SPDR S&P U.S. Utilities Select Sector UCITS ETF (Acc)/ IE00BWBXMB69 /
| NAV29/08/2024 | Chg.+0.2478 | Type de rendement | Focus sur l'investissement | Société de fonds |
|---|---|---|---|---|
| 45.6910USD | +0.55% | reinvestment | Equity ETF Stocks | State Street Gl. Ad. ▶ |
Performance mensuelle
| janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. | 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 | -5.54 | 6.75 | 4.00 | - | - | - | - | - |
Valeurs calculées
| CAD | 6 Mois | 1 An | 3 Ans | 5 Ans | |
|---|---|---|---|---|---|
| Volatilité | 14.89% | 14.06% | 16.68% | 17.88% | 22.72% |
| Ratio de Sharpe | 2.03 | 3.52 | 1.11 | 0.14 | 0.14 |
| Le meilleur mois | +8.85% | +8.85% | +8.85% | +10.30% | +10.41% |
| Le plus défavorable mois | -5.54% | -5.54% | -6.24% | -11.36% | -11.36% |
| Perte maximale | -7.73% | -6.43% | -13.22% | -25.70% | -36.18% |
| Surperformance | +5.88% | - | +1.68% | -3.32% | - |
Toutes les cotations dans USD
Performance
| CAD | +21.07% | ||
|---|---|---|---|
| 6 Mois | +23.60% | ||
| 1 An | +22.03% | ||
| 3 Ans | +19.28% | ||
| 5 Ans | +38.39% | ||
| 10 ans | - | ||
| Depuis le début | +66.51% | ||
| Année | |||
| 2023 | -7.64% | ||
| 2022 | +0.98% | ||
| 2021 | +16.95% | ||
| 2020 | -0.03% | ||
| 2019 | +25.40% | ||
| 2018 | +3.42% | ||
