SPDR S&P U.S. Financials Select Sector UCITS ETF (Acc)/ IE00BWBXM500 /
| NAV9/19/2024 | Chg.+0.6117 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 52.9062USD | +1.17% | reinvestment | Equity ETF Stocks | State Street Gl. Ad. ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2015 | - | - | - | - | - | - | - | -6.11 | -3.75 | 6.18 | 1.83 | -2.18 | - |
| 2016 | -8.87 | -2.99 | 7.19 | 3.35 | 1.97 | -3.27 | 3.50 | 3.76 | -2.77 | 2.26 | 13.84 | 3.86 | +21.98% |
| 2017 | 0.21 | 5.14 | -2.79 | -0.87 | -1.25 | 6.38 | 1.69 | -1.65 | 5.11 | 2.90 | 3.44 | 1.92 | +21.63% |
| 2018 | 6.43 | -2.82 | -6.86 | 2.30 | -0.94 | -1.94 | 5.23 | 1.34 | -2.25 | -4.75 | 2.75 | -11.26 | -13.35% |
| 2019 | 8.76 | 2.37 | -2.64 | 8.95 | -7.19 | 6.68 | 2.41 | -4.87 | 4.59 | 2.37 | 4.98 | 2.64 | +31.42% |
| 2020 | -2.62 | -11.20 | -21.29 | 9.51 | 2.66 | -0.35 | 3.71 | 4.23 | -3.50 | -0.86 | 16.81 | 6.22 | -2.17% |
| 2021 | -1.73 | 11.44 | 5.76 | 6.52 | 4.75 | -2.99 | -0.47 | 5.09 | -1.87 | 7.25 | -5.70 | 3.28 | +34.39% |
| 2022 | 0.02 | -1.39 | -0.22 | -9.88 | 2.68 | -10.91 | 7.15 | -2.04 | -7.78 | 11.93 | 6.98 | -5.25 | -10.89% |
| 2023 | 6.82 | -2.32 | -9.54 | 3.13 | -4.35 | 6.65 | 4.80 | -2.68 | -3.16 | -2.50 | 10.84 | 5.35 | +11.67% |
| 2024 | 3.00 | 4.11 | 4.74 | -4.20 | 3.11 | -0.91 | 6.46 | 4.48 | -0.08 | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 12.19% | 13.22% | 12.67% | 18.73% | 25.87% |
| Sharpe ratio | 2.37 | 1.58 | 2.32 | 0.31 | 0.32 |
| Best month | +6.46% | +6.46% | +10.84% | +11.93% | +16.81% |
| Worst month | -4.20% | -4.20% | -4.20% | -10.91% | -21.29% |
| Maximum loss | -6.73% | -6.73% | -9.45% | -26.04% | -42.92% |
| Outperformance | +9.63% | - | +9.59% | +24.14% | - |
All quotes in USD
Performance
| YTD | +22.18% | ||
|---|---|---|---|
| 6 Months | +11.61% | ||
| 1 Year | +32.85% | ||
| 3 Years | +30.30% | ||
| 5 Years | +74.69% | ||
| 10 Years | - | ||
| Since start | +164.18% | ||
| Year | |||
| 2023 | +11.67% | ||
| 2022 | -10.89% | ||
| 2021 | +34.39% | ||
| 2020 | -2.17% | ||
| 2019 | +31.42% | ||
| 2018 | -13.35% | ||
| 2017 | +21.63% | ||
| 2016 | +21.98% | ||
