SPDR S&P 400 US Mid Cap UCITS ETF/  IE00B4YBJ215  /

Fonds
NAV8/16/2018 Chg.+0.4670 Type of yield Investment Focus Investment company
57.5509USD +0.82% reinvestment Equity North America SSgA SPDR ETFs Eur.I 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2012 - - - - - - - - - - - 2.09 -
2013 7.17 0.94 4.74 0.56 2.20 -1.87 6.13 -3.79 5.15 3.66 1.28 3.03 +32.70%
2014 -2.16 4.83 0.33 -1.59 1.74 4.08 -4.30 5.02 -4.59 3.53 1.80 0.76 +9.19%
2015 -1.18 5.07 1.26 -1.54 1.74 -1.37 0.09 -5.00 -3.91 5.59 1.30 -4.22 -2.77%
2016 -5.73 1.35 8.44 1.23 2.26 0.34 4.24 0.44 -0.70 -2.73 7.93 2.12 +19.96%
2017 1.64 2.58 -0.42 0.80 -0.53 1.57 0.84 -1.58 3.87 2.21 3.60 0.17 +15.60%
2018 2.84 -4.48 -0.77 1.36 4.06 0.35 1.72 0.86 - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 13.82% 12.15% 11.91% 13.87% 13.23%
Sharpe ratio 0.74 1.00 1.46 0.80 0.91
Best month +4.06% +4.06% +4.06% +8.44% +8.44%
Worst month -4.48% -4.48% -4.48% -5.73% -5.73%
Maximum loss -9.71% -5.68% -9.71% -17.78% -19.52%
Outperformance +5.36% - +4.97% +0.01% +20.26%
 
All quotes in USD

Performance

YTD  
+5.84%
6 Months  
+5.72%
1 Year  
+17.02%
3 Years  
+36.13%
5 Years  
+74.12%
Since start  
+114.17%
Year
2017  
+15.60%
2016  
+19.96%
2015
  -2.77%
2014  
+9.19%
2013  
+32.70%