SPDR MSCI Europe Energy UCITS ETF (ENGE.L)
ENGE.L is a passive ETF by State Street tracking the investment results of the MSCI World/Energy NR USD. ENGE.L launched on Dec 5, 2014 and has a 0.18% expense ratio.
ETF Info
| ISIN | IE00BKWQ0F09 |
|---|---|
| WKN | A1191P |
| Issuer | State Street |
| Inception Date | Dec 5, 2014 |
| Category | Energy Equities |
| Index Tracked | MSCI World/Energy NR USD |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Value |
Expense Ratio
The SPDR MSCI Europe Energy UCITS ETF features an expense ratio of 0.18%, falling within the medium range.
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: ENGE.L vs. IXC, ENGE.L vs. GUNR, ENGE.L vs. SWRD.L
Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in SPDR MSCI Europe Energy 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 Europe Energy UCITS ETF had a return of 9.69% year-to-date (YTD) and 14.65% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 9.69% | 5.84% |
| 1 month | 6.45% | -2.98% |
| 6 months | 5.24% | 22.02% |
| 1 year | 14.65% | 24.47% |
| 5 years (annualized) | N/A | 11.44% |
| 10 years (annualized) | N/A | 10.46% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -3.42% | -0.81% | 7.02% | |||||||||
| 2023 | 8.67% | -0.64% | -2.50% | -0.32% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
SPDR MSCI Europe Energy UCITS ETF(ENGE.L)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for SPDR MSCI Europe Energy UCITS ETF (ENGE.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.
Worst Drawdowns
The table below displays the maximum drawdowns of the SPDR MSCI Europe Energy 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 Europe Energy UCITS ETF was 19.27%, occurring on Jul 14, 2022. Recovery took 73 trading sessions.
The current SPDR MSCI Europe Energy UCITS ETF drawdown is 1.97%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -19.27% | Jun 9, 2022 | 26 | Jul 14, 2022 | 73 | Oct 27, 2022 | 99 |
| -16.19% | Feb 17, 2023 | 69 | May 31, 2023 | 75 | Sep 14, 2023 | 144 |
| -13.34% | Oct 20, 2023 | 64 | Jan 22, 2024 | 52 | Apr 5, 2024 | 116 |
| -7.73% | Nov 7, 2022 | 30 | Dec 16, 2022 | 36 | Feb 9, 2023 | 66 |
| -6.67% | Apr 20, 2022 | 4 | Apr 25, 2022 | 5 | May 3, 2022 | 9 |
Volatility
Volatility Chart
The current SPDR MSCI Europe Energy UCITS ETF volatility is 5.51%, 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.