SPDR S&P 500 Low Volatility UE USD/ IE00B802KR88 /
| NAV2024-04-15 | Chg.-0.3272 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 69.2271USD | -0.47% | 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 | 6.75 | 4.13 | 1.10 | -0.03 | 3.66 | 1.69 | -4.93 | 4.68 | -1.39 | 9.57 | +23.57% |
| 2022 | -4.58 | -2.37 | 5.32 | -2.35 | -0.61 | -4.33 | 4.17 | -1.89 | -8.40 | 6.92 | 5.75 | -1.80 | -5.31% |
| 2023 | -0.01 | -3.34 | 1.51 | 2.61 | -5.29 | 4.08 | 0.90 | -3.02 | -3.84 | -0.47 | 5.26 | 2.28 | +0.05% |
| 2024 | 0.94 | 1.60 | 3.04 | -4.72 | - | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 8.16% | 9.29% | 9.28% | 12.68% | 18.30% |
| Sharpe ratio | -0.19 | 1.16 | -0.35 | -0.05 | 0.07 |
| Best month | +3.04% | +5.26% | +5.26% | +9.57% | +9.57% |
| Worst month | -4.72% | -4.72% | -5.29% | -8.40% | -13.16% |
| Maximum loss | -4.72% | -4.72% | -9.76% | -17.47% | -36.14% |
| Outperformance | +0.59% | - | -8.70% | -6.50% | -0.84% |
All quotes in USD
Performance
| YTD | +0.68% | ||
|---|---|---|---|
| 6 Months | +7.04% | ||
| 1 Year | +0.71% | ||
| 3 Years | +10.06% | ||
| 5 Years | +28.65% | ||
| Since start | +178.83% | ||
| Year | |||
| 2023 | +0.05% | ||
| 2022 | -5.31% | ||
| 2021 | +23.57% | ||
| 2020 | -1.80% | ||
| 2019 | +27.18% | ||
| 2018 | -0.52% | ||
| 2017 | +16.58% | ||
| 2016 | +9.57% | ||
| 2015 | +3.49% | ||
