SPDR MSCI Europe Utilities UCITS ETF (SPYU.DE)
SPYU.DE is a passive ETF by State Street tracking the investment results of the MSCI Europe Utilities 20/35 Capped. SPYU.DE launched on Dec 5, 2014 and has a 0.18% expense ratio.
ETF Info
| ISIN | IE00BKWQ0P07 |
|---|---|
| WKN | A1191Y |
| Issuer | State Street |
| Inception Date | Dec 5, 2014 |
| Category | Utilities Equities |
| Index Tracked | MSCI Europe Utilities 20/35 Capped |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Expense Ratio
SPYU.DE features an expense ratio of 0.18%, falling within the medium range.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in SPDR MSCI Europe Utilities 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 Utilities UCITS ETF had a return of -4.03% year-to-date (YTD) and -2.96% in the last 12 months. Over the past 10 years, SPDR MSCI Europe Utilities UCITS ETF had an annualized return of 6.13%, while the S&P 500 had an annualized return of 10.55%, indicating that SPDR MSCI Europe Utilities UCITS ETF did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | -4.03% | 7.26% |
| 1 month | 0.55% | -2.63% |
| 6 months | 6.34% | 22.78% |
| 1 year | -2.96% | 22.71% |
| 5 years (annualized) | 7.31% | 11.87% |
| 10 years (annualized) | 6.13% | 10.55% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -2.99% | -5.63% | 4.26% | |||||||||
| 2023 | 0.35% | 7.32% | 2.31% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of SPYU.DE is 9, indicating that it is in the bottom 9% of the market in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
SPDR MSCI Europe Utilities UCITS ETF(SPYU.DE)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for SPDR MSCI Europe Utilities UCITS ETF (SPYU.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 MSCI Europe Utilities 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 Utilities UCITS ETF was 32.98%, occurring on Mar 23, 2020. Recovery took 201 trading sessions.
The current SPDR MSCI Europe Utilities UCITS ETF drawdown is 5.60%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -32.98% | Feb 20, 2020 | 23 | Mar 23, 2020 | 201 | Jan 8, 2021 | 224 |
| -22.28% | May 26, 2022 | 100 | Oct 12, 2022 | 125 | Apr 6, 2023 | 225 |
| -20.29% | May 22, 2015 | 378 | Nov 14, 2016 | 247 | Nov 6, 2017 | 625 |
| -15.27% | Nov 9, 2017 | 65 | Feb 13, 2018 | 99 | Jul 6, 2018 | 164 |
| -14.08% | May 16, 2023 | 101 | Oct 3, 2023 | 47 | Dec 7, 2023 | 148 |
Volatility
Volatility Chart
The current SPDR MSCI Europe Utilities UCITS ETF volatility is 4.46%, 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.