SPDR MSCI World Energy UCITS ETF (ENGW.L)
ENGW.L is a passive ETF by State Street tracking the investment results of the MSCI World/Energy NR USD. ENGW.L launched on Apr 29, 2016 and has a 0.30% expense ratio.
ETF Info
| ISIN | IE00BYTRR863 |
|---|---|
| WKN | A2AGZ1 |
| Issuer | State Street |
| Inception Date | Apr 29, 2016 |
| 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 World Energy UCITS ETF has a high expense ratio of 0.30%, indicating higher-than-average management fees.
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: ENGW.L vs. BRK-B, ENGW.L vs. FILL, ENGW.L vs. ENGY.L, ENGW.L vs. IXC, ENGW.L vs. GUNR
Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in SPDR MSCI World 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 World Energy UCITS ETF had a return of 14.38% year-to-date (YTD) and 15.88% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 14.38% | 5.84% |
| 1 month | 4.67% | -2.98% |
| 6 months | 7.99% | 22.02% |
| 1 year | 15.88% | 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 | -0.23% | 1.61% | 8.73% | |||||||||
| 2023 | 7.05% | -4.36% | -4.46% | 0.31% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
SPDR MSCI World Energy UCITS ETF(ENGW.L)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for SPDR MSCI World Energy UCITS ETF (ENGW.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 World 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 World Energy UCITS ETF was 21.65%, occurring on Jul 14, 2022. Recovery took 59 trading sessions.
The current SPDR MSCI World Energy UCITS ETF drawdown is 2.28%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -21.65% | Jun 9, 2022 | 26 | Jul 14, 2022 | 59 | Oct 7, 2022 | 85 |
| -20.12% | Nov 8, 2022 | 156 | Jun 23, 2023 | 197 | Apr 3, 2024 | 353 |
| -7.71% | Apr 22, 2022 | 2 | Apr 25, 2022 | 5 | May 3, 2022 | 7 |
| -5.33% | May 9, 2022 | 2 | May 10, 2022 | 4 | May 16, 2022 | 6 |
| -4.7% | Oct 10, 2022 | 7 | Oct 18, 2022 | 3 | Oct 21, 2022 | 10 |
Volatility
Volatility Chart
The current SPDR MSCI World Energy UCITS ETF volatility is 4.70%, 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.