SPDR MSCI World Energy UE USD/ IE00BYTRR863 /
| NAV8/12/2022 | Chg.+0.1725 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 42.4684USD | +0.41% | reinvestment | Equity Worldwide | State Street Gl. Ad. ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2016 | - | - | - | - | -2.45 | 5.12 | -5.20 | 3.11 | 3.21 | -1.81 | 6.51 | 3.36 | - |
| 2017 | -4.20 | -0.17 | -1.73 | -1.84 | -1.34 | -1.33 | 3.55 | -3.30 | 8.90 | 0.35 | 1.56 | 4.67 | +4.45% |
| 2018 | 2.83 | -9.14 | 0.79 | 9.89 | 1.75 | 1.26 | 1.43 | -3.47 | 2.95 | -10.11 | -3.53 | -9.65 | -15.80% |
| 2019 | 10.36 | 2.64 | 1.07 | 0.39 | -8.30 | 6.97 | -2.78 | -7.33 | 4.64 | -1.84 | 1.33 | 5.34 | +11.37% |
| 2020 | -9.07 | -13.96 | -29.46 | 16.43 | 1.44 | -1.03 | -3.71 | 1.52 | -13.85 | -5.32 | 29.18 | 3.69 | -31.10% |
| 2021 | 2.92 | 15.75 | 2.32 | 0.38 | 5.18 | 3.01 | -6.22 | -1.17 | 9.40 | 8.03 | -6.87 | 3.88 | +40.49% |
| 2022 | 15.46 | 5.06 | 7.77 | -1.50 | 13.38 | -15.01 | 6.86 | -4.05 | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 31.37% | 32.21% | 28.05% | 36.13% | 29.75% |
| Sharpe ratio | 1.60 | 0.46 | 1.48 | 0.27 | 0.17 |
| Best month | +15.46% | +13.38% | +15.46% | +29.18% | +29.18% |
| Worst month | -15.01% | -15.01% | -15.01% | -29.46% | -29.46% |
| Maximum loss | -25.09% | -25.09% | -25.09% | -59.44% | -64.68% |
| Outperformance | +0.94% | - | +1.40% | +1.15% | - |
All quotes in USD
Performance
| YTD | +27.24% | ||
|---|---|---|---|
| 6 Months | +7.17% | ||
| 1 Year | +41.88% | ||
| 3 Years | +33.32% | ||
| 5 Years | +30.28% | ||
| Since start | +34.89% | ||
| Year | |||
| 2021 | +40.49% | ||
| 2020 | -31.10% | ||
| 2019 | +11.37% | ||
| 2018 | -15.80% | ||
| 2017 | +4.45% | ||