SPDR S&P US Utilities Sel.Se.UE USD/ IE00BWBXMB69 /
| NAV2024-04-25 | Chg.+0.1069 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 40.1407USD | +0.27% | 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 | 1.60 | 2.44 | -6.24 | -5.66 | 1.26 | 5.04 | 1.86 | -7.64% |
| 2024 | -3.03 | 1.01 | 6.55 | 1.91 | - | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 15.80% | 16.54% | 16.68% | 17.82% | 22.65% |
| Sharpe ratio | 1.14 | 1.65 | -0.33 | -0.05 | 0.08 |
| Best month | +6.55% | +6.55% | +6.55% | +10.30% | +10.41% |
| Worst month | -3.03% | -3.03% | -6.24% | -11.36% | -11.36% |
| Maximum loss | -7.73% | -8.21% | -18.59% | -25.70% | -36.18% |
| Outperformance | +5.88% | - | +1.68% | -3.32% | - |
All quotes in USD
Performance
| YTD | +6.36% | ||
|---|---|---|---|
| 6 Months | +14.50% | ||
| 1 Year | -1.54% | ||
| 3 Years | +9.27% | ||
| 5 Years | +31.88% | ||
| Since start | +46.29% | ||
| Year | |||
| 2023 | -7.64% | ||
| 2022 | +0.98% | ||
| 2021 | +16.95% | ||
| 2020 | -0.03% | ||
| 2019 | +25.40% | ||
| 2018 | +3.42% | ||
