SPDR S&P 400 U.S. Mid Cap UCITS ETF (Acc)/  IE00B4YBJ215  /

Fonds
NAV5/16/2024 Chg.-0.7798 Type of yield Investment Focus Investment company
91.9239USD -0.84% reinvestment Equity ETF Stocks State Street Gl. Ad. 
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2012 - - - - - - - - - - - 2.09 -
2013 7.17 0.94 4.74 0.56 2.20 -1.87 6.13 -3.79 5.15 3.66 1.28 3.03 +32.70%
2014 -2.16 4.83 0.33 -1.59 1.74 4.08 -4.30 5.02 -4.59 3.53 1.80 0.76 +9.19%
2015 -1.18 5.07 1.26 -1.54 1.74 -1.37 0.09 -5.00 -3.91 5.59 1.30 -4.22 -2.77%
2016 -5.73 1.35 8.44 1.23 2.26 0.34 4.24 0.44 -0.70 -2.73 7.93 2.12 +19.96%
2017 1.64 2.58 -0.42 0.80 -0.53 1.57 0.84 -1.58 3.87 2.21 3.60 0.17 +15.60%
2018 2.84 -4.48 -0.77 1.36 4.06 0.35 1.72 3.15 -1.15 -9.58 3.06 -11.35 -11.60%
2019 10.41 4.19 -0.61 3.98 -8.02 7.59 1.15 -4.23 2.99 1.08 2.91 2.74 +25.47%
2020 -2.66 -9.53 -20.27 14.12 7.26 1.20 4.54 3.46 -3.30 2.13 14.22 6.46 +12.97%
2021 1.47 6.76 4.63 4.47 0.15 -1.08 0.31 1.90 -4.06 5.85 -2.95 5.03 +24.10%
2022 -7.25 1.07 1.34 -7.15 0.68 -9.67 10.78 -3.15 -9.25 10.47 6.02 -5.60 -13.63%
2023 9.18 -1.82 -3.26 -0.82 -3.24 9.09 4.08 -2.94 -5.32 -5.38 8.46 8.65 +15.78%
2024 -1.76 5.88 5.55 -6.05 5.41 - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 14.17% 14.56% 15.62% 19.72% 24.57%
Sharpe ratio 1.52 2.86 1.42 0.04 0.28
Best month +8.65% +8.65% +9.09% +10.78% +14.22%
Worst month -6.05% -6.05% -6.05% -9.67% -20.27%
Maximum loss -7.22% -7.22% -14.51% -23.94% -42.03%
Outperformance -0.29% - +7.15% -15.57% -27.68%
 
All quotes in USD

Performance

YTD  
+8.72%
6 Months  
+20.43%
1 Year  
+26.06%
3 Years  
+14.19%
5 Years  
+65.74%
10 Years  
+146.23%
Since start  
+242.08%
Year
2023  
+15.78%
2022
  -13.63%
2021  
+24.10%
2020  
+12.97%
2019  
+25.47%
2018
  -11.60%
2017  
+15.60%
2016  
+19.96%
2015
  -2.77%