SPDR MSCI World Financials UCITS ETF/  IE00BYTRR970  /

Fonds
NAV6/19/2025 Chg.-0.3980 Type of yield Investment Focus Investment company
81.4553USD -0.49% reinvestment ETF Worldwide SSGA Europe 
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2016 - - - - 0.63 -5.89 4.72 3.18 -1.22 2.23 7.74 3.94 -
2017 2.19 2.42 0.02 0.72 -0.18 4.73 3.32 -1.98 3.98 1.47 2.12 1.96 +22.65%
2018 6.13 -3.73 -5.76 2.79 -3.33 -1.84 4.25 -0.99 -0.54 -6.58 1.43 -9.12 -16.96%
2019 8.07 3.07 -2.67 7.14 -6.49 6.07 0.31 -5.18 5.37 2.56 2.90 3.02 +25.53%
2020 -2.62 -9.86 -22.38 7.33 2.24 3.04 2.31 5.31 -5.51 -1.22 19.29 5.17 -2.83%
2021 -1.53 9.97 4.54 5.31 4.86 -3.42 -0.16 3.63 -1.35 6.37 -6.43 4.27 +27.88%
2022 0.57 -2.69 0.59 -9.02 2.78 -10.32 5.08 -2.57 -8.25 9.18 8.87 -2.52 -10.15%
2023 8.76 -1.92 -7.77 3.12 -4.34 6.55 5.34 -3.69 -2.17 -3.53 10.83 5.92 +16.22%
2024 1.46 3.71 4.95 -3.40 4.60 -1.32 5.81 3.43 1.15 0.59 7.95 -4.26 +26.73%
2025 6.58 2.00 -2.42 0.61 5.81 -1.18 - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 18.79% 18.31% 15.88% 15.27% 16.54%
Sharpe ratio 1.31 1.38 1.68 1.29 1.00
Best month +6.58% +6.58% +7.95% +10.83% +19.29%
Worst month -4.26% -4.26% -4.26% -10.32% -10.32%
Maximum loss -14.41% -14.41% -14.41% -15.31% -27.28%
Outperformance +2.39% - +5.28% +18.87% -
 
All quotes in USD

Performance

YTD  
+11.59%
6 Months  
+12.78%
1 Year  
+28.72%
3 Years  
+80.15%
5 Years  
+134.04%
10 Years     -
Since start  
+171.52%
Year
2024  
+26.73%
2023  
+16.22%
2022
  -10.15%
2021  
+27.88%
2020
  -2.83%
2019  
+25.53%
2018
  -16.96%
2017  
+22.65%