SPDR S&P 400 US Mid Cap UE USD/  IE00B4YBJ215  /

Fonds
NAV10/11/2019 Chg.+0.9523 Type of yield Investment Focus Investment company
55.8869USD +1.73% reinvestment Equity ETF Stocks 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 3.15 -1.15 -9.58 3.06 -11.35 -11.60%
2019 10.41 4.19 -0.61 3.98 -8.02 7.59 1.15 -4.23 2.99 -0.95 - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 15.33% 16.00% 17.42% 13.61% 14.27%
Sharpe ratio 1.42 -0.12 0.25 0.70 0.69
Best month +10.41% +7.59% +10.41% +10.41% +10.41%
Worst month -11.35% -8.02% -11.35% -11.35% -11.35%
Maximum loss -8.49% -8.49% -18.09% -23.26% -23.26%
Outperformance +6.75% - +1.47% -6.28% +11.90%
 
All quotes in USD

Performance

YTD  
+16.27%
6 Months
  -1.16%
1 Year  
+3.91%
3 Years  
+30.00%
5 Years  
+56.61%
Since start  
+107.97%
Year
2018
  -11.60%
2017  
+15.60%
2016  
+19.96%
2015
  -2.77%
2014  
+9.19%
2013  
+32.70%