SPDR MSCI ACWI IMI UCITS ETF/  IE00B3YLTY66  /

Fonds
NAV5/22/2024 Chg.-0.8735 Type of yield Investment Focus Investment company
223.5806USD -0.39% reinvestment Equity Worldwide State Street Gl. Ad. 
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2012 - - - - - - - - - - - 4.76 -
2013 3.31 -1.23 2.21 1.97 0.66 -2.22 5.39 -2.64 5.31 2.99 1.55 1.28 +19.81%
2014 -4.89 5.30 2.08 0.44 2.25 2.58 -2.40 2.83 -4.28 1.53 1.38 -1.27 +5.17%
2015 -0.06 4.91 -1.53 3.40 -0.37 -1.55 -0.40 -8.95 -0.64 8.02 -0.34 -4.76 -3.26%
2016 -3.71 0.89 5.01 2.61 0.01 0.12 3.57 0.97 0.53 -2.20 1.33 2.78 +12.22%
2017 2.40 3.61 -0.03 1.71 1.95 0.68 2.58 0.26 2.19 1.86 1.84 1.60 +22.64%
2018 5.45 -4.15 -2.64 1.66 0.16 -0.49 2.89 0.92 0.30 -7.81 1.16 -7.39 -10.31%
2019 7.93 2.66 0.97 3.35 -6.19 6.41 0.41 -2.46 2.15 2.69 2.60 3.52 +25.94%
2020 -1.36 -8.19 -14.36 11.01 4.17 3.21 5.06 6.26 -3.24 -2.40 12.78 4.81 +15.35%
2021 -0.07 2.65 2.83 4.11 1.48 1.12 0.50 2.41 -4.04 4.93 -2.82 4.19 +18.25%
2022 -4.61 -2.69 2.30 -7.79 0.24 -8.60 6.69 -3.41 -9.59 6.37 7.92 -3.86 -17.52%
2023 7.28 -2.87 2.54 1.20 -1.28 6.03 3.58 -2.78 -4.20 -3.37 9.14 5.16 +21.10%
2024 0.35 4.08 3.16 -3.28 4.73 - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 9.20% 8.80% 10.03% 14.05% 17.12%
Sharpe ratio 2.35 3.42 1.77 0.10 0.41
Best month +5.16% +9.14% +9.14% +9.14% +12.78%
Worst month -3.28% -3.28% -4.20% -9.59% -14.36%
Maximum loss -5.06% -5.06% -10.99% -26.01% -34.70%
Outperformance +0.89% - -1.86% +0.06% -0.22%
 
All quotes in USD

Performance

YTD  
+9.14%
6 Months  
+15.59%
1 Year  
+21.60%
3 Years  
+16.46%
5 Years  
+67.91%
10 Years  
+126.21%
Since start  
+190.70%
Year
2023  
+21.10%
2022
  -17.52%
2021  
+18.25%
2020  
+15.35%
2019  
+25.94%
2018
  -10.31%
2017  
+22.64%
2016  
+12.22%
2015
  -3.26%