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SPDR MSCI World Financials UE USD/  IE00BYTRR970  /

Fonds
NAV10/10/2024 Chg.-0.0797 Type of yield Investment Focus Investment company
69.9536USD -0.11% reinvestment Equity Worldwide State Street Gl. Ad. ▶
 

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 -0.37 - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 11.32% 12.43% 11.46% 16.19% 21.63%
Sharpe ratio 2.24 1.87 2.96 0.33 0.40
Best month +5.92% +5.81% +10.83% +10.83% +19.29%
Worst month -3.40% -3.40% -3.53% -10.32% -22.38%
Maximum loss -7.76% -7.76% -7.76% -27.28% -42.95%
Outperformance +2.39% - +5.28% +18.87% -
 
All quotes in USD

Performance

YTD  
+21.45%
6 Months  
+12.52%
1 Year  
+37.09%
3 Years  
+28.09%
5 Years  
+75.95%
10 Years     -
Since start  
+133.18%
Year
2023  
+16.22%
2022
  -10.15%
2021  
+27.88%
2020
  -2.83%
2019  
+25.53%
2018
  -16.96%
2017  
+22.65%