SPDR MSCI Europe Financials UCITS ETF (SPYZ.DE)
SPYZ.DE is a passive ETF by State Street tracking the investment results of the MSCI Europe Financials 20/35 Capped. SPYZ.DE launched on Dec 5, 2014 and has a 0.18% expense ratio.
ETF Info
IE00BKWQ0G16
A1191R
Dec 5, 2014
1x
MSCI Europe Financials 20/35 Capped
Ireland
Accumulating
Expense Ratio
SPYZ.DE 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
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Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in SPDR MSCI Europe Financials 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 Financials UCITS ETF had a return of 12.02% year-to-date (YTD) and 41.00% in the last 12 months. Over the past 10 years, SPDR MSCI Europe Financials UCITS ETF had an annualized return of 7.12%, while the S&P 500 had an annualized return of 11.21%, indicating that SPDR MSCI Europe Financials UCITS ETF did not perform as well as the benchmark.
SPYZ.DE
12.02%
10.50%
24.40%
41.00%
11.53%
7.12%
^GSPC (Benchmark)
2.90%
3.70%
10.94%
22.18%
12.41%
11.21%
Monthly Returns
The table below presents the monthly returns of SPYZ.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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 9.11% | 12.02% | |||||||||||
| 2024 | 1.07% | 2.08% | 7.69% | -0.72% | 6.16% | -2.81% | 3.56% | 1.30% | 1.76% | -0.47% | 2.33% | 1.21% | 25.23% |
| 2023 | 10.23% | 3.89% | -8.83% | 3.80% | -1.96% | 4.11% | 4.14% | -2.82% | 1.28% | -4.59% | 7.96% | 4.05% | 21.51% |
| 2022 | 3.90% | -8.36% | 1.80% | -2.92% | 2.30% | -8.52% | 3.59% | -1.97% | -5.44% | 7.12% | 8.81% | -1.09% | -2.51% |
| 2021 | -3.63% | 11.47% | 5.39% | 1.56% | 3.56% | -2.26% | 0.67% | 2.65% | 0.21% | 6.70% | -5.76% | 5.79% | 28.19% |
| 2020 | -3.35% | -9.02% | -24.27% | 3.80% | 0.37% | 6.52% | -3.75% | 4.00% | -7.47% | -3.18% | 25.34% | 1.96% | -15.32% |
| 2019 | 6.40% | 5.00% | -1.88% | 7.77% | -7.27% | 2.82% | -1.48% | -5.24% | 8.24% | 2.13% | 2.62% | 3.95% | 24.02% |
| 2018 | 4.61% | -2.89% | -5.08% | 4.13% | -6.11% | -1.14% | 4.07% | -5.13% | 1.80% | -6.48% | -0.77% | -7.48% | -19.59% |
| 2017 | 0.76% | -0.41% | 5.43% | 2.79% | -0.16% | 0.79% | 2.62% | -3.13% | 4.34% | 0.40% | -2.12% | 0.68% | 12.30% |
| 2016 | -12.60% | -5.07% | 0.73% | 3.79% | 3.02% | -14.39% | 4.82% | 5.91% | -1.03% | 6.12% | 4.70% | 6.49% | -0.54% |
| 2015 | 3.53% | 7.97% | 4.79% | -0.81% | 1.64% | -2.99% | 4.71% | -9.03% | -5.87% | 7.11% | 1.51% | -4.35% | 6.82% |
| 2014 | 0.11% | 3.88% | -1.56% | 1.24% | 2.58% | -3.38% | 0.30% | 2.57% | 1.24% | -1.37% | 2.58% | -2.37% | 5.68% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 95, SPYZ.DE is among the top 5% of ETFs on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for SPDR MSCI Europe Financials UCITS ETF (SPYZ.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 MSCI Europe Financials 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 Financials UCITS ETF was 45.16%, occurring on Mar 18, 2020. Recovery took 401 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -45.16% | Jan 23, 2018 | 542 | Mar 18, 2020 | 401 | Oct 15, 2021 | 943 |
| -37.81% | Jul 21, 2015 | 245 | Jul 6, 2016 | 383 | Jan 10, 2018 | 628 |
| -23.17% | Feb 10, 2022 | 173 | Oct 12, 2022 | 80 | Feb 2, 2023 | 253 |
| -13.69% | Mar 7, 2023 | 9 | Mar 17, 2023 | 89 | Jul 25, 2023 | 98 |
| -12.6% | May 21, 2013 | 25 | Jun 24, 2013 | 33 | Aug 8, 2013 | 58 |
Volatility
Volatility Chart
The current SPDR MSCI Europe Financials UCITS ETF volatility is 3.13%, 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.