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SPDR S&P U.S. Energy Select Sector UCITS ETF (Acc)/  IE00BWBXM492  /

Fonds
NAV06/06/2024 Chg.+0.1860 Type of yield Investment Focus Investment company
34.1976USD +0.55% reinvestment Equity ETF Stocks State Street Gl. Ad. ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2015 - - - - - - - -4.22 -7.21 11.08 -0.13 -10.51 -
2016 -3.40 -2.86 9.98 8.95 -0.91 2.71 -1.26 1.62 3.64 -2.86 8.47 1.63 +27.43%
2017 -3.24 -2.09 -1.45 -3.02 -3.60 -0.22 2.66 -5.54 10.06 -0.78 1.70 5.03 -1.49%
2018 3.72 -10.87 1.69 9.41 2.92 0.60 1.43 -3.47 2.46 -11.36 -1.69 -12.49 -18.52%
2019 11.22 2.22 2.16 0.13 -11.26 9.23 -1.75 -8.31 3.36 -1.70 1.65 6.29 +11.49%
2020 -11.02 -14.53 -35.28 31.15 1.92 -1.07 -4.88 -1.18 -14.56 -4.51 28.26 4.82 -32.89%
2021 3.76 22.57 2.62 0.73 5.83 4.28 -8.50 -1.93 9.04 10.20 -5.30 2.95 +52.53%
2022 18.86 6.97 9.34 -1.51 15.85 -17.02 9.45 2.77 -9.70 24.92 1.26 -3.09 +63.89%
2023 2.73 -6.93 -0.07 2.74 -10.12 6.88 7.82 1.57 2.39 -5.77 -0.86 0.06 -1.16%
2024 -0.53 3.12 10.55 -0.92 -0.31 -2.96 - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 16.15% 16.38% 17.94% 27.56% 36.14%
Sharpe ratio 1.10 1.38 0.71 0.66 0.27
Best month +10.55% +10.55% +10.55% +24.92% +31.15%
Worst month -2.96% -2.96% -5.77% -17.02% -35.28%
Maximum loss -8.23% -8.23% -13.12% -26.15% -61.42%
Outperformance -1.33% - -0.91% -2.65% -8.04%
 
All quotes in USD

Performance

YTD  
+8.69%
6 Months  
+12.37%
1 Year  
+16.53%
3 Years  
+81.32%
5 Years  
+87.85%
10 Years     -
Since start  
+69.39%
Year
2023
  -1.16%
2022  
+63.89%
2021  
+52.53%
2020
  -32.89%
2019  
+11.49%
2018
  -18.52%
2017
  -1.49%
2016  
+27.43%