SPDR S&P 500 ESG Leaders UCITS ETF Acc (SPPY.DE)
SPPY.DE is a passive ETF by State Street tracking the investment results of the S&P 500 ESG Leaders. SPPY.DE launched on Dec 2, 2019 and has a 0.03% expense ratio.
ETF Info
| ISIN | IE00BH4GPZ28 |
|---|---|
| WKN | A2PSPE |
| Issuer | State Street |
| Inception Date | Dec 2, 2019 |
| Category | Large Cap Blend Equities |
| Leveraged | 1x |
| Index Tracked | S&P 500 ESG Leaders |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Expense Ratio
SPPY.DE has an expense ratio of 0.03%, which is considered low compared to other funds.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in SPDR S&P 500 ESG Leaders UCITS ETF Acc, 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 S&P 500 ESG Leaders UCITS ETF Acc had a return of 18.40% year-to-date (YTD) and 21.68% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 18.40% | 17.95% |
| 1 month | 2.65% | 3.13% |
| 6 months | 9.32% | 9.95% |
| 1 year | 21.68% | 24.88% |
| 5 years (annualized) | N/A | 13.37% |
| 10 years (annualized) | N/A | 10.92% |
Monthly Returns
The table below presents the monthly returns of SPPY.DE, 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 | 3.96% | 4.11% | 3.85% | -1.60% | 1.14% | 7.12% | 0.14% | -1.54% | 18.40% | ||||
| 2023 | 4.65% | 0.95% | 1.43% | 0.66% | 5.06% | 4.36% | 2.61% | 0.43% | -2.18% | -3.20% | 6.06% | 3.70% | 26.92% |
| 2022 | -6.16% | -2.14% | 6.30% | -3.11% | -4.35% | -5.53% | 11.05% | -1.55% | -5.97% | 5.94% | -1.74% | -6.48% | -14.47% |
| 2021 | 1.17% | 3.29% | 6.81% | 2.60% | -1.33% | 5.90% | 2.39% | 3.66% | -2.11% | 6.09% | 2.62% | 4.26% | 41.09% |
| 2020 | 1.15% | -9.01% | -9.12% | 11.27% | 2.14% | 1.20% | 0.62% | 7.03% | -1.67% | -2.38% | 7.47% | 1.09% | 8.04% |
| 2019 | 4.57% | 4.57% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of SPPY.DE is 83, placing it in the top 17% 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 S&P 500 ESG Leaders UCITS ETF Acc (SPPY.DE) 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 S&P 500 ESG Leaders UCITS ETF Acc. 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 S&P 500 ESG Leaders UCITS ETF Acc was 33.31%, occurring on Mar 23, 2020. Recovery took 200 trading sessions.
The current SPDR S&P 500 ESG Leaders UCITS ETF Acc drawdown is 3.01%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -33.31% | Feb 20, 2020 | 23 | Mar 23, 2020 | 200 | Jan 7, 2021 | 223 |
| -17.46% | Jan 5, 2022 | 115 | Jun 16, 2022 | 43 | Aug 16, 2022 | 158 |
| -14.71% | Aug 19, 2022 | 93 | Dec 28, 2022 | 116 | Jun 13, 2023 | 209 |
| -8.72% | Jul 17, 2024 | 14 | Aug 5, 2024 | — | — | — |
| -7.31% | Sep 15, 2023 | 31 | Oct 27, 2023 | 25 | Dec 1, 2023 | 56 |
Volatility
Volatility Chart
The current SPDR S&P 500 ESG Leaders UCITS ETF Acc volatility is 3.83%, 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.