SPDR S&P US Energy Select Sector UCITS ETF (ZPDE.DE)
ZPDE.DE is a passive ETF by State Street tracking the investment results of the S&P Energy Select Sector. ZPDE.DE launched on Jul 7, 2015 and has a 0.15% expense ratio.
ETF Info
| ISIN | IE00BWBXM492 |
|---|---|
| WKN | A14QB0 |
| Issuer | State Street |
| Inception Date | Jul 7, 2015 |
| Category | Energy Equities |
| Leveraged | 1x |
| Index Tracked | S&P Energy Select Sector |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Expense Ratio
ZPDE.DE has an expense ratio of 0.15%, which is considered low compared to other funds.
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: ZPDE.DE vs. MLPP.L, ZPDE.DE vs. XLE, ZPDE.DE vs. UMI, ZPDE.DE vs. SXR8.DE, ZPDE.DE vs. QDVE.DE, ZPDE.DE vs. GLTR
Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in SPDR S&P US Energy 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 Energy Select Sector UCITS ETF had a return of 5.47% year-to-date (YTD) and -5.65% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 5.47% | 17.79% |
| 1 month | -4.36% | 0.18% |
| 6 months | -5.48% | 7.53% |
| 1 year | -5.65% | 26.42% |
| 5 years (annualized) | 12.29% | 13.48% |
| 10 years (annualized) | N/A | 10.85% |
Monthly Returns
The table below presents the monthly returns of ZPDE.DE, 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 | 1.84% | 2.71% | 9.98% | 2.16% | -4.85% | 1.75% | 1.57% | -5.51% | 5.47% | ||||
| 2023 | 1.92% | -3.73% | -3.47% | 1.61% | -6.77% | 4.18% | 6.53% | 3.03% | 5.65% | -6.38% | -4.61% | 0.25% | -2.97% |
| 2022 | 18.61% | 7.00% | 13.32% | 4.16% | 13.57% | -16.35% | 11.00% | 5.99% | -6.90% | 21.50% | -2.84% | -6.96% | 71.20% |
| 2021 | 6.91% | 21.12% | 6.06% | -1.17% | 3.18% | 7.09% | -8.09% | -1.10% | 12.11% | 9.53% | -2.56% | 2.20% | 66.70% |
| 2020 | -9.25% | -16.84% | -31.22% | 28.48% | -1.63% | -3.44% | -8.58% | -0.26% | -12.92% | -5.97% | 30.03% | -0.75% | -38.96% |
| 2019 | 10.63% | 2.71% | 3.17% | 1.11% | -10.25% | 5.33% | 0.37% | -6.72% | 4.98% | -4.98% | 3.42% | 4.56% | 13.17% |
| 2018 | -0.67% | -7.35% | -1.33% | 12.36% | 6.52% | 0.75% | 0.83% | -3.00% | 2.49% | -11.08% | 0.47% | -12.88% | -14.57% |
| 2017 | -6.70% | 0.22% | -2.38% | -4.43% | -7.06% | -1.36% | -0.77% | -6.14% | 10.39% | 0.69% | -0.69% | 5.29% | -13.42% |
| 2016 | -4.83% | 0.74% | 3.67% | 6.72% | 3.75% | 2.15% | -2.50% | 2.71% | 2.75% | 0.14% | 11.69% | 2.76% | 32.94% |
| 2015 | -4.53% | -7.27% | -9.08% | 15.88% | 4.79% | -14.09% | -16.02% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of ZPDE.DE is 7, indicating that it is in the bottom 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 S&P US Energy Select Sector UCITS ETF (ZPDE.DE) 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 S&P US Energy 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 Energy Select Sector UCITS ETF was 65.58%, occurring on Mar 23, 2020. Recovery took 468 trading sessions.
The current SPDR S&P US Energy Select Sector UCITS ETF drawdown is 12.97%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -65.58% | Dec 21, 2016 | 780 | Mar 23, 2020 | 468 | Jan 27, 2022 | 1248 |
| -29.72% | Jul 22, 2015 | 114 | Feb 11, 2016 | 173 | Nov 10, 2016 | 287 |
| -23.09% | Jun 9, 2022 | 20 | Jul 6, 2022 | 67 | Oct 7, 2022 | 87 |
| -22.35% | Nov 8, 2022 | 132 | May 16, 2023 | 226 | Apr 3, 2024 | 358 |
| -16.18% | Apr 15, 2024 | 107 | Sep 11, 2024 | — | — | — |
Volatility
Volatility Chart
The current SPDR S&P US Energy Select Sector UCITS ETF volatility is 5.10%, 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.