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SPDR S&P U.S. Financials Select Sector UCITS ETF (Acc)/  IE00BWBXM500  /

Fonds
NAV2024-05-28 Chg.-0.5267 Type of yield Investment Focus Investment company
47.4802USD -1.10% reinvestment Equity ETF Stocks State Street Gl. Ad. ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2017 - - -2.79 -0.87 -1.25 6.38 1.69 -1.65 5.11 2.90 3.44 1.92 -
2018 6.43 -2.82 -6.86 2.30 -0.94 -1.94 5.23 1.34 -2.25 -4.75 2.75 -11.26 -13.35%
2019 8.76 2.37 -2.64 8.95 -7.19 6.68 2.41 -4.87 4.59 2.37 4.98 2.64 +31.42%
2020 -2.62 -11.20 -21.29 9.51 2.66 -0.35 3.71 4.23 -3.50 -0.86 16.81 6.22 -2.17%
2021 -1.73 11.44 5.76 6.52 4.75 -2.99 -0.47 5.09 -1.87 7.25 -5.70 3.28 +34.39%
2022 0.02 -1.39 -0.22 -9.88 2.68 -10.91 7.15 -2.04 -7.78 11.93 6.98 -5.25 -10.89%
2023 6.82 -2.32 -9.54 3.13 -4.35 6.65 4.80 -2.68 -3.16 -2.50 10.84 5.35 +11.67%
2024 3.00 4.11 4.74 -4.20 1.91 - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 10.82% 10.85% 11.92% 19.02% 26.01%
Sharpe ratio 2.02 3.21 2.21 0.03 0.28
Best month +5.35% +10.84% +10.84% +11.93% +16.81%
Worst month -4.20% -4.20% -4.35% -10.91% -21.29%
Maximum loss -5.97% -5.97% -11.33% -26.04% -42.92%
Outperformance +9.63% - +9.59% +24.14% -
 
All quotes in USD

Performance

YTD  
+9.64%
6 Months  
+17.58%
1 Year  
+30.04%
3 Years  
+13.46%
5 Years  
+68.58%
10 Years     -
Since start  
+88.87%
Year
2023  
+11.67%
2022
  -10.89%
2021  
+34.39%
2020
  -2.17%
2019  
+31.42%
2018
  -13.35%