SPDR S&P 500 Low Volatility UCITS ETF (Acc)/  IE00B802KR88  /

Fonds
NAV5/16/2024 Chg.+0.3792 Type of yield Investment Focus Investment company
72.8739USD +0.52% reinvestment Equity ETF Stocks State Street Gl. Ad. 
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2012 - - - - - - - - - - - -0.64 -
2013 4.94 2.63 4.77 3.77 -3.48 0.52 4.17 -4.89 1.90 4.51 1.14 1.07 +22.52%
2014 -2.55 3.66 2.01 1.89 0.97 2.08 -3.82 3.68 -0.93 4.84 2.78 1.11 +16.49%
2015 -0.50 1.45 -0.43 -2.02 0.87 -1.85 4.28 -4.05 -1.46 6.76 1.03 -0.18 +3.49%
2016 -1.78 0.96 5.89 -0.75 1.60 5.64 0.30 -1.93 -1.04 -2.29 0.48 2.49 +9.57%
2017 0.70 4.43 -0.12 1.05 2.62 -0.39 1.33 0.78 0.73 1.86 3.78 -1.17 +16.58%
2018 2.62 -4.30 -0.91 1.08 0.65 1.36 3.48 1.75 -0.43 -2.93 4.76 -7.01 -0.52%
2019 6.59 4.03 2.25 2.30 -1.02 3.68 1.01 2.35 2.12 -0.42 -0.03 1.67 +27.18%
2020 3.01 -9.59 -13.16 6.66 0.30 -0.44 7.38 2.82 -1.79 -2.92 6.11 2.07 -1.80%
2021 -1.83 -1.15 6.75 4.13 1.10 -0.03 3.66 1.69 -4.93 4.68 -1.39 9.57 +23.57%
2022 -4.58 -2.37 5.32 -2.35 -0.61 -4.33 4.17 -1.89 -8.40 6.92 5.75 -1.80 -5.31%
2023 -0.01 -3.34 1.51 2.61 -5.29 4.08 0.90 -3.02 -3.84 -0.47 5.26 2.28 +0.05%
2024 0.94 1.60 3.04 -3.09 3.50 - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 7.97% 8.56% 9.15% 12.60% 18.29%
Sharpe ratio 1.66 2.02 0.46 0.04 0.12
Best month +3.50% +5.26% +5.26% +9.57% +9.57%
Worst month -3.09% -3.09% -5.29% -8.40% -13.16%
Maximum loss -4.99% -4.99% -9.76% -17.47% -36.14%
Outperformance +0.59% - -8.70% -6.50% -0.84%
 
All quotes in USD

Performance

YTD  
+5.98%
6 Months  
+9.98%
1 Year  
+8.00%
3 Years  
+13.60%
5 Years  
+33.72%
10 Years  
+127.17%
Since start  
+193.52%
Year
2023  
+0.05%
2022
  -5.31%
2021  
+23.57%
2020
  -1.80%
2019  
+27.18%
2018
  -0.52%
2017  
+16.58%
2016  
+9.57%
2015  
+3.49%