SPDR S&P US Energy Sel.Se.UE USD/ IE00BWBXM492 /
NAV2024-03-27 | Chg.+0.3284 | Type of yield | Investment Focus | Investment company |
---|---|---|---|---|
35.2807USD | +0.94% | 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 | 9.32 | - | - | - | - | - | - | - | - | - | - |
Calculated values
YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
---|---|---|---|---|---|
Volatility | 15.67% | 18.56% | 19.63% | 28.11% | 36.15% |
Sharpe ratio | 3.80 | 0.10 | 0.86 | 0.85 | 0.23 |
Best month | +9.32% | +9.32% | +9.32% | +24.92% | +31.15% |
Worst month | -0.53% | -5.77% | -10.12% | -17.02% | -35.28% |
Maximum loss | -7.23% | -12.69% | -13.12% | -26.15% | -63.47% |
Outperformance | -1.33% | - | -0.91% | -2.65% | -8.04% |
All quotes in USD
Performance
YTD | +12.13% | ||
---|---|---|---|
6 Months | +2.85% | ||
1 Year | +20.81% | ||
3 Years | +108.83% | ||
5 Years | +78.79% | ||
Since start | +74.75% | ||
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% |