SPDR S&P US Utilities Sel.Se.UE USD/ IE00BWBXMB69 /
| NAV4/20/2021 | Chg.+0.4876 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 37.5961USD | +1.31% | reinvestment | Equity ETF Stocks | State Street Gl. Ad. ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2017 | - | - | - | - | - | - | - | - | -2.78 | 3.85 | 2.66 | -6.17 | - |
| 2018 | -3.05 | -3.94 | 0.58 | 5.22 | -1.24 | 2.71 | 1.84 | 1.02 | -0.65 | 1.94 | 3.47 | -4.05 | +3.42% |
| 2019 | 3.40 | 4.04 | 2.82 | 0.90 | -0.85 | 3.24 | -0.31 | 5.06 | 4.18 | -0.78 | -1.92 | 3.36 | +25.40% |
| 2020 | 6.60 | -9.92 | -9.93 | 3.19 | 4.29 | -4.71 | 7.77 | -2.72 | 1.06 | 5.01 | 0.65 | 0.66 | -0.03% |
| 2021 | -0.93 | -6.16 | 10.41 | 5.85 | - | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 16.81% | 16.89% | 19.53% | 24.53% | -% |
| Sharpe ratio | 1.92 | 0.97 | 1.03 | 0.58 | - |
| Best month | +10.41% | +10.41% | +10.41% | +10.41% | - |
| Worst month | -6.16% | -6.16% | -6.16% | -9.93% | - |
| Maximum loss | -8.97% | -11.93% | -11.93% | -36.18% | - |
| Outperformance | -1.56% | - | -4.03% | +4.71% | - |
All quotes in USD
Performance
| YTD | +8.65% | ||
|---|---|---|---|
| 6 Months | +7.61% | ||
| 1 Year | +19.62% | ||
| 3 Years | +46.54% | ||
| 5 Years | - | ||
| Since start | +37.01% | ||
| Year | |||
| 2020 | -0.03% | ||
| 2019 | +25.40% | ||
| 2018 | +3.42% | ||