SPDR MSCI World Energy UCITS ETF/ IE00BYTRR863 /
NAV28/05/2024 | Diferencia+0.4012 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
---|---|---|---|---|
52.4977USD | +0.77% | reinvestment | Equity Worldwide | State Street Gl. Ad. ▶ |
Rendimiento mensual
ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | 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 | 0.31 | -0.35 | - | - | - | - | - | - | - | - |
Valores estimados
Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
---|---|---|---|---|---|
Volatilidad | 12.85% | 13.36% | 16.02% | 23.94% | 30.88% |
Índice de Sharpe | 1.73 | 1.23 | 1.06 | 0.75 | 0.21 |
El mes mejor | +9.13% | +9.13% | +9.13% | +19.99% | +29.18% |
El mes peor | -1.01% | -1.01% | -9.95% | -15.01% | -29.46% |
Pérdida máxima | -6.40% | -6.40% | -10.37% | -25.09% | -59.50% |
Rendimiento superior | +0.94% | - | +1.40% | +1.15% | - |
Todas las cotizaciones en USD
Performance
Año hasta la fecha | +9.75% | ||
---|---|---|---|
6 Meses | +9.55% | ||
Promedio móvil | +20.71% | ||
3 Años | +80.08% | ||
5 Años | +64.24% | ||
10 Años | - | ||
Desde el principio | +74.99% | ||
Año | |||
2023 | +2.79% | ||
2022 | +46.31% | ||
2021 | +40.49% | ||
2020 | -31.10% | ||
2019 | +11.37% | ||
2018 | -15.80% | ||
2017 | +4.45% |