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SPDR Russell 2000 U.S. Small Cap UCITS ETF (Acc)/  IE00BJ38QD84  /

Fonds
NAV2024-05-13 Chg.+0.0657 Type of yield Investment Focus Investment company
58.9772USD +0.11% reinvestment Equity ETF Stocks State Street Gl. Ad. ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2014 - - - - - - -5.63 4.97 -5.93 6.90 -0.18 2.67 -
2015 -2.71 6.00 1.91 -2.61 2.39 0.69 -1.02 -6.05 -5.28 5.64 3.29 -5.13 -3.79%
2016 -8.76 0.11 7.95 1.46 2.30 -0.17 6.06 1.63 0.91 -4.68 11.11 2.77 +20.97%
2017 0.41 1.91 0.05 1.08 -2.10 3.32 0.73 -1.29 6.17 0.85 2.82 -0.51 +13.98%
2018 2.58 -3.85 0.57 1.52 6.04 0.59 1.69 4.28 -2.46 -10.85 1.61 -11.93 -11.34%
2019 11.32 5.09 -2.18 3.35 -7.88 7.05 0.66 -4.96 1.98 2.70 4.02 2.81 +24.98%
2020 -3.30 -8.50 -21.67 13.78 6.44 3.38 2.73 5.60 -3.46 2.16 18.39 8.59 +19.36%
2021 5.10 6.21 1.04 2.10 0.19 1.91 -3.61 2.20 -2.95 4.21 -4.16 2.16 +14.70%
2022 -9.62 1.05 1.26 -9.94 0.12 -8.30 10.40 -2.20 -9.64 11.01 2.35 -6.54 -20.78%
2023 9.73 -1.73 -4.81 -1.81 -1.07 8.09 6.10 -5.03 -5.93 -6.87 8.97 12.14 +16.27%
2024 -3.86 5.63 3.54 -7.07 4.52 - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 19.41% 20.94% 19.50% 22.56% 27.00%
Sharpe ratio 0.11 2.13 0.75 -0.20 0.13
Best month +12.14% +12.14% +12.14% +12.14% +18.39%
Worst month -7.07% -7.07% -7.07% -9.94% -21.67%
Maximum loss -8.53% -8.53% -18.06% -32.05% -41.84%
Outperformance -3.34% - -4.85% -10.50% -24.50%
 
All quotes in USD

Performance

YTD  
+2.13%
6 Months  
+21.58%
1 Year  
+18.29%
3 Years
  -2.27%
5 Years  
+42.25%
10 Years     -
Since start  
+93.25%
Year
2023  
+16.27%
2022
  -20.78%
2021  
+14.70%
2020  
+19.36%
2019  
+24.98%
2018
  -11.34%
2017  
+13.98%
2016  
+20.97%
2015
  -3.79%