SPDR S&P 500 Low Volatility UE USD/ IE00B802KR88 /
NAV3/1/2021 | Chg.+0.8487 | Type of yield | Investment Focus | Investment company |
---|---|---|---|---|
57.8456USD | +1.49% | reinvestment | Equity ETF Stocks | State Street Gl. Ad. ▶ |
Monthly performance
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2012 | - | - | - | - | - | - | - | - | - | - | - | -0.64 | - |
2013 | 4.94 | 2.63 | 4.77 | 3.77 | -3.48 | 0.52 | 4.17 | -4.89 | 1.90 | 4.51 | 1.14 | 1.07 | +22.52% |
2014 | -2.55 | 3.66 | 2.01 | 1.89 | 0.97 | 2.08 | -3.82 | 3.68 | -0.93 | 4.84 | 2.78 | 1.11 | +16.49% |
2015 | -0.50 | 1.45 | -0.43 | -2.02 | 0.87 | -1.85 | 4.28 | -4.05 | -1.46 | 6.76 | 1.03 | -0.18 | +3.49% |
2016 | -1.78 | 0.96 | 5.89 | -0.75 | 1.60 | 5.64 | 0.30 | -1.93 | -1.04 | -2.29 | 0.48 | 2.49 | +9.57% |
2017 | 0.70 | 4.43 | -0.12 | 1.05 | 2.62 | -0.39 | 1.33 | 0.78 | 0.73 | 1.86 | 3.78 | -1.17 | +16.58% |
2018 | 2.62 | -4.30 | -0.91 | 1.08 | 0.65 | 1.36 | 3.48 | 1.75 | -0.43 | -2.93 | 4.76 | -7.01 | -0.52% |
2019 | 6.59 | 4.03 | 2.25 | 2.30 | -1.02 | 3.68 | 1.01 | 2.35 | 2.12 | -0.42 | -0.03 | 1.67 | +27.18% |
2020 | 3.01 | -9.59 | -13.16 | 6.66 | 0.30 | -0.44 | 7.38 | 2.82 | -1.79 | -2.92 | 6.11 | 2.07 | -1.80% |
2021 | -1.83 | -1.15 | 1.49 | - | - | - | - | - | - | - | - | - | - |
Calculated values
YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
---|---|---|---|---|---|
Volatility | 10.72% | 13.03% | 32.69% | 20.98% | 17.15% |
Sharpe ratio | -0.77 | 0.35 | -0.02 | 0.41 | 0.57 |
Best month | +2.07% | +6.11% | +7.38% | +7.38% | +7.38% |
Worst month | -1.83% | -2.92% | -13.16% | -13.16% | -13.16% |
Maximum loss | -4.22% | -6.66% | -32.66% | -36.14% | -36.14% |
Outperformance | -0.98% | - | -3.25% | +11.99% | +17.64% |
All quotes in USD
Performance
YTD | -1.51% | ||
---|---|---|---|
6 Months | +1.99% | ||
1 Year | -1.13% | ||
3 Years | +25.98% | ||
5 Years | +55.66% | ||
Since start | +132.99% | ||
Year | |||
2020 | -1.80% | ||
2019 | +27.18% | ||
2018 | -0.52% | ||
2017 | +16.58% | ||
2016 | +9.57% | ||
2015 | +3.49% | ||
2014 | +16.49% | ||
2013 | +22.52% |