SPDR S&P U.S. Energy Select Sector UCITS ETF (Acc)/ IE00BWBXM492 /
NAV05/06/2024 | Diferencia-0.0055 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
---|---|---|---|---|
34.0116USD | -0.02% | reinvestment | Equity ETF Stocks | State Street Gl. Ad. ▶ |
Rendimiento mensual
ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | 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 | -3.49 | - | - | - | - | - | - | - |
Valores estimados
Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
---|---|---|---|---|---|
Volatilidad | 16.21% | 16.55% | 17.95% | 27.58% | 36.14% |
Índice de Sharpe | 1.01 | 1.04 | 0.72 | 0.65 | 0.27 |
El mes mejor | +10.55% | +10.55% | +10.55% | +24.92% | +31.15% |
El mes peor | -3.49% | -3.49% | -5.77% | -17.02% | -35.28% |
Pérdida máxima | -8.23% | -8.23% | -13.12% | -26.15% | -61.42% |
Rendimiento superior | -1.33% | - | -0.91% | -2.65% | -8.04% |
Todas las cotizaciones en USD
Performance
Año hasta la fecha | +8.10% | ||
---|---|---|---|
6 Meses | +9.93% | ||
Promedio móvil | +16.78% | ||
3 Años | +80.33% | ||
5 Años | +90.07% | ||
10 Años | - | ||
Desde el principio | +68.47% | ||
Año | |||
2023 | -1.16% | ||
2022 | +63.89% | ||
2021 | +52.53% | ||
2020 | -32.89% | ||
2019 | +11.49% | ||
2018 | -18.52% | ||
2017 | -1.49% | ||
2016 | +27.43% |