SPDR MSCI Europe Energy UCITS ETF/ IE00BKWQ0F09 /
| NAV2024-08-01 | Chg.-2.0229 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 204.9865EUR | -0.98% | reinvestment | Equity Europe | State Street Gl. Ad. ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2015 | - | - | - | - | - | - | - | - | - | 12.17 | 3.11 | -10.87 | - |
| 2016 | -1.82 | 2.43 | 0.48 | 7.58 | -1.76 | 7.95 | -4.11 | 0.24 | 1.03 | 2.96 | 3.89 | 10.34 | +32.13% |
| 2017 | -5.51 | 0.01 | 1.70 | -2.27 | 1.42 | -5.36 | 1.87 | -0.89 | 8.57 | 5.20 | -1.12 | 2.12 | +4.98% |
| 2018 | 0.84 | -3.63 | -0.61 | 13.21 | 3.04 | 0.92 | 1.06 | -2.79 | 5.56 | -4.93 | -6.17 | -5.08 | -0.15% |
| 2019 | 7.01 | 3.35 | 2.42 | -0.06 | -4.91 | 3.28 | -1.34 | -6.93 | 6.69 | -2.01 | 0.70 | 1.74 | +9.33% |
| 2020 | -7.20 | -14.06 | -16.24 | -1.87 | -1.66 | 0.11 | -8.40 | 3.06 | -11.74 | -6.31 | 33.12 | 2.17 | -31.47% |
| 2021 | 2.63 | 10.39 | 1.69 | -3.27 | 3.23 | 3.59 | -3.23 | 2.16 | 13.49 | 3.56 | -6.52 | 5.14 | +36.06% |
| 2022 | 13.30 | -0.47 | 5.66 | 3.49 | 10.72 | -10.83 | 3.91 | 3.52 | -5.08 | 11.97 | 5.17 | -5.97 | +37.63% |
| 2023 | 0.81 | 5.65 | -7.26 | 4.23 | -8.48 | 4.10 | 3.89 | 3.19 | 7.25 | -0.85 | -1.13 | -1.40 | +9.02% |
| 2024 | -1.83 | -1.10 | 6.93 | 5.72 | -1.56 | -1.56 | -0.73 | -0.98 | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 14.36% | 14.21% | 15.68% | 24.14% | 30.86% |
| Sharpe ratio | 0.30 | 0.50 | 0.59 | 0.79 | 0.15 |
| Best month | +6.93% | +6.93% | +7.25% | +13.49% | +33.12% |
| Worst month | -1.83% | -1.56% | -1.83% | -10.83% | -16.24% |
| Maximum loss | -9.47% | -9.47% | -12.21% | -19.15% | -56.51% |
| Outperformance | +3.37% | - | +2.49% | +7.92% | +16.91% |
All quotes in EUR
Performance
| YTD | +4.54% | ||
|---|---|---|---|
| 6 Months | +5.25% | ||
| 1 Year | +12.86% | ||
| 3 Years | +84.66% | ||
| 5 Years | +49.24% | ||
| 10 Years | - | ||
| Since start | +135.70% | ||
| Year | |||
| 2023 | +9.02% | ||
| 2022 | +37.63% | ||
| 2021 | +36.06% | ||
| 2020 | -31.47% | ||
| 2019 | +9.33% | ||
| 2018 | -0.15% | ||
| 2017 | +4.98% | ||
| 2016 | +32.13% | ||
