SPDR MSCI World Energy UCITS ETF/ IE00BYTRR863 /
| NAV28/05/2024 | Chg.+0.4012 | Type de rendement | Focus sur l'investissement | Société de fonds |
|---|---|---|---|---|
| 52.4977USD | +0.77% | reinvestment | Equity Worldwide | State Street Gl. Ad. ▶ |
Performance mensuelle
| janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. | 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 | - | - | - | - | - | - | - | - |
Valeurs calculées
| CAD | 6 Mois | 1 An | 3 Ans | 5 Ans | |
|---|---|---|---|---|---|
| Volatilité | 12.85% | 13.36% | 16.02% | 23.94% | 30.88% |
| Ratio de Sharpe | 1.73 | 1.23 | 1.06 | 0.75 | 0.21 |
| Le meilleur mois | +9.13% | +9.13% | +9.13% | +19.99% | +29.18% |
| Le plus défavorable mois | -1.01% | -1.01% | -9.95% | -15.01% | -29.46% |
| Perte maximale | -6.40% | -6.40% | -10.37% | -25.09% | -59.50% |
| Surperformance | +0.94% | - | +1.40% | +1.15% | - |
Toutes les cotations dans USD
Performance
| CAD | +9.75% | ||
|---|---|---|---|
| 6 Mois | +9.55% | ||
| 1 An | +20.71% | ||
| 3 Ans | +80.08% | ||
| 5 Ans | +64.24% | ||
| 10 ans | - | ||
| Depuis le début | +74.99% | ||
| Année | |||
| 2023 | +2.79% | ||
| 2022 | +46.31% | ||
| 2021 | +40.49% | ||
| 2020 | -31.10% | ||
| 2019 | +11.37% | ||
| 2018 | -15.80% | ||
| 2017 | +4.45% | ||
