ETF Stocks State Street Gl. Ad. ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2015 - - 0.86 -1.24 1.12 -1.56 -2.53 -4.76 -4.91 6.14 1.74 -6.09 -
2016 -7.65 1.85 10.12 3.33 0.03 -0.81 5.30 0.91 0.59 -3.82 12.18 2.74 +25.83%
2017 0.61 1.15 -1.14 -0.02 -2.94 2.46 0.97 -1.98 6.14 0.46 2.83 0.75 +9.37%
2018 1.82 -5.31 -1.37 3.43 4.95 0.97 2.09 2.60 -2.03 -9.18 1.14 -12.79 -14.31%
2019 12.28 4.23 -2.48 3.72 -10.10 7.48 0.44 -6.31 5.01 1.83 3.14 4.30 +23.80%
2020 -6.15 -10.56 -27.91 16.68 5.36 3.73 2.43 6.15 -5.17 4.42 20.95 7.91 +8.46%
2021 6.34 9.24 6.56 3.27 3.61 -1.26 -2.31 2.19 -1.91 4.11 -3.18 4.90 +35.40%
2022 -4.13 1.86 0.92 -6.67 2.47 -10.48 10.10 -2.74 -10.27 12.43 4.96 -6.15 -10.23%
2023 11.64 -1.98 -6.91 -1.34 -3.31 10.18 7.31 -3.74 -5.30 -5.96 9.20 12.66 +21.18%
2024 -4.18 3.22 4.80 -6.60 4.00 - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 17.91% 19.97% 19.51% 21.98% 28.43%
Sharpe ratio -0.10 1.91 1.04 0.00 0.26
Best month +12.66% +12.66% +12.66% +12.66% +20.95%
Worst month -6.60% -6.60% -6.60% -10.48% -27.91%
Maximum loss -8.23% -8.23% -15.73% -21.92% -47.74%
Outperformance -14.96% - -17.15% -26.94% -49.39%
 
All quotes in USD

Performance

YTD  
+0.69%
6 Months  
+18.98%
1 Year  
+24.07%
3 Years  
+11.81%
5 Years  
+70.38%
Since start  
+108.74%
Year
2023  
+21.18%
2022
  -10.23%
2021  
+35.40%
2020  
+8.46%
2019  
+23.80%
2018
  -14.31%
2017  
+9.37%
2016  
+25.83%