SPDR® S&P® Capital Markets ETF/ US78464A7717 /
| NAV2024-05-28 | Chg.-1.2321 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 112.3104USD | -1.09% | paying dividend | Equity ETF Stocks | State Street Gl. Ad. ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | - | - | - | -13.44 | 4.66 | -11.79 | 11.84 | -2.00 | -10.48 | 10.98 | 7.23 | -6.85 | - |
| 2023 | 13.36 | -1.47 | -5.60 | -1.66 | -3.18 | 7.17 | 8.05 | -2.03 | -3.33 | -5.35 | 11.11 | 12.45 | +30.20% |
| 2024 | -2.08 | 6.13 | 4.32 | -3.87 | 5.67 | - | - | - | - | - | - | - | - |
Single months: Dividends not considered
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 14.89% | 15.29% | 16.16% | -% | -% |
| Sharpe ratio | 1.56 | 3.70 | 2.34 | - | - |
| Best month | +12.45% | +12.45% | +12.45% | +13.36% | - |
| Worst month | -3.87% | -3.87% | -5.35% | -13.44% | - |
| Maximum loss | -5.87% | -5.87% | -13.18% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in USD
Performance
| YTD | +10.13% | ||
|---|---|---|---|
| 6 Months | +26.41% | ||
| 1 Year | +41.26% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +25.46% | ||
| Year | |||
| 2023 | +30.20% | ||
Dividends
| 2023-12-18 | 0.63 USD |
| 2022-12-19 | 0.50 USD |
