SPDR MSCI Emerging Markets Small Cap UCITS ETF (EMSM.L)
EMSM.L is a passive ETF by State Street Global Advisors Europe Limited tracking the investment results of the MSCI Emerging Markets SMID NR USD. EMSM.L launched on May 13, 2011 and has a 0.55% expense ratio.
ETF Info
IE00B48X4842
A1JJTF
May 13, 2011
1x
MSCI Emerging Markets SMID NR USD
Ireland
Accumulating
Mid-Cap
Blend
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in SPDR MSCI Emerging Markets Small Cap UCITS ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
SPDR MSCI Emerging Markets Small Cap UCITS ETF had a return of 3.01% year-to-date (YTD) and 5.86% in the last 12 months. Over the past 10 years, SPDR MSCI Emerging Markets Small Cap UCITS ETF had an annualized return of 7.38%, while the S&P 500 had an annualized return of 11.16%, indicating that SPDR MSCI Emerging Markets Small Cap UCITS ETF did not perform as well as the benchmark.
EMSM.L
3.01%
-3.60%
-4.38%
5.86%
9.29%
7.38%
^GSPC (Benchmark)
23.62%
0.54%
11.19%
30.63%
13.61%
11.16%
Monthly Returns
The table below presents the monthly returns of EMSM.L, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -0.27% | 2.46% | 1.04% | 2.12% | -0.61% | 4.00% | -1.52% | -2.92% | 1.09% | 0.36% | 3.01% | ||
| 2023 | 4.23% | -0.92% | -1.20% | -1.70% | 1.47% | 3.31% | 4.67% | 0.14% | 1.18% | -4.64% | 5.74% | 2.72% | 15.48% |
| 2022 | -3.01% | -2.11% | 4.29% | -0.71% | -2.46% | -6.69% | 2.64% | 6.59% | -5.33% | -3.39% | 5.99% | -1.38% | -6.41% |
| 2021 | -0.43% | 3.39% | 3.19% | 4.28% | 0.45% | 5.30% | -1.42% | 1.39% | -0.20% | -1.41% | 0.53% | 0.91% | 16.89% |
| 2020 | -5.16% | -3.83% | -18.95% | 11.03% | 4.93% | 8.56% | 1.69% | 3.38% | 2.00% | -1.82% | 10.87% | 6.41% | 16.12% |
| 2019 | 2.96% | -1.91% | 3.42% | -0.19% | -1.53% | 3.00% | 2.10% | -4.95% | 1.53% | -1.78% | -0.28% | 3.58% | 5.70% |
| 2018 | 0.05% | -1.72% | -2.18% | 1.53% | 1.60% | -5.90% | 2.68% | -2.14% | -2.40% | -8.78% | 5.51% | -1.39% | -13.10% |
| 2017 | 3.89% | 6.14% | 1.48% | -1.51% | 1.13% | -0.66% | 2.15% | 4.65% | -4.27% | 4.17% | -0.65% | 4.89% | 22.98% |
| 2016 | -2.25% | 2.32% | 5.96% | -1.58% | -2.65% | 12.72% | 5.98% | 2.59% | 2.95% | 4.31% | -7.61% | 1.04% | 24.73% |
| 2015 | 4.58% | 0.73% | 3.93% | 5.36% | -0.23% | -7.83% | -5.52% | -7.93% | 1.77% | 2.46% | 1.16% | 0.82% | -1.88% |
| 2014 | -3.76% | 2.68% | 3.19% | -1.46% | 3.59% | 0.03% | 0.77% | 4.96% | -3.34% | -0.77% | 0.85% | -2.15% | 4.26% |
| 2013 | 9.53% | 1.04% | 4.75% | -0.49% | 1.61% | -9.59% | 0.96% | -5.69% | 2.51% | 4.44% | -2.78% | -1.54% | 3.41% |
Expense Ratio
EMSM.L features an expense ratio of 0.55%, falling within the medium range.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of EMSM.L is 19, indicating that it is in the bottom 19% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for SPDR MSCI Emerging Markets Small Cap UCITS ETF (EMSM.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the SPDR MSCI Emerging Markets Small Cap UCITS ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the SPDR MSCI Emerging Markets Small Cap UCITS ETF was 37.81%, occurring on Mar 23, 2020. Recovery took 180 trading sessions.
The current SPDR MSCI Emerging Markets Small Cap UCITS ETF drawdown is 6.07%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -37.81% | Jan 8, 2018 | 560 | Mar 23, 2020 | 180 | Dec 7, 2020 | 740 |
| -31.27% | Apr 14, 2015 | 93 | Aug 24, 2015 | 241 | Aug 5, 2016 | 334 |
| -18.93% | May 23, 2013 | 173 | Jan 27, 2014 | 300 | Apr 2, 2015 | 473 |
| -15.33% | Oct 19, 2011 | 3 | Dec 20, 2011 | 3 | Feb 29, 2012 | 6 |
| -14.64% | Nov 16, 2021 | 149 | Jun 23, 2022 | 301 | Sep 4, 2023 | 450 |
Volatility
Volatility Chart
The current SPDR MSCI Emerging Markets Small Cap UCITS ETF volatility is 3.14%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.