SPDR S&P U.S. Utilities Select Sector UCITS ETF (Acc)/  IE00BWBXMB69  /

Fonds
NAV6/19/2024 Chg.-0.0001 Type of yield Investment Focus Investment company
41.4435USD 0.00% reinvestment Equity ETF Stocks State Street Gl. Ad. 
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2017 - - - - - - - - -2.78 3.85 2.66 -6.17 -
2018 -3.05 -3.94 0.58 5.22 -1.24 2.71 1.84 1.02 -0.65 1.94 3.47 -4.05 +3.42%
2019 3.40 4.04 2.82 0.90 -0.85 3.24 -0.31 5.06 4.18 -0.78 -1.92 3.36 +25.40%
2020 6.60 -9.92 -9.93 3.19 4.29 -4.71 7.77 -2.72 1.06 5.01 0.65 0.66 -0.03%
2021 -0.93 -6.16 10.41 4.25 -2.44 -2.21 4.29 3.88 -6.18 4.70 -1.73 9.54 +16.95%
2022 -3.28 -1.94 10.30 -4.26 4.21 -4.98 5.46 0.44 -11.36 2.03 6.90 -0.58 +0.98%
2023 -2.01 -5.96 4.88 1.84 -5.93 1.60 2.44 -6.24 -5.66 1.26 5.04 1.86 -7.64%
2024 -3.03 1.01 6.55 1.63 8.85 -4.88 - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 15.45% 15.24% 16.81% 17.83% 22.67%
Sharpe ratio 1.21 1.06 0.12 0.06 0.07
Best month +8.85% +8.85% +8.85% +10.30% +10.41%
Worst month -4.88% -4.88% -6.24% -11.36% -11.36%
Maximum loss -7.73% -7.73% -17.42% -25.70% -36.18%
Outperformance +5.88% - +1.68% -3.32% -
 
All quotes in USD

Performance

YTD  
+9.82%
6 Months  
+9.43%
1 Year  
+5.75%
3 Years  
+15.08%
5 Years  
+29.92%
10 Years     -
Since start  
+51.03%
Year
2023
  -7.64%
2022  
+0.98%
2021  
+16.95%
2020
  -0.03%
2019  
+25.40%
2018  
+3.42%