SPDR S&P US Energy Sel.Se.UE USD/ IE00BWBXM492 /
| NAV6/5/2023 | Chg.-0.1802 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 29.1253USD | -0.61% | 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 | 3.69 | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 26.34% | 26.46% | 32.40% | 34.66% | 36.47% |
| Sharpe ratio | -0.86 | -0.69 | -0.36 | 0.66 | 0.06 |
| Best month | +3.69% | +3.69% | +24.92% | +28.26% | +31.15% |
| Worst month | -10.12% | -10.12% | -17.02% | -17.02% | -35.28% |
| Maximum loss | -17.37% | -17.37% | -26.15% | -39.58% | -67.35% |
| Outperformance | -1.33% | - | -0.91% | -2.65% | -8.04% |
All quotes in USD
Performance
| YTD | -8.51% | ||
|---|---|---|---|
| 6 Months | -7.70% | ||
| 1 Year | -7.99% | ||
| 3 Years | +101.18% | ||
| 5 Years | +32.59% | ||
| Since start | +44.26% | ||
| Year | |||
| 2022 | +63.89% | ||
| 2021 | +52.53% | ||
| 2020 | -32.89% | ||
| 2019 | +11.49% | ||
| 2018 | -18.52% | ||
| 2017 | -1.49% | ||
| 2016 | +27.43% | ||