SPDR S&P 500 Low Volatility UE USD/ IE00B802KR88 /
NAV2024-04-18 | Chg.+0.2262 | Type of yield | Investment Focus | Investment company |
---|---|---|---|---|
69.5015USD | +0.33% | reinvestment | Equity ETF Stocks | State Street Gl. Ad. ▶ |
Monthly performance
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2012 | - | - | - | - | - | - | - | - | - | - | - | -0.64 | - |
2013 | 4.94 | 2.63 | 4.77 | 3.77 | -3.48 | 0.52 | 4.17 | -4.89 | 1.90 | 4.51 | 1.14 | 1.07 | +22.52% |
2014 | -2.55 | 3.66 | 2.01 | 1.89 | 0.97 | 2.08 | -3.82 | 3.68 | -0.93 | 4.84 | 2.78 | 1.11 | +16.49% |
2015 | -0.50 | 1.45 | -0.43 | -2.02 | 0.87 | -1.85 | 4.28 | -4.05 | -1.46 | 6.76 | 1.03 | -0.18 | +3.49% |
2016 | -1.78 | 0.96 | 5.89 | -0.75 | 1.60 | 5.64 | 0.30 | -1.93 | -1.04 | -2.29 | 0.48 | 2.49 | +9.57% |
2017 | 0.70 | 4.43 | -0.12 | 1.05 | 2.62 | -0.39 | 1.33 | 0.78 | 0.73 | 1.86 | 3.78 | -1.17 | +16.58% |
2018 | 2.62 | -4.30 | -0.91 | 1.08 | 0.65 | 1.36 | 3.48 | 1.75 | -0.43 | -2.93 | 4.76 | -7.01 | -0.52% |
2019 | 6.59 | 4.03 | 2.25 | 2.30 | -1.02 | 3.68 | 1.01 | 2.35 | 2.12 | -0.42 | -0.03 | 1.67 | +27.18% |
2020 | 3.01 | -9.59 | -13.16 | 6.66 | 0.30 | -0.44 | 7.38 | 2.82 | -1.79 | -2.92 | 6.11 | 2.07 | -1.80% |
2021 | -1.83 | -1.15 | 6.75 | 4.13 | 1.10 | -0.03 | 3.66 | 1.69 | -4.93 | 4.68 | -1.39 | 9.57 | +23.57% |
2022 | -4.58 | -2.37 | 5.32 | -2.35 | -0.61 | -4.33 | 4.17 | -1.89 | -8.40 | 6.92 | 5.75 | -1.80 | -5.31% |
2023 | -0.01 | -3.34 | 1.51 | 2.61 | -5.29 | 4.08 | 0.90 | -3.02 | -3.84 | -0.47 | 5.26 | 2.28 | +0.05% |
2024 | 0.94 | 1.60 | 3.04 | -4.34 | - | - | - | - | - | - | - | - | - |
Calculated values
YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
---|---|---|---|---|---|
Volatility | 8.06% | 9.21% | 9.24% | 12.66% | 18.30% |
Sharpe ratio | -0.02 | 1.35 | -0.28 | -0.05 | 0.09 |
Best month | +3.04% | +5.26% | +5.26% | +9.57% | +9.57% |
Worst month | -4.34% | -4.34% | -5.29% | -8.40% | -13.16% |
Maximum loss | -4.99% | -4.99% | -9.76% | -17.47% | -36.14% |
Outperformance | +0.59% | - | -8.70% | -6.50% | -0.84% |
All quotes in USD
Performance
YTD | +1.08% | ||
---|---|---|---|
6 Months | +7.82% | ||
1 Year | +1.31% | ||
3 Years | +10.11% | ||
5 Years | +30.52% | ||
Since start | +179.94% | ||
Year | |||
2023 | +0.05% | ||
2022 | -5.31% | ||
2021 | +23.57% | ||
2020 | -1.80% | ||
2019 | +27.18% | ||
2018 | -0.52% | ||
2017 | +16.58% | ||
2016 | +9.57% | ||
2015 | +3.49% |