- Issuer
- State Street
- Inception Date
- Apr 29, 2016
- Category
- Financials Equities
- Leveraged
- 1x (No leverage)
- Index Tracked
- State Street SPDR MSCI World Financials UCITS ETF USD Acc
- Distribution Policy
- Accumulating
- Asset Class
- Equity
Share Price Chart
Loading charts...
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
WFIN.L Performance Chart
State Street SPDR MSCI World Financials UCITS ETF USD Acc (WFIN.L) is up 8.9% since the beginning of the year. WFIN.L is currently trading at $103 per share. Investors who bought $1,000 worth of WFIN.L shares 5 years ago would now be looking at an investment worth $1,995.
Loading charts...
Returns By Period
State Street SPDR MSCI World Financials UCITS ETF USD Acc (WFIN.L) has returned 8.91% so far this year and 21.36% over the past 12 months. Over the last ten years, WFIN.L has had an annualized return of 13.34%, just under the S&P 500 Index benchmark’s 13.36%.
State Street SPDR MSCI World Financials UCITS ETF USD Acc
- 1D
- -0.27%
- 1M
- 5.66%
- 6M
- 9.60%
- YTD
- 8.91%
- 1Y
- 21.36%
- 3Y*
- 24.93%
- 5Y*
- 14.81%
- 10Y*
- 13.34%
Benchmark (S&P 500 Index)
- 1D
- 0.38%
- 1M
- 0.24%
- 6M
- 9.32%
- YTD
- 10.62%
- 1Y
- 21.28%
- 3Y*
- 18.90%
- 5Y*
- 11.84%
- 10Y*
- 13.36%
WFIN.L Monthly Returns History
Based on dividend-adjusted daily data since Jan 2, 2008, WFIN.L's average daily return is +0.03%, while the average monthly return is +0.67%. At this rate, an investment would double in approximately 8.7 years.
Historically, 60% of months were positive and 40% were negative. The best month was Apr 2009 with a return of +22.9%, while the worst month was Oct 2008 at -25.7%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 5 months.
On a daily basis, WFIN.L closed higher 53% of trading days. The best single day was Sep 19, 2008 with a return of +12.1%, while the worst single day was Jan 20, 2009 at -11.7%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.61% | -0.79% | -7.06% | 8.40% | 0.76% | 3.40% | 5.24% | 8.91% | |||||
| 2025 | 6.89% | 0.64% | -2.08% | 0.19% | 6.45% | 3.42% | 1.11% | 3.44% | 0.62% | -1.95% | 2.70% | 4.91% | 29.17% |
| 2024 | 1.68% | 3.12% | 5.09% | -3.13% | 3.67% | -0.50% | 5.94% | 2.45% | 1.57% | 1.27% | 7.93% | -4.40% | 26.82% |
| 2023 | 8.05% | -1.20% | -8.08% | 2.95% | -4.44% | 6.87% | 5.51% | -3.65% | -1.71% | -4.48% | 11.05% | 6.26% | 16.20% |
| 2022 | 0.02% | -1.88% | 1.69% | -8.83% | 0.92% | -10.19% | 5.06% | -1.89% | -7.32% | 7.85% | 7.05% | -0.90% | -9.85% |
| 2021 | -0.47% | 9.68% | 4.54% | 5.10% | 5.01% | -3.61% | 0.20% | 3.69% | -0.85% | 5.80% | -6.06% | 3.27% | 28.37% |
Benchmark Metrics
State Street SPDR MSCI World Financials UCITS ETF USD Acc has an annualized alpha of 0.65%, beta of 0.78, and R2 of 0.46 versus S&P 500 Index. Calculated based on daily prices since January 02, 2008.
- This ETF participated in 112.82% of S&P 500 Index downside but only 104.60% of its upside - more exposed to losses than it benefited from rallies.
- R2 of 0.46 means the benchmark explains less than half of this ETF's behavior - treat beta with caution or consider switching to a more representative benchmark.
- Alpha
- 0.65%
- Beta
- 0.78
- R²
- 0.46
- Upside Capture
- 104.60%
- Downside Capture
- 112.82%
Expense Ratio
WFIN.L has an expense ratio of 0.30%, placing it in the medium range.
Return for Risk
Risk / Return Rank
WFIN.L ranks 52 for risk / return — on par with similar ETFs. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for State Street SPDR MSCI World Financials UCITS ETF USD Acc (WFIN.L) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| WFIN.L | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.20 | ||
| Sortino ratioReturn per unit of downside risk | -0.10 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.31 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 1.98 | 2.35 | -0.37 |
| Martin ratioReturn relative to average drawdown | 6.54 | 10.19 | -3.65 |
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.
Loading charts...
Worst Drawdowns
The table below displays the maximum drawdowns of the State Street SPDR MSCI World Financials UCITS ETF USD Acc. 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 State Street SPDR MSCI World Financials UCITS ETF USD Acc was 72.88%, occurring on Mar 9, 2009. Recovery took 1911 trading sessions.
The current State Street SPDR MSCI World Financials UCITS ETF USD Acc drawdown is 0.27%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-72.88%Mar 2009 | 1y 2mo | 7y 10mo | 9y 25dJan 2008 - Jan 2017 | Financial crisis2007–2009 |
-43.40%Mar 2020 | 2y 1mo | 10mo 26d | 3y 18dJan 2018 - Feb 2021 | COVID crash2020 |
-27.48%Oct 2022 | 9mo 1d | 1y 4mo | 2y 1moJan 2022 - Feb 2024 | Bear market2022 |
-15.69%Apr 2025 | 1mo 4d | 1mo 5d | 2mo 9dMar 2025 - May 2025 | 2025 selloff2025 |
-11.06%Mar 2026 | 2mo 20d | 2mo 17d | 5mo 7dJan 2026 - Jun 2026 | — |
Drawdown Indicators
| WFIN.L | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.88% | -56.78% | -16.10% |
Max Drawdown (1Y)Largest decline over 1 year | -11.06% | -9.10% | -1.96% |
Max Drawdown (3Y)Largest decline over 3 years | -15.69% | -18.90% | +3.21% |
Max Drawdown (5Y)Largest decline over 5 years | -27.48% | -25.43% | -2.05% |
Max Drawdown (10Y)Largest decline over 10 years | -43.40% | -33.92% | -9.48% |
Current DrawdownCurrent decline from peak | -0.27% | -0.49% | +0.22% |
Average DrawdownAverage peak-to-trough decline | -18.23% | -10.70% | -7.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.36% | 2.09% | +1.27% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading charts...
Build a portfolio with WFIN.L
Add State Street SPDR MSCI World Financials UCITS ETF USD Acc to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Analyzer with WFIN.L