SPDR S&P 400 US Mid Cap UE USD/  IE00B4YBJ215  /

Fonds
NAV5/26/2022 Chg.+1.6908 Type of yield Investment Focus Investment company
74.1280USD +2.33% reinvestment Equity ETF Stocks State Street Gl. Ad. 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2012 - - - - - - - - - - - 2.09 -
2013 7.17 0.94 4.74 0.56 2.20 -1.87 6.13 -3.79 5.15 3.66 1.28 3.03 +32.70%
2014 -2.16 4.83 0.33 -1.59 1.74 4.08 -4.30 5.02 -4.59 3.53 1.80 0.76 +9.19%
2015 -1.18 5.07 1.26 -1.54 1.74 -1.37 0.09 -5.00 -3.91 5.59 1.30 -4.22 -2.77%
2016 -5.73 1.35 8.44 1.23 2.26 0.34 4.24 0.44 -0.70 -2.73 7.93 2.12 +19.96%
2017 1.64 2.58 -0.42 0.80 -0.53 1.57 0.84 -1.58 3.87 2.21 3.60 0.17 +15.60%
2018 2.84 -4.48 -0.77 1.36 4.06 0.35 1.72 3.15 -1.15 -9.58 3.06 -11.35 -11.60%
2019 10.41 4.19 -0.61 3.98 -8.02 7.59 1.15 -4.23 2.99 1.08 2.91 2.74 +25.47%
2020 -2.66 -9.53 -20.27 14.12 7.26 1.20 4.54 3.46 -3.30 2.13 14.22 6.46 +12.97%
2021 1.47 6.76 4.63 4.47 0.15 -1.08 0.31 1.90 -4.06 5.85 -2.95 5.03 +24.10%
2022 -7.25 1.07 1.34 -7.15 -0.61 - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 25.30% 25.04% 20.30% 27.44% 22.99%
Sharpe ratio -1.09 -0.77 -0.36 0.42 0.39
Best month +5.03% +5.03% +5.85% +14.22% +14.22%
Worst month -7.25% -7.25% -7.25% -20.27% -20.27%
Maximum loss -17.82% -17.82% -19.00% -42.03% -42.03%
Outperformance -0.29% - +7.15% -15.57% -27.68%
 
All quotes in USD

Performance

YTD
  -12.32%
6 Months
  -10.24%
1 Year
  -7.59%
3 Years  
+37.11%
5 Years  
+50.93%
Since start  
+175.86%
Year
2021  
+24.10%
2020  
+12.97%
2019  
+25.47%
2018
  -11.60%
2017  
+15.60%
2016  
+19.96%
2015
  -2.77%
2014  
+9.19%
2013  
+32.70%