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SPDR MSCI Europe Energy UCITS ETF/  IE00BKWQ0F09  /

Fonds
NAV11/14/2024 Chg.+3.8918 Type of yield Investment Focus Investment company
189.0397EUR +2.10% reinvestment Equity Europe SSGA Europe ▶
 

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 -2.91 -6.93 -0.13 1.19 - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 16.60% 17.86% 16.53% 24.10% 30.89%
Sharpe ratio -0.43 -1.43 -0.49 0.39 0.09
Best month +6.93% +1.19% +6.93% +13.30% +33.12%
Worst month -6.93% -6.93% -6.93% -10.83% -16.24%
Maximum loss -16.90% -13.99% -16.90% -19.15% -56.51%
Outperformance +3.37% - +2.49% +7.92% +16.91%
 
All quotes in EUR

Performance

YTD
  -3.59%
6 Months
  -12.06%
1 Year
  -5.10%
3 Years  
+42.36%
5 Years  
+32.64%
10 Years     -
Since start  
+117.36%
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%