SPDR MSCI World Small Cap UCITS ETF/  IE00BCBJG560  /

Fonds
NAV5/29/2024 Chg.-1.4631 Type of yield Investment Focus Investment company
100.7092USD -1.43% reinvestment Equity Worldwide State Street Gl. Ad. 
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2014 - 6.70 1.59 -2.18 1.06 4.58 -5.25 3.55 -6.63 2.80 -0.14 1.07 +2.08%
2015 -0.76 5.79 -0.37 1.08 1.46 -0.49 -1.43 -7.28 -1.49 6.32 0.99 -5.09 -2.06%
2016 -5.43 2.16 6.24 2.92 1.19 -1.29 4.42 0.69 0.71 -4.02 4.55 2.77 +15.22%
2017 2.03 3.26 -0.93 2.45 0.48 1.33 2.24 -0.23 4.00 1.47 2.07 1.43 +21.35%
2018 3.67 -4.04 -0.55 1.59 2.61 -0.33 1.15 2.11 -1.43 -9.94 0.55 -9.23 -13.97%
2019 10.31 3.73 -0.57 3.13 -6.61 5.86 0.63 -3.35 2.14 2.83 3.12 3.40 +26.36%
2020 -2.80 -9.21 -20.69 13.26 6.92 2.47 3.89 5.66 -2.16 0.05 15.31 7.36 +15.51%
2021 2.04 4.84 2.15 3.86 0.83 0.13 -0.69 2.42 -3.17 3.63 -4.81 3.72 +15.48%
2022 -7.53 0.28 0.92 -7.75 -0.18 -10.05 9.03 -3.33 -10.27 8.16 6.11 -3.51 -18.82%
2023 9.22 -1.96 -2.53 -0.06 -2.82 6.29 5.01 -3.83 -5.25 -6.20 9.21 9.59 +15.72%
2024 -2.83 3.35 3.70 -5.13 4.33 - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 12.72% 13.47% 14.26% 17.10% 20.01%
Sharpe ratio 0.31 1.90 0.88 -0.27 0.20
Best month +9.59% +9.59% +9.59% +9.59% +15.31%
Worst month -5.13% -5.13% -6.20% -10.27% -20.69%
Maximum loss -6.54% -6.54% -15.49% -30.48% -40.91%
Outperformance +1.36% - +9.02% -8.36% -
 
All quotes in USD

Performance

YTD  
+3.06%
6 Months  
+13.65%
1 Year  
+16.25%
3 Years
  -2.26%
5 Years  
+45.96%
10 Years  
+91.03%
Since start  
+96.26%
Year
2023  
+15.72%
2022
  -18.82%
2021  
+15.48%
2020  
+15.51%
2019  
+26.36%
2018
  -13.97%
2017  
+21.35%
2016  
+15.22%
2015
  -2.06%