SPDR MSCI Europe Financials UCITS ETF/ IE00BKWQ0G16 /
| NAV10/8/2024 | Chg.-0.5152 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 88.6076EUR | -0.58% | reinvestment | Equity Europe | State Street Gl. Ad. ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2015 | - | - | - | - | - | - | - | - | - | 6.76 | 1.79 | -4.91 | - |
| 2016 | -12.07 | -5.08 | 0.70 | 3.89 | 3.07 | -14.40 | 4.73 | 6.13 | -1.43 | 6.12 | 4.77 | 6.67 | +0.10% |
| 2017 | 0.78 | -0.31 | 5.12 | 2.86 | -0.04 | 0.73 | 2.61 | -3.08 | 4.30 | 0.14 | -1.82 | 0.54 | +12.15% |
| 2018 | 4.60 | -2.99 | -5.60 | 4.89 | -6.10 | -1.10 | 3.92 | -5.06 | 1.93 | -6.53 | -0.64 | -7.06 | -19.01% |
| 2019 | 5.83 | 5.10 | -2.00 | 7.77 | -7.34 | 2.97 | -1.45 | -5.40 | 8.48 | 1.98 | 2.57 | 3.48 | +22.69% |
| 2020 | -3.09 | -8.91 | -24.35 | 3.90 | 0.24 | 6.58 | -3.35 | 3.92 | -7.67 | -3.24 | 25.29 | 1.28 | -15.61% |
| 2021 | -2.80 | 11.06 | 5.76 | 1.50 | 3.70 | -2.42 | 0.80 | 2.60 | 0.27 | 6.48 | -5.58 | 5.50 | +28.99% |
| 2022 | 3.87 | -8.06 | 1.69 | -2.95 | 2.26 | -8.42 | 3.68 | -2.04 | -5.37 | 7.05 | 8.69 | -1.37 | -2.65% |
| 2023 | 10.55 | 3.86 | -8.79 | 3.78 | -1.89 | 4.08 | 4.24 | -2.87 | 1.17 | -4.55 | 8.12 | 3.97 | +21.97% |
| 2024 | 1.06 | 2.20 | 7.57 | -0.78 | 6.12 | -2.80 | 3.67 | 1.34 | 1.69 | -1.09 | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 13.35% | 14.83% | 12.72% | 18.54% | 23.68% |
| Sharpe ratio | 1.78 | 0.90 | 2.17 | 0.56 | 0.37 |
| Best month | +7.57% | +6.12% | +8.12% | +10.55% | +25.29% |
| Worst month | -2.80% | -2.80% | -4.55% | -8.79% | -24.35% |
| Maximum loss | -8.72% | -8.72% | -8.72% | -22.97% | -44.20% |
| Outperformance | +2.29% | - | +1.37% | -1.75% | +2.26% |
All quotes in EUR
Performance
| YTD | +20.15% | ||
|---|---|---|---|
| 6 Months | +8.01% | ||
| 1 Year | +30.77% | ||
| 3 Years | +46.91% | ||
| 5 Years | +77.06% | ||
| 10 Years | - | ||
| Since start | +82.42% | ||
| Year | |||
| 2023 | +21.97% | ||
| 2022 | -2.65% | ||
| 2021 | +28.99% | ||
| 2020 | -15.61% | ||
| 2019 | +22.69% | ||
| 2018 | -19.01% | ||
| 2017 | +12.15% | ||
| 2016 | +0.10% | ||
