SPDR S&P US Utilities Select Sector UCITS ETF (ZPDU.DE)
ZPDU.DE is a passive ETF by State Street tracking the investment results of the S&P Utilities Select Sector. ZPDU.DE launched on Jul 7, 2015 and has a 0.15% expense ratio.
ETF Info
| ISIN | IE00BWBXMB69 |
|---|---|
| WKN | A14QB6 |
| Issuer | State Street |
| Inception Date | Jul 7, 2015 |
| Category | Utilities Equities |
| Index Tracked | S&P Utilities Select Sector |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Expense Ratio
ZPDU.DE features an expense ratio of 0.15%, falling within the medium range.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in SPDR S&P US Utilities 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 Utilities Select Sector UCITS ETF had a return of 15.90% year-to-date (YTD) and 7.16% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 15.90% | 10.00% |
| 1 month | 8.78% | 2.41% |
| 6 months | 19.95% | 16.70% |
| 1 year | 7.16% | 26.85% |
| 5 years (annualized) | 7.78% | 12.81% |
| 10 years (annualized) | N/A | 10.84% |
Monthly Returns
The table below presents the monthly returns of ZPDU.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 | -0.40% | 0.24% | 6.55% | 3.03% | 15.90% | ||||||||
| 2023 | -5.46% | -1.43% | 0.77% | 1.16% | -3.62% | -1.11% | 2.40% | -3.73% | -3.87% | 0.71% | 1.91% | 0.78% | -11.25% |
| 2022 | -2.95% | -0.96% | 12.44% | 1.81% | 0.54% | -2.82% | 8.73% | 2.85% | -8.57% | -0.67% | 0.44% | -1.24% | 8.30% |
| 2021 | 2.31% | -4.14% | 11.17% | 1.36% | -2.95% | 0.59% | 5.08% | 3.88% | -4.39% | 3.89% | 3.26% | 6.41% | 28.54% |
| 2020 | 8.25% | -9.82% | -7.35% | 1.24% | 2.19% | -4.92% | 1.37% | -2.81% | 2.84% | 6.37% | -2.09% | -4.16% | -10.02% |
| 2019 | 2.01% | 5.76% | 3.95% | 0.68% | -0.16% | 1.34% | 2.75% | 5.96% | 5.21% | -3.62% | -0.26% | 1.07% | 27.11% |
| 2018 | -7.58% | -0.07% | 0.97% | 4.81% | 2.61% | 2.38% | 0.86% | 2.62% | -1.46% | 5.31% | 0.73% | -2.44% | 8.38% |
| 2017 | -2.28% | 7.07% | -0.31% | -1.38% | 0.64% | -1.95% | -2.88% | 2.13% | -1.34% | 4.44% | 0.29% | -6.40% | -2.63% |
| 2016 | 4.34% | 2.34% | 1.98% | -3.09% | 4.38% | 7.06% | -0.23% | -5.96% | 1.03% | 2.76% | -1.49% | 5.14% | 18.98% |
| 2015 | -0.05% | -6.25% | 3.47% | 3.81% | 0.05% | 1.00% | 1.71% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of ZPDU.DE 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.
ZPDU.DE (SPDR S&P US Utilities Select Sector UCITS ETF)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for SPDR S&P US Utilities Select Sector UCITS ETF (ZPDU.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.
Worst Drawdowns
The table below displays the maximum drawdowns of the SPDR S&P US Utilities 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 Utilities Select Sector UCITS ETF was 35.80%, occurring on Mar 23, 2020. Recovery took 430 trading sessions.
The current SPDR S&P US Utilities Select Sector UCITS ETF drawdown is 10.94%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -35.8% | Feb 19, 2020 | 23 | Mar 23, 2020 | 430 | Dec 16, 2021 | 453 |
| -29.76% | Sep 9, 2022 | 277 | Oct 6, 2023 | — | — | — |
| -19.93% | Jun 23, 2017 | 78 | Feb 6, 2018 | 108 | Aug 15, 2018 | 186 |
| -12.83% | Apr 11, 2022 | 47 | Jun 17, 2022 | 29 | Jul 28, 2022 | 76 |
| -11.92% | Aug 19, 2015 | 16 | Sep 11, 2015 | 59 | Jan 29, 2016 | 75 |
Volatility
Volatility Chart
The current SPDR S&P US Utilities Select Sector UCITS ETF volatility is 3.73%, 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.