SPDR MSCI World Utilits UCITS ETF (WUTI.L)
WUTI.L is a passive ETF by State Street tracking the investment results of the MSCI World/Utilities NR USD. WUTI.L launched on Apr 29, 2016 and has a 0.30% expense ratio.
ETF Info
ISIN | IE00BYTRRH56 |
---|---|
WKN | A2AGZ5 |
Issuer | State Street |
Inception Date | Apr 29, 2016 |
Category | Utilities Equities |
Index Tracked | MSCI World/Utilities NR USD |
Domicile | Ireland |
Distribution Policy | Accumulating |
Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Value |
Expense Ratio
WUTI.L has a high expense ratio of 0.30%, indicating higher-than-average management fees.
Share Price Chart
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Compare to other instruments
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Popular comparisons: WUTI.L vs. SWDA.L, WUTI.L vs. VT
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in SPDR MSCI World Utilits 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 Utilits UCITS ETF had a return of 11.07% year-to-date (YTD) and 11.23% in the last 12 months.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | 11.07% | 11.05% |
1 month | 14.77% | 4.86% |
6 months | 16.45% | 17.50% |
1 year | 11.23% | 27.37% |
5 years (annualized) | 6.73% | 13.14% |
10 years (annualized) | N/A | 10.90% |
Monthly Returns
The table below presents the monthly returns of WUTI.L, 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 | -2.83% | -1.74% | 5.60% | 0.94% | 11.07% | ||||||||
2023 | -1.28% | -2.80% | 3.90% | 3.60% | -6.48% | 2.63% | 2.12% | -4.76% | -5.78% | 0.04% | 6.67% | 3.30% | 0.13% |
2022 | -3.56% | 0.44% | 5.69% | -2.98% | 1.92% | -7.05% | 5.66% | -0.99% | -11.20% | 1.46% | 6.47% | 2.32% | -3.37% |
2021 | -0.11% | -5.09% | 6.52% | 2.93% | 0.09% | -3.25% | 3.87% | 2.54% | -6.62% | 4.85% | -1.33% | 6.54% | 10.33% |
2020 | 6.00% | -7.85% | -10.30% | 1.82% | 3.81% | -0.52% | 6.32% | -1.90% | 0.46% | 2.33% | 4.80% | 0.88% | 4.43% |
2019 | 4.47% | 3.12% | 2.01% | -0.64% | -0.80% | 4.10% | 0.00% | 2.61% | 4.06% | -0.19% | -1.83% | 3.61% | 22.22% |
2018 | -1.88% | -3.61% | 3.93% | 2.48% | -2.22% | 1.98% | 1.60% | -0.39% | -0.56% | -0.28% | 2.58% | -1.55% | 1.82% |
2017 | -0.07% | 4.43% | 2.06% | 0.59% | 5.87% | -2.20% | 2.14% | 3.19% | -2.63% | 3.11% | 1.53% | -4.40% | 13.96% |
2016 | -0.42% | 4.26% | 1.36% | -5.08% | 1.55% | -1.38% | -5.71% | 3.99% | -1.90% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of WUTI.L is 33, 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.L (SPDR MSCI World Utilits UCITS ETF)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for SPDR MSCI World Utilits UCITS ETF (WUTI.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 MSCI World Utilits 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 Utilits UCITS ETF was 33.85%, occurring on Mar 23, 2020. Recovery took 260 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-33.85% | Feb 19, 2020 | 24 | Mar 23, 2020 | 260 | Apr 16, 2021 | 284 |
-21.86% | Apr 11, 2022 | 127 | Oct 13, 2022 | 396 | May 10, 2024 | 523 |
-12.74% | Jul 25, 2016 | 80 | Nov 14, 2016 | 109 | Apr 24, 2017 | 189 |
-12.15% | Dec 1, 2017 | 48 | Feb 9, 2018 | 207 | Dec 4, 2018 | 255 |
-8.69% | Jan 5, 2022 | 37 | Feb 24, 2022 | 23 | Mar 29, 2022 | 60 |
Volatility
Volatility Chart
The current SPDR MSCI World Utilits UCITS ETF volatility is 3.20%, 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.