SPDR MSCI World Energy UE USD/  IE00BYTRR863  /

Fonds
NAV4/15/2024 Chg.-0.5981 Type of yield Investment Focus Investment company
53.3903USD -1.11% reinvestment Equity Worldwide State Street Gl. Ad. 
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2016 - - - - -2.45 5.12 -5.20 3.11 3.21 -1.81 6.51 3.36 -
2017 -4.20 -0.17 -1.73 -1.84 -1.34 -1.33 3.55 -3.30 8.90 0.35 1.56 4.67 +4.45%
2018 2.83 -9.14 0.79 9.89 1.75 1.26 1.43 -3.47 2.95 -10.11 -3.53 -9.65 -15.80%
2019 10.36 2.64 1.07 0.39 -8.30 6.97 -2.78 -7.33 4.64 -1.84 1.33 5.34 +11.37%
2020 -9.07 -13.96 -29.46 16.43 1.44 -1.03 -3.71 1.52 -13.85 -5.32 29.18 3.69 -31.10%
2021 2.92 15.75 2.32 0.38 5.18 3.01 -6.22 -1.17 9.40 8.03 -6.87 3.88 +40.49%
2022 15.46 5.06 7.77 -1.50 13.38 -15.01 6.86 1.78 -9.33 19.99 3.17 -3.42 +46.31%
2023 3.06 -4.65 -1.60 3.81 -9.95 6.49 6.50 1.76 2.69 -4.38 0.39 -0.04 +2.79%
2024 -1.01 1.65 9.13 1.66 - - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 12.86% 14.64% 17.13% 24.26% 30.91%
Sharpe ratio 3.36 0.69 0.55 0.85 0.17
Best month +9.13% +9.13% +9.13% +19.99% +29.18%
Worst month -1.01% -4.38% -9.95% -15.01% -29.46%
Maximum loss -6.40% -10.21% -10.99% -25.09% -61.28%
Outperformance +0.94% - +1.40% +1.15% -
 
All quotes in USD

Performance

YTD  
+11.62%
6 Months  
+6.74%
1 Year  
+13.25%
3 Years  
+92.61%
5 Years  
+54.89%
Since start  
+77.97%
Year
2023  
+2.79%
2022  
+46.31%
2021  
+40.49%
2020
  -31.10%
2019  
+11.37%
2018
  -15.80%
2017  
+4.45%