SPDR Russell 2000 U.S. Small Cap UCITS ETF (Acc)/ IE00BJ38QD84 /
NAV2024-05-28 | Chg.-0.0912 | Type of yield | Investment Focus | Investment company |
---|---|---|---|---|
59.1211USD | -0.15% | reinvestment | Equity ETF Stocks | State Street Gl. Ad. ▶ |
Monthly performance
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2014 | - | - | - | - | - | - | -5.63 | 4.97 | -5.93 | 6.90 | -0.18 | 2.67 | - |
2015 | -2.71 | 6.00 | 1.91 | -2.61 | 2.39 | 0.69 | -1.02 | -6.05 | -5.28 | 5.64 | 3.29 | -5.13 | -3.79% |
2016 | -8.76 | 0.11 | 7.95 | 1.46 | 2.30 | -0.17 | 6.06 | 1.63 | 0.91 | -4.68 | 11.11 | 2.77 | +20.97% |
2017 | 0.41 | 1.91 | 0.05 | 1.08 | -2.10 | 3.32 | 0.73 | -1.29 | 6.17 | 0.85 | 2.82 | -0.51 | +13.98% |
2018 | 2.58 | -3.85 | 0.57 | 1.52 | 6.04 | 0.59 | 1.69 | 4.28 | -2.46 | -10.85 | 1.61 | -11.93 | -11.34% |
2019 | 11.32 | 5.09 | -2.18 | 3.35 | -7.88 | 7.05 | 0.66 | -4.96 | 1.98 | 2.70 | 4.02 | 2.81 | +24.98% |
2020 | -3.30 | -8.50 | -21.67 | 13.78 | 6.44 | 3.38 | 2.73 | 5.60 | -3.46 | 2.16 | 18.39 | 8.59 | +19.36% |
2021 | 5.10 | 6.21 | 1.04 | 2.10 | 0.19 | 1.91 | -3.61 | 2.20 | -2.95 | 4.21 | -4.16 | 2.16 | +14.70% |
2022 | -9.62 | 1.05 | 1.26 | -9.94 | 0.12 | -8.30 | 10.40 | -2.20 | -9.64 | 11.01 | 2.35 | -6.54 | -20.78% |
2023 | 9.73 | -1.73 | -4.81 | -1.81 | -1.07 | 8.09 | 6.10 | -5.03 | -5.93 | -6.87 | 8.97 | 12.14 | +16.27% |
2024 | -3.86 | 5.63 | 3.54 | -7.07 | 4.78 | - | - | - | - | - | - | - | - |
Calculated values
YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
---|---|---|---|---|---|
Volatility | 18.85% | 19.59% | 19.32% | 22.49% | 26.94% |
Sharpe ratio | 0.12 | 1.58 | 0.73 | -0.26 | 0.14 |
Best month | +12.14% | +12.14% | +12.14% | +12.14% | +18.39% |
Worst month | -7.07% | -7.07% | -7.07% | -9.94% | -21.67% |
Maximum loss | -8.53% | -8.53% | -18.06% | -32.05% | -41.84% |
Outperformance | -3.34% | - | -4.85% | -10.50% | -24.50% |
All quotes in USD
Performance
YTD | +2.38% | ||
---|---|---|---|
6 Months | +15.90% | ||
1 Year | +17.82% | ||
3 Years | -6.26% | ||
5 Years | +44.32% | ||
10 Years | - | ||
Since start | +93.72% | ||
Year | |||
2023 | +16.27% | ||
2022 | -20.78% | ||
2021 | +14.70% | ||
2020 | +19.36% | ||
2019 | +24.98% | ||
2018 | -11.34% | ||
2017 | +13.98% | ||
2016 | +20.97% | ||
2015 | -3.79% |