SPDR MSCI World Financials UCITS ETF (WFIN.AS)
WFIN.AS is a passive ETF by State Street tracking the investment results of the MSCI World/Financials NR USD. WFIN.AS launched on Apr 29, 2016 and has a 0.30% expense ratio.
ETF Info
| ISIN | IE00BYTRR970 |
|---|---|
| Issuer | State Street |
| Inception Date | Apr 29, 2016 |
| Category | Financials Equities |
| Leveraged | 1x |
| Index Tracked | MSCI World/Financials NR USD |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Value |
Expense Ratio
WFIN.AS features an expense ratio of 0.30%, falling within the medium range.
Share Price Chart
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Compare to other instruments
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Popular comparisons: WFIN.AS vs. IXG, WFIN.AS vs. UIFS.L, WFIN.AS vs. XDWF.DE
Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in SPDR MSCI World 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 World Financials UCITS ETF had a return of 35.43% year-to-date (YTD) and 45.03% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 35.43% | 25.48% |
| 1 month | 7.71% | 2.14% |
| 6 months | 18.69% | 12.76% |
| 1 year | 45.03% | 33.14% |
| 5 years (annualized) | 12.42% | 13.96% |
| 10 years (annualized) | N/A | 11.39% |
Monthly Returns
The table below presents the monthly returns of WFIN.AS, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 4.33% | 3.23% | 5.16% | -2.16% | 2.19% | 0.73% | 5.01% | -0.06% | 0.95% | 4.01% | 35.43% | ||
| 2023 | 6.29% | 1.07% | -10.10% | 0.94% | -0.71% | 4.40% | 4.41% | -1.87% | 0.60% | -4.32% | 7.45% | 4.47% | 11.89% |
| 2022 | 0.74% | -2.16% | 2.46% | -3.59% | -0.90% | -7.97% | 7.76% | -0.72% | -4.71% | 6.73% | 2.77% | -4.41% | -5.09% |
| 2021 | 0.59% | 10.47% | 7.40% | 2.58% | 3.17% | -0.44% | 0.11% | 4.32% | 0.67% | 6.48% | -4.02% | 3.75% | 40.18% |
| 2020 | -1.05% | -9.63% | -20.40% | 6.10% | 0.18% | 1.73% | -2.84% | 4.57% | -3.65% | -0.86% | 16.96% | 1.44% | -11.39% |
| 2019 | 7.54% | 4.20% | -1.46% | 7.05% | -5.45% | 3.37% | 3.02% | -4.36% | 6.57% | -0.27% | 4.73% | 0.57% | 27.43% |
| 2018 | 2.44% | -1.21% | -5.42% | 3.44% | -0.53% | -1.17% | 3.13% | -0.45% | -0.10% | -4.19% | 0.69% | -9.57% | -12.91% |
| 2017 | -0.49% | 4.55% | -0.29% | -1.29% | -4.01% | 3.46% | 0.30% | -2.86% | 4.54% | 3.37% | -0.26% | 0.97% | 7.84% |
| 2016 | 6.10% | -6.37% | 4.76% | 3.27% | -1.60% | 4.81% | 11.60% | 4.01% | 28.66% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of WFIN.AS is 93, placing it in the top 7% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for SPDR MSCI World Financials UCITS ETF (WFIN.AS) 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 World 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 World Financials UCITS ETF was 42.00%, occurring on Mar 23, 2020. Recovery took 253 trading sessions.
The current SPDR MSCI World Financials UCITS ETF drawdown is 0.07%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -42% | Feb 18, 2020 | 25 | Mar 23, 2020 | 253 | Mar 18, 2021 | 278 |
| -19.72% | Jan 30, 2018 | 232 | Dec 24, 2018 | 146 | Jul 24, 2019 | 378 |
| -16.77% | Jan 14, 2022 | 108 | Jun 16, 2022 | 383 | Dec 11, 2023 | 491 |
| -10.7% | May 31, 2016 | 20 | Jun 27, 2016 | 46 | Aug 30, 2016 | 66 |
| -9.77% | Mar 2, 2017 | 133 | Sep 7, 2017 | 33 | Oct 26, 2017 | 166 |
Volatility
Volatility Chart
The current SPDR MSCI World Financials UCITS ETF volatility is 5.88%, 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.