SPDR S&P 400 US Mid Cap UE USD/ IE00B4YBJ215 /
| NAV6/1/2023 | Chg.+0.5952 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 73.2665USD | +0.82% | 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 | 0.68 | -9.67 | 10.78 | -3.15 | -9.25 | 10.47 | 6.02 | -5.60 | -13.63% |
| 2023 | 9.18 | -1.82 | -3.26 | -0.82 | -3.24 | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 18.27% | 18.57% | 22.62% | 21.51% | 24.56% |
| Sharpe ratio | -0.26 | -0.82 | -0.30 | 0.37 | 0.08 |
| Best month | +9.18% | +9.18% | +10.78% | +14.22% | +14.22% |
| Worst month | -5.60% | -5.60% | -9.67% | -9.67% | -20.27% |
| Maximum loss | -12.70% | -12.70% | -16.23% | -23.94% | -42.03% |
| Outperformance | -0.29% | - | +7.15% | -15.57% | -27.68% |
All quotes in USD
Performance
| YTD | -0.48% | ||
|---|---|---|---|
| 6 Months | -6.06% | ||
| 1 Year | -3.22% | ||
| 3 Years | +38.63% | ||
| 5 Years | +30.00% | ||
| 10 Years | +124.23% | ||
| Since start | +170.44% | ||
| Year | |||
| 2022 | -13.63% | ||
| 2021 | +24.10% | ||
| 2020 | +12.97% | ||
| 2019 | +25.47% | ||
| 2018 | -11.60% | ||
| 2017 | +15.60% | ||
| 2016 | +19.96% | ||
| 2015 | -2.77% | ||
| 2014 | +9.19% | ||