SPDR S&P 400 US Mid Cap UCITS ETF (SPX4.L)
SPX4.L is a passive ETF by State Street tracking the investment results of the Russell Mid Cap TR USD. SPX4.L launched on Jan 30, 2012 and has a 0.30% expense ratio.
ETF Info
| ISIN | IE00B4YBJ215 |
|---|---|
| WKN | A1JSHV |
| Issuer | State Street |
| Inception Date | Jan 30, 2012 |
| Category | Mid Cap Blend Equities |
| Index Tracked | Russell Mid Cap TR USD |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Asset Class Size | Small-Cap |
Asset Class Style | Blend |
Expense Ratio
The SPDR S&P 400 US Mid Cap 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: SPX4.L vs. XRSG.L, SPX4.L vs. XMHQ, SPX4.L vs. SPY, SPX4.L vs. BSMIX, SPX4.L vs. VOO, SPX4.L vs. VO
Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in SPDR S&P 400 US Mid 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 S&P 400 US Mid Cap UCITS ETF had a return of 5.70% year-to-date (YTD) and 20.34% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 5.70% | 6.92% |
| 1 month | -2.60% | -2.83% |
| 6 months | 20.91% | 23.86% |
| 1 year | 20.34% | 23.33% |
| 5 years (annualized) | N/A | 11.66% |
| 10 years (annualized) | N/A | 10.52% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -1.01% | 4.55% | 6.01% | |||||||||
| 2023 | -1.41% | -5.80% | 4.19% | 9.05% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
SPDR S&P 400 US Mid Cap UCITS ETF(SPX4.L)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for SPDR S&P 400 US Mid Cap UCITS ETF (SPX4.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 S&P 400 US Mid 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 S&P 400 US Mid Cap UCITS ETF was 19.95%, occurring on Nov 28, 2023. The portfolio has not yet recovered.
The current SPDR S&P 400 US Mid Cap UCITS ETF drawdown is 7.15%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -19.95% | Nov 17, 2023 | 8 | Nov 28, 2023 | — | — | — |
| -14.71% | Feb 6, 2023 | 61 | May 4, 2023 | 137 | Nov 16, 2023 | 198 |
| -13.03% | Apr 21, 2022 | 38 | Jun 16, 2022 | 37 | Aug 8, 2022 | 75 |
| -9.04% | Aug 22, 2022 | 84 | Dec 19, 2022 | 30 | Feb 2, 2023 | 114 |
| -3.55% | Apr 5, 2022 | 3 | Apr 7, 2022 | 7 | Apr 20, 2022 | 10 |
Volatility
Volatility Chart
The current SPDR S&P 400 US Mid Cap UCITS ETF volatility is 3.79%, 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.