SPDR® MSCI Europe Energy UCITS ETF (ENGY.L)
ENGY.L is a passive ETF by State Street tracking the investment results of the MSCI World/Energy NR USD. ENGY.L launched on Dec 5, 2014 and has a 0.18% expense ratio.
ETF Info
| ISIN | IE00BKWQ0F09 |
|---|---|
| Issuer | State Street |
| Inception Date | Dec 5, 2014 |
| Category | Energy Equities |
| Leveraged | 1x |
| Index Tracked | MSCI World/Energy NR USD |
| Asset Class | Equity |
Expense Ratio
ENGY.L has an expense ratio of 0.18%, which is considered low compared to other funds.
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: ENGY.L vs. FILL, ENGY.L vs. ENGW.L, ENGY.L vs. IXC, ENGY.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 -3.87% year-to-date (YTD) and -4.72% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | -3.87% | 25.82% |
| 1 month | -4.52% | 3.20% |
| 6 months | -13.27% | 14.94% |
| 1 year | -4.72% | 35.92% |
| 5 years (annualized) | 5.67% | 14.22% |
| 10 years (annualized) | N/A | 11.43% |
Monthly Returns
The table below presents the monthly returns of ENGY.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 | -1.59% | -1.18% | 7.33% | 5.61% | -1.52% | -1.60% | -1.04% | -2.93% | -6.85% | -0.46% | -3.87% | ||
| 2023 | 0.32% | 5.22% | -7.13% | 4.21% | -8.30% | 4.11% | 3.82% | 3.19% | 7.33% | -1.12% | -1.52% | -1.16% | 7.95% |
| 2022 | 12.90% | -0.30% | 5.92% | 3.28% | 10.18% | -10.42% | 3.82% | 3.20% | -4.74% | 11.77% | 5.22% | -5.18% | 38.31% |
| 2021 | 2.55% | 10.14% | 2.06% | -3.35% | 3.78% | 3.32% | -3.44% | 2.03% | 14.03% | 2.99% | -6.08% | 4.98% | 36.30% |
| 2020 | -7.16% | -14.26% | -16.35% | -1.69% | -1.85% | 0.70% | -8.18% | 3.35% | -12.36% | -6.25% | 34.01% | 1.51% | -31.37% |
| 2019 | 7.10% | 3.07% | 2.55% | -0.25% | -4.81% | 3.42% | -1.42% | -7.29% | 7.01% | -1.52% | 0.48% | 1.37% | 9.06% |
| 2018 | 0.46% | -3.56% | 0.31% | 12.08% | 3.28% | 1.20% | 0.86% | -2.94% | 5.62% | -4.93% | -6.26% | -4.90% | -0.24% |
| 2017 | -5.00% | -0.02% | 1.78% | -2.19% | 1.59% | -5.85% | 2.33% | -1.22% | 8.21% | 5.64% | -0.95% | 2.20% | 5.79% |
| 2016 | -2.84% | 2.98% | 0.91% | 7.49% | -1.79% | 7.18% | -3.62% | 0.50% | 1.05% | 2.80% | 4.13% | 9.60% | 31.19% |
| 2015 | 2.26% | 10.12% | -3.95% | 7.52% | -3.22% | -5.38% | -0.30% | -9.92% | -6.73% | 12.69% | 3.00% | -10.64% | -7.47% |
| 2014 | 1.54% | 1.54% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of ENGY.L is 3, indicating that it is in the bottom 3% 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 Europe Energy UCITS ETF (ENGY.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 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 58.70%, occurring on Mar 18, 2020. Recovery took 471 trading sessions.
The current SPDR® MSCI Europe Energy UCITS ETF drawdown is 15.53%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -58.7% | Oct 4, 2018 | 369 | Mar 18, 2020 | 471 | Feb 4, 2022 | 840 |
| -34.45% | Apr 16, 2015 | 194 | Jan 20, 2016 | 232 | Dec 16, 2016 | 426 |
| -19.11% | Jun 9, 2022 | 26 | Jul 14, 2022 | 76 | Nov 1, 2022 | 102 |
| -17.17% | Apr 15, 2024 | 116 | Sep 26, 2024 | — | — | — |
| -13.92% | Feb 17, 2023 | 26 | Mar 24, 2023 | 112 | Sep 6, 2023 | 138 |
Volatility
Volatility Chart
The current SPDR® MSCI Europe Energy UCITS ETF volatility is 5.23%, 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.