SPDR S&P U.S. Energy Select Sector UCITS ETF (Acc)/ IE00BWBXM492 /
| NAV30/05/2024 | Chg.+0.1173 | Type de rendement | Focus sur l'investissement | Société de fonds |
|---|---|---|---|---|
| 34.4045USD | +0.34% | reinvestment | Equity ETF Stocks | State Street Gl. Ad. ▶ |
Performance mensuelle
| janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. | 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 | -2.68 | - | - | - | - | - | - | - | - |
Valeurs calculées
| CAD | 6 Mois | 1 An | 3 Ans | 5 Ans | |
|---|---|---|---|---|---|
| Volatilité | 15.50% | 15.84% | 17.98% | 27.58% | 36.13% |
| Ratio de Sharpe | 1.33 | 1.02 | 0.92 | 0.76 | 0.28 |
| Le meilleur mois | +10.55% | +10.55% | +10.55% | +24.92% | +31.15% |
| Le plus défavorable mois | -2.68% | -2.68% | -10.12% | -17.02% | -35.28% |
| Perte maximale | -7.48% | -7.48% | -13.12% | -26.15% | -61.42% |
| Surperformance | -1.33% | - | -0.91% | -2.65% | -8.04% |
Toutes les cotations dans USD
Performance
| CAD | +9.35% | ||
|---|---|---|---|
| 6 Mois | +9.41% | ||
| 1 An | +20.25% | ||
| 3 Ans | +94.18% | ||
| 5 Ans | +92.68% | ||
| 10 ans | - | ||
| Depuis le début | +70.41% | ||
| Année | |||
| 2023 | -1.16% | ||
| 2022 | +63.89% | ||
| 2021 | +52.53% | ||
| 2020 | -32.89% | ||
| 2019 | +11.49% | ||
| 2018 | -18.52% | ||
| 2017 | -1.49% | ||
| 2016 | +27.43% | ||
