SPDR S&P US Industrials Sel.Se.UE USD/ IE00BWBXM724 /
| NAV2024-04-25 | Chg.+0.1483 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 51.9760USD | +0.29% | reinvestment | Equity ETF Stocks | State Street Gl. Ad. ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2017 | - | - | - | - | - | - | - | - | 4.13 | 0.74 | 4.02 | 2.05 | - |
| 2018 | 5.51 | -3.91 | -5.61 | 0.20 | 2.93 | -3.32 | 7.29 | 0.24 | 2.14 | -10.81 | 3.77 | -10.68 | -13.36% |
| 2019 | 11.35 | 6.31 | -1.18 | 4.08 | -7.79 | 7.80 | 0.64 | -2.69 | 2.99 | 1.05 | 4.39 | -0.09 | +28.64% |
| 2020 | -0.47 | -9.33 | -19.11 | 8.70 | 5.41 | 1.97 | 4.32 | 8.55 | -0.78 | -1.45 | 15.88 | 1.17 | +10.70% |
| 2021 | -4.31 | 6.82 | 8.86 | 3.57 | 3.08 | -2.22 | 0.87 | 1.10 | -6.15 | 6.85 | -3.53 | 5.30 | +20.66% |
| 2022 | -4.73 | -0.92 | 3.35 | -7.53 | -0.54 | -7.40 | 9.46 | -2.85 | -10.48 | 13.88 | 7.78 | -2.98 | -5.83% |
| 2023 | 3.68 | -0.94 | 0.64 | -1.20 | -3.21 | 11.23 | 2.88 | -2.04 | -5.97 | -2.94 | 8.74 | 6.95 | +17.60% |
| 2024 | -0.90 | 7.17 | 4.38 | -2.82 | - | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 11.35% | 11.64% | 12.96% | 16.88% | 22.77% |
| Sharpe ratio | 2.03 | 4.76 | 1.65 | 0.24 | 0.33 |
| Best month | +7.17% | +8.74% | +11.23% | +13.88% | +15.88% |
| Worst month | -2.82% | -2.94% | -5.97% | -10.48% | -19.11% |
| Maximum loss | -4.40% | -4.40% | -12.62% | -21.84% | -42.33% |
| Outperformance | +2.49% | - | -0.31% | +6.23% | - |
All quotes in USD
Performance
| YTD | +7.74% | ||
|---|---|---|---|
| 6 Months | +26.12% | ||
| 1 Year | +25.31% | ||
| 3 Years | +25.70% | ||
| 5 Years | +70.92% | ||
| Since start | +101.54% | ||
| Year | |||
| 2023 | +17.60% | ||
| 2022 | -5.83% | ||
| 2021 | +20.66% | ||
| 2020 | +10.70% | ||
| 2019 | +28.64% | ||
| 2018 | -13.36% | ||
