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