SPDR MSCI World Utilities UCITS ETF (WUTI.AS)
WUTI.AS is a passive ETF by State Street tracking the investment results of the MSCI World/Utilities NR USD. WUTI.AS launched on Apr 29, 2016 and has a 0.30% expense ratio.
ETF Info
| ISIN | IE00BYTRRH56 |
|---|---|
| Issuer | State Street |
| Inception Date | Apr 29, 2016 |
| Category | Utilities Equities |
| Index Tracked | MSCI World/Utilities NR USD |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Value |
Expense Ratio
WUTI.AS has a high expense ratio of 0.30%, indicating higher-than-average management fees.
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 World 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 World Utilities UCITS ETF had a return of 11.87% year-to-date (YTD) and 7.24% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 11.87% | 10.00% |
| 1 month | 8.19% | 2.41% |
| 6 months | 17.52% | 16.70% |
| 1 year | 7.24% | 26.85% |
| 5 years (annualized) | 7.00% | 12.81% |
| 10 years (annualized) | N/A | 10.84% |
Monthly Returns
The table below presents the monthly returns of WUTI.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 | -0.58% | -1.43% | 5.72% | 1.91% | 11.87% | ||||||||
| 2023 | -2.12% | -1.21% | 0.74% | 2.69% | -3.18% | 0.13% | 1.43% | -3.50% | -3.33% | -0.04% | 3.45% | 1.60% | -3.59% |
| 2022 | -2.35% | -0.17% | 6.98% | 2.47% | -0.01% | -4.72% | 8.21% | 0.49% | -8.77% | 0.38% | 1.36% | -0.39% | 2.36% |
| 2021 | 0.94% | -4.56% | 9.65% | 0.40% | -1.72% | 0.13% | 3.60% | 3.33% | -5.25% | 5.46% | 0.96% | 6.21% | 19.72% |
| 2020 | 7.39% | -7.22% | -10.02% | 2.11% | 2.13% | -1.65% | 0.96% | -2.03% | 1.34% | 3.03% | 2.21% | -1.62% | -4.50% |
| 2019 | 4.50% | 3.75% | 3.43% | -0.33% | -0.40% | 1.93% | 2.21% | 4.13% | 4.78% | -2.55% | -0.37% | 1.46% | 24.65% |
| 2018 | -5.02% | -2.00% | 3.43% | 4.41% | 1.14% | 2.03% | 1.19% | 0.50% | -0.68% | 2.28% | 2.69% | -2.74% | 7.03% |
| 2017 | -2.22% | 6.16% | 1.35% | -1.43% | 2.73% | -3.57% | -1.22% | 2.40% | -1.93% | 4.54% | -0.87% | -5.33% | -0.04% |
| 2016 | 3.42% | 4.57% | 0.64% | -4.91% | 0.71% | 1.29% | -2.44% | 4.22% | 7.35% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of WUTI.AS is 32, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
WUTI.AS (SPDR MSCI World Utilities UCITS ETF)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for SPDR MSCI World Utilities UCITS ETF (WUTI.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.
Worst Drawdowns
The table below displays the maximum drawdowns of the SPDR MSCI World 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 World Utilities UCITS ETF was 33.51%, occurring on Mar 23, 2020. Recovery took 453 trading sessions.
The current SPDR MSCI World Utilities UCITS ETF drawdown is 4.72%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -33.51% | Feb 20, 2020 | 23 | Mar 23, 2020 | 453 | Dec 30, 2021 | 476 |
| -22.99% | Aug 23, 2022 | 289 | Oct 6, 2023 | — | — | — |
| -17.29% | Jun 21, 2017 | 147 | Feb 6, 2018 | 134 | Aug 17, 2018 | 281 |
| -11.25% | Apr 11, 2022 | 48 | Jun 17, 2022 | 30 | Jul 29, 2022 | 78 |
| -10.57% | Jul 26, 2016 | 80 | Nov 14, 2016 | 73 | Feb 24, 2017 | 153 |
Volatility
Volatility Chart
The current SPDR MSCI World Utilities UCITS ETF volatility is 3.53%, 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.