SPDR S&P 500 Low Volatility UCITS ETF (Acc)/ IE00B802KR88 /
| NAV5/9/2025 | Chg.-0.1012 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 81.2627USD | -0.12% | reinvestment | Equity ETF Stocks | SSGA Europe ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2012 | - | - | - | - | - | - | - | - | - | - | -0.36 | -0.63 | - |
| 2013 | 4.95 | 2.62 | 4.78 | 3.75 | -3.48 | 0.53 | 4.18 | -4.89 | 1.88 | 4.52 | 1.13 | 1.05 | +22.52% |
| 2014 | -2.54 | 3.68 | 2.00 | 1.90 | 0.96 | 2.09 | -3.82 | 3.66 | -0.91 | 4.81 | 2.79 | 1.13 | +16.52% |
| 2015 | -0.50 | 1.43 | -0.42 | -2.03 | 0.88 | -1.86 | 4.27 | -4.04 | -1.46 | 6.75 | 1.04 | -0.19 | +3.47% |
| 2016 | -1.78 | 0.96 | 5.89 | -0.75 | 1.61 | 5.64 | 0.31 | -1.93 | -1.06 | -2.28 | 0.48 | 2.50 | +9.59% |
| 2017 | 0.69 | 4.43 | -0.14 | 1.06 | 2.60 | -0.39 | 1.34 | 0.79 | 0.73 | 1.86 | 3.78 | -1.17 | +16.57% |
| 2018 | 2.62 | -4.31 | -0.90 | 1.07 | 0.67 | 1.35 | 3.48 | 1.75 | -0.42 | -2.94 | 4.76 | -7.02 | -0.53% |
| 2019 | 6.59 | 4.03 | 2.24 | 2.31 | -1.03 | 3.69 | 1.00 | 2.35 | 2.13 | -0.42 | -0.03 | 1.67 | +27.18% |
| 2020 | 3.03 | -9.61 | -13.16 | 6.68 | 0.29 | -0.43 | 7.38 | 2.82 | -1.79 | -2.92 | 6.10 | 2.07 | -1.79% |
| 2021 | -1.82 | -1.14 | 6.74 | 4.14 | 1.10 | -0.03 | 3.65 | 1.69 | -4.93 | 4.69 | -1.40 | 9.57 | +23.58% |
| 2022 | -4.59 | -2.37 | 5.32 | -2.36 | -0.60 | -4.33 | 4.17 | -1.90 | -8.39 | 6.91 | 5.76 | -1.80 | -5.30% |
| 2023 | -0.01 | -3.35 | 1.52 | 2.60 | -5.29 | 4.08 | 0.91 | -3.02 | -3.84 | -0.47 | 5.26 | 2.28 | +0.04% |
| 2024 | 0.95 | 1.58 | 3.05 | -3.10 | 2.41 | -0.21 | 4.35 | 5.13 | 1.01 | -0.93 | 5.47 | -6.34 | +13.50% |
| 2025 | 2.05 | 4.59 | 0.32 | -2.35 | -0.40 | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 16.75% | 15.06% | 12.45% | 12.77% | 12.76% |
| Sharpe ratio | 0.60 | -0.21 | 0.86 | 0.29 | 0.61 |
| Best month | +4.59% | +5.47% | +5.47% | +6.91% | +9.57% |
| Worst month | -6.34% | -6.34% | -6.34% | -8.39% | -8.39% |
| Maximum loss | -9.13% | -9.13% | -9.13% | -14.89% | -17.47% |
| Outperformance | +0.59% | - | -8.70% | -6.50% | -0.84% |
All quotes in USD
Performance
| YTD | +4.13% | ||
|---|---|---|---|
| 6 Months | -0.54% | ||
| 1 Year | +12.85% | ||
| 3 Years | +18.42% | ||
| 5 Years | +60.28% | ||
| 10 Years | +129.56% | ||
| Since start | +218.30% | ||
| Year | |||
| 2024 | +13.50% | ||
| 2023 | +0.04% | ||
| 2022 | -5.30% | ||
| 2021 | +23.58% | ||
| 2020 | -1.79% | ||
| 2019 | +27.18% | ||
| 2018 | -0.53% | ||
| 2017 | +16.57% | ||
| 2016 | +9.59% | ||
