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

Fonds
NAV3/4/2021 Chg.-1.6060 Type of yield Investment Focus Investment company
72.5334USD -2.17% reinvestment Equity ETF Stocks State Street Gl. Ad. 

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 1.08 2.91 2.74 +25.47%
2020 -2.66 -9.53 -20.27 14.12 7.26 1.20 4.54 3.46 -3.30 2.13 14.22 6.46 +12.97%
2021 1.47 6.76 -1.71 - - - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 21.54% 20.35% 39.72% 26.17% 21.67%
Sharpe ratio 2.06 3.42 0.78 0.41 0.63
Best month +6.76% +14.22% +14.22% +14.22% +14.22%
Worst month -1.71% -3.30% -20.27% -20.27% -20.27%
Maximum loss -5.22% -5.96% -35.77% -42.03% -42.03%
Outperformance -3.89% - -6.36% -10.29% -24.26%
 
All quotes in USD

Performance

YTD  
+6.47%
6 Months  
+29.77%
1 Year  
+30.41%
3 Years  
+33.42%
5 Years  
+84.59%
Since start  
+169.92%
Year
2020  
+12.97%
2019  
+25.47%
2018
  -11.60%
2017  
+15.60%
2016  
+19.96%
2015
  -2.77%
2014  
+9.19%
2013  
+32.70%