SPDR S&P 400 US Mid Cap UCITS ETF (SPY4.DE)
SPY4.DE is a passive ETF by State Street tracking the investment results of the S&P MidCap 400. SPY4.DE 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 | S&P MidCap 400 |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Expense Ratio
SPY4.DE has a high expense ratio of 0.30%, indicating higher-than-average management fees.
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: SPY4.DE vs. VOO, SPY4.DE vs. SPY, SPY4.DE vs. URTH, SPY4.DE vs. ^GSPC
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 7.18% year-to-date (YTD) and 25.58% in the last 12 months. Over the past 10 years, SPDR S&P 400 US Mid Cap UCITS ETF had an annualized return of 12.59%, outperforming the S&P 500 benchmark which had an annualized return of 10.64%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 7.18% | 7.50% |
| 1 month | -1.85% | -1.61% |
| 6 months | 18.09% | 17.65% |
| 1 year | 25.58% | 26.26% |
| 5 years (annualized) | 10.06% | 11.73% |
| 10 years (annualized) | 12.59% | 10.64% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.57% | 4.21% | 6.17% | -4.18% | ||||||||
| 2023 | -6.14% | 5.27% | 8.34% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of SPY4.DE is 74, suggesting that the investment has average results relative to the market in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
SPDR S&P 400 US Mid Cap UCITS ETF(SPY4.DE)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for SPDR S&P 400 US Mid Cap UCITS ETF (SPY4.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.
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 42.72%, occurring on Mar 23, 2020. Recovery took 199 trading sessions.
The current SPDR S&P 400 US Mid Cap UCITS ETF drawdown is 3.68%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -42.72% | Feb 20, 2020 | 23 | Mar 23, 2020 | 199 | Jan 6, 2021 | 222 |
| -24.88% | Apr 14, 2015 | 159 | Feb 11, 2016 | 169 | Nov 11, 2016 | 328 |
| -19.11% | Aug 15, 2018 | 93 | Dec 27, 2018 | 79 | Apr 23, 2019 | 172 |
| -17.59% | Nov 23, 2021 | 144 | Jun 16, 2022 | 43 | Aug 16, 2022 | 187 |
| -14.71% | Aug 17, 2022 | 183 | May 4, 2023 | 164 | Dec 20, 2023 | 347 |
Volatility
Volatility Chart
The current SPDR S&P 400 US Mid Cap UCITS ETF volatility is 3.25%, 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.