SPDR MSCI World Energy UE USD/  IE00BYTRR863  /

Fonds
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%