SPDR MSCI World Technology UE USD/ IE00BYTRRD19 /
| NAV9/28/2023 | Chg.+0.7930 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 113.7145USD | +0.70% | reinvestment | Equity Worldwide | State Street Gl. Ad. ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2017 | - | - | - | - | - | - | - | - | 1.04 | 7.10 | 1.17 | -0.07 | - |
| 2018 | 7.46 | -0.23 | -4.08 | 0.53 | 6.30 | -0.51 | 1.91 | 6.47 | -0.41 | -8.70 | -1.95 | -8.06 | -2.74% |
| 2019 | 7.69 | 6.42 | 4.28 | 6.39 | -8.41 | 8.66 | 2.86 | -2.17 | 1.59 | 3.86 | 5.34 | 4.15 | +47.39% |
| 2020 | 3.33 | -7.39 | -9.31 | 13.54 | 7.64 | 7.20 | 5.81 | 10.60 | -4.52 | -5.16 | 12.53 | 5.70 | +43.31% |
| 2021 | -0.57 | 1.20 | 0.72 | 5.45 | -1.05 | 6.81 | 3.55 | 3.84 | -5.72 | 7.51 | 2.62 | 2.61 | +29.62% |
| 2022 | -8.48 | -4.70 | 2.99 | -11.84 | -1.52 | -9.88 | 13.09 | -5.95 | -11.92 | 7.57 | 6.14 | -8.01 | -30.85% |
| 2023 | 10.03 | -0.03 | 10.02 | -0.15 | 8.14 | 6.17 | 2.72 | -1.90 | -7.28 | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 18.57% | 17.27% | 23.51% | 23.84% | 26.21% |
| Sharpe ratio | 2.07 | 1.24 | 1.13 | 0.24 | 0.42 |
| Best month | +10.03% | +10.02% | +10.03% | +13.09% | +13.54% |
| Worst month | -8.01% | -7.28% | -11.92% | -11.92% | -11.92% |
| Maximum loss | -10.93% | -10.93% | -10.93% | -36.04% | -36.04% |
| Outperformance | +11.06% | - | +2.64% | +45.39% | - |
All quotes in USD
Performance
| YTD | +29.62% | ||
|---|---|---|---|
| 6 Months | +12.11% | ||
| 1 Year | +30.47% | ||
| 3 Years | +31.78% | ||
| 5 Years | +101.97% | ||
| Since start | +166.37% | ||
| Year | |||
| 2022 | -30.85% | ||
| 2021 | +29.62% | ||
| 2020 | +43.31% | ||
| 2019 | +47.39% | ||
| 2018 | -2.74% | ||