SPDR® S&P Insurance ETF/ US78464A7899 /
| NAV9/12/2024 | Chg.+0.5378 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 55.2929USD | +0.98% | paying dividend | Equity ETF Stocks | State Street Gl. Ad. ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | - | - | - | -7.31 | 3.55 | -5.67 | 0.67 | -0.09 | -4.68 | 14.45 | 3.11 | -3.29 | - |
| 2023 | 6.10 | -0.35 | -8.70 | 2.66 | -5.65 | 7.52 | 3.98 | 0.07 | 0.37 | 0.40 | 5.96 | 0.37 | +12.12% |
| 2024 | 5.14 | 4.70 | 5.15 | -6.81 | 5.46 | -2.24 | 8.66 | 4.24 | -2.14 | - | - | - | - |
Single months: Dividends not considered
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 13.14% | 14.30% | 13.38% | -% | -% |
| Sharpe ratio | 2.40 | 1.27 | 2.00 | - | - |
| Best month | +8.66% | +8.66% | +8.66% | +14.45% | - |
| Worst month | -6.81% | -6.81% | -6.81% | -8.70% | - |
| Maximum loss | -8.37% | -8.37% | -8.37% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in USD
Performance
| YTD | +23.26% | ||
|---|---|---|---|
| 6 Months | +10.38% | ||
| 1 Year | +30.19% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +45.53% | ||
| Year | |||
| 2023 | +12.12% | ||
Dividends
| 6/24/2024 | 0.18 USD |
| 3/18/2024 | 0.19 USD |
| 12/18/2023 | 0.22 USD |
| 9/18/2023 | 0.16 USD |
| 6/20/2023 | 0.15 USD |
| 3/20/2023 | 0.13 USD |
| 12/19/2022 | 0.27 USD |
| 9/19/2022 | 0.17 USD |
| 6/21/2022 | 0.18 USD |
| 3/21/2022 | 0.15 USD |
