SPDR® SSGA Global Allocation ETF/ US78467V4005 /
| NAV09/05/2024 | Chg.+0.1923 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 43.2314USD | +0.45% | paying dividend | Mixed Fund Worldwide | State Street Gl. Ad. ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | - | - | - | -5.46 | 1.45 | -6.65 | 3.97 | -3.28 | -7.22 | 3.81 | 6.86 | -4.53 | - |
| 2023 | 5.85 | -3.41 | 2.25 | 1.30 | -1.83 | 3.90 | 2.63 | -2.40 | -3.65 | -2.05 | 6.43 | 4.44 | +13.48% |
| 2024 | -0.57 | 2.55 | 2.52 | -2.53 | 2.73 | - | - | - | - | - | - | - | - |
Single months: Dividends not considered
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 8.07% | 8.38% | 8.60% | -% | -% |
| Sharpe ratio | 1.25 | 3.11 | 1.03 | - | - |
| Best month | +4.44% | +6.43% | +6.43% | +6.86% | - |
| Worst month | -2.53% | -2.53% | -3.65% | -7.22% | - |
| Maximum loss | -3.34% | -3.34% | -8.61% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in USD
Performance
| YTD | +4.66% | ||
|---|---|---|---|
| 6 Months | +13.86% | ||
| 1 Year | +12.67% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +6.13% | ||
| Year | |||
| 2023 | +13.48% | ||
Dividends
| 19/03/2024 | 0.15 USD |
| 19/12/2023 | 0.14 USD |
| 19/09/2023 | 0.39 USD |
| 20/06/2023 | 0.40 USD |
| 21/03/2023 | 0.13 USD |
| 20/12/2022 | 0.55 USD |
| 20/09/2022 | 0.43 USD |
| 21/06/2022 | 0.39 USD |
| 22/03/2022 | 0.11 USD |
