SPDR S&P US Consumer Discretionary Select Sector UCITS ETF (SXLY.L)
SXLY.L is a passive ETF by State Street tracking the investment results of the Cat 50%MSCI Wld/CD NR&50%MSCI Wld/CS NR. SXLY.L launched on Jul 7, 2015 and has a 0.15% expense ratio.
ETF Info
| ISIN | IE00BWBXM278 |
|---|---|
| WKN | A14QBY |
| Issuer | State Street |
| Inception Date | Jul 7, 2015 |
| Category | Consumer Discretionary Equities |
| Index Tracked | Cat 50%MSCI Wld/CD NR&50%MSCI Wld/CS NR |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Growth |
Expense Ratio
SXLY.L features an expense ratio of 0.15%, falling within the medium range.
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 S&P US Consumer Discretionary Select Sector 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 US Consumer Discretionary Select Sector UCITS ETF had a return of -2.86% year-to-date (YTD) and 21.49% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | -2.86% | 5.21% |
| 1 month | -5.44% | -4.30% |
| 6 months | 14.72% | 18.42% |
| 1 year | 21.49% | 21.82% |
| 5 years (annualized) | 9.32% | 11.27% |
| 10 years (annualized) | N/A | 10.33% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -3.79% | 6.31% | 0.44% | -3.68% | ||||||||
| 2023 | -6.40% | 11.03% | 7.32% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of SXLY.L is 59, 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 US Consumer Discretionary Select Sector UCITS ETF(SXLY.L)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for SPDR S&P US Consumer Discretionary Select Sector UCITS ETF (SXLY.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 US Consumer Discretionary Select Sector 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 US Consumer Discretionary Select Sector UCITS ETF was 37.79%, occurring on Dec 28, 2022. The portfolio has not yet recovered.
The current SPDR S&P US Consumer Discretionary Select Sector UCITS ETF drawdown is 13.14%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -37.79% | Nov 8, 2021 | 285 | Dec 28, 2022 | — | — | — |
| -36.45% | Feb 20, 2020 | 20 | Mar 18, 2020 | 79 | Jul 13, 2020 | 99 |
| -20.94% | Sep 24, 2018 | 66 | Dec 24, 2018 | 75 | Apr 11, 2019 | 141 |
| -17.18% | Nov 27, 2015 | 52 | Feb 11, 2016 | 104 | Jul 12, 2016 | 156 |
| -13.02% | Feb 9, 2021 | 19 | Mar 5, 2021 | 20 | Apr 6, 2021 | 39 |
Volatility
Volatility Chart
The current SPDR S&P US Consumer Discretionary Select Sector UCITS ETF volatility is 5.53%, 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.