SPDR MSCI Europe Technology UCITS ETF/ IE00BKWQ0K51 /
| NAV21/05/2024 | Diferencia-0.8082 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
|---|---|---|---|---|
| 140.8266EUR | -0.57% | reinvestment | Equity Europe | State Street Gl. Ad. ▶ |
Rendimiento mensual
| ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2015 | - | - | - | - | - | - | - | - | - | 10.79 | 5.45 | -3.04 | - |
| 2016 | -3.80 | -4.61 | 2.38 | -3.23 | 5.39 | -4.91 | 11.74 | -0.13 | 3.56 | -6.41 | 0.43 | 5.55 | +4.46% |
| 2017 | 0.37 | 5.72 | 4.87 | 0.96 | 3.64 | -3.43 | 1.04 | -0.49 | 4.65 | 4.57 | -2.70 | -0.73 | +19.50% |
| 2018 | 2.33 | -0.63 | -3.95 | 4.58 | 6.61 | 0.66 | 1.59 | 1.92 | -2.77 | -8.75 | -2.66 | -5.06 | -6.95% |
| 2019 | 7.91 | 4.44 | 2.88 | 8.92 | -6.18 | 6.20 | 1.03 | -4.20 | 3.50 | 1.46 | 5.70 | 1.46 | +37.14% |
| 2020 | -0.01 | -5.28 | -12.37 | 9.45 | 6.43 | 5.35 | 1.60 | 4.01 | -1.67 | -11.23 | 14.76 | 5.33 | +13.56% |
| 2021 | 2.31 | 2.49 | 5.72 | 4.52 | 0.10 | 4.43 | 5.58 | 6.88 | -6.54 | 6.20 | -2.86 | 3.52 | +36.44% |
| 2022 | -12.57 | -4.20 | 1.55 | -6.86 | -3.09 | -11.42 | 15.49 | -8.44 | -8.13 | 7.44 | 10.29 | -8.77 | -28.60% |
| 2023 | 13.70 | -0.21 | 6.20 | -4.34 | 8.19 | 1.58 | -0.82 | -3.87 | -5.76 | -0.86 | 14.28 | 4.78 | +35.11% |
| 2024 | 8.26 | 5.37 | 0.53 | -5.15 | 5.23 | - | - | - | - | - | - | - | - |
Valores estimados
| Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
|---|---|---|---|---|---|
| Volatilidad | 21.17% | 19.50% | 19.91% | 25.04% | 25.78% |
| Índice de Sharpe | 1.81 | 2.46 | 1.09 | 0.24 | 0.39 |
| El mes mejor | +8.26% | +14.28% | +14.28% | +15.49% | +15.49% |
| El mes peor | -5.15% | -5.15% | -5.76% | -12.57% | -12.57% |
| Pérdida máxima | -10.97% | -10.97% | -14.67% | -38.53% | -38.53% |
| Rendimiento superior | -10.37% | - | -12.49% | -17.97% | -30.45% |
Todas las cotizaciones en EUR
Performance
| Año hasta la fecha | +14.46% | ||
|---|---|---|---|
| 6 Meses | +23.02% | ||
| Promedio móvil | +25.37% | ||
| 3 Años | +32.94% | ||
| 5 Años | +91.64% | ||
| 10 Años | - | ||
| Desde el principio | +218.09% | ||
| Año | |||
| 2023 | +35.11% | ||
| 2022 | -28.60% | ||
| 2021 | +36.44% | ||
| 2020 | +13.56% | ||
| 2019 | +37.14% | ||
| 2018 | -6.95% | ||
| 2017 | +19.50% | ||
| 2016 | +4.46% | ||
