SPDR MSCI Europe Energy UCITS ETF/ IE00BKWQ0F09 /
| NAV08/07/2024 | Chg.-2.6020 | Type de rendement | Focus sur l'investissement | Société de fonds |
|---|---|---|---|---|
| 209.8513EUR | -1.22% | reinvestment | Equity Europe | State Street Gl. Ad. ▶ |
Performance mensuelle
| janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. | 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 | 0.63 | - | - | - | - | - | - |
Valeurs calculées
| CAD | 6 Mois | 1 An | 3 Ans | 5 Ans | |
|---|---|---|---|---|---|
| Volatilité | 14.33% | 14.52% | 15.83% | 24.41% | 30.84% |
| Ratio de Sharpe | 0.72 | 0.97 | 1.05 | 0.79 | 0.14 |
| Le meilleur mois | +6.93% | +6.93% | +7.25% | +13.49% | +33.12% |
| Le plus défavorable mois | -1.83% | -1.83% | -1.83% | -10.83% | -16.24% |
| Perte maximale | -9.47% | -9.47% | -12.21% | -19.15% | -56.51% |
| Surperformance | +3.37% | - | +2.49% | +7.92% | +16.91% |
Toutes les cotations dans EUR
Performance
| CAD | +7.02% | ||
|---|---|---|---|
| 6 Mois | +8.49% | ||
| 1 An | +20.28% | ||
| 3 Ans | +86.20% | ||
| 5 Ans | +46.51% | ||
| 10 ans | - | ||
| Depuis le début | +141.29% | ||
| Année | |||
| 2023 | +9.02% | ||
| 2022 | +37.63% | ||
| 2021 | +36.06% | ||
| 2020 | -31.47% | ||
| 2019 | +9.33% | ||
| 2018 | -0.15% | ||
| 2017 | +4.98% | ||
| 2016 | +32.13% | ||
