SPDR S&P 500 Low Volatility UE USD/  IE00B802KR88  /

Fonds
NAV1/28/2020 Chg.+0.2661 Type of yield Investment Focus Investment company
61.6929USD +0.43% 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 3.16 - - - - - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 6.91% 9.40% 8.76% 9.72% 10.73%
Sharpe ratio 7.62 1.83 3.02 1.58 1.10
Best month +3.16% +3.16% +6.59% +6.59% +6.76%
Worst month +1.67% -0.42% -1.02% -7.01% -7.01%
Maximum loss -1.01% -3.10% -3.61% -11.70% -11.70%
Outperformance +3.38% - +10.13% +10.62% +34.39%
 
All quotes in USD

Performance

YTD  
+3.16%
6 Months  
+8.06%
1 Year  
+26.06%
3 Years  
+51.62%
5 Years  
+71.67%
Since start  
+148.49%
Year
2019  
+27.18%
2018
  -0.52%
2017  
+16.58%
2016  
+9.57%
2015  
+3.49%
2014  
+16.49%
2013  
+22.52%