SPDR MSCI USA Small Cap Value Weighted UCITS ETF/ IE00BSPLC413 /
| NAV11/06/2024 | Diferencia-0.3780 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
|---|---|---|---|---|
| 61.5084USD | -0.61% | reinvestment | Equity ETF Stocks | State Street Gl. Ad. ▶ |
Rendimiento mensual
| ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2015 | - | - | 0.86 | -1.24 | 1.12 | -1.56 | -2.53 | -4.76 | -4.91 | 6.14 | 1.74 | -6.09 | - |
| 2016 | -7.65 | 1.85 | 10.12 | 3.33 | 0.03 | -0.81 | 5.30 | 0.91 | 0.59 | -3.82 | 12.18 | 2.74 | +25.83% |
| 2017 | 0.61 | 1.15 | -1.14 | -0.02 | -2.94 | 2.46 | 0.97 | -1.98 | 6.14 | 0.46 | 2.83 | 0.75 | +9.37% |
| 2018 | 1.82 | -5.31 | -1.37 | 3.43 | 4.95 | 0.97 | 2.09 | 2.60 | -2.03 | -9.18 | 1.14 | -12.79 | -14.31% |
| 2019 | 12.28 | 4.23 | -2.48 | 3.72 | -10.10 | 7.48 | 0.44 | -6.31 | 5.01 | 1.83 | 3.14 | 4.30 | +23.80% |
| 2020 | -6.15 | -10.56 | -27.91 | 16.68 | 5.36 | 3.73 | 2.43 | 6.15 | -5.17 | 4.42 | 20.95 | 7.91 | +8.46% |
| 2021 | 6.34 | 9.24 | 6.56 | 3.27 | 3.61 | -1.26 | -2.31 | 2.19 | -1.91 | 4.11 | -3.18 | 4.90 | +35.40% |
| 2022 | -4.13 | 1.86 | 0.92 | -6.67 | 2.47 | -10.48 | 10.10 | -2.74 | -10.27 | 12.43 | 4.96 | -6.15 | -10.23% |
| 2023 | 11.64 | -1.98 | -6.91 | -1.34 | -3.31 | 10.18 | 7.31 | -3.74 | -5.30 | -5.96 | 9.20 | 12.66 | +21.18% |
| 2024 | -4.18 | 3.22 | 4.80 | -6.60 | 5.15 | -3.13 | - | - | - | - | - | - | - |
Valores estimados
| Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
|---|---|---|---|---|---|
| Volatilidad | 17.02% | 18.15% | 18.54% | 21.81% | 28.36% |
| Índice de Sharpe | -0.40 | 0.50 | 0.55 | -0.06 | 0.29 |
| El mes mejor | +12.66% | +12.66% | +12.66% | +12.66% | +20.95% |
| El mes peor | -6.60% | -6.60% | -6.60% | -10.48% | -27.91% |
| Pérdida máxima | -8.23% | -8.23% | -15.73% | -21.92% | -47.74% |
| Rendimiento superior | -14.96% | - | -17.15% | -26.94% | -49.39% |
Todas las cotizaciones en USD
Performance
| Año hasta la fecha | -1.38% | ||
|---|---|---|---|
| 6 Meses | +6.21% | ||
| Promedio móvil | +13.97% | ||
| 3 Años | +7.72% | ||
| 5 Años | +75.76% | ||
| 10 Años | - | ||
| Desde el principio | +104.44% | ||
| Año | |||
| 2023 | +21.18% | ||
| 2022 | -10.23% | ||
| 2021 | +35.40% | ||
| 2020 | +8.46% | ||
| 2019 | +23.80% | ||
| 2018 | -14.31% | ||
| 2017 | +9.37% | ||
| 2016 | +25.83% | ||
