SPDR MSCI World Energy UCITS ETF/ IE00BYTRR863 /
NAV2024-05-13 | Chg.-0.0967 | Type of yield | Investment Focus | Investment company |
---|---|---|---|---|
53.1118USD | -0.18% | 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 | 1.78 | -9.33 | 19.99 | 3.17 | -3.42 | +46.31% |
2023 | 3.06 | -4.65 | -1.60 | 3.81 | -9.95 | 6.49 | 6.50 | 1.76 | 2.69 | -4.38 | 0.39 | -0.04 | +2.79% |
2024 | -1.01 | 1.65 | 9.13 | 0.31 | 0.81 | - | - | - | - | - | - | - | - |
Calculated values
YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
---|---|---|---|---|---|
Volatility | 13.02% | 13.75% | 16.27% | 24.07% | 30.91% |
Sharpe ratio | 2.29 | 1.61 | 1.05 | 0.77 | 0.21 |
Best month | +9.13% | +9.13% | +9.13% | +19.99% | +29.18% |
Worst month | -1.01% | -1.01% | -9.95% | -15.01% | -29.46% |
Maximum loss | -6.40% | -6.40% | -10.37% | -25.09% | -59.50% |
Outperformance | +0.94% | - | +1.40% | +1.15% | - |
All quotes in USD
Performance
YTD | +11.04% | ||
---|---|---|---|
6 Months | +12.12% | ||
1 Year | +20.84% | ||
3 Years | +83.37% | ||
5 Years | +63.25% | ||
10 Years | - | ||
Since start | +77.04% | ||
Year | |||
2023 | +2.79% | ||
2022 | +46.31% | ||
2021 | +40.49% | ||
2020 | -31.10% | ||
2019 | +11.37% | ||
2018 | -15.80% | ||
2017 | +4.45% |