SPDR S&P US Utilities Sel.Se.UE USD/  IE00BWBXMB69  /

Fonds
NAV6/8/2023 Chg.+0.1734 Type of yield Investment Focus Investment company
38.8978USD +0.45% 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 4.25 -2.44 -2.21 4.29 3.88 -6.18 4.70 -1.73 9.54 +16.95%
2022 -3.28 -1.94 10.30 -4.26 4.21 -4.98 5.46 0.44 -11.36 2.03 6.90 -0.58 +0.98%
2023 -2.01 -5.96 4.88 1.84 -5.93 2.81 - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 16.97% 16.73% 21.17% 18.07% 22.28%
Sharpe ratio -0.85 -0.79 -0.50 0.07 0.27
Best month +4.88% +4.88% +6.90% +10.41% +10.41%
Worst month -5.96% -5.96% -11.36% -11.36% -11.36%
Maximum loss -11.40% -11.41% -20.76% -20.76% -36.18%
Outperformance +5.88% - +1.68% -3.32% -
 
All quotes in USD

Performance

YTD
  -4.81%
6 Months
  -4.97%
1 Year
  -7.07%
3 Years  
+14.76%
5 Years  
+56.75%
10 Years     -
Since start  
+41.76%
Year
2022  
+0.98%
2021  
+16.95%
2020
  -0.03%
2019  
+25.40%
2018  
+3.42%